Canon PRISMAdirect Manual

You can manage the cost centers per web shop. You can create, edit and delete the cost centers.
You can assign the cost centers to the users and user groups in workspace [User management].

NOTE

[Budget management] is disabled when you enable option [Use payment providers].

NOTE

You can setup an interface between the PRISMAdirect server and the uniFLOW server. The

uniFLOW server then manages the cost centres. See workspace [Order management] -

[uniFLOW interface settings].

1.

Click the plus icon to add a cost center. An empty cost center is created. 
Click the pencil icon to edit the cost center. The cost center is expanded.

2.

Edit the caption. The caption is the displayed name of the cost center. 
You can use the characters: 'a. - z.', 'A. - Z.', '0. - 9.', '_' . Spaces are allowed for the caption.

3.

Type a description for the cost center. 
The default language is displayed in the top of section [Captions]. You can define a description
for each language.

4.

Define the email address of the approver for level 1. When you add more than one email address,
you must use a semicolon to separate the addresses. 
The approver(s) must approve or reject the job when the price exceeds the maximum price for
level 1.

NOTE

You can only define the approver(s) for level 1. You can define the approver(s) for additional
levels in dialog [Price approval settings] and in workspace [User management]. The [Approver]
for level 1 can send the approval form to the [Approver] for level 2.

5.

Define the available budget for the cost center.

6.

[Send warning at threshold [%]:] 
Define a percentage of the [Budget]. When this percentage of the budget is exceeded, an email
message is sent to the approver of the customer. The [Approver] is defined in the [Profile
settings] dialog of the [Web Submission].
The email message is predefined but it can be changed. It can be changed from the [Workflow
configuration], in the section [Email templates].

7.

[Use cost center one level down:] 
For example, you can create a top level cost center which contains the total budget. Then you
create a cost center per department. The cost center for each department uses part of the total
budget. When you enable this option for the top level cost center, then users can only select one
of the departmental cost centers.

8.

Select the default cost center. 
The default cost center is used for the web shop when more than one cost center is defined.
Customers can always select another cost centers in the web shop.
When multiple cost centers are assigned to a user, the default cost center is used for that user.

9.

Click [Save].

PRISMAdirect v1.2