Maintain Business Unit Cost Center

In the Sircon Platform, the cost of a particular transaction type can be associated with an accounting category or "cost center." You can tie one or multiple cost centers to a single business unit, allowing a user associated with the business unit who is submitting a transaction to select a cost center to which to assign the transaction's cost.

If you have system administrator permissions, use the Maintain Business Unit and Cost Center page to view and manage cost centers associated with specific business units. For more information, see Maintain Business Unit.

ClosedView screen capture

To open the Maintain Business Unit and Cost Center page, from the Administration menu select Configure System, and then select Maintain Business Unit and Cost Center.

The Maintain Business Unit and Cost Center page contains the following sections:

ClosedCurrent Business Units and Cost Centers

Displays a table listing all currently configured cost centers with their associated business units.

Fields and controls include the following:

  • Add a New Business Unit and Cost Center: Click to activate the edit fields in the Add Business Unit and Cost Center section.

  • : Click to checkmark the checkbox corresponding to a cost center you want to delete. Click again to uncheckmark it and de-select the cost center.

  • BU Name: For each cost center listed, displays the short name of the business unit associated with the cost center.

  • Cost Center Name: For each cost center listed, displays its name.

  • Delete: With the checkbox corresponding to one or multiple cost centers checkmarked, click to delete the selected cost centers.

  • Cancel: Click to abort the operation and open the Producer Manager Home page.

ClosedAdd Business Unit and Cost Center

Offers edit fields you can use to configure a new cost center for an existing business unit.

Fields and controls include the following:

  • Clear: Click to clear all information currently entered in the data input fields.

  • BU Name: Required. From the dropdown menu, select the short name of a business unit to which you want to associate a cost center. For more information, see Maintain Business Unit.

  • Cost Center Name: Required. Enter the name of the new cost center to be associated with the business unit identified in the BU Name field. Maximum 20 characters.

ClosedPage Controls

Fields and controls include the following:

  • Save: Click to commit changes to the system.

  • Return: Click to exit the page and open the Producer Manager Home page. Any changes that have not been saved will be discarded.

Notes

Note: To assign to a cost center the cost of reconciling a producer's record against state data when using Quick Load Producers to load a batch of new producer records, you can input the value of a Cost Center Name field in the Quick Load Producers data file.

Note: Cost centers configured in Producer Manager are available for use in Producer Express, if required by your company's specific configuration.

Note: Deleting the last cost center associated with a business unit will result in the removal of the cost center from any producer business units currently associated with the cost center.

Note: If a cost center has been selected as the default cost center for use with a data reconciliation profile, deleting the cost center will result in the costs of automated data reconciliation operations that use the data reconciliation profile being unassigned. For more information, see Maintain Data Reconciliation Profiles.

Note: Transaction costs allocated to specific cost centers can be viewed at the producer level in the Costs data section. To view costs per cost center across your company's producer base, run the Producer Costs Inquiry. Transactions associated with cost centers also can be viewed in the monthly billing file. For more information, see Express Administration.

 

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