Setting up Debited Cost Center for Sales Documents
You can use the debited cost center function to post revenues and costs for sales documents separately to different cost centers.
Documents will only be affected by this if they were created after this function has been set up. Documents that have already been created won’t be affected.
Selecting Dimension Cost Center
- Use the quick search (ALT+Q) in TRASER DMS 365 to find the page General Ledger Setup.
- The page General Ledger Setup is displayed.
- In the Dimensions tab, enter the dimension in the Cost Center field that should be used as the cost center. The values can then be selected as the debited cost center in sales documents.
If you have not yet set up a dimension that is used as a cost center, create it on the Dimensions page.
The changes will be applied when you close the page.
Enabling Debited Cost Center for Service Order Types
- Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Service Order Types.
- The page Service Order Types is displayed. The list shows all service order types that have been set up.
- By enabling the field for a service order type in the Debited Cost Center column, you can decide whether a debited cost center must be selected when choosing this service order type in a sales document.
Closing the page will apply the changes.
Entering Debited Cost Center in Sales Documents
- If you enter a service order type in a sales document for which you previously enabled the Debited Cost Center option, an additional field will automatically appear below the Sales Order Type field in which you will need to enter the cost center to be debited. The dimension values that can be selected here correspond to the cost center for which the costs for this document are to be posted.
If no dimensions are displayed, you must enter a dimension value for the selected cost center on the page Dimensions.
- When posting this sales document, you can see in the general ledger entries that the costs were posted to a different cost center than the revenue. Instead, the costs were posted to the assigned debited cost center.