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Edit Cost Center

  1. In the Tree Menu, select Setup | Cost Centers.

    2. The Advanced Administration Application displays the Cost Center form.

  2. Click in the Contact Center Name text box, and type all or part of a Cost Center name, or Wild Card Characters.
  3. Click [Search]

    4. The Advanced Administration Application displays all Cost Centers matching your query and their information.

  4. If there are too many Cost Centers to be viewed in a single page, use the browser scroll bar, at the right of the window, to move the display up and down.
  5. To view all of the information for a Cost Centers, use the browser scroll bar, at the bottom of the window, to move the display left and right.
  6. Click Edit to the left of the Cost Center you want to modify.

    7. The Advanced Administration Application displays the Edit Cost Center form containing:

  7. Click in the ERP Cost Center ID text box and type the value that identifies this same Cost Center to your Enterprise Resources Planning (ERP or "back office") software.
  8. Click in the Cost Center Name text box and type the name you want the Procurement application to use to identify this Cost Center to users.
  9. If you want to assign a Home Organization to this Cost Center, click in the Home Organization drop-down menu and select from the list of available Buying Organizations.

    10. Note: Do not try to assign a Home organization until you have created your Buying Organizations. Only after you have done this will the Home Organization drop-down menu be populated with a list of available organizations. If necessary, you can return later and assign a Home Organization.

    You may not be able to assign a Home Organization at this point, but rather accept the default setting. This is because this field may only contain seed data. In order to populate this field, you must first create your Buying Organizations, see New Organization. Once you set up your organizations, the Home Organization box populates with available organizations. See Restricting Visibility. For more information on Home Organizations, see Key Concepts.

    Click:

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