Cost Code Groups

Cost Code Groups allow you to group cost codes and associate them to a request subType. If a cost code group is associated with a request subType, a user must select a cost code from that specific group when closing the work request.

Once you create a cost code group, you can associate cost codes with it on the Cost Codes page. To associate a cost code group with a request subType, see the Request Types and SubTypes page

To open the Cost Code Groups page:

  1. Open the Administration Menu page.

  2. Under the WORK ORDER ADMIN heading, click Cost Code Groups.

ClosedAdd a Cost Code Group

Adding a cost code group allows you to define a grouping of cost codes that can be associated with a request subType. To add a cost code group:

  1. In the Add Cost Code Group field, enter a value to describe the type of group.

  2. Click ADD.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

ClosedEdit a Cost Code Group

Once you have created a cost code group, you can further define it or edit it. To edit a cost code group:

  1. In the Cost Code Group field, select the cost code group to edit.

    All cost codes associated with the selected cost code group appear in the yellow pane.

  2. To change the display order, enter a value in the Tab Order field.

    The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.

  3. To change the name of the cost code group, enter a value in the Rename field.

    All historical information will reflect the new value.

  4. To change the status, select a value from the Status field.

    Cost code groups with a status of Inactive are not displayed to users. However, inactivating a cost code group does not affect the existing cost codes that utilize it.

  5. Click UPDATE.

ClosedRemove a Cost Code from a Cost Code Group

The Cost Codes in this Group pane appears at the bottom of the page. To remove a cost code from the a group:

  1. In the Cost Code Group field, select the cost code group containing the cost code you want to remove.

    The cost codes in that group appear.

  2. Click the REMOVE button to the right of the cost code you want to remove.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

ClosedDelete a Cost Code Group

Cost code groups that have not been used can be deleted from the system. If a cost code group has been associated with a request subType or has cost codes within it, it cannot be deleted.

Cost code groups that cannot be deleted can be inactivated to prevent users from accessing them.

To delete a cost code group:

  1. In the Cost Code Group field, select the cost code group to delete.

  2. Click Delete.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

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