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| = Setting Service Cost Centres = | | = Setting Service Cost Centres = |
− | There are multiple ways of setting cost centres at the service level.
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− | * During an order for a service.
| + | Please refer to the [https://resources.emersion.com/display/EKB/Cost+Centres|Cost Centre help] on the Emersion Knowledge Base |
− | * Under the service subscription.
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− | == Setting a Service Cost Centre in an Order ==
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− | Users can assign a cost centre for a service within the order wizard when the service is first created. To do this;
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− | 1. Start an order using your usual process.<br />
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− | 2. Progress the order through to the ''service configuration'' step.<br />
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− | 3. Expand the service by clicking the magnifying glass icon. You will see the available cost centre types that can be assigned.<br />
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− | [[file:Order-config-service-cost-centres.png|1200px|]]
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− | 4. Select the values for each cost center type as they apply.<br />
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− | 5. Press '''Save Default Cost Centres'''.
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− | '''''! IMPORTANT !''''' There is no on-screen prompt to tell the user if the cost centres have been applied or not. The 'wings flapping' in the top right-hand corner of the browser that Emersion uses to indicate activity is a sign the system is attempting to save the change. When they stop flapping, collapse and expand the service information again. A successful save will show the user the settings they applied.
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− | 6. Progress through the rest of the order as normal and submit the order when you are finished.
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− | == Setting a Service Cost Centre under a Service Subscription ==
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− | Users can set a service cost centre directly under the service subscription. This is also where users can check that the service cost centre that was configured during the order process was saved.
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− | To do this;
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− | Nav: Customer > Service Subscription > Cost Centres
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− | [[file:Service-sub-cost-centre.png|1400px|]]
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− | # Click the '''Edit''' button to put the page into EDIT mode.
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− | # For each cost centre type listed, choose the required value.
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− | # Press '''Submit''' to save the changes.
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Revision as of 11:53, 22 April 2020
Overview
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.
This article covers service-level cost centres.
Setting Service Cost Centres
Please refer to the Centre help on the Emersion Knowledge Base