| Inhaltsverzeichnis anzeigen |  |
|
|
|
Control structure - Details
Page finder
or On this page, you can create, edit and delete a control structure item, such as a type of costs, cost centre, project or the additional control structures A and B. You can also specify budgets for the control structure item. If you are creating a new control structure item, you can also specify relations that determine whether and how the control structure item can be used by users of the company to which the item is assigned.
Note: This documentation describes the standard system control structures. Control structures may have different names in your system.
Details
Option |
Description |
|---|---|
Name |
Name of the control structure item. |
Number |
Number of the control structure item. This number may contain letters or numbers. |
Number format |
Number format for the control structure item. This option is only available if set up in the system and different number formats are provided for the control structures of the company using Configure control structures. |
Type |
Control structure type to which the control structure item should be assigned. The selection list displays all control structure types or cost centre types that have been defined for the company specified in the Company field. Only available for cost centres and control structures A and B. |
Start date |
Date on which the control structure item becomes valid. |
End date |
Date on which the control structure item expires. If you leave this field blank, the control structure item is valid for an indefinite period. |
Notify on |
Date on which the personal responsible for the control structure item should be notified of the expiry date of the item. |
Company |
Name of the purchasing company for which the control structure item is valid. Enter the name of the company or search for it. |
Status |
Current status of the control structure item. |
Super ... |
You can use this selection list to create a hierarchy for the control structure item. For example, you may create a type od costs Hardware maintenance and then create further types of costs as subdivisions of this type of costs, such as Printer maintenance, PC maintenance and Network maintenance. Select the name of the control structure item to which the current item should belong. This has no effect on budget creation, that is, no budget values are loaded by default and the budget of superior accounting data is not distributed to subordinate data. Also, the start and end date are totally dependent on the accounting data hierarchy. |
Person responsible |
Enter the name of the person who should be responsible for this control structure item or search for the name. This user is notified in the lobby or by e-mail if the status of the control structure item is set to Closed or when the end date is reached. With this setting, the user is also entered as the project person responsible under user/person responsible so he can be used in approval rules. See also Person responsible, overview. |
Budget
In this field, you can specify total, annual, monthly, weekly or daily budgets for the control structure item. Activate
the budget type that you want to create and enter the start value and the current value. See Budgets for more information on defining budgets.
Relations
This section is only displayed when you create a new control structure item. In this section, you can specify relations that determine whether and how the control structure item can be used by users of the company to which the item is assigned. See Creating control structure relations for information on the available options.
Note: Selecting these options is the only way that a company administrator for a specific company can assign control structure items to that company or to himself. Once a new control structure item has been saved, it can only be assigned to the company by a company administrator who is authorized to edit the data of all companies.
Relations tab
This tab displays all companies, users and basic contracts that are currently assigned to the control structure item.
Section |
Description |
|---|---|
Related companies |
Displays a list of all companies that are assigned to the control structure item. These assignments can be changed in the Accounting tab company profile. |
Users with explicit permission |
This section displays a list of all users to whom the control structure item has been assigned and for whom the use of the control structure item is expressly permitted. These assignments can be changed in the Accounting tab of the user profile. |
Users with explicit denial |
This section displays a list of all users to whom the control structure item has been assigned, but for whom the use of the control structure item is expressly forbidden. These assignments can be changed in the Accounting tab of the user profile. |
Related Contracts |
This section displays a list of all basic contracts to which the control structure item has been assigned. These assignments can be changed in the details of the relevant basic contracts. |