Crédit¶

Télécharger

Sources

https://github.com/pluginsGLPI/credit/releases

https://github.com/pluginsGLPI/credit

Requirements (on-premise)¶

Version de GLPI

PHP minimum

Recommandé

10.0.x

8.1

8.2

Note

Ce plugin est disponible sans souscription GLPI-Network. Il est Ă©galement disponible sur le Cloud.

Installer le plugin¶

  • Allez sur le marketplace. TĂ©lĂ©chargez et installez le plugin “Credit”.

Installer le plugin

Configurer le plugin¶

Creating a credit type¶

  • From Setup > Dropdowns,

  • click on Credits then Credit types.

search credit
  • Click on add.

  • Enter a name representing the type of credit granted

add credit

Add credit to customer entity(ies)¶

Example : We will create 3 types of credit:

  • For a new follow-up

  • For a new task

  • For a new solution

You can create a single type of credit which will group together the 3, it depends on the management of each case.

  • In Administration > Entities, select the entity that will receive the credits.

  • Go to the Credit section

  • In the section Add a credit, enter a name for the new credit

  • Define the type of credit created earlier

  • The start and end dates of the credit

  • Activate it,

  • Make it available or not in the child entities (note that if you are in the parent entity, it will be accessible to all entities)

  • The quantity of credit sold

  • The authorisation to overconsume or not

  • Click on add

add voucher

Here, we’ll do the same for the 3 types of credit (followup, task and solution)

It is therefore possible to enter different values (number of credits, validity, overconsumption, etc.) for each credit:

list voucher

Define default values¶

  • In Administration > Entities, select the entity that will receive the credits

  • Go to the Credit section

  • In the Default options for entity section

  • Select the type of credit by action

default credit
  • Click on Update

Avertissement

« Caution Indicating credit types does not allow automatic settlement. It pre-selects the credit but it must be settled by the technician.

Counting credits¶

When a ticket is created, you can choose whether or not to deduct the corresponding credits.

In our example, we have chosen to deduct each action.

  • If we are doing a follow-up, we can deduct the credit assigned by default:

add credit on ticket
  • The same for a task:

add credit on task
  • And for a solution :

add credit on solution

In the Credit section of the ticket you can see a summary of credits spent and remaining

list of credits

Modify a credit on a ticket¶

Increase or decrease a granted credit¶

You can modify credits on a ticket if a readjustment is necessary.

  • From the ticket in question, go to the credit section

  • Select the credit you wish to adjust

  • Click on Actions

  • Click on Update

  • Click on Quantity consumed then add the desired quantity

  • Click on Send

Note

See how to proceed
modify credit on ticket

Delete deducted credits¶

  • From the ticket in question, go to the Credit section

  • Select the credit you wish to delete

  • Click on Actions

  • Click on Delete permanently

  • Click on Send

Note

See how to proceed
delete credit on ticket

Credits will be automatically reallocated in the credit bank

Including an expired credit¶

If the credit has expired, it will not be proposed in the list of available credits. You will not be able to deduct it. You will need to change the end date of the credit to be able to use it again.

Notification of expired credits¶

An automatic action is available to notify you when a credit has expired.

  • From Setup > Automatic actions, modify the creditexpired action to suit your needs.

  • Click on Save

automatic action

You can of course customise the notification to suit your needs (Setup > Notifications > Notifications > credit expired)

FAQ¶

If you have any questions about using the plugin, please consult our FAQ

Licence Creative Commons