Revision as of 16:50, 5 July 2017

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:

• an account
• a package
• a service
• a cardline.

Cost Centres on the Standard Invoice Template

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.

Cost Centres on Custom Invoice Templates

Service provider's with a custom template, or one with 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.

Cost Centre Precedence

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).

1. 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.
2. 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.
3. 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.
4. 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.

While this precedence cannot be overridden, the values can be overridden on unallocated cardlines by users with the permission to do so.

Cost Centre Cumulus Pages

The following Cumulus pages form part of the cost centre module.

Admin > Cost Centres

Create and maintain of cost centre types and cost centres for a service provider.

Customer > Cost Centres

Create and maintain account-level cost centre types and cost centres.

Create New Account

The first screen of the Create New Account wizard contains an auto-generate cost centre field.

Customer > Detail > Cost Centre

Set the default cost centre for an account.

Customer > Package Subscription > Cost Centres

Set the default cost centre for a package subscription. This screen is not visible until an account has a cost centre type configured.

Customer > Service Subscription > Cost Centres

Set the default cost centre for a service subscription. This screen is not visible until an account has a cost centre type configured.

Customer > Pending Ledger Card lines Expand a pending card line (using the magnifying glass icon). Set the default cost centre for a given pending card line.

Create a New Cost Centre Type

To create a new Cost Centre Type:

Nav: Customer > Cost Centre

Press the Add New Cost Centre Type button.

The fields are

Name

This will be displayed on the customer's invoice.

Description

Enter a description. This is for internal purposes and will not show on a customer's invoice.

Display Order

This field can be used to order the display of the cost centre types on the cost centre tab under package or service subscriptions. Enter 1 for 1st place, 2 for 2nd place, and so on.

Status

Check the box to enable the cost centre type to be available. Un tick to hide the cost centre type so it cannot be used.

When you are happy, press Save.

This picture shows the application of the display order on the Customer > Package Subscription > Cost Centre tab.