Once an administrative user has created one or more cost centers, the cost centers should be assigned to either a company, group or user.
In order to assign a particular cost center to a company, group or user, follow these steps. (NOTE: This example will assign a cost center to a company.)
1. Log onto the Administrative interface and select the company to which a cost center needs to be assigned.
2. Select at which level the cost center should be assigned: company, group or user.
3. Click on the "Cost Centers" tab.
4. A list of cost centers that have been created for the company should appear.
5. Select the cost center, or cost centers, that should be applied to the selected level (company, group or user), and click "Update."
In addition to applying a cost center to a specific level, certain permissions also need to be applied for a cost center to work properly. There are four ways that a cost center can work and they are managed by the type or permission given:
1. Cost Center per order from a pre-populated drop-down.
2. Cost Center per line item from a pre-populated drop-down.
3. Cost Center per order that is an open field to type in a number.
4. Cost Center per line item that is an open field to type in a number.
The following example of assigning permissions for a cost center is managed at the company level; however, these permissions can be handled at the group and user levels to customize each group or user's check-out experience based on company requirements.
1. Click on the company to which permissions are to be assigned.
2. Select the level at which the cost center permissions should be applied: company, group or user. (NOTE: For this example, the permission is assigned at the company level.)
3. Click on the "Permissions" tab.
4. Scroll to the Data Requested On Checkout section and select the appropriate permissions for the proper level: company, group or user.
5. At the bottom of the page, click "Update."
If you are not able to view any cost centers even after they have been created and assigned, make sure the appropriate cost center permissions have been given to a user.
Reference Material: None
Related Articles:
Cost Center Overview
Creating a Cost Center
Delete an Existing Cost Center
Editing a Cost Center
Managing Associations