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Cost Centres - Activate Cost Centres

Article Index

Page 3 of 7

Activate Cost Centres

Activate Cost Centres in Batches (Journals)

Once you have created the Cost Group 1 and / or 2, Cost Centres needs to be activated in each batch type (required to process transactions). If activated for a specific Batch Type, the Cost Group 1 and / or 2 column will be displayed after the Account column; and (before the Tax column, if the No Tax option is not selected on the Standard tab of the Options for this batch screen) before the Debit column.

To Activate Cost Centres for a Batch:

  1. Click on the Action → Batch Entry icon (F2).
  2. Select the specific Batch Type in which you need to activate Cost Centres.
  3. Click on the F10: Setup icon to set the Options for the selected batch.

    You may also:-

    • Click on the Setup → Batch Types menu.
    • Select the Batch Type and click on the Edit button to access the Options for this batch screen.
  4. Click on the Advanced tab.
  5. To activate the Cost Group, tick the Cost Centres tick box.
  6. In the Cost Centre field, you may select the default Cost Centre. This will auto-complete (auto-select) the cost centre column with the default cost centre for this batch. You may select a different cost centre, if necessary.
  7. Click on the OK button. The selected batch entry screen will be opened and the Cost Group 1 and / or 2 column will be inserted in the batch.

To deactivate Cost Centres in a specific batch, simply repeat this process and remove the tick in the Cost Centres tick box.

Activate Cost Centres in Documents

If Cost Group 1 and / or Cost Group 2 have been created, these Cost Groups need to be activated to process documents for Cost Centres. This will insert an additional lookup list when entering the transactions.

To Activate Cost Centres for Documents:

  1. Click on the Setup → Access Control menu.
  2. Click on the Documents tab. 
  3. Select (tick) the Cost Centre in documents (Costcenter in doc) field.
  4. Click on the Apply button.
  5. Click on the Close button.

To deactivate Cost Centres for all document types, simply repeat this process and remove the tick in the Cost Centre in documents (Costcenter in doc) tick box. 

Default Cost Centre Setting for Stock Items

If Cost Group 1 and / or Cost Group 2 have been created, these Cost Groups may be set for each of your Stock Items.

To Set Default Cost Centres for Stock Items:

  1. Click on the Action → Stock Items menu.
  2. Select a Stock Item.
  3. Click on the Ledger tab.
  4. In the Cost Centre field, you may select the default Cost Centre. This will auto-complete (auto-select) the cost centre column with the default cost centre, when selecting the stock item, while processing documents. You may select a different cost centre, if necessary.
  5. Click on the Save button.