Differenze tra le versioni di "Client management"

Da itm wiki.
Riga 19: Riga 19:
  
 
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| Provisory || [[RAGIONE SOCIALE, LINGUA]] || Questo stato abilita l’utilizzo dei clienti in PSM che quindi possono essere associati a progetti, servizi, risorse, ecc. In questo stato, non è possibile fatturare prestazioni sui clienti.
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| Provisory || [[RAGIONE SOCIALE]], [[LINGUA]] || This status enables the use of client in itmSUITE® that can then be associated to projects, services, resources, etc. In this state, you can not bill client.
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| Billable || [[RAGIONE SOCIALE]], [[LINGUA]],P.IVA, CONDIZIONI DI PAGAMENTO ,Almeno un indirizzo valido in Indirizzi || This status enables to bill at client.
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| Inactive || The transition to this state is possible after the transition from "Billable" which inherits constraints. || In this state, you can not bill client.
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| Canceled || The transition to this state is possible after the transition from "Billable" which inherits constraints. || In this state, you can not operate on the client. To pass in this state, the flag BILLING COMPLETED tab ''<u>General</u>'' must be selected.
  
 
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=== Sales Contract ===
 
=== Sales Contract ===

Versione delle 10:07, 6 mag 2015

This function of itmSUITE® enable the user to manage:

  • Clients registry
  • Sales Contract

Client registry

This functionality enable the user to manage client data. This function can be call be menu Clients Management / Clients

The actual display of client depends on user role

Adding, editing and cancelling Client

Adding of new client can be done directly from the main menu, or from the client list view.

Once called the add function the system shown a session with five information'tab to be managed: General, Addresses, Contacts, Banks, Organizations Units.

itmSUITE® manages the states of the client who may be the following: "Provisory", "Billable", "Inactive", "Canceled". In the following table are summarized minimum information required for each state and interactions with other itmSUITE® functions.

Status Minimal Information Interactions
Provisory RAGIONE SOCIALE, LINGUA This status enables the use of client in itmSUITE® that can then be associated to projects, services, resources, etc. In this state, you can not bill client.
Billable RAGIONE SOCIALE, LINGUA,P.IVA, CONDIZIONI DI PAGAMENTO ,Almeno un indirizzo valido in Indirizzi This status enables to bill at client.
Inactive The transition to this state is possible after the transition from "Billable" which inherits constraints. In this state, you can not bill client.
Canceled The transition to this state is possible after the transition from "Billable" which inherits constraints. In this state, you can not operate on the client. To pass in this state, the flag BILLING COMPLETED tab General must be selected.

Sales Contract