Open topic with navigation

Configure Departments

Configure departments to manage cost accounting by department.

Use the instructions below to configure a new department.

1. Click Settings in the toolbar and then select Configuration > Departments. The Departments screen displays showing all departments currently configured in the software.

Figure 110  The Departments screen.
2.   Click New Department. The New Department dialog box displays.

Figure 111  The New Department dialog box.
3.   Enter a unique Name for the department.
4.   If desired, enter a Description for the department.
5.   If applicable, use the drop-down list to select the Parent Department to which this department belongs.
6.   Click Submit to save the department configuration.

Edit a Department

To edit a department, click Edit next to the department on the Department screen (see Figure 110). Edit the Description and Parent Department as desired and click Update. If you want to change the name of a department, delete the department and then recreate it with the new name.

Delete a Department

To delete a department, click the Delete next to the department on the Department screen (see Figure 110). A confirmation screen displays. Click Delete to confirm the department deletion.