Finance ➔ General ledger ➔ Cost centers / units ➔ Report cost units
Cost units usually represent products or geographical regions; the expenses incurred for a product or region should be allocated to the corresponding cost unit. A cost unit can also be a sub-division or a group of skilled staff assigned (according to their respective job functions) in a small-scale unit. You can verify the summary for a particular cost unit or the general ledger account from the listed overview.
The information in this document is applicable to product update 410 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Select the cost unit report layout you want to generate. The options are:
Select the required option to display the financial account type by Balance Sheet/Profit & Loss, Balance sheet, or P&L.
Select Date or Reporting Date to display the financial overview by the entry date or reporting date.
Type or select a general ledger account or range of general ledger accounts you want to display in the overview. Alternatively, select the All check box to display all general ledger accounts.
Type or select a cost unit or range of cost units you want to display in the overview. Alternatively, select the All check box to display all cost units.
Type or select a date or range of dates you want to display in the overview. Alternatively, select the All check box for all dates.
Select this check box to view the totals per period. You can also view the sub-totals for each respective general ledger account.
Select this check box to display all the entries which are yet to be processed.
Select this check box to display only general ledgers with mandatory cost centers and cost units respectively. If you do not select the Cost center or Cost unit check box under the Cost centers/cost units tab at Finance ➔ General ledger ➔ Chart of G/L’s (for more information, see Creating and maintaining general ledger accounts), you cannot see the listing of cost centers or cost units in the overview.
Select one of the following to indicate the required Group by option:
Select this option to group the overview data by the defined general ledger account(s).
Select this option to group the overview data by the defined cost unit(s).
Click this to generate the overview of cost units based on the defined criteria.
Click this to exit.