The Certificate of Performance (CP) is a report module Etere developed for designated customers to send the CP report to customers to certify that the spots are transmitted to customers at a specific date and time, before or after the specific program, according to the property's settings. Only the transmitted events are logged in the report.
With the introduction of CP, the invoicing module will generate the invoices for transmitted events without orders appearing in the report.
Below are the pre-defined requirements:
Form - CP
Requirements: - Each CP have its unique CP number
- One CP to one invoice
- Only the Supervisor can delete CP without an invoice
- Each Manager will have a list of CPs they need to sign
- The manager can preview the CP before signing
- The signed CP will be printed with the signature
- The signatures can be archived as personal data/image
- Users are classified into 3 group
Group A: User1, User2, User3
Group B: User4, User5, User6
Group C: User7, User8, User9
- Each CP is required to print five copies with watermarked on every copy
- CP distribution: customer, Accounting, Traffic, Billing, and Back Office
Form - Invoice
Requirements: -Only contain approved CP
-One invoice to one CP
-Invoice can be printed in pre-numbered paper from a laser printer with a unique number for internal reference
-The customer statement, signed CP will be printed with the invoice as a set of document
Form -
Requirements: In general
- With CP, the invoice can be easily located for preview, and vice versa
- With the contract, the CP and invoice can be easily located for preview
CP Settings
Launch the Etere Money module and click on the "Invoicing" tree folder to launch the invoicing module. Note the new feature on red boxes.
User Rights
For the first initial activation of the Invoicing section, the following user's rights will be assigned to respective users, with the description below:
- Trf_Proposal\SaleSupervisor: user with supervisor rights for CP management
- Invoice\CP_Sign_Prepared: User is allowed to sign on prepared CP
- Invoice\CP_Sign_Noted: User is allowed to sign noted CP
- Invoice\CP_Sign_Approved: The user is allowed to approve the CP
- Invoice\CP_View_Invoice: User is allowed to view invoice generated from CP
- Invoice\CP_Sign_Remove: User is allowed to remove own-signed CP
- Invoice\InvoiceSection: The user is granted access to the Invoicing section in the Etere Money module
- Invoice\CPManageSection: User is granted access to the CP Management section in Etere Money's Invoicing section
- Invoice\InvoicePrint: User is granted access to the Invoice Report section in Etere Money's Invoicing section
- Invoice\CPPrint: The user is granted access to the Print CP section in Etere Money's Invoicing section
- Invoice\CPGenerateSection: User is granted access to the CP Generation section in Etere Money's Invoicing section
- Invoice\CPConfigSection: User is granted access to the CP Configuration section in Etere Money's Invoicing section
CP Configuration
In the CP Configuration section, you must define the parameters required for printing every single copy of the CP statement, a total of 5 copies for each CP. The mandatory parameters are:
-total number of copies
-colour code for each copy
-distribution of each watermarked copy
The program for printing CP must also be provided in the configuration.
Personal Data
Users with the right to sign the CP must register in the Personal Data section with the following parameters:
-Title
-Surname
-Name
-Signature
CP and Invoice Workflow
The T-workflow starts by generating the CP in the ordered schedule within the indicated date range. You can preview the selected CP before generation; once confirmed, click the <Start> button to generate the CP.
Only users with specific rights assigned can perform CP generation.
The report captures the generated CP with the internal reference number assigned.
When generating the CP report, it captured the actual date and time the events were aired; the report does not reflect the data and time when the events were scheduled.
In the CP Management section, users with specific rights assigned can perform search, view, print, sign and delete functions on the generated CP according to operational needs.
A CP without an invoice can be deleted from the T-workflow. If the invoice has already been generated for CP, the user must delete the invoice before deleting the CP.
After the CP is signed by the user (the user must have combined access rights of CP_Sign_Prepared, CP_Sign_Noted and CP_Sign_Approved), the invoice can be generated.
The generation of the invoice is captured in the report with the reference number assigned.
Printing CP and Invoice
The signed CP can be printed from the Print CP section. If the checkbox <Used final print layout> is checked, the report will be published as per the requirement defined in the CP Configuration section.
The printing of invoices is similar to the Etere invoicing module. One thing to note: if the checkbox <Used final print layout> is checked, the invoice will be printed in CNN format without a reference number in the report.
From the CP Management section, users can view the CP and invoice from the Order section.
Before generating an invoice, the user can preview the selected CP.