In this guide, we show How to Manage Cost Centre Ledger Links within the Finance Module.
Access: The minimum permissions required to Manage Cost Centre Ledger Links are found in the Finance Module section Config > Setup > Roles & Permissions.
Pre-requisites: Cost Centres and Ledger Codes need to have been set up in order for them to be linked.
Related Guides:
To begin, go to Modules > Finance > Finance Home Page > Maintenance > Cost Centre Ledger Links.
If Links Only is selected on the Cost Centre Ledger Links page, all linked Cost Centres and Ledger Codes are shown.
If Links and Unlinked Cost Centres is selected, all linked Cost Centres and Ledger Codes are shown, alongside any Unlinked Cost Centres. In the example below, there are no Unlinked Cost Centres.
If Links and Unlinked Ledgers is selected, all linked Cost Centres and Ledger Codes are shown, alongside any Unlinked Ledger Codes. In the example below, the Unlinked Ledger Codes are at the top of the table.
As with any table in the Finance Module where Grid Actions are shown, it can be exported in the chosen file format by clicking on that file format.
To add a new Cost Centre Ledger Link, click Add.
Then, in the pop-up, in this order, choose the Cost Centre from the drop down, select the Ledger by clicking on it, and click Save.
To Delete a Cost Centre Ledger Link, select the Link and click Remove.
Heed the warning. If the Cost Centre Ledger Link has been used at any point in the past, removing it can have unintended consequences. Only click Yes if entirely sure it is safe to remove it.
