|Possibility to state the credit class of the client. Shown in Backoffice: Project accounting/credit monitoring.
+
|Possibility to state the credit class of the client. Shown in System: Project accounting/credit monitoring.
|-
|-
|'''Credit limit'''
|'''Credit limit'''
−
|Possibility to state the credit limit of the client. Shown in Backoffice: Project accounting/credit monitoring.
+
|Possibility to state the credit limit of the client. Shown in System: Project accounting/credit monitoring.
|}
|}
Latest revision as of 15:41, 6 July 2017
Collective client
If several client codes belong together, they can be connected via a collective client. It is very useful in e.g. reports.
Project type
Standard type for the client, comes automatically to new projects but can be changed.
Project type
Used for statistics and rough grouping of projects.
Job type
Standard types for the client, used for statistics. Comes automatically to new projects but can be changed.
Client category
Select category. Used for statistics.
Project label 1 & 2
Project label is an optional categorizing tool that you can use if labelling as project type or job type not is enough.
Client manager
Person in charge of the client. Select from the employee register.
Group
Group is useful in companies with many departments, or if the client is a group that shares project accounting; the group shows then which part of the company, or which company, that owns the project. Group can also be useful in statistics. Marathon suggests the group of the client manager.
Cost centre
Used for allocation of invoicing revenues. Cost centre comes automatically to new projects but can be changed.
Cost object
See above
Credit class
Possibility to state the credit class of the client. Shown in System: Project accounting/credit monitoring.
Credit limit
Possibility to state the credit limit of the client. Shown in System: Project accounting/credit monitoring.