Exact Synergy Enterprise

Overview of cost units

Menu path

HRM à Setup à Organization à Cost units

Introduction

On this page, you can view a list of cost units as well as create or delete cost units.

Roles and rights

All users can view the list of cost units. However, to create or modify cost units, function right 414 – Maintain cost units is required. Users with the General manager or HR role have this function right.

Notes:

• For more details on function rights, go to System à Setup à Security à Function rights.
• For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 250.

How do I view the cost units?

1. On the HRM: Cost units page, type or select a division code at Division.
2. Click Show.
3. Click the hyperlinked code under the Code column.

How do I create cost units?

1. On the HRM: Cost units page, click Show.
2. Click New.
3. On the HRM: Cost unit - New page, fill in the required information.
4. Click Save.

Keep in mind: All fields with the "!" icon are mandatory.

How do I modify the cost units?

1. On the HRM: Cost units page, type or select a division code at Division.
2. Click Show.
3. Click the hyperlinked code under the Code column.
4. Click Edit, and then make the necessary changes.
5. Click Save.

How do I delete the cost units?

1. On the HRM: Cost units page, type or select a division code at Division.
2. Click Show.
3. Select the check boxes of the corresponding cost units to be deleted.
4. Click Delete. A message "Are you sure that you want to delete this record?" is displayed.
5. Click OK to confirm the deletion.

Keep in mind: You cannot delete a cost unit that is currently linked to a person.

Related documents

• Creating and modifying cost units
• Exact video library