Settings

You can find useful information about adjusting the fulfillments module to your needs. Click the following links to scroll down to particular articles or read basic information about available settings below the links.

Enabling the option to enter place in fulfillments

Enabling option to distinguish real worked and invoiced time

Enabling option to enter transport to fulfillments

 

To enter Fulfillments settings, navigate to Admin zone -> Main menu -> Global settings -> tab Fulfillments

Fulfillments settings

Image: Fulfillments settings
Fulfillments

To invoice fulfillments of the requests that are in state - You can choose, whether you want to invoice fulfillment only for requests with statuses: Accepted completion, completed or for all statuses according to date - beginning of fulfillment, completion of request or acceptance of completion.

Selection of bill. item - allows you to select billing item in fulfillment creation formular.

Selection of bill. order - allows you to select billing order in fulfillment creation formular.

Block editing of invoiced requests allows you to block editing of invoiced requests. You can decide whether to block only requests will all fulfillments invoiced or also those which have at least one fulfillment invoiced.

Distinguish real worked and invoiced time in fulfillments - If enabled, real worked time is summed from internal fulfillments and is not included to emails about requests time of fulfillment.

Pre-fill times of internal fulfillment according to - Invoicing fulfillment or leave blank

Enable discounts in fulfillment entry -  If enabled, you can enter default discount in the customer's settings, in CDESK Billing in Billing item. You may then use the discount in the CDESK request's fulfillment

Use the Hotline attribute - if enabled, you can set the hotline attribute

Selection from fulfillments templates - Allows you to select from predefined templates

Hidden data for the customer - You can hide certain data from the customer, use the checkboxes to hide Expense items or Operator.

Entering of transport to fulfillment - Enabling this option will add additional field to fulfillment creation formular for entering transportation fees

The fee for parking in transport - Allows you to add parking fee to transportation

Entering of fulfillment place - Allows you to add fulfillment place

Button Add place of fulfillment - Allows you to specify another places of fulfillments

Show history fulfillments - Mark this checkbox to show history of fulfillment

 

 

Enabling the option to enter place in fulfillments

Navigate to Admin zone -> Users -> Global settings -> tab Fulfillments

Set the field Entering of fulfillment place to Enabled and choose from the drop down list on the right whether you want to select the place from the list of existing places or fill it manually each time when creating new fulfillment. Click the Save button to confirm changes.

Enabling places in fulfillment in settings

Image: Enabling places in fulfillment in global settings

Option to add fulfillment place will now be shown in the creation formular.

 

Enabling option Distinguish real worked and invoiced time in fulfillments

Navigate to Admin zone -> Users -> Global settings -> tab Fulfillments. Set the option Distinguish real worked and invoiced time in fulfillments to Enabled as in the following picture.

Distinguishing the real worked and invoiced time

Image: Distinguishing the real worked and invoiced time

Click the Save button to confirm changes.

 

Enabling option to enter transport to fulfillment

Navigate to Admin zone -> Users -> Global settings -> tab Fulfillments. In the field Entering of transport to fulfillment choose Enabled or Obligatory to enable this option. Additionally you can enable the option to enter parking fee to transport.

Enabling transport in fulfillments

Image: Enabling transport in fulfillments

Click the Save button to confirm changes.