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

Da itm wiki.
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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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|}
  
 
== Client ==
 
== Client ==
Riga 24: Riga 37:
 
# Sales Contract, at project / service level
 
# Sales Contract, at project / service level
 
# Purchase Contract at resource level
 
# 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 user interface can be split in the following session:
 
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# Timesheet General Information
 
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# Ticket information
 
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# Resource Information
 
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# Project Manager
 
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# Manager
 
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=== Timesheet General Information ===
 
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The table below shown the general information present into the Timesheet.
 
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{| class="wikitable"
 
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! Field !! Content
 
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| <u>Creation date</u> || Date the Timesheet has been created
 
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| "Created by" || Timesheet creation Resource name
 
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| "Edit date" || Last Edit Date of Timesheet
 
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| "Edit by" || Last Resource that has modified the Timesheet
 
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| "Code" || Timesheet code, automatically assigned by system
 
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| "Resource" || Timesheet resource name. Project Manager can create a Timesheet also for their resources.
 
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| "Act. Date" || Timesheet Activity Date
 
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| "Purchase Role" || The system shown the list of possible ''[[Glossary | purchase role]]'' the resource is enable to at the activity date for the current '[[Glossary| project /service]]''
 
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|-
 
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| "Location" || This information identify the location where ''[[Glossary | resource]]'' activity has been performed
 
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| "Op.Status" || Timesheet Operative Status.Resource
 
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| "Purchase Contract" || The system retrieve the actual ''[[Glossary|resource]]'' ''[[Glossary|purchase contract]]'' that will be used to valorise the time spent.
 
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| "Adm. Status" || Timesheet Administrative Status
 
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|}
 
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=== Timesheet Manage Hours ===
 
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Timesheet UI session is divided in three main section:
 
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# Resource
 
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# Project / Service Manager
 
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# Manager
 
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Based on user ''[[Glossary|role]]'' the timesheet sections are shown to the user.
 
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Resource once inserted the Timesheet record has to set the Op. Status to "Declared" to enable it at system level. All the Timesheets in status "Inserted" are not taken in consideration in the cost management process. If an inserted Timesheet is no more necessary, can be moved in "Cancelled" status.
 
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''[[Glossary| Project / Service Manager]]'' take in charge the "Declared" Timesheet to:
 
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# Approve, changing the Op.Status in "Approved"
 
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# Reject, asking the user to change it , modifying the Op.Status in "Change Required".
 
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Resource is notified via email for a Timesheet to review, so he/she can process it.
 
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=== Timesheet Manage Transfer Costs ===
 
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=== Timesheet Manage Group Declaration ===
 
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This feature enables 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 profile costs per group of report.
 
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To enable this feature administrator as to:
 
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# Enable Group Declaration at company level
 
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# 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 management at company level
 
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Project / Service setting
 
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The enable the group declaration management 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 delle 16:17, 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

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
Estratto da "http://wiki.itmsuite.eu/index.php?title=ItmSUITE®_-_FM_configuration&oldid=3634"