You can use Document Cost Center for tracking your spendings by departments or projects.
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 there are responsible users for all Departments/Projects.
Note: It would be useful to have at least one user who is responsible for all Departments/Projects. Add Departments/Projects in Precoro.
Define users' access to these Departments/Projects.
How to add the Departments/Projects:
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 desired conditions for each Department or Project.
Add all parameters. The parameters are the names and codes of 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 to the Departments and/or Projects:
After you have added all the Departments/Projects and made them available for 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 documents, Precoro requires him/her to select the Department (as configured) and thus, the allowed list of Departments will be shown as available.