Responsibility Central
A responsibility centre is a part of the business that answers for its own results, such as a branch. Its Basic Data tab lists the screens it may be picked on.
What it is for
Responsibility centres are picked on sales, purchasing, receivables and inventory documents.
The rule people get wrong: a centre appears in a screen’s pick list only if that screen is listed on the centre’s Basic Data tab. A new centre with an empty list shows up nowhere.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Responsibility Central | The code of the centre. | Typed on New; locked afterwards. |
| Name | The name of the responsibility central, shown next to the code wherever it is picked. | Required. |
| Block | Stops the responsibility central from being used. | Tick to block. A blocked record drops out of the pick lists other screens use. |
Basic Data
Basic Data: one line per screen that may use the centre.
| Column | What it means | What to put |
|---|---|---|
| Process Code | A screen on which this centre may be picked. | Required. Pick from the list. |
How to configure it
Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.
Scenarios
- A centre must appear on sales orders and customer invoices only. List those two screens on Basic Data. It is then hidden everywhere else.
What it is connected to
- Picked on Billing Proposal, Project Quotation in Assets and projects.
- Picked on Bank Facility Agreement, Letter of Guarantee, Request for Letter of Guarantee in Cash and bank.
- Picked on Expense Submission, Post Expense Submission in CRM and expenses.
- Picked on Gate Pass, Inventory Movement, Inventory Movement Request, Item Requirement, Item Transfer, Item Transfer Request, Picking List, Picking List Registration in Inventory.
- Picked on Payment, Release Vendor In Legal Entity, Vendor In Legal Entity, Vendor Invoice, Vendor Invoice Memo in Payables.
- Picked on Material Requirement Planning in Products and manufacturing.
- Picked on Purchase Journal, Purchase Order, Purchase Quotation, Purchase Requisition in Purchasing.
- Picked on Document Request, Rental Order, Rental Quotation, Sales Agreement in Real estate and rental.
- Picked on Customer In Legal Entity, Customer Invoice, Release Customer In Legal Entity in Receivables.
- Picked on Sale Agreement, Sales Order, Sales Order Journal, Sales Quotation in Sales.
- Picked on Billing Proposal, Maintenance Order, Maintenance Order Confirmation in Service and maintenance.
- Picked on Adjustment, Warehouse Receipt, Warehouse Release in Warehouse.
If something looks wrong
- A centre is missing from a document’s list. That document’s screen is not on the centre’s Basic Data tab, or the centre is blocked. Add the screen, or clear Block.