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| − | {{DISPLAYTITLE: Cost Centres}}
| + | =This Content Has Moved House= |
| − | = Overview = | |
| − | Cost centres are a mechanism for linking financial records with a key so that reporting can be later run on those records to determine where money in an organisation is being spent. Emersion's support for cost centres include a list of cost centre types with values that can be set at different levels, including:
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| − | * an account
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| − | * a package
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| − | * a service
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| − | * a cardline.
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| − | Cost Centres that may apply to any customers are:
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
| − | * set up in the administration area
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| − | * can be copied down to each customer on a case-by-case basis during the process of creating a customer.
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| − | * can set the customer's default cost centre values automatically.
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| − | Customer-specific cost centres are set up under a customer's account directly.
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
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| | + | [https://resources.emersion.com/display/EKB/Cost+Centres Take me to the Emersion Knowledge Base article] |
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| − | == Cost Centres on the Standard Invoice Template ==
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| − | Service providers subscribing to the Cost Centre module(s) are provided with a version of the standard Emersion Invoice Template that will present cost centres. This is included in the cost of the module.
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| − | == Cost Centres on Custom Invoice Templates ==
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| − | Service provider's with a custom template, or one with [[Admin/My_Invoice_Template/Invoice_Designs|specific design settings]] may need to be modified by Emersion to support cost centres. The cost to modify any invoice templates to support cost centres is quoted separately to any fees that apply to subscribe to the Cost Centre module.
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| − | == Cost Centre Precedence ==
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| − | When a cardline is created, the system will check whether cost centres are being used by the service provider. In all cases, the precedence is from most specific cost centre (card line level) up to the least specific (account level).
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| − | # If a cost centre is found for a cardline, the cardline cost centre will be used. If no cost centre applies to the cardline, the system will look at the service.
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| − | # If a cost centre is found for a service, the service cost centre will be used. If no cost centre applies to the service, the system will look at the package.
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| − | # If a cost centre is found for a package, the package cost centre will be used. If no cost centre applies to the package, the system will look at the account.
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| − | # If a cost centre is found for an account, the account cost centre will be used. If no cost centre applies to the account, no cost centre applies.
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| − | While this precedence cannot be overridden, the values can be overridden on unallocated cardlines by users with the permission to do so.
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| − | = Cost Centre Cumulus Pages =
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| − | The following Cumulus pages form part of the cost centre module.
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| − | ;[[Admin/Cost Centres|'''Admin > Cost Centres''']]
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| − | This page is the primary administrative screen where administrative users create and maintain a global set of cost centre types and values. Global cost centres can automatically be copied down to customers upon their creation and automatically set customer with the default values. Cost centre types and values that are created here can automatically be copied down to customers upon their creation. To do that, ensure the ''Auto Generate Cost Centre'' flag is ticked when creating a new customer.
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| − | ;[[Account_Management/Customer_Screen/Cost_Centre|'''Customer > Cost Centres''']]
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| − | Create and maintain customer-specific cost centre types and cost centres. These cost centres are available to the customer only.
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| − | ;[[Account/AccountCreation|'''Create New Account''']]
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| − | The first screen of the Create New Account wizard contains ''Auto Generate Cost Centre'' flag. If this is used, the system will perform the following additional activities when the account is saved:
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| − | * Create a copy of global cost centre types and values created in the [[Admin/Cost Centres|'''administrative area''']] and make them available to the customer, under '''Customer > Cost Centre'''.
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| − | * Enable the '''Customer > Detail > Cost Centre Default''' sub tab for the customer.
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| − | * Set the default values for each cost centre for the customer.
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| − | ;[[Account_Management/Customer_Screen/Details#Cost_Centre_Default|'''Customer > Detail > Cost Centre Default''']]
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| − | Set the default cost centre for an account.
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| − | ;'''Customer > Package Subscription > Cost Centres'''
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| − | Set the default cost centre for a package subscription. This screen is not visible until an account has a cost centre type configured.
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| − | ;'''Customer > Service Subscription > Cost Centres'''
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| − | Set the default cost centre for a service subscription. This screen is not visible until an account has a cost centre type configured.
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| − | '''Customer > Pending Ledger Card lines'''
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| − | Expand a pending card line (using the magnifying glass icon). Set the default cost centre for a given pending card line.
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| − | Creating a new cost centre type can be done:
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| − | * Globally under the Admin area
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| − | * Under a customer, to be used for that customer.
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
