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Selecting basket accounting information

If your company administrator has assigned accounting information to you in your user profile, such as cost centres, cost types, projects, credit cards and control structures, you can select this accounting information before you submit a basket. Which accounting information is displayed depends on the settings that your company administrator has selected in your user profile.

Note: Your company administrator may have specified that the selection of specific accounting information, such as a cost centre, is mandatory for your baskets. In this case, you cannot submit the basket until you have selected this information. The selection of other accounting information may be optional, depending on the settings defined by your company administrator.

You can select accounting information for the entire basket and also select different accounting information for individual items in the basket.

Selecting accounting information for the basket

1. Open the basket (see Editing baskets).
2. Click the Addresses tab.
3. From the selection lists, select the appropriate entries for each type of accounting information. If the button New Entry is displayed, you can create new accouting entries (for example, a new project).
4. Click the button :
   • Order (for purchase requests) or Send (for requisition notes) to order the products in the basket immediately
   • Save to save the basket without ordering the products

Selecting accounting information for basket items

1. Click the icon next to the item for which you want to select accounting information.
2. Click the Addresses tab.
3. From the selection lists, select the appropriate entries for each type of accounting information. If the button New Entry is displayed, you can create new accouting entries (for example, a new project).
4. Click Apply.

Depending on which accounting information you selected, additional icons are displayed next to the item in the basket to indicate that individual accounting information has been selected for this item. See Icons displayed in baskets for more information.

See also General information on baskets Basket types Icons displayed in baskets Creating a new basket Activating and deactivating baskets Editing baskets Editing basket items Filling baskets Sorting baskets Selecting basket addresses Deleting baskets