To allocate a cost centre to a component based on how we want this component grouped
You can allocate a component to be part of a cost centre. This groups the components within that cost centre when we use it in an estimate, or report
1. Ensure the Components module is open, and the relevant component
2. Click on the
Cost Centres and Factors tab
this window will allow you to assign Cost
Centres to Component items. The assigned Cost Centre information on this window
is mainly used by the Estimating system in selection of Items by Cost Centre for
a given Estimate. The Factor Table is only used by the Estimating system
in order to calculate an additional cost to be applied to the Estimate item line
total
3. Click on the
cost centre you would like this component to be assigned to, click on Add
this groups the items that are allocated to this Cost Centre.
Therefore, when you are creating an estimate, and you choose a certain component
the related cost centre will automatically populate, If more than one cost
centre has been allocated to this component then a lookup box will be presented
to the user to select with relevant cost centre
4. If
applicable, enter a Factor for this component, by clicking in the Factor table,
and clicking on New
Click Save to save these Cost Centres and factors
5. Click the
Tax Codes to Apply tab
We can choose to apply a specific tax code, when
buying and selling this item
6. Choose a Tax code from the Unapplied Tax Codes list and click Add
7. Click on the
Unit Conversion/Dimensions tab, and enter a Conversion value for this item if
the purchase unit is different to the sale unit
The Unit Conversion refers
to any conversions that must take place on this component. For example, if we
purchase the component by the pallet (1000 items), but sell it individually, we
would choose PALLET in the Unit drop down box, enter 1000 in the Quantity text
box, and the Secondary Unit would be Each
8. Click OK