Adding a Profit Center
A profit center code added to the system, appears on the Select Profit Center screen and can be used as a valid profit center code throughout the system. The Select Profit Center screen can be accessed by clicking on the Search 
icon next to a Profit Center field.
-
From any IntelliDealer screen, click on the Configuration tab.
The Configuration Quick Links screen will appear.
Configuration Quick Links screen
-
From the General Ledger list, click the G/L Accounts link and select Profit Centers from the drop down list.
Configuration Quick Links screen
-
The Profit Centers screen will appear.
Profit Centers screen
-
On the Profit Centers screen, click on the Need to create a new profit center? Click here to add link.
The Profit Centers screen will appear.
Profit Centers screen
-
On the Profit Center screen, enter a profit center Code.
Note:
The profit center Code can be up to a maximum of three digits long. -
Enter a profit center Description.
-
Enter a Profit Center Grouping code. The Profit Center Grouping code is used to group profit centers on the financial reports to produce departmental reports.
-
Enter a Location Grouping code. The Location Grouping code is used to group profit centers together to produce location reports.
-
Enter a Primary Location. The primary location is the only location that can use the current profit center in the Sales Account field on the Parts Profile tab.
- or -
Click on a Search
icon and select a primary location from the Location Selection screen. -
Enter G/L Posting Locations. Allows you to indicate a list of valid locations (up to 20) that are authorized to make general ledger postings to any account that is associated with the current profit center.
-
Enter a Location List ID.
Note:
All other profit centers using locations listed on the G/L Postings Allowed Locations field should be using the same Location List ID. -
Select a KPI (Key Performance Indicator) Department from the drop down list. Allows you to create a correlation between the profit center and a department used for calculating KPI (Key Performance Indicator) costs.
-
Enter a KPI (Key Performance Indicator) Location. Allows you to create a correlation between the profit center and a location used for calculating KPI (Key Performance Indicator) costs.
- or -
Click on a Search icon and select a KPI location from the Location Selection screen. -
On the Profit Centers screen, click the Save button to save the new profit center code and return to the Profit Centers screen.
- or -
Click the Save & New button to save the new profit center code.
The Profit Centers screen will refresh allowing you to add another profit center code without closing the screen.