Difference between revisions of "How do I find a centre?"

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== Summary ==
 
== Summary ==
This article sets out to explain how you search for a Cost Centre from anywhere within Platinum.
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This article explains how to search for a Sales or Purchase Centre. In this article, the word "centre" and words "cost centre" are interchangeable.
  
 
== More Information ==
 
== More Information ==
Cost Centres are used in various places throughout Platinum. In the following example, searching for a Cost Centre is going to be performed in Purchase Ledger Postings.  For help on how to post an Invoice in Purchase Ledger Postings, click here [[Posting Purchase Invoices]]
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Cost Centres are used in various places throughout Platinum. In the following example, searching for a Cost Centre is going to be performed in Purchase Ledger Postings.  For help on how to post an Invoice in Purchase Ledger Postings, see [[Posting Purchase Invoices]].
  
* Post the Purchase Invoice as shown in [[Posting Purchase Invoices]] then, at the Cost Centre field, press {{KeyPress|Ctrl+F1}}
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* Post the Purchase Invoice as shown in [[Posting Purchase Invoices]] then, at the Cost Centre field, press {{KeyPress|Ctrl+F1}}.
* At the Purchase Centre Search dialogue box, in the "Filter On" field, type a description of the centre you are looking for; eg, if you are posting a Parts Invoice, search for "stock" etc.
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* At the Purchase Centre Search dialogue box, in the "Filter On" field, type a description of the centre you are looking for; e.g. if you are posting a Parts Invoice, search for "stock".
* This then returns a list of all matches with, in the above example, "stock" in the description.
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* This will return a list of all matches with "stock" in the description.
* Select the one that you want by clicking {{Button|Choose}}
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* Select the one that you want and click {{Button|Choose}}.
 
* If a Cost Centre doesn't exist for the description you are looking for, then it can be created by following this link [[How do I Create a Sales or Purchase Centre?]]
 
* If a Cost Centre doesn't exist for the description you are looking for, then it can be created by following this link [[How do I Create a Sales or Purchase Centre?]]
  
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* [[Posting Purchase Invoices]]
 
* [[Posting Purchase Invoices]]
  
{{KB_Tags|Cost Centre, Purchase Centre, Invoice}}
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{{FAQ}}{{KB_Tags|Cost Centre, Purchase Centre, Centre, Search}}{{KB_SL}}{{KB_PL}}{{ZN_Admin}}{{ZN_Accounts}}

Revision as of 09:12, 23 September 2008

Summary

This article explains how to search for a Sales or Purchase Centre. In this article, the word "centre" and words "cost centre" are interchangeable.

More Information

Cost Centres are used in various places throughout Platinum. In the following example, searching for a Cost Centre is going to be performed in Purchase Ledger Postings. For help on how to post an Invoice in Purchase Ledger Postings, see Posting Purchase Invoices.

  • Post the Purchase Invoice as shown in Posting Purchase Invoices then, at the Cost Centre field, press <Ctrl+F1>.
  • At the Purchase Centre Search dialogue box, in the "Filter On" field, type a description of the centre you are looking for; e.g. if you are posting a Parts Invoice, search for "stock".
  • This will return a list of all matches with "stock" in the description.
  • Select the one that you want and click [Choose].
  • If a Cost Centre doesn't exist for the description you are looking for, then it can be created by following this link How do I Create a Sales or Purchase Centre?

See also


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Keywords AND Misspellings
Cost Centre, Purchase Centre, Centre, Search