Use > Run > Financial Management > Cost Centers > Edit a cost center record

How to edit a cost center record

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.

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

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

    In the tree view:

    1. Select the cost center record.

    2. 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.

  3. Click the tab you want to view or edit. The General tab is displayed by default.
    4. 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.

  4. 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.

Approval

Field Description
Approval threshold amount The amount that the cost center is authorized to approve.
Currency Currency of the approved amount.

Sub Cost Centers

This section lists all the child cost centers of the current cost center, if any.

Attachments

Click Add attachment if you want to attach a file to the record.

Note

  • The following file formats are supported: jpg; jpeg; gif; png; doc; docx; ppt; pptx; xls; xlsx; pdf; txt; xml; zip; msg; sql; gz; rar; tar; 7z.

  • The maximum file size of an attachment is 10 MB.

  • If the Attachments field has been defined as encrypted for this record type and you are a member of an encryption domain, click Add encrypted attachments to attach an encrypted file to the record.

  • Attachments are not visible in the Service Portal.

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