Exact Synergy Enterprise

Creating and modifying cost units

Menu path

HRM à Setup à Organization à Cost units

Introduction

On this page, you can create, modify, or delete the cost units.

Roles and rights

To create or modify cost units, function right 414 – Maintain cost units is required. Users with the General manager or HR role have this function right.

Notes:

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

What version are you using?

The information in this document is based on product update 250.

How do I create cost units?

1. On the HRM: Cost units page, click Show.
2. Click New.
3. On the HRM: Cost unit - New page at Division, type or select the division code to define the division of the cost unit.
4. At Code, type the code of the cost unit.
5. Click Save.

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

How do I modify the cost units?

1. On the HRM: Cost units page, type or select a division code at Division.
2. Click Show.
3. Click the hyperlinked code in the Code column.
4. Click Edit, and then make the necessary changes.
5. Click Save.

How do I delete the cost units?

1. On the HRM: Cost units page, type or select a division code at Division.
2. Click Show.
3. Click the hyperlinked code in 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 to confirm the deletion.

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

Related documents

• Exact video library
• Overview of cost units