Difference between revisions of "Cost Centres/Cardline Cost Centres"
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'''''Important Note:''''' Some cardlines cannot be edited, such as usage cardlines. If this is the case, there will be no magnifying glass icon available next to the cardline. Cardlines that cannot be edited cannot have a cost centre applied to it directly. | '''''Important Note:''''' Some cardlines cannot be edited, such as usage cardlines. If this is the case, there will be no magnifying glass icon available next to the cardline. Cardlines that cannot be edited cannot have a cost centre applied to it directly. | ||
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= Setting Cardline Cost Centres = | = Setting Cardline Cost Centres = | ||
Revision as of 11:25, 19 July 2017
Overview
Emersion's support for cost centres include a list of cost centre types with values that can be set at different levels, including:
- an account
- a package
- a service
- a cardline.
This article covers ledger cardline-level cost centres.
Important Note: Some cardlines cannot be edited, such as usage cardlines. If this is the case, there will be no magnifying glass icon available next to the cardline. Cardlines that cannot be edited cannot have a cost centre applied to it directly.
Setting Cardline Cost Centres
Users can assign a cost centre to a cardline within the Pending Cardlines pages. These are located at the following locations:
- Nav: Customer > Pending Cardlines
- Nav: Finance > Accounts Receivable > Pending Cardlines
To apply a cost centre to an existing cardline:
1. Search and locate the cardline that will have a cost centre applied.
2. Click on the magnifying icon to inspect the cardline.
3. For each cost centre type, assign the cost centre.
4. Press the Update Cost Centres button to save the change.
Users cannot allocate the cardline a cost centre once the cardline is allocated to an invoice, regardless of whether the invoice is still pending or approved. To apply a cost centre to a cardline that is on a pending invoice, the user must remove the cardline from the invoice, apply the cost centre, then add the cardline back to the invoice.
To apply a cost centre against a new cardline, create a new cardline via the usual method. For each cost centre type, select the value from the drop down list.
