To track your spendings across Departments or Projects, you can use the Document Cost Center.
To configure it please follow the steps below:
Map all the Departments/Projects that you have.
Think about who will be responsible for the procurement for these Departments/Projects.
Add/check users involved. Make sure that you have all the responsible users for all the Departments/Projects. Note: It would be useful to have at least one user who is responsible for all the Departments/Projects.
Add in the Departments/Projects in Precoro.
Define the user access to these Departments/Projects.
How to add the Departments/Projects:
Enable the Document Cost Centers in Configurations --> Other .
Navigate to the left-side of the menu and choose Configurations > Document Cost Centers Management.
Press the Add button to create a new Document Cost Center. Add names for Departments and Projects to the name fields based on your needs.
Set up the desired conditions for each Department or Project.
Add in all of the parameters. The parameters are the names and codes of the separate Departments/Projects.
In case you have a hierarchical tree of the Departments/Projects - use 2/3-level hierarchy. Below you will find a video that demonstrates the setting up of hierarchical Departments.
How to define the user access of the Departments and/or Projects:
After you have added all the Departments/Projects and made it available in some documents - navigate to the user configuration page.
Now set it up for each user one by one.
What does this all mean?
When the user creates the documents, Precoro require him/her to select the Department (as configured) and thus, the allowed list of Departments will be shown as available.