How to edit a cost center record

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

You can edit multiple records simultaneously by selecting them in the grid and updating them in the Preview pane on the right. For more information, see Mass update.

From the main menu, select Run > Financials > Cost Centers. The Cost Center page is displayed.

There are two ways to view the cost center records: tree view and table view.

In the tree view:

Select the cost center record.
Click , and then click Edit to display the selected record.

In the table view:

Click the record identifier in the ID column to display the selected record.

Click the tab you want to view or edit. The General tab is displayed by default.

Tab	Description
General	Displays details of the selected record. For more information, see General tab.
Workflow	Displays the workflow for the selected record. To change the status to inactive, you must have the appropriate rights. For more information about the workflow, see Cost center workflow.
Discussions	Displays any relevant conversations about the selected record. For more information about discussions, see Discussions.
History	Displays changes to the selected record. For more information about history, see History.

Save your changes.

General tab

This tab includes the following sections:

Details

Field	Description
Display label	External (common) name of the cost center.
Code	Internal code for the cost center.
Accounting code	Internal code used for accounting.
Effective from	Date that the cost center becomes effective.
Expire on	Date on which the cost center expires.
Parent	Parent cost center of the current cost center record. Note In the tree view, this field is hidden and automatically populated with the currently selected cost center.
Reporting center	Cost center to which the current cost center reports.
Manager	Manager of the cost center.
Description	Description that captures the details of the cost center.