Revision as of 16:22, 11 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 that may apply to any customers are:

• set up in the administration area
• can be copied down to each customer on a case-by-case basis during the process of creating a customer.
• can set the customer's default cost centre values automatically.

Customer-specific cost centres are set up under a customer's account directly.

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

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 and set the customer's cost centre(s) with defaulted 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.

• Customer > Cost Centres

Create and maintain customer-specific cost centre types and cost centres. These cost centres are available to the customer only.

• Create New Account

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:

• • Create a copy of global cost centre types and values created in the administrative area and make them available to the customer, under Customer > Cost Centre.
  • Enable the Customer > Detail > Cost Centre Default sub tab for the customer.
  • Set the default values for each cost centre for the customer.

• Customer > Detail > Cost Centre Default

Set the default cost centre for a single customer's account.

• Service > Orders > New Order > Service Configuration

On the service configuration page within the order process, users can assign a cost centre to the service if they choose.

• 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.