ItmSUITE® - FM configuration - Cronologia

Francesco.bertuletti il 16:24, 22 feb 2018

2018-02-22T16:24:52Z

Francesco.bertuletti il 16:20, 22 feb 2018

2018-02-22T16:20:24Z

Francesco.bertuletti il 16:17, 22 feb 2018

2018-02-22T16:17:45Z

Francesco.bertuletti il 15:52, 22 feb 2018

2018-02-22T15:52:56Z

Francesco.bertuletti: /* Timesheet */

2018-02-22T15:47:41Z

‎Timesheet

Francesco.bertuletti il 07:38, 22 feb 2018

2018-02-22T07:38:30Z

Francesco.bertuletti: /* Timesheet */

2018-02-22T07:36:38Z

‎Timesheet

Francesco.bertuletti il 16:02, 16 feb 2018

2018-02-16T16:02:11Z

Francesco.bertuletti: /* Timesheet */

2018-02-16T15:29:40Z

‎Timesheet

Francesco.bertuletti il 15:18, 16 feb 2018

2018-02-16T15:18:26Z

← Versione meno recente		Versione delle 16:24, 22 feb 2018
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	* [[Views management\|Managing views]]		* [[Views management\|Managing views]]
	: [[More\|[More]]]		: [[More\|[More]]]
−
−
−	~~== Client ==~~
−	~~All the functions present enable an application manager to set:~~
−	~~# Client Master data~~
−	~~# Sales Contract~~
−
−	~~== Supplier ==~~
−	~~All the functions present enable an application manager to set:~~
−	~~# Supplier Master data~~
−	~~# Purchase Contract~~
−
−	~~== Service / Project ==~~
−	~~At Service Level usually we want to have a clear picture of Costs and Reveniew. To obtain this goal an applciaiton manager has to configure:~~
−	~~# Sales Contract, at project / service level~~
−	~~# Purchase Contract at resource level~~

@@ Riga 22: / Riga 22: @@
 | Billing Management process || [[Billing Management]]
 |}
 == Client ==

@@ Riga 1: / Riga 1: @@
-Financial Management is an optional itmSUITE® module that allows you to invoice at client and manage internal and external costs.
+FM - Financial Management is one of the Optional modules of itmSUITE®. The module is intended to support the execution of processes thanks to the following feature:
-The itmSUITE® function need to handle the processess are:
+* ''[[Glossary|Client Management]]''
-# Client
+In the following table the key guides to use ''[[Glossary|SM]]'' are listed:
 == Client ==
@@ Riga 24: / Riga 37: @@
 # Sales Contract, at project / service level
 # Purchase Contract at resource level

@@ Riga 47: / Riga 47: @@
 ! Field !! Content
 |-
-| "Creation date" || Date the Timesheet has been created
+| <u>Creation date</u> || Date the Timesheet has been created
 |-
 | "Created by" || Timesheet creation Resource name

@@ Riga 33: / Riga 33: @@
 # Manage Group Declaration
-===Timesheet Manage Group Declaration ===
+Timesheet user interface can be split in the following session:
-This feature enable the resource to declare on timesheet the group
 they were working when they perform the activity.
 Form the resource point of view in timesheet, will be possible to set the group
-the user belongs to. This information can be used to profil costs per group of report.
+the user belongs to. This information can be used to profile costs per group of report.
 To enable this feature administrator as to:
@@ Riga 46: / Riga 108: @@
 Enable Group Declaration at company level
-in /General / Company tab Model Options / Timesheet there is a Group Declaration flag that enable the group manament at company level
+in /General / Company tab Model Options / Timesheet there is a Group Declaration flag that enable the group management at company level
 Project / Service setting
-The enable the group declaration managent at service level is necessary to configure
+The enable the group declaration management at service level is necessary to configure
-the following flags in Service tab Settings / Timesheet:
+the following flags in Service Tab Settings / Timesheet:
 # Mandatory group declaration
 # Group Manager View
 # Group Manager Approval

@@ Riga 3: / Riga 3: @@
 The itmSUITE® function need to handle the processess are:
-Client
+# Client
-Supplier
+# Supplier
-Service / Project
+# Service / Project
-Timesheet
+# Timesheet
-Billing
+# Billing
 == Client ==
 All the functions present enable an application manager to set:
-Client Master data
+# Client Master data
-Sales Contract
+# Sales Contract
 == Supplier ==
 All the functions present enable an application manager to set:
-Supplier Master data
+# Supplier Master data
-Purchase Contract
+# Purchase Contract
 == Service / Project ==
-At Service Level usually we want to have a clear picture of Costs and Reveniew. To obtain this goal an applciaiton manager has to configure
+At Service Level usually we want to have a clear picture of Costs and Reveniew. To obtain this goal an applciaiton manager has to configure:
-Sales Contract, at project / service level
+# Sales Contract, at project / service level
-Purchase Contract at resource level
+# Purchase Contract at resource level
 == Timesheet ==
@@ Riga 29: / Riga 29: @@
 The main feature available on timesheet are:
-Manage hours
+# Manage hours
-Manage Transfer costs
+# Manage Transfer costs
-Manage Group Declaration
+# Manage Group Declaration
 ===Timesheet Manage Group Declaration ===
@@ Riga 42: / Riga 42: @@
 To enable this feature administrator as to:
-#1- Enable Group Declaration at company level
+# Enable Group Declaration at company level
-#2- Define a proper setting at service level
+# Define a proper setting at service level
 Enable Group Declaration at company level
@@ Riga 51: / Riga 51: @@
 The enable the group declaration managent at service level is necessary to configure
 the following flags in Service tab Settings / Timesheet:
-#Mandatory group declaration
+# Mandatory group declaration
-#Group Manager View
+# Group Manager View
-#Group Manager Approval
+# Group Manager Approval

← Versione meno recente		Versione delle 16:02, 16 feb 2018
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	===Timesheet Manage Group Declaration ===		===Timesheet Manage Group Declaration ===
		+
		+	This feature enable the resource to declare on timesheet the group
		+	they were working when they perform the activity.
		+
		+	Form the resource point of view in timesheet, will be possible to set the group
		+	the user belongs to. This information can be used to profil costs per group of report.
		+
		+	To enable this feature administrator as to:
		+	1- Enable Group Declaration at company level
		+	2- Define a proper setting at service level
		+
		+	Enable Group Declaration at company level
		+	in /General / Company tab Model Options / Timesheet there is a Group Declaration flag that enable the group manament at company level
		+
		+	Project / Service setting
		+	The enable the group declaration managent at service level is necessary to configure
		+	the following flags in Service tab Settings / Timesheet:
		+	Mandatory group declaration
		+	Group Manager View
		+	Group Manager Approval

← Versione meno recente		Versione delle 15:29, 16 feb 2018
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	== Timesheet ==		== Timesheet ==
	Timesheet is inserted by resource or from their manager to record the time spent on the activity to obtain a service costs and, if the sales contract is Time and Material the invoice detail.		Timesheet is inserted by resource or from their manager to record the time spent on the activity to obtain a service costs and, if the sales contract is Time and Material the invoice detail.
		+
		+	The main feature available on timesheet are:
		+	Manage hours
		+	Manage Transfer costs
		+	Manage Group Declaration
		+
		+	===Timesheet Manage Group Declaration ===

← Versione meno recente		Versione delle 15:18, 16 feb 2018
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	Timesheet		Timesheet
	Billing		Billing
		+
		+
		+	== Client ==
		+	All the functions present enable an application manager to set:
		+	Client Master data
		+	Sales Contract
		+
		+	== Supplier ==
		+	All the functions present enable an application manager to set:
		+	Supplier Master data
		+	Purchase Contract
		+
		+	== Service / Project ==
		+	At Service Level usually we want to have a clear picture of Costs and Reveniew. To obtain this goal an applciaiton manager has to configure
		+	Sales Contract, at project / service level
		+	Purchase Contract at resource level
		+
		+	== Timesheet ==
		+	Timesheet is inserted by resource or from their manager to record the time spent on the activity to obtain a service costs and, if the sales contract is Time and Material the invoice detail.