issuing_goods:customer_budgets

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issuing_goods:customer_budgets [2019/08/28 06:40] – louissuing_goods:customer_budgets [2022/03/15 10:26] (current) – [Setup: Set individual customers' budgets] Gary Willetts
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-===== 9.09. Customer budgets ===== +====== 8.08. Customer budgets ======
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 This feature enables you to manage the budgets of customers in your system. Remember, in mSupply customers are names to which you supply goods. To enable the feature you need to turn it on and then set preferences for its use and allocate budgets to your customers. When using it, you see extra fields on a customer invoice which tell you how much budget the customer has been allocated and the amount you have remaining. Once a customer has reached their budget limit a customer invoice cannot be confirmed unless it is first authorised. All the details you need are below. This feature enables you to manage the budgets of customers in your system. Remember, in mSupply customers are names to which you supply goods. To enable the feature you need to turn it on and then set preferences for its use and allocate budgets to your customers. When using it, you see extra fields on a customer invoice which tell you how much budget the customer has been allocated and the amount you have remaining. Once a customer has reached their budget limit a customer invoice cannot be confirmed unless it is first authorised. All the details you need are below.
  
-==== Setting up the customer budgets feature ====+===== Setting up the customer budgets feature =====
  
-=== Turning the feature on: File preferences ===+==== Turning the feature on: File preferences ====
   * Go to File > Preferences...   * Go to File > Preferences...
   * Select the Invoices 1 tab.   * Select the Invoices 1 tab.
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-=== Configuration: Store preferences ===+==== Configuration: Store preferences ====
   * If Per customer budgets is turned on then "Customer invoices must be authorised” checkbox and “Authorisation needed only if over budget” are turned on. This is done automatically for you when you turn the feature on (as mentioned above). You can, however, uncheck these checkboxes for individual stores to have the feature work in different ways:   * If Per customer budgets is turned on then "Customer invoices must be authorised” checkbox and “Authorisation needed only if over budget” are turned on. This is done automatically for you when you turn the feature on (as mentioned above). You can, however, uncheck these checkboxes for individual stores to have the feature work in different ways:
     - "Customer invoices must be authorised” and “Authorisation needed only if over budget” both checked - customer invoices can be confirmed freely until the budget limit is reached. After that, customer invoices must be authorised before they can be confirmed.     - "Customer invoices must be authorised” and “Authorisation needed only if over budget” both checked - customer invoices can be confirmed freely until the budget limit is reached. After that, customer invoices must be authorised before they can be confirmed.
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 {{ :issuing_goods:2_customerbudgetmodule.png |}} {{ :issuing_goods:2_customerbudgetmodule.png |}}
  
-=== Add budget periods ===+==== Add budget periods ====
   * These are the system-wide budget periods that mSupply uses for its budget functionality. Customer budgets are assigned to these budget periods so you must set them up before you can start setting up individual customer budgets.    * These are the system-wide budget periods that mSupply uses for its budget functionality. Customer budgets are assigned to these budget periods so you must set them up before you can start setting up individual customer budgets. 
   * From the Navigator click the drop down menu **Special** > **Show budgets...**. You click on the //New// button to create a new budget period but for the full details please see [[other_stuff:budgets|Budgets]].   * From the Navigator click the drop down menu **Special** > **Show budgets...**. You click on the //New// button to create a new budget period but for the full details please see [[other_stuff:budgets|Budgets]].
    
-=== Setup: Set individual customers' budgets ===+==== Setup: Set individual customers' budgets ==== 
 +<WRAP tip center round 90%> 
 +If you have a lot of customers to setup budgets for, you might like to import them instead. See the [[import_and_export:importing_customer_budgets|]] page for details on that. 
 +</WRAP> 
   * Note that if you want to set up many or all customers' budgets at one time you can use the import feature, details of which are [[import_and_export:importing_customer_budgets|here]]   * Note that if you want to set up many or all customers' budgets at one time you can use the import feature, details of which are [[import_and_export:importing_customer_budgets|here]]
   * To set up the budget for each customer, go to Customer > Show customers..., click on the Find button, and double click on the first customer to show their details   * To set up the budget for each customer, go to Customer > Show customers..., click on the Find button, and double click on the first customer to show their details
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 {{ :issuing_goods:3_customerbudgetmodule.png |}} {{ :issuing_goods:3_customerbudgetmodule.png |}}
  
-== Customer budget edit window ==+=== Customer budget edit window ===
 {{ :issuing_goods:3_2_customerbudgetmodule.png |}} {{ :issuing_goods:3_2_customerbudgetmodule.png |}}
  
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   * **Effective date:** This field is only visible if the //Additional budget// checkbox is checked. The date that the budget amount is to be effective from: mSupply applies the additional budget amount to the part period in which this date falls. Note that if part periods are not in use then additional amounts simply add to the total budget available for the whole budget period.   * **Effective date:** This field is only visible if the //Additional budget// checkbox is checked. The date that the budget amount is to be effective from: mSupply applies the additional budget amount to the part period in which this date falls. Note that if part periods are not in use then additional amounts simply add to the total budget available for the whole budget period.
  
-==== Using the customer budgets feature ==== +===== Using the customer budgets feature ===== 
-=== The customer invoice window ===+==== The customer invoice window ====
 This is where you see the customer budgets feature doing its job; when you're distributing goods to a customer: This is where you see the customer budgets feature doing its job; when you're distributing goods to a customer:
   * Create a new customer invoice (Customer > New invoice...)    * Create a new customer invoice (Customer > New invoice...) 
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 {{ :issuing_goods:4_customerbudgetmodule.png |}} {{ :issuing_goods:4_customerbudgetmodule.png |}}
  
-====Reporting on Customer Budgets====+=====Reporting on customer budgets=====
 There are several reports that provide various information on customer budgets, they are: There are several reports that provide various information on customer budgets, they are:
   * Disbursement Report - shows items with their values which have been distributed to customers during a budget period.   * Disbursement Report - shows items with their values which have been distributed to customers during a budget period.
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-===Disbursement Report===+====Disbursement report====
  
   * From the Navigator click drop down menu **Reports** and click option **Customer Budgets**.    * From the Navigator click drop down menu **Reports** and click option **Customer Budgets**. 
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   - Budget period: select the period you want to report on.   - Budget period: select the period you want to report on.
-===Expenditure report===+====Expenditure report====
  
   * From the Navigator click drop down menu **Reports** and click option **Customer Budgets**.    * From the Navigator click drop down menu **Reports** and click option **Customer Budgets**. 
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   - Select the date range you want to report on.   - Select the date range you want to report on.
  
-===Trend Report===+====Trend report====
  
   * From the Navigator click drop down menu **Reports** and click option **Customer Budgets**.    * From the Navigator click drop down menu **Reports** and click option **Customer Budgets**. 
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 Note that this is a cumulative report, so the graphs generated need to include the entire budget period. This means that the date range is only used to determine which budget periods intersect with the selected dates e.g. if the date range covers more than one budget period, a graph will be generated for each one. Note that this is a cumulative report, so the graphs generated need to include the entire budget period. This means that the date range is only used to determine which budget periods intersect with the selected dates e.g. if the date range covers more than one budget period, a graph will be generated for each one.
  
-// Previous: [[issuing_goods:stock_control_methods|Stock Control methods for your customers]]     Next: [[payments_and_receipts:cash_payments|Payments to Suppliers]]//+\\ 
 +\\ 
 +|  //  Previous:  **[[issuing_goods:stock_control_methods|8.07. Stock control methods for your customers]]** | | Next: **[[returning_goods:| 9. Returning goods]]** //  |
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  • Last modified: 2019/08/28 06:40
  • by lou