Manage Agency Cost Centers

If your user account includes administrative permissions, use the Manage Agency Cost Centers page to manage pre-defined, agency-wide cost centers and the rules governing their use by system users.

To open the Manage Agency Cost Centers page, in the AgencyEDGE navigation bar, click the Administration link. The Administration page will open. Then, in the Account Management group, click the Manage Agency Cost Centers link.

The Manage Agency Cost Centers page contains the following sections:

Agency Cost Centers

You can add pre-defined cost centers. These "accounting buckets" will be available for users to select to apply to fee-based transactions, such as license applications or renewals. Later, if you wish to, you may delete a pre-defined cost center.

• Cost Center Name: Displays a list of the names of all pre-defined cost centers. Also, offers an edit field into which you can enter the name of a new cost center you want to add, up to a maximum of 20 characters.
• Add: With a value entered in the Cost Center Name field, click to add the cost center to the Cost Center Name list.
• Actions: For each listed cost center, offers the following controls:
  • Delete: Available only for a cost center that is not set as the default cost center for any user account. Click to open the Confirm popup box displaying the following message: "Are you sure you want to delete this cost center?". If you want to proceed with deleting the selected cost center, click the Continue button. To abort the action, click the Cancel button to close the message box.

Cost Center Rules

You can apply rules governing the use of pre-defined cost centers or user-created cost centers.

• Restrict Cost Centers: Click the checkmark the checkbox to restrict users to using only pre-defined cost centers and to require a default cost center for each user.
• Require a Cost Center: Click to checkmark the checkbox to require users to apply a cost center to each fee-based transaction.
• Save Rules: Click to apply all currently selected cost center rules settings. If the Restrict Cost Centers checkbox is checkmarked, the Manage Default Cost Centers dialog box will open, requiring you to select a default cost center for each user in the system. Select one pre-defined cost center from the Default Cost Center dropdown box, and then click the Save button.

If you select the Restrict Cost Centers option in the Cost Center Rules section without also adding at least one pre-defined cost center in the Agency Cost Centers section, all users will be prevented from submitting transactions, such as license applications or renewals.

If a cost center is set as any user's default cost center, its corresponding Delete button will not display, and it is not possible to delete it.