Centers

Navigate to Centers#

• Access the Structure sub-module of the Organisation module.

• Click on Centers as seen in Fig 1.1

• This displays a list view of Cost Centers.

• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
  • Search string: for filtering records
  • Status: A dropdown of different statuses

Create a new Center#

• To create a Cost Center, hit the New button in the toolbar area and populate the form fields.

• The following are some of the fields that needs to be populated:
  • Parent Company: Only populate this field if the newly created company is part of a major company.
  • Center code
  • Center Name
  • Center Type
  • Manager
  • After filling out the form, click the Save and Close button to save changes

Activate Center#

• Search for the newly created center using the search filter. Filter for the center using the Status of pending.
• The newly created center is returned
• Click the Activate button to activate the center and change its status from pending to active

View Center#

• To view a center, click the Id of the center, it redirects to view page

Edit Center#

• To edit a center, select the particular record you want to edit by clicking the radio button
• Click the Edit button

Deactivate Center#

• To deactivate a center, select the particular record you want to deactivate by clicking the radio button
• Click the Deactivate button
• You can only deactivate an active center