BillerOrg MoveBillGroup/sv: Difference between revisions

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== Flytta objekt ==
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== Move Objects ==
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I vyn ''Flytta objekt'' kan [[{{Link}}Object|objekt]] flyttas inom organisationen, vilket innebär att de antingen kopplas till en ny [[{{Link}}Person|person]] eller till en ny [[{{Link}}Organisation Group|organisationsgrupp]].  
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In the ''Move objects'' view, [[{{Link}}Object|objects]] can be moved within the organization, which means that they either are connected to a new [[{{Link}}Person|person]] or to a new [[{{Link}}Organisation Group|organization group]].
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När du flyttar ett objekt anger du för varje tjänst om den ska flyttas med objektet eller bokas av.  
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For the object to be moved, you define for each service if it should be moved along with the object or if it should be unbooked.
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=== Steg för steg - Visa vyn Flytta objekt ===
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=== How to - Show the Move Object View ===
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# Klicka på '''Sök''' [[Image:Icon Main Search.png]]
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# Sök fram objektet som ska flyttas, eller en person eller organisationsgrupp vars objekt ska flyttas
# Click on '''search''' [[Image:Icon Main Search.png]]
# Bocka i kryssrutorna för de enheter du vill flytta
# Search for the object to move, or a person or organization group for which you want to move connected objects
# Välj '''Flytta''' i menyn ovanför tabellen [[Image:Icon Links.png]]
# Check the box for the items you want to move
#:* Vyn ''redigera objekt'' visas
# Select '''move''' in the menu above the table [[Image:Icon Links.png]]
#:* The ''edit object'' view is displayed
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=== Steg för steg - Flytta objekt ===
=== How to - Move Objects ===
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# Välj den '''huvudgrupp''' den nya organisationsgruppen tillhör ''(valfritt)''
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# I menyn '''debiteringsgrupper på nivå ett''', välj den organisationsgrupp som den nya organisationsgruppen tillhör ''(valfritt)''
# Select the '''main group''' that the new organization group belongs to  ''(optional)''
# Om objektet ska fortsätta vara kopplat till samma organisationsgrupp (dvs. endast flyttas till en annan person eller ändra startdatum), bocka i kryssrutan '''behåll nuvarande organisationsgrupp''' till höger om menyn med kostnadsställen
# In the '''billing groups on level one''' menu, select the organization group that the new organization group belongs to ''(optional)''
# Annars, välj en ny [[{{Link}}Organisation Group|organisationsgrupp]] att koppla objektet till:
# If the object should continue to be associated with the same organization group (i.e. only be moved to another person or only to change start date), check the '''keep current organization group''' box to the right of the cost center list box
## Bocka ur kryssrutan '''behåll nuvarande organisationsgrupp'''  
# Otherwise, select a new [[{{Link}}Organisation Group|organization group]] to associate the object with:
## Ange hela eller en del av gruppnamnet i rutan
## Uncheck the '''keep current organization group''' box
## Klicka på '''sök''' [[Image:Icon Search.png]]
## Enter all or part of the group name in the box
## Välj en organisationsgrupp i menyn
##:* The menu will automatically update based on your search
# Om du har valt ett särskilt objekt att flytta (inte valt objekt på person eller organisationsgrupp) har du också möjligheten att koppla objektet till en annan person:
## Select an organization group in the list box
## Om objektet ska fortsätta att vara kopplat till samma person, säkerställ att kryssrutan '''behåll nuvarande person''' till höger om personmenyn är ibockad
# If you have selected a specific object to move (not selected objects on person or organization group) you also have the possibility to connect the object to another person:
## Om objektet ska kopplas till en ny person:  
## Should the object continue to be associated with the same person, ensure the '''keep current person''' box to the right of the '''person''' list box is checked
### Bocka ur kryssrutan '''behåll nuvarande person'''  
## If the object is to be associated with a new person:
### Ange hela eller delar av namnet i rutan
### Uncheck the '''keep current person''' box
### Klicka på '''sök''' [[Image:Icon Search.png]]
### Enter all or part of the name in the box
### Välj en person i menyn
###:* The menu will automatically update based on your search
# Ange '''datum''' för när flytten ska göras
### Select a person in the list box
#:* Det tidigaste möjliga datumet visas till höger
# Enter the '''date''' when the move should occur
# Objekten visas i tabellen, med ibockade kryssrutor gällande flytten:
#:* The earliest possible date is displayed to the right
#:* Alla objekt som inte är ibockade kommer inte att påverkas (och inte heller de bokade tjänsterna för dessa objekt)
# The objects are displayed in the table, with checked items regarding the move:
#:* Alla ibockade objekt kommer att flyttas till den valda organisationsgruppen
#:* All objects not checked will not be affected (neither will their booked services)
#:* Alla ibockade tjänster kommer att bokas av från den tidigare organisationsgruppen och bokas på den nya
#:* All checked objects will be moved to the selected organization group
#:* Säkerställ att endast de tjänster du verkligen vill flytta med objektet är ibockade i tabellen
#:* All the checked services will be unbooked from the previous organization group and booked on the new
#:* Alla tjänster som inte är ibockade (och tillhör ett objekt som flyttas) kommer att bokas av
#:* Make sure only the services you really want to move along with the object, are checked in the table
# Klicka på '''flytta''' för att verkställa flytten
#:* All services that are not checked (and belong to an object that is moved) will be unbooked
#:* Flytten kommer att göras på valt datum
# Click '''move''' to actuate the move
#:* The move will be completed on the set date
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[[Category:F01{{Langcat|BillerOrg MoveBillGroup}}]]
[[Category:F01{{Langcat|BillerOrg MoveBillGroup}}]]

Revision as of 13:12, 14 February 2023

Move Objects

In the Move objects view, objects can be moved within the organization, which means that they either are connected to a new person or to a new organization group.

For the object to be moved, you define for each service if it should be moved along with the object or if it should be unbooked.

How to - Show the Move Object View

  1. Click on search Icon Main Search.png
  2. Search for the object to move, or a person or organization group for which you want to move connected objects
  3. Check the box for the items you want to move
  4. Select move in the menu above the table Icon Links.png
    • The edit object view is displayed

How to - Move Objects

  1. Select the main group that the new organization group belongs to (optional)
  2. In the billing groups on level one menu, select the organization group that the new organization group belongs to (optional)
  3. If the object should continue to be associated with the same organization group (i.e. only be moved to another person or only to change start date), check the keep current organization group box to the right of the cost center list box
  4. Otherwise, select a new organization group to associate the object with:
    1. Uncheck the keep current organization group box
    2. Enter all or part of the group name in the box
      • The menu will automatically update based on your search
    3. Select an organization group in the list box
  5. If you have selected a specific object to move (not selected objects on person or organization group) you also have the possibility to connect the object to another person:
    1. Should the object continue to be associated with the same person, ensure the keep current person box to the right of the person list box is checked
    2. If the object is to be associated with a new person:
      1. Uncheck the keep current person box
      2. Enter all or part of the name in the box
        • The menu will automatically update based on your search
      3. Select a person in the list box
  6. Enter the date when the move should occur
    • The earliest possible date is displayed to the right
  7. The objects are displayed in the table, with checked items regarding the move:
    • All objects not checked will not be affected (neither will their booked services)
    • All checked objects will be moved to the selected organization group
    • All the checked services will be unbooked from the previous organization group and booked on the new
    • Make sure only the services you really want to move along with the object, are checked in the table
    • All services that are not checked (and belong to an object that is moved) will be unbooked
  8. Click move to actuate the move
    • The move will be completed on the set date
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