EXPENSE CENTER

Expense Centers are financial ledgers that receive transaction data. They allow for the centralized collection of all expense data that is in turn used to generate various financial reports. Expense Centers will fall into one of three categories: Aircraft, Inventory, or Other/Misc. These categories are automatically assigned based on the Affected Part selected when creating the Expense Center. If the Affected Part is anything other than an aircraft or inventory, it is categorized as Other/Misc. The Affected Part is typically the company if the Expense Center is classified as Other/Misc.

To create an Expense Center the following information must be provided:

Expense Center name
Customer
Description
Affected Part
Job Card Group

If the Expense Center is being created for internal use, the Customer will be the default company. If the Expense Center is for an external Customer, that Customer would be selected.

The 'Force user notes at issue' checkbox option will force a user that issues an item to this Expense Center to add a note. This option is deselected by default.

The Active flag must be selected unless the Expense Center is no longer in use.

The ‘Automatically Install parts issued directly to this Expense Center on this aircraft’ checkbox is not recommended to users who are not familiar with this process. This checkbox is intended for clients who are not operators and are not required to do tech logs. This checkbox will bypass tech records. If this is selected, users will not acquire a tech log, users will not have an installation/removal log, and the reversal process will have many conflicts. It is highly recommended this option is not selected for intended workflow use.

Adding or Editing an Expense Center:

Click on the Settings menu and select Expense Center.
Click the Add button to create a new Expense Center or click on the magnifying glass beside an existing Expense Center to edit it.
Fill in the applicable fields in the right-hand Expense Center Information pane.
Click Save.