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

Da itm wiki.
(Timesheet)
Riga 3: Riga 3:
 
The itmSUITE® function need to handle the processess are:
 
The itmSUITE® function need to handle the processess are:
  
Client
+
# Client
Supplier
+
# Supplier
Service / Project
+
# Service / Project
Timesheet
+
# Timesheet
Billing
+
# Billing
  
  
 
== Client ==
 
== Client ==
 
All the functions present enable an application manager to set:
 
All the functions present enable an application manager to set:
Client Master data
+
# Client Master data
Sales Contract
+
# Sales Contract
  
 
== Supplier ==
 
== Supplier ==
 
All the functions present enable an application manager to set:
 
All the functions present enable an application manager to set:
Supplier Master data
+
# Supplier Master data
Purchase Contract
+
# Purchase Contract
  
 
== Service / Project ==
 
== 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 ==
 
== Timesheet ==
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The main feature available on timesheet are:
 
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 ===
 
===Timesheet Manage Group Declaration ===
Riga 42: Riga 42:
  
 
To enable this feature administrator as to:
 
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
 
Enable Group Declaration at company level
Riga 51: Riga 51:
 
The enable the group declaration managent at service level is necessary to configure  
 
The enable the group declaration managent 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
+
# Mandatory group declaration
#Group Manager View
+
# Group Manager View
#Group Manager Approval
+
# Group Manager Approval

Versione delle 07:38, 22 feb 2018

Financial Management is an optional itmSUITE® module that allows you to invoice at client and manage internal and external costs.

The itmSUITE® function need to handle the processess are:

  1. Client
  2. Supplier
  3. Service / Project
  4. Timesheet
  5. Billing


Client

All the functions present enable an application manager to set:

  1. Client Master data
  2. Sales Contract

Supplier

All the functions present enable an application manager to set:

  1. Supplier Master data
  2. 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:

  1. Sales Contract, at project / service level
  2. 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.

The main feature available on timesheet are:

  1. Manage hours
  2. Manage Transfer costs
  3. 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:

  1. Mandatory group declaration
  2. Group Manager View
  3. Group Manager Approval