After creating Cost centres, the Cost centres need to activated in batches (journals) and / or documents. 

Activate Cost centres in Batches (Journals)

Once you have created the “Cost centre 1” and / or “Cost centre 2”, Cost centres needs to be activated in each batch type (required to process transactions). If activated for a specific Batch type, the “Cost centre 1” and / or “Cost centre 2” column will be displayed after the “Account” column; and (before the “Tax” column, if the “No tax” option, is not selected on the Standard tab of the “Options for this batch” screen) before the “Debit” column.

To activate cost centres for a specific batch:

1.Press F2, or click on Batch entry on the Action ribbon.

2.Select the specific Batch type, in which you need to activate Cost centres.

3.Click on the F10: Setup icon to set the options for the selected batch.

You may also:-

Click on the Batch types on the Setup ribbon.

Select the Batch type and click on the Edit button to access the “Options for this batch” screen.

4.Click on the Advanced tab.

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5.To activate the cost centres, tick the “Cost centres” tick box.

6.In the “Cost centre” field, you may select the default Cost centre. This will auto-complete (auto-select) the cost centre column with the default cost centre for this batch. When processing transactions, you may select a different cost centre, if necessary.

7.Click on the OK button. The selected batch entry screen will be opened and the “Cost centre 1” and / or “Cost centre 2” column will be inserted in the batch.

To deactivate Cost centres in a specific batch, simply repeat this process and remove the tick in the “Cost centres” tick box.

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If cost centres have been selected, in “Cost centre 1” column, balancing entries will be created for “Cost centre 1”, as per this example.  

cost-centre-lookup-in-batches-balanced


Activate Cost centres in Documents

Once you have created “Cost centre 1” and / or “Cost centre 2”, Cost centres needs to be activated in Documents (to process documents for Cost centres). If activated, the “Cost centre 1” and / or “Cost centre 2” column will be displayed after the “Account” column; and (before the “Tax” column).

Cost centres are globally activated for all document types (i.e. purchase documents (Purchases, Supplier returns and Orders) and sales documents (Invoices, Credit notes and Quotes)). 

This will insert an additional lookup list when selecting the stock items for transactions.

To activate Cost centres for documents: 

1.Click on Access control (Setup ribbon). 

2.Click on the Documents tab.

3.Select (tick) the Cost centre in documents (“Costcenter in doc”) field. 

4.Click on the Apply button. 

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5.Click on the Close button. “Cost centre 1” column, will be added globally to all documents.

cost-centre-lookup-in-documents

To deactivate Cost centres for all document types, simply repeat this process and remove the tick in the Cost centre in documents (“Costcenter in doc”) tick box.

Default Cost centre setting for Stock items

If “Cost centre 1” and / or “Cost centre 2”, have been created, you may set the default “Cost centre” each of your stock items.

This will auto-complete (auto-select) the “Cost centre 1” column with the default cost centre, when selecting the stock item, while processing documents. You may select a different cost centre, if necessary. 

Link default Cost centre to Stock items on the Stock item list screen

A “Cost centre” column, will automatically be inserted (the very last column) in the Stock items list screen. Drag the “Cost centre” column to the position, where it is comfortable for you to work with. 

In this example, the “Cost centre” column is dragged to the left of “Stock group 1” column. 

To set default Cost centres for Stock items: 

1.Click on Stock items (Action ribbon). 

2.Select a Stock item. 

3.Click on the “Cost centre” column. 

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4.In the “Cost centre” column, select the default Cost centre from the list. 

5.Click on the Save button to save the changes to the stock item. 

6.Repeat the process until you have linked all your stock items to Cost centres.


Link default Cost centre to Stock items on the Ledger tab

The linking of stock items to Cost centres, may also be set on the “Ledger” tab.

To set default Cost centres for Stock items: 

1.Click on Stock items (Action ribbon). 

2.Select a Stock item. 

3.Click on the Ledger tab. 

cost-centre-set-stock-item-default-ledger-tab

4.In the “Cost centre” field, you may select the default Cost centre from the list. 

5.Click on the Save button.