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Cost Centre Codes |
Every time a user makes a new booking, they are prompted for a Cost Centre code. Capturing cost centre codes is especially handy if you are using Charge Out - i.e. recovering costs from the driver's cost centre for their booking(s). As the cost centre code is a free-text field, users can be very creative in terms of what they enter for a cost centre code. It is possible to upload your master list of "official" cost centre codes. With this master list in place, users are then forced to enter a correct code, as the booking validation will check the code entered is a legal and valid one. |
A Quick Word about Project Codes |
We have a child field of Cost Centre code, being Project Code. Think of project code as being a sub-cost centre code, or a Fund Code. The idea is there are a bunch of project codes that sit underneath each cost centre code. If you prefer the terminology Fund Code instead of Project Code, it is easy to change:
Project codes are not mandatory. If you wish to capture Project code on the booking form underneath Cost Centre code, you will need to enable it from the Application Settings page:
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Step 1. Uploading Your Cost Centre List |
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Step 2. Telling PoolCar to use this List |
Once your official list has been imported, we then need to instruct PoolCar to use this list wherever cost centres are required. To enable this setting:
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Step 3. Test |
Now try making a New Booking and start typing some text in the Cost Centre field. A list of possible matches should appear (based on what characters you have typed in)
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