Exact Synergy Enterprise

Creating and modifying cost centers

Menu paths

• Modules ? Financial ? Setup ? Organisation ? Cost centers
• Modules ? HRM ? Setup ? Organisation ? Cost centers

Introduction

On this page, you can create cost centers. You can also modify or delete existing cost centers.

Roles and rights

To create or modify cost centers, function right 92 — Maintain cost centers is required. Users with the General manager or HR role have these function rights.

Note:

• For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
• For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 259 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create cost centers?

1. On the HRM: Cost centers page, click New.
2. Type the code of the cost center at Code.
3. At Name, type the name of the cost center.
4. Fill in other required information.
5. Click Save. To save this entry and create another cost center immediately, click Save + New instead.

Keep in mind: All fields with the "!" icon are mandatory.

How do I modify the cost centers?

1. On the HRM: Cost centers page, define the criteria.
2. Click Show.
3. Click the hyperlink under the Code column.
4. Click Edit, and then make the necessary changes.
5. Click Save.

Keep in mind: All fields with the "!" icon are mandatory.

How do I delete the cost centers?

1. On the HRM: Cost centers page, define the criteria.
2. Click Show.
3. Click the hyperlink under the Code column.
4. Click Edit.
5. Click Delete. A message "Are you sure that you want to delete this record?" is displayed.
6. Click OK.

Keep in mind: You cannot delete a cost center that is currently linked to a person.

How do I recode cost center codes?

1. On the HRM: Cost centers page, define the criteria.
2. Click Show.
3. Click the hyperlink under the Code column.
4. Click Edit, and then click Recode.
5. On the HRM: Cost center - Recode page, type the new code at Cost center - New. This is mandatory.
6. Click Recode.

How do I merge cost centers?

1. On the HRM: Cost centers page, define the criteria.
2. Click Show.
3. Click the hyperlink under the Code column.
4. Click Edit, and then click Merge.
5. On the HRM: Cost center - Merge page under the Target section, type or select the cost center code.
6. Click Merge. The cost center selected under the Source section will be merged to the cost center selected under the Target section.

Keep in mind: All fields with the "!" icon are mandatory.

Related documents

• Exact video library
• Merging cost centers
• Overview of cost center groups
• Overview of cost center subgroups
• Overview of cost centers
• Recoding cost center codes