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