...
| Info |
|---|
Users require the new |
...
Forecasts Screen
...
The forecasts are calculated based on the financial years agreed in the contract between the EPAO and Skilltech Solutions. Typically this will run from August to July, with quarters being represented as;
...
This tab also shows a quarterly and monthly summary to allow you to see breakdowns and comparisons vs the estimated usage.
...
Forecasting Tab
This tab is where the forecasts for the upcoming quarters/months/year can be entered and viewed. More details on this can be found in the release notes above for Forecasts Screen.
...
This list is shown with the most recent activity first. The table will show the following:
Type - this will be Purchase, Carried Over, Adjustment, Refund, or Other
“Purchase” indicates that that amount of credits have been bought, for example when entering a new quarter
“Carried Over” is when we enter a new financial year, there may be a number of credits from Q4 that are carried over into Q1 of the new year
“Adjustment” is when a change to the credits is needed. For example any carried over credits that have expired at the beginning of Q2
“Refund” is when Skilltech has refunded a number of credits
“Other” is for anything that falls outside of the normal operations, the description will explain what/why this happened
Value - this will be a positive or negative number indicating the amount of credits
Description - will contain further details where necessary
Invoice Number - will sometimes be populated and will be the invoice reference relating to the action, such as a purchase
Processed By - will be the name of the Skilltech Employee that processed the credit change
Date - will be the date/time the credit change was processed, note that this may not be the same as when the entry was added to EPAPro, as the credit change may happen before it’s been logged into the billing screen
...