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Exact Financials   
 

Maintain: Cost category

[Project: Master data, Maintenance, General, Cost categories]

Project cost category

Enter a unique code and description for the project cost category that you want to create.

General tab

Cost category type

Select the type of cost category for the project cost category that you are creating.

There are 5 options available: {Direct}, {Hour}, {Item}, {Machinery} and {None}.  It is very important to select the correct type of cost category, because it will determine whether you can select it while making project entries. For example, if you are making item entries, you can only select cost categories of the type 'Item'.

Journalizing types tab

You can click the 'Add' button to link journalizing code to the cost category or 'Delete' button to delete the journalizing code.

Matrix for data entry

Journalizing code

Use <Ctrl+B> to select the appropriate journalizing code that you want to link to this project cost category.  By linking the appropriate journalizing code, it will help you to determine which general ledger account will be used for the project cost category during journalizing.

Documents tab

You can click the 'Add' button to link documents to the cost category or 'Delete' button to delete the documents.

Matrix for data entry

Category code: External

Select an external category of the document to be linked to the cost category. You can create external categories in [System: Setup, Documents, External categories, Maintenance].

Description

Enter a description of the linked document, if required.

Path: Complete

Enter the full path or URL of the document. The path in the 'Fixed location' field on the 'General' tab in [System: Setup, Documents, External categories, Maintenance] if defined, will be filled in by default. Then you will only need to enter the remaining path.

See also:

[Project: Master data, Reports, General, Cost categories]

[Project: Master data, Reports, Journalizing, Journalizing types per cost category]


Project Manual > Contents > Defining settings and creating master data > Creating master data > Creating cost categories > [Project: Master data, Maintenance, General, Cost categories]

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 17.991.465
 Assortment:  Date: 11-11-2008
 Release:  Attachment:
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