Difference between revisions of "Admin/Cost Centres"
(Created page with "{{Cost Centre Types for Service Providers}} = Overview = This screen appears for service providers subscribing to the Cost Centre module. This page is where service providers...") |
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= Overview = | = Overview = | ||
| − | This screen appears for service providers subscribing to the Cost Centre module. This page is where service providers create and maintain cost centre types | + | This screen appears for service providers subscribing to the Cost Centre module. This page is where service providers create and maintain cost centre types used across in the system. |
To access this screen: | To access this screen: | ||
Nav: '''Admin > Cost Centre''' | Nav: '''Admin > Cost Centre''' | ||
| + | |||
| + | [[file:Cost-centre-types-list.png|1200px|]] | ||
| + | |||
| + | The Cost Centre Types list screen shows all cost centre types created for the service provider. They can be enabled or disabled via this screen. | ||
| + | |||
| + | == Create a New Cost Centre Type == | ||
| + | To create a new Cost Centre Type: | ||
| + | |||
| + | 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'''. | ||
Revision as of 17:23, 5 July 2017
Overview
This screen appears for service providers subscribing to the Cost Centre module. This page is where service providers create and maintain cost centre types used across in the system.
To access this screen:
Nav: Admin > Cost Centre
The Cost Centre Types list screen shows all cost centre types created for the service provider. They can be enabled or disabled via this screen.
Create a New Cost Centre Type
To create a new Cost Centre Type:
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.
