Add a Cost Centre Type

Purpose

Add a Cost Centre Type for use in analysis and reporting.

How to… Add a Cost Centre Type

1. Click Financials - Cost Centre Types then Edit.
The Cost Centre Type edit window opens.

2. Click + in the toolbar.

3. Enter the required data on the applicable tabs.
Header
Notes, if required.

4. Save the record.

5. Select the Attributes and Documents that are linked to the Cost Centre Type.

Data fields

These data fields are captured on the Cost Centre Type - Header tab.

Field	Description/Setting
Code	A unique code that identifies the Cost Centre Type. For example, “Operations”, or “Workshop.
Description	A description of the Cost Centre Type. For example “Operations Department”, or “Maintenance Workshop”.
Site	The Site to which the Cost Centre Type applies. A User with access rights to this Site can view and use this Cost Centre Type. Select a Site from the lookup list.
Active	Ticked if the Cost Centre Type is active and available in a lookup list.