In the screens cost center and cost carrier all cost centers and cost carriers which are used can be set.
In many cases these can be created in the financial system and then imported into Transpas via the Synchronize with financial system button:
The rules for determining a cost center or cost unit can then be set in a costobject ruleset. There are 7 screens for this, which can be found in the menu under Main files -> Financial. The most important thing is the costobject rulesets shipments.
| Cost object rulesets sales invoice lines | Conditions for sales invoice lines |
| Cost object rulesets purchase invoice lines | Conditions for purchasing invoice lines |
| Cost object rulesets shipments | Conditions for shipments |
| Cost object rulesets trip costs | Conditions for trip costs |
| Cost object rulesets waste booking lines | Conditions for waste bookings |
| Cost object rulesets Costs purposes | Conditions for cost targets |
| Cost object rulesets trip invoice lines | Conditions for tripinvoicelines |
In the screen Cost object rulesets sales invoice lines you can set which cost center should be chosen. This screen can be opened in two ways:
This screen contains three parts:
Rulesets
Here you can set the rulesets
For Type there is a choice from Costcarrier or Costcenter. The company is shown here also for your information (this cannot be changed).
Date
If there is a major change in costcenters, a new period can be created here.
In this way you can control when the new changes must be active.
Take care you have chosen the right period if you want to see the present settings.
Result fields
The result fields (the fields with the yellow background) will be filled when a shipment complies with de conditions (all fields with a white background)
At Costobject you can set a costcarrier or a costcenter. Choose at Costobject source for FIXED VALUE to fill this costcarrier/costcenter.
See also Charters beneath for an example how to set this up.
Beneath you can see for example the costobject is set to "Truck". This rule is often used to point the truck as costobject. Make sure that topleft at costobjecttype Costcarrier has been set.
How the conditions are set and which costobject it is linked to, depends on the settings the bookkeeping made in their administration.
Most conditions speak for themselves. Beneath subcontractor kind and temporary charter are explained.
Subcontractor kind
Also see:
Temporary charter
This is a intercompany setting.
When this is checked, trips shared from another company ánd have a one-time charter, are also covered by this rule.
When unchecked, Transpas will not see that trips from another company have a one-time charter.
This possibility exists because it may be desirable that trips that fall under another company do not have the cost center intended for CHARTERS.
| Fixed value | Enter the costcenter/costcarrier under cost object | |
| Truck | The costcenter/costcarrier of the truck is selected | |
| Trailer | The costcenter/costcarrier of the trailer is selected | |
| Driver | The driver's costcenter/costcarrier is selected | |
| Plangroup shipment | The costcenter/costcarrier of the shipment plangroup is entered | |
| Plangroup trip | The costcenter/costcarrier of the trip plangroup is entered | |
| Department | The costcenter/costcarrier of the department (Additional parameters tab) is filled in | |
| Cost purpose | Use the settings from the cost purpose screen | |
| Debtor | The costcenter/costcarrier of the debtor is entered. This is located on the Financial Relations screen under the Financial tab | |
| Creditor | The creditor's costcenter/costcarrier is entered. This is located on the Financial Relations screen under the Financial tab | |
| Plangroup planline | The costcenter/costcarrier of the plangroup of the planline is entered. Depending on the plangroup ruleset, the plangroup of a split shipment may differ from the plangroup of the shipment itself | |
| Customer | The customer's costcenter/costcarrier is entered. This is located on the Financial Relations screen under the Financial tab | |
| Creditor of crossing | The costcenter/costcarrier of the creditor of the crossing is entered. This can be found on the Financial Relations screen under the Financial | tab |
Make a rule at the ruleset for contcenters and set Subcontractorkind to "One-time":
Shipments that are driven by a one-time charter are assigned the CHARTERS costcenter when invoicing.
As cost object source you can set Plangroup shipment. Shipments will get the cost center of the plangroup.
In the screen Plangroups you can set the cost center under Tab General: