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Allocating costs to other cost centers

Menu path

Go to System ➔ Finance ➔ Cost centers/units ➔ Cost allocation, and click the Allocate button.

Introduction 

This document provides the information on how to allocate the cost from the selected cost center to other cost centers with higher allocation levels. Cost centers that have been allocated with the costs from the selected cost center are displayed in the overview.

Fields

Cost center

This displays the cost center selected at System ➔ Finance ➔ Cost centers/units ➔ Cost allocation, which has the cost that you want to allocate to other cost centers. This information cannot be edited.

Total units itemized

This displays the total accumulated units of costs allocated to other cost centers from the selected cost center. By default, the value displayed at Total units itemized is recalculated automatically when you add or remove a cost center during cost allocation.

Buttons

Change

Click this to edit the cost units which have been allocated to the cost center selected in the overview. At the next Allocate cost centers screen displayed after clicking Change, type the new cost units to be allocated at Units, and then click OK to save and return to the previous screen.  

Note: This is enabled only if a cost center displayed in the overview is selected.

Insert

Click this to add a new cost center for cost allocation. At the next Allocate cost centers screen displayed after clicking Insert, type or select the relevant cost center and define the cost units to be allocated at Cost center and Units, respectively. This is mandatory. By default, cost centers with the higher allocation levels from the cost center you have selected at System  ➔ Finance ➔ Cost centers/units ➔ Cost allocation are displayed for selection. Next, click OK to save and return to the previous screen. The newly added cost center is displayed in the overview.

Delete

Click this to remove the selected cost center for which you want to reverse the applied cost allocation, from the overview.

Note: This is enabled only if a cost center displayed in the overview is selected.

Close

Click this to exit.

Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 19.235.979
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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