ItmSUITE® - FM configuration
Da itm wiki.
Versione del 22 feb 2018 alle 16:20 di Francesco.bertuletti (discussione | contributi)
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:
- Client Management
- Supplier Management
- Project / Service Management
- Timesheet Management
- Billing Management
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
- Managing documents
- Managing filters
- Managing records in grid mode
- Managing messages
- Managing records in standard mode
- Managing views
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
