Client Management - Cronologia

Francesco.bertuletti il 09:36, 14 giu 2018

2018-06-14T09:36:39Z

Francesco.bertuletti il 11:01, 5 giu 2018

2018-06-05T11:01:38Z

Francesco.bertuletti: /* Sales Contract */

2018-06-05T10:58:37Z

‎Sales Contract

Francesco.bertuletti: /* Sales Contract */

2018-06-05T10:46:20Z

‎Sales Contract

Francesco.bertuletti: /* Sales Contract */

2018-06-05T10:44:23Z

‎Sales Contract

Francesco.bertuletti: /* Sales Contract */

2018-06-05T10:37:37Z

‎Sales Contract

Francesco.bertuletti: /* Sales Contract */

2018-06-05T10:31:41Z

‎Sales Contract

Francesco.bertuletti il 15:43, 29 mag 2018

2018-05-29T15:43:14Z

Francesco.bertuletti: /* Sales Contract */

2018-05-29T15:40:20Z

‎Sales Contract

Francesco.bertuletti: /* Sales Contract */

2018-05-29T15:27:35Z

‎Sales Contract

← Versione meno recente		Versione delle 09:36, 14 giu 2018
Riga 406:		Riga 406:

	\|}		\|}
		+
		+	For each Sale Contract is possible to add different <u>Documents</u>. The session enables the user to <b>Add</b>, <b>Delete</b> or <b>Print</b> the list of documents.
		+
		+	The list of fields is shown in the table below:
		+	{\| class="wikitable"
		+	! Field !! Description
		+	\|-
		+	\| "Creation User" \|\| Contains the ''full name'' of resource that has created the record. Non editable.
		+	\|-
		+	\| "Creation Date" \|\| Contains the ''Date time'' of record registration. Non editable.
		+	\|-
		+	\| "Edit User" \|\| Contains the ''full name'' of the last resource that has saved the record. Non editable.
		+	\|-
		+	\| "Edit Date" \|\| Contains the ''last Date time'' of record modification. Non editable.
		+	\|-
		+	\| "Name" \|\| Document name. Populated automatically with the file name, can be change by the user.
		+	\|-
		+	\| "Topic" \|\| Identify the area of the document. The Topic follow the document taxonomy
		+	\|-
		+	\| "Type" \|\| Identify the type of document. The Type follow the document taxonomy.
		+	\|-
		+	\| "Format" \|\| Document can be store in the itmSUITE® Database, default option, or linked to an external source.
		+	\|-
		+	\| "Visibility" \|\| This Option enable the user to set the Document visibility.
		+	{\| class="wikitable"
		+	! Field !! Description
		+	\|-
		+	\| "Private" \|\| Only the people that can manage the ''resource'' can manage the document.
		+	\|-
		+	\| "Public" \|\| in this case the system enable to select the "All Users" flag.
		+	\|}
		+	\|-
		+	\| "Description" \|\|Additional document description
		+	\|-
		+	\| "Upload Document" \|\|document full path or link.
		+	\|}
		+
		+	<u> Project References tab </u> shown all the ''project''/''Service'' where the ''sale contract'' is used.
		+
		+	<u>Messages</u> tab can be used to send / store at sale contract level all the important message. For further detail about message system refer to ''[[Message system]]''

@@ Riga 345: / Riga 345: @@
 | "Allow Extrawork" || if flagged, itmSUITE®, take in account for the bill calculation also the Extrawork tariffs and amount. Extrawork should be authorized at ''[[Glossary|Company]]'' level
 {| class="wikitable"
-! Extrawork !! Description
+! Extra work !! Description
 |-
-| "Maximal Extrawork amount allowed" || Maximum value reacheble per contract
+| "Maximal Extrawork amount allowed" || Maximum value reachable per contract
 |-
 | "Use percents for extrawork" || If selected itmSUITE® consider the "Extrawork tariff" value as percentage
@@ Riga 356: / Riga 356: @@
 |}
-For each Sale Contract is possible to set different ''[[Glossary|Billing Schedule]]''. ''Billing Schedule'' is necessary for Stand alone and Fixed Price contract .
+For each Sale Contract is possible to set different ''[[Glossary|Billing Schedule]]''. ''Billing Schedule'' is necessary for Standalone and Fixed Price contract.
 The session enables the user to Add, Delete or Print the list of address.
@@ Riga 371: / Riga 371: @@
 | "Delta" || Difference between "Total Amount" and "Total Services Fixed Amount"
 |-
-| Billing Schedule || Grid section with a Summary information of ''[[Glossary|Billing Schedule]]''
+| Billing Schedule || Grid section with a Summary information of ''[[Glossary | Billing Schedule]]''
 The list of fields is shown in the table below:
 {| class="wikitable"
-! Billing Schedule !! Description
+! Billing Schedule!! Description
 |-
 | "Description" || Billing schedule description
@@ Riga 384: / Riga 384: @@
 | "Amount" || Billing schedule Amount.
 |-
-| "Billed Flag" || Valorised from the  ''[[Glossary|Billing]]'' process. If checked the billing schedule has been inviced
+| "Billed Flag" || Valorised from the ‘'[[Glossary|Billing]]'' process. If checked the billing schedule has been invoiced
 |-
-| "Depends On Delivery" || Valorised authomatically if the billability of this schedule depends by a project / service ''[[Glossary|Delivery]]''
+| "Depends on Delivery" || Valorised automatically if the billability of this schedule depends by a project / service ''[[Glossary|Delivery]]''
 The Delivery list of fields is shown in the table below:
@@ Riga 400: / Riga 400: @@
 | "Expected Delivery" || Scheduled Date of Delivery.
 |-
-| "Actual Delivery" || Acutal Date of Delivery. This date certify that the dalivery has been performed.
+| "Actual Delivery" || Actual Date of Delivery. This date certify that the delivery has been performed.
 |}

@@ Riga 387: / Riga 387: @@
 |-
 | "Depends On Delivery" || Valorised authomatically if the billability of this schedule depends by a project / service ''[[Glossary|Delivery]]''
 |}
 |}

@@ Riga 385: / Riga 385: @@
 |-
 | "Billed Flag" || Valorised from the  ''[[Glossary|Billing]]'' process. If checked the billing schedule has been inviced
 | "Depends On Delivery" || Valorised authomatically if the billability of this schedule depends by a project / service ''[[Glossary|Delivery]]''
 |}
 |}

@@ Riga 356: / Riga 356: @@
 |}
-For each Sale Contract is possible to set different ''[[Glossary|CoBilling Schedule]]''. Billing Schedule is necessary for Stand alone and Fixed Price contract .
+For each Sale Contract is possible to set different ''[[Glossary|Billing Schedule]]''. ''Billing Schedule'' is necessary for Stand alone and Fixed Price contract .
 The session enables the user to Add, Delete or Print the list of address.
@@ Riga 371: / Riga 371: @@
 | "Delta" || Difference between "Total Amount" and "Total Services Fixed Amount"
 |-
-| Billing Schedule || Grid section with a Summary information of ''[[Glossary|CoBilling Schedule]]''
+| Billing Schedule || Grid section with a Summary information of ''[[Glossary|Billing Schedule]]''
 |}

← Versione meno recente		Versione delle 10:31, 5 giu 2018
Riga 355:		Riga 355:

	\|}		\|}
		+
		+	For each Sale Contract is possible to set different Billing Schedule. Billing Schedule is necessary for Stand alone and Fixed Price contract .
		+
		+	The session enables the user to Add, Delete or Print the list of address.
		+
		+
		+	The list of fields is shown in the table below:

@@ Riga 63: / Riga 63: @@
 |}
-For each ''[[Glossary|client]]'' is possible to set different Address. For example, "Headquarters", "Order" addresses. The session enables the user to <b>Add</b>, <b>Delete</b> or <b>Print the list</b> of address.
+For each ''[[Glossary|client]]'' is possible to set different <u>''Address''</u>. For example, "Headquarters", "Order" addresses. The session enables the user to <b>Add</b>, <b>Delete</b> or <b>Print the list</b> of address.
 The list of fields is shown in the table below:
@@ Riga 99: / Riga 99: @@
 |}
-For each ''[[Glossary|client]]'' is possible to set different Contacts. For example, "Headquarters", "Order" addresses. The session enables the user to <b>Add</b>, <b>Delete</b> or <b>Print the list</b> of address.
+For each ''[[Glossary|client]]'' is possible to set different <u>''Contacts''</u>. For example, "Headquarters", "Order" addresses. The session enables the user to <b>Add</b>, <b>Delete</b> or <b>Print the list</b> of address.
 The list of fields is shown in the table below:
@@ Riga 139: / Riga 139: @@
 |}
-For each ''[[Glossary|client]]'' is possible to set different Bank Accounts. For example, "Headquarters", "Order" addresses. The session enables the user to <b>Add</b>, <b>Delete</b> or <b>Print the list</b> of address.
+For each ''[[Glossary|client]]'' is possible to set different <u>''Bank Accounts''</u>. For example, "Headquarters", "Order" addresses. The session enables the user to <b>Add</b>, <b>Delete</b> or <b>Print the list</b> of address.
 The list of fields is shown in the table below:
@@ Riga 329: / Riga 329: @@
 |}
-For each ''[[Glossary|Sale Contract]]'' is possible to set different Role Tariff. Role Tariff is linked to a Resource that perform ''[[Glossary|Timesheet]]'' via the Resource "Sale Role" field.
+For each ''[[Glossary|Sale Contract]]'' is possible to set different <u>''Role Tariff''</u>. Role Tariff is linked to a Resource that perform ''[[Glossary|Timesheet]]'' via the Resource "Sale Role" field.
 The session enables the user to <b>Add</b>, <b>Delete</b> or <b>Print the list</b> of address.
@@ Riga 353: / Riga 353: @@
 | "Extrawork tariff" || Amount or percentage based on "Use percents for extrawork" selection
 |}
 |}

← Versione meno recente		Versione delle 15:40, 29 mag 2018
Riga 226:		Riga 226:


−	Sale contract General tab contains the main contract information. The list of fields is shown in the following table:	+	Sale contract <u>''General''</u> tab contains the main contract information. The list of fields is shown in the following table:

	{\| class="wikitable"		{\| class="wikitable"