Configuration: Profit Centers
Use the Profit Centers screen to search for a profit center. The add option is available only through the Configuration Quick Links screen. 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.
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
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From any IntelliDealer screen, click on the Configuration tab.
The Configuration Quick Links screen appears.
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From the General Ledger list, click the G/L Accounts link and select Profit Centers from the drop down list.
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The Profit Centers screen appears.
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On the Profit Centers screen, click on the Need to create a new profit center? Click here to add link.
The Profit Centers screen appears.
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On the Profit Center screen, enter a profit center Code.
The profit center Code can be up to a maximum of three digits long.
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Enter a profit center Description.
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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.
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Enter a Location Grouping code. The Location Grouping code is used to group profit centers together to produce location reports.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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From any IntelliDealer screen, click on the Configuration tab.
The Configuration Quick Links screen appears.
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From the General Ledger list, click the G/L Accounts link and select Profit Centers from the drop down list.
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The Profit Centers screen appears.
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On the Profit Centers screen, fill out the appropriate fields and click the Go >> link.
The Profit Centers screen refreshes listing the generated search results.
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Click on a Code.
The Profit Centers screen appears.
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On the Profit Centers screen, select the Active for G/L checkbox, removing the checkmark.
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Click on the Save button in order to deactivate the profit center within the system.
Screen Description
The is a description of the sorting options available 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 description of 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 description of 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.