Learn how to implement the cost center feature for your company (or companies).

1. Prior to implementing cost centers, update all your existing transactions. The Unposted Transactions Inquiry in General Ledger is a great tool to help you accomplish this.
2. Enable the Cost Center feature. On the Enterprise Installation – Company tab, select a company and click the Cost Centers button to open the Cost Centers Settings window. Set the Use cost centers option to Pending.
3. Log in to the company that is set up with Pending cost centers.
4. Create cost center schemes. Use the Cost Center Scheme Maintenance screen and click the New button to create a cost center scheme. It is recommended that you initially create at least one full-access scheme to facilitate the conversion process.
   Tip: Set up a scheme named FULL for use by operators that will have access to all cost centers. For now, leave the Report default field blank and set the Cost center selection option to All.
5. Apply the cost center scheme to your operator. On the Operator Maintenance screen, select your operator and click the Edit button. On the Companies tab, select the company with the Pending cost centers and double-click to display the Operators Company Overrides window. On the Scheme tab, in the Cost center scheme field, select the cost center scheme you set up in step 3.
6. Create cost centers. Use the Cost Center Maintenance screen to set up new cost centers.
7. Create cost groups. This step is optional. Cost groups are set up in Cost Group Maintenance and are a convenient way to organize collections of cost centers or other cost groups. For example, if you created cost center cities, you might have a cost group that included all the cities in a particular state or region of the county.
8. Complete the cost center scheme setup. Return to the Cost Center Scheme Maintenance screen and decide whether you want your scheme to include all cost centers, a list of cost centers, or a list of cost groups.
9. Apply the cost center scheme to your operator (or operators). Use the Cost Center Setup > Operator Cost Center Setup screen to select an operator and assign a new cost center scheme.
   Important: After the cost center feature has been set to Pending or Yes for a company, all operators working in that company MUST be assigned a cost center scheme before they can begin daily processing.