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issuing_goods:customer_budgets [2017/07/19 00:35] – rozanna | issuing_goods:customer_budgets [2020/03/13 17:33] – Gary Willetts | ||
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- | {{indexmenu_n> | + | {{indexmenu_n> |
- | ===== Customer | + | ====== 8.08. Customer |
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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: | + | ==== Configuration: |
* If Per customer budgets is turned on then " | * If Per customer budgets is turned on then " | ||
- " | - " | ||
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{{ : | {{ : | ||
- | === 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: | * 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: | ||
- | === Setup: Set individual customers' | + | ==== Setup: Set individual customers' |
* Note that if you want to set up many or all customers' | * Note that if you want to set up many or all customers' | ||
* To set up the budget for each customer, go to Customer > Show customers..., | * To set up the budget for each customer, go to Customer > Show customers..., | ||
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{{ : | {{ : | ||
- | == Customer budget edit window == | + | === Customer budget edit window |
{{ : | {{ : | ||
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* **Effective date:** This field is only visible if the // | * **Effective date:** This field is only visible if the // | ||
- | ==== 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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{{ : | {{ : | ||
- | ====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 | + | ====Disbursement |
* 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 | + | ====Trend |
* 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: | + | \\ |
+ | \\ | ||
+ | | | ||
---- struct data ---- | ---- struct data ---- | ||
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