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Proteus MMX Training Manual - Cost Centers

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Cost Centers

1. Overview

The Cost Centersmenu in the CompanyFunctional Area is used to create, modify and delete cost centers. The Cost Centers page is also used to set budgets for individual cost centers. Users must have the rights to the Cost Centers to use this feature. 

The Cost Centers page allows authorized users to set a material budget and a labor budget amount for each month, per cost center. Labor costs are accumulated when a work order is closed. Material costs accumulate when a work order is closed, when a purchase order is closed, or when a transaction is performed.

Note: Costs will only accumulate if the user has selected a Cost Center on the Work Order, Purchase Order, or Transaction.

The actual amount of money used from a budget is displayed in the Actual Costsfield. When a work order is closed and a part is used in an active work order which has a cost center assigned, the material budget is decreased by the unit cost of the part. When a work order is closed and labor is used in an active work order which has a cost center assigned, the labor budget is decreased by the cost of the labor. 

2. Selecting a Cost Center and Current Fiscal Year

From the Cost Center tree, the user can select the Cost Center as well as the current Fiscal Year/Budget. This can be accomplished by selecting the Change Fiscal year Start Monthicon.

Note: The display will be updated and the Fiscal Start Month will be changed for all Cost Centers in the system. 

3. Entering Data

To Create a Cost Center

  1. Select the New Cost Centericon.
  2. Enter the Cost Center Name.
  3. Choose the Currency
  4. Select the Start Date (Current or Previous year)
  5. Select the Saveicon

To Adjust a Cost Center's Budget

  1. Select a Cost Center and expand it to view the fiscal years/budgets.
  2. Select the Adjust Budgeticon
  3. Adjust budget data as necessary, entering Labor and Material amounts.
  4. Select the Saveicon.

Note: Budget data for past months cannot be adjusted.

To Create a New Cost Center Budget for the Next Fiscal Year

  1. Select a Cost Center
  2. Select the Add New Budgeticon
  3. Enter the Fiscal Year
  4. Adjust budget data as necessary, entering Labor and Material amounts.
  5. Select the Saveicon

To Delete a Cost Center

  1. Select a Cost Center
  2. Select the Deleteicon
  3. Select OK at the verification prompt.

Note: A Cost Center cannot be deleted if it is used on a Work Order Master or an Active Work Order

To Edit a Cost Center

  1. Select a Cost Center
  2. Select the Editicon
  3. Enter a new name
  4. Select the Saveicon. 

To Purge the Budget History of a Cost Center

  1. Select a Cost Center
  2. Select the Purge Budget History icon
  3. Select a range of dates to purge.
  4. Select the Saveicon.