|
|
| Line 1: |
Line 1: |
| − | {{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:
| |
| − | * an account
| |
| − | * a package
| |
| − | * a service
| |
| − | * a cardline.
| |
| | | | |
| − | 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
| |
| − | * 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.
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
| | + | |
| | + | [https://resources.emersion.com/display/EKB/Cost+Centres Take me to the Emersion Knowledge Base article] |
| | | | |
| − | == Cost Centres on the Standard Invoice Template ==
| + | [[file:new_home_sm.jpg|900px]] |
| − | Service providers subscribing to the Cost Centre module are provided with a specific version of the standard Emersion Invoice Template that will display cost centres. This is included in the cost of the module.
| |
| − | | |
| − | [[Cost_Centres/Standard_Invoice_Presentation|Click here to see how Cost Centres present on the Standard Emersion Invoice Template]]
| |
| − | | |
| − | == Cost Centres on Custom Invoice Templates ==
| |
| − | 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.
| |
| − | | |
| − | == Cost Centres in the End User Portal ==
| |
| − | Service providers can optionally choose to let end users maintain their own service-level cost centres inside the End User Portal.
| |
| − | | |
| − | [[End_User_Portal/Cost_Centre|Click for more information]]
| |
| − | | |
| − | == 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).
| |
| − | | |
| − | # 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.
| |
| − | # 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.
| |
| − | # 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.
| |
| − | # If a cost centre is found for an account, the account cost centre will be used.
| |
| − | | |
| − | 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|'''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.
| |
| − | | |
| − | * [[Admin/My_Invoice_Template/Invoice_Layout#Cost_Centre|'''Admin > My Invoice Template > Invoice Layouts > Miscellaneous Settings''']]
| |
| − | Define on your invoice template how group transactions under a cost centre.
| |
| − | | |
| − | * [[Account_Management/Customer_Screen/Cost_Centre|'''Customer > Cost Centres''']]
| |
| − | Create and maintain customer-specific cost centre types and cost centres. These cost centres are available to the customer only.
| |
| − | | |
| − | * [[Account/AccountCreation|'''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 [[Admin/Cost Centres|'''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.
| |
| − | | |
| − | * [[Account_Management/Customer_Screen/Details#Cost_Centre_Default|'''Customer > Detail > Cost Centre Default''']]
| |
| − | Set the default cost centre for a single customer's account.
| |
| − | | |
| − | * [[Cost_Centres/Service_Cost_Centres#Setting_a_Service_Cost_Centre_in_an_Order|'''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.
| |
| − | | |
| − | * [[Cost_Centres/Package_Cost_Centres|'''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.
| |
| − | | |
| − | * [[Cost_Centres/Service_Cost_Centres|'''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.
| |
| − | | |
| − | * [[Cost_Centres/Cardline_Cost_Centres|'''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.
| |
| − | | |
| − | = Access Controls =
| |
| − | This section describes the access controls pertaining to cost centres.
| |
| − | | |
| − | Users need to log out and log in again to see the changes to their access.
| |
| − | === Enable the Module Permission ===
| |
| − | Once Emersion confirms that the Cost Centre module has been enabled for your service provider account, you will need to ensure your Staff users are granted access. As part of enabling the module, Emersion will enable the Cost Centre module permission for your Admin Full Power role group.
| |
| − | | |
| − | If other users require access, Full Power Administrators will need to enable the module permission in other role groups that need it. Follow the steps nelow to enable the module permission for a role group.
| |
| − | | |
| − | Nav: '''Admin > Org Units and Roles > Roles'''
| |
| − | | |
| − | # Click the ID of the role group that is to be granted access to Cost Centres.
| |
| − | # Click the '''Manage Module Admin Permissions''' button. The user will take the page .
| |
| − | # Tick the '''Cost Centres''' permission.
| |
| − | # Scroll to the top of the page and press the '''Save Role Group''' button to save the changes.
| |
| − | | |
| − | '''''!! Important !! A known defect is presently preventing this module-based permission from appearing in the module permissions page. Please contact Emersion Support for assistance in enabling the Cost Centre module permission for Role Groups.'''''
| |
| − | | |
| − | Once the module permission is enabled, users can view cost centre values that have been applied to packages, services and cardlines.
| |
| − | | |
| − | These users have no access to the Cost Centre types either via the Administrative area, or under the Customer. Thus these tabs are not visible.
| |
| − | | |
| − | * Admin > Cost Centres
| |
| − | * Customer > Cost Centres
| |
| − | === Enable the Power ===
| |
| − | More granulated access controls are available by enabling and disabling powers.
| |
| − | | |
| − | * Cost Centres Administrator
| |
| − | | |
| − | Provides full access to cost centres, including types and values in all Cumulus screens.
| |
| − | | |
| − | = See Also =
| |
| − | * [[Cost Centres/Standard Invoice Presentation|Cost Centre Invoice Presentation (with sample invoices)]]
| |
| − | * [[End_User_Portal/Cost_Centre|Cost Centres in the End User Portal]]
| |
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.
