...
Client Filter required
Configuration
Cost Type Tab
Cost Category Tab
Issues Tab
Client Configuration Tab
Client Filter required
Directory
Client Filter is required for this screen.
Cost Categories
Cost Categories categorises types of work which are done per client.
Cost Types
Cost Types are particular costs which make up the Cost Categories.
Issues
Issues are records of events or problems which need to be addressed with a third party, eg. client, supplier.
Client Configuration
General configuration of the client’s setup.
Directory
No Client Filter required for this screen.
Final Mile Facilities
Company
Facilities (Hubs). These can be attributable to clients to restrict the selection of Final Mile Facilities
Client
Organisation
Client Factories
...
Organisation (SEKO)
Warehouse
Maintenance
No Client Filter required
Maintenance
...
Required for this screen.
Users
List of Users of the system including whether they are supplier, client etc. and their roles
User/Branch/Client
...
Configuration
Combinations of users, branches and clients. eg. a client may be served by a number of branches and a number of branches may serve a client.
CSV Export
White Glove Application
CSV Export should be limited to one client and be in the format “SmartHub clientname date time” where
clientname is the Client’s name
date is the date formatted as “YYYYMMDD”
time is the time formatted as “HHMMSS”
PowerBI
PowerBI should export each customer separately in the same format as the White Glove application CSV Export “SmartHubPBI clientname date time”.