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Creating Cost Centers

Overview

Cost centers structure their organization according to commercial aspects. Cost centers are used for creating cost plans and monitoring them in the course of a business year. The structure of cost centers is flat, which means that no hierarchy can be formed.

Assignment to organizational units can later be used to give the users different permissions for managing the stored data. User permissions are defined by the roles that are assigned to them individually, so the permissions are granted to or withdrawn from a role.

To Create a Cost Center

  1. Go to Matrix42 Software Asset and Service Management > Master Data application.
  2. In the navigation area, click Organization Structure > Cost Centers.
  3. On the toolbar, click Add Cost Center. A properties dialog opens.
  4. Enter detailed information about the cost center.
  5. Click Done at the bottom to save and close.

To Import a Cost Center

  1. Go to Matrix42 Software Asset and Service Management > Master Data application.
  2. In the navigation area, click Organization Structure > Cost Centers.
  3. On the toolbar, click Import Cost Centers. The Import wizard opens.
  4. Follow the instructions.

Explanation of the Import Template

Field Name

Explanation

Maximum Character Length

Number

Number

This information is a key field, which means that it is used by the import process to determine whether to create a data set or whether to update the existing matching data set.

50

Abbreviation

Abbreviation

Alphanumeric string for abbreviation of a cost center.

100

Name

Name

Alphanumeric string for name of a cost center.

100

Type

Type

Name of the type of a cost center. The link to the cost center type that is available in the system is created by using the name. When entering the text, consider the language that was set for the user interface. If more than one or no applicable organization type is found, the value that is specified here is not saved.

 

Description

Description

Alphanumeric string that is used to describe a cost center.

1000

Status

Status

Status of a cost center. The link to the status that is available in the system is created by using the name. When entering the text, consider the language that was set for the user interface. If more than one or no applicable status is found, the value that is specified here is not saved.

 

Manager

Manager

Manager of a cost center.

 
Valid from

Valid from 

Date starting from which a cost center is valid.

 
Valid until

Valid until

Date until which a cost center is valid. 

 
Org. Unit

Org. Unit

Organizational Unit to which the cost center belongs.

 

 

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