Cost Centre

Cost Centre records are created to form part of an organisation's hierarchy and to store information, jobs and events relevant to the Cost Centre.

Depending on how the Client entity is broken down, Cost Centres can represent departments, teams, divisions, locations etc. within a Client.

Client Contacts can also be linked to one or many Cost Centres owned by the Client.

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From the Cost Centre Record, the following items can be accessed from the Quick Access section at the top of the record:

• Profile - store and manage information about the Cost Centre.

• Address - store and manage the Cost Centre's site address as well as the postal address.

• Billing Details - Debtor details, where a Debtor has been created in the Billing Module and applied to a Cost Centre, are displayed in this section. An action is available to View Invoice Details where a Debtor has been assigned to the Cost Centre.

• Due Diligence - Update this section where due diligence items are required for the Cost Centre.

• Custom Fields - displays any Custom Fields assigned to Cost Centre records.

• Contacts - Contacts linked to the Cost Centre are displayed in a list. An action is available to Remove a Contact from a Cost Centre. Another action is available to Add (create) a new Client Contact, where this action is run, the newly created Client Contact is linked automatically to the Cost Centre.

• Comment - lists the Cost Centre's comment records. Add, Edit and Delete actions are available.

• Job List - displays a list of Jobs where the Cost Centre has been applied. A Copy Job and Add Job action is also available from this list.

• Activities - displays a list of Job Activities where the Cost Centre has been applied to the Job Order.

• Document Management - Generate Documents / Attach Documents.

• Preferred and Excluded Candidates - displays a list of Candidates that have been preferred and excluded at the Cost Centre level.

• Record Properties - displays details about the record including creation date, created by, last update date etc.

• Audit Trail - details are applied to the Audit Trail list where a field within the record is modified.

• Invoice List - View / Print invoices where the Debtor has been assigned at the Cost Centre level.

The following record actions are available:

• Edit - edit the Cost Centre record.

• Delete - delete the Cost Centre. Cost Centres cannot be deleted where they are in use, ie; have Activities, Comments, Contacts, Job Orders.

• Manage Sections - remove, add, re-order sections within the record.

• View Statistics - view statistics for the Cost Centre including:

  • Vacant Jobs - number of jobs that are not yet filled.

  • Filled Jobs - number of jobs that have filled.

  • M.A.T Revenue - summary of billing for the last 12 months.

View Organisational Hierarchy - view the organisational structure.

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