Configuration: Profit Centers Listing

Use the Profit Centers screen to search for a profit center. A profit center code added to the system appears on the Select Profit Centerscreen 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. The Profit Centers screen also shows the existing configuration of all previously defined terms.

To open the Profit Centers screen, navigate to Configuration > General Ledger > G/L Accounts > Profit Centers.

Topics in this section are:

Adding a Profit Center

  1. From anywhere within IntelliDealer , navigate to Configuration > General Ledger > G/L Accounts > Profit Centers.

  2. Click Need to create a new profit center? Click here to add.

    Profit Centers


  3. On the Profit Center screen, enter a profit center Code (maximum three digits) and a Description.

  4. 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.

  5. Enter a Location Grouping code. The Location Grouping code is used to group profit centers together to produce location reports.

  6. 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.

  7. 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.

  8. Enter a Location List ID.

    All other profit centers using locations listed on the G/L Postings Allowed Locations field should be using the same Location List ID.

  9. 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.

  10. 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.

  11. 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 refreshes to add another profit center code without closing the screen.

Deactivating a Profit Center

  1. From any IntelliDealer screen, navigate to Configuration > General Ledger > G/L Accounts > Profit Centers.

  2. Fill out the appropriate fields and click the Go >>.

  3. Click a Code.

    Profit Centers

  4. Select the Active for System checkbox, removing the checkmark.

  5. To deactivate the profit center, click Save.

Screen Description

The sorting options on the Profit Centers screen are:

Sort by
Field Description
Code Sort the search results by profit center code.
Description Sort the search results by profit center code description.

The search fields on the Profit Centers screen are:

Field Description
Select Code Search for profit center codes by entering a profit center code.
Select Description Search for profit center codes by entering a profit center code description.
Include Inactive If selected, includes inactive profit center codes within the search results.

The fields on the Profit Centers screen are:

Field Description
Profit Center A three digit alphanumeric field which represents a department and a location (e.g. G/L account number 50000401 would be broken down as 50000, which comes from the account master and represents an expense account, 4 would represent the service department, and the 01 would represent location 01).
Description A brief description of the profit center code.

The recommended Profit Center Departments are:

0 Balance Sheet
1 Administration
2 Equipment Sales
3 Parts
4 Service
5 Rental
6-9 User defined departments

Note:  Profit Center Department codes are customizable and may appear differently depending how your system was originally set up.

Data Source: PFWTAB

Security: 999 - Configuration

Revision: 2025.08