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Add a cost center
This article covers: Add cost center.
Before you start
- Access. You need access to Core HR > Cost Centers. If you do not see it in the menu, ask your administrator for the role that covers this area.
- These lists must already have entries, because the window picks from them: cost centers (add one); legal entities (add one); departments (add one); locations (add one); employees (add one).
Steps
Open Core HR > Cost Centers.
Select Add cost center.
In the window Cost center fill in the fields below.
| Field | Required | What it means and what to enter |
|---|---|---|
| Cost center code | Yes | A short, unique code that identifies the record. |
| Cost center name | Yes | The name people see for the record. |
| Short name | No | A short form of the name. |
| Cost center type | Yes | Choose from the list. |
| Find the parent cost center (code or name) | No | Optional. Type part of a name or code to narrow the list next to it. |
| Parent cost center | No | The record this one sits under. Leave it empty for a top-level record. |
| Description | No | Free text for your own notes. |
| Organization | Yes | Choose from the list. |
| Legal entity | No | Choose from the list. |
| Business unit | No | Choose from the list. |
| Division | No | Choose from the list. |
| Department | No | Choose from the list. |
| Branch | No | Choose from the list. |
| Location | No | Choose from the list. |
| Find cost center manager (name or code) | No | Optional. Type part of a name or code to narrow the list next to it. |
| Cost center manager | No | The person in charge. Start typing a name or code and pick a match. |
| Find finance owner (name or code) | No | Optional. Type part of a name or code to narrow the list next to it. |
| Finance owner | No | The person in charge. Start typing a name or code and pick a match. |
| GL account code | No | A short, unique code that identifies the record. |
| Accounting dimension | No | Type the accounting dimension. |
| Finance cost code | No | A short, unique code that identifies the record. |
| Annual budget | No | Type the annual budget. |
| Currency | No | The currency of the amounts on this record, for example USD or INR. |
| Fiscal year | No | The month the financial year starts in. |
| Effective from | Yes | The first day the record is in force. |
| Effective to | No | The last day the record is in force. Leave it empty if it has no end. |
| Display order | No | A number that sets the order in lists. |
| Allocation notes | No | Free text for your own notes. |
- Select Save as draft.
The window closes and the table shows the result.
TIP
A star after a field name means the screen requires it.
If something does not work
- The button "Add cost center" is missing. You do not have the permission, or the page is not in your menu. See Access above.
- A list in the window is empty. The records it picks from do not exist yet. Add them first: Cost Centers, Legal Entities, Departments, Locations, Employees.
- The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.