Differenze tra le versioni di "ItmSUITE® - FM configuration"

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Financial Management is an optional itmSUITE® module that allows you to invoice at client and manage internal and external costs.
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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:
  
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The itmSUITE® function need to handle the processess are:
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* ''[[Glossary|Client Management]]''
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* ''[[Glossary|Supplier Management]]''
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* ''[[Glossary|Project / Service Management]]''
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* ''[[Glossary|Timesheet Management]]''
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* ''[[Glossary|Billing Management]]''
  
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Client
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In the following table the key guides to use ''[[Glossary|SM]]'' are listed:
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Supplier
 
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Service / Project
 
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Timesheet
 
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Billing
 
  
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{| class="wikitable"
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! Guide !! Page
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|-
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| Client Management process || [[Client Management]]
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|-
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| Supplier Management process || [[Supplier Management]]
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|-
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| Project / Service Management process || [[Project / Service Management]]
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|-
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| Timesheet Management process || [[Timesheet  Management]]
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|-
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| Billing Management process || [[Billing Management]]
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|}
  
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== Client ==
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For basic and cross functionalities of itmSUITE® see also
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All the functions present enable an application manager to set:
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* [[Documents management|Managing documents]]
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Client Master data
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* [[Filters management|Managing filters]]
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Sales Contract
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* [[Grid mode|Managing records in grid mode]]
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* [[Messages management|Managing messages]]
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== Supplier ==
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* [[Standard mode|Managing records in standard mode]]
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All the functions present enable an application manager to set:
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* [[Views management|Managing views]]
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Supplier Master data
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: [[More|[More]]]
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Purchase Contract
 
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== Service / Project ==
 
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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
 
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Sales Contract, at project / service level
 
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Purchase Contract at resource level
 
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== Timesheet ==
 
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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.
 
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The main feature available on timesheet are:
 
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Manage hours
 
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Manage Transfer costs
 
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Manage Group Declaration
 
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===Timesheet Manage Group Declaration ===
 
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This feature enable the resource to declare on timesheet the group
 
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they were working when they perform the activity.
 
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Form the resource point of view in timesheet, will be possible to set the group
 
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the user belongs to. This information can be used to profil costs per group of report.
 
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To enable this feature administrator as to:
 
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1- Enable Group Declaration at company level
 
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2- Define a proper setting at service level
 
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Enable Group Declaration at company level
 
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in /General / Company tab Model Options / Timesheet there is a Group Declaration flag that enable the group manament at company level
 
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Project / Service setting
 
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The enable the group declaration managent at service level is necessary to configure
 
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the following flags in Service tab Settings / Timesheet:
 
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Mandatory group declaration
 
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Group Manager View
 
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Group Manager Approval
 

Versione attuale delle 16:24, 22 feb 2018

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:

In the following table the key guides to use SM are listed:

Guide Page
Client Management process Client Management
Supplier Management process Supplier Management
Project / Service Management process Project / Service Management
Timesheet Management process Timesheet Management
Billing Management process Billing Management

For basic and cross functionalities of itmSUITE® see also

[More]
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