Cost Centers
In Simple Application you can set up and manage cost centers. All tasks for budget planning and budget expenses are related to a certain cost center. This allows you to integrate corporate business processes, IT asset management, and cost centers together.
tip
Roles required:
- Create, edit – admin, cost_center_manager
- Read – admin, cost_center_manager, cost_center_agent
No one can delete cost center records. You can only deactivate irrelevant records by clearing the Active checkbox on the Cost Center form.
Create a cost center
To create a cost center, complete the following steps:
- Navigate to Organization → Cost Centers.
- Click New and fill in the fields of the form that opens.
- Click Save or Save and Exit to apply the changes.
Cost center form fields
| Field | Mandatory | Description |
|---|---|---|
| Name | Y | Specify a name for the cost center. |
| Company | Y | Specify the company to which the cost center belongs. If the Active checkbox is selected, the field becomes read-only after saving the record for the first time. If you clear this field, the Cost center owner, Branch, Section, Department and Unit fields will be cleared as well. |
| Cost center owner | Y | Specify the company employee appointed as the cost center owner. If the Active checkbox is selected, the field becomes read-only after saving the record for the first time. |
| Branch | N | Specify the company branch to which the cost center belongs. If you clear this field, the Section, Department and Unit fields will be cleared as well. The field is displayed after saving the record for the first time if the Company is specified. |
| Section | N | Specify the company section to which the cost center belongs. If you clear this field, the Department and Unit fields will be cleared as well. The field is displayed after saving the record for the first time if the Company is specified. |
| Department | N | Specify the company department to which the cost center belongs. If you clear this field, the Unit field will be cleared as well. The field is displayed after saving the record for the first time if the Company is specified. |
| Unit | N | Specify the company unit to which the cost center belongs. The field is displayed after saving the record for the first time if the Company is specified. |
| Active | N | Select the checkbox if the cost center is active. |
The Activty Feed widget containing the History of the record updates is available on the form of a saved record.