To complete the Setup for a booking, a Cost Centre must be linked to the booking.
We refer to Cost Centre; however, your company may refer to this differently i.e. departments, divisions, units.
In most instances, the Cost Centre will default, except ...
- where the booking is for multiple travellers and the travellers have different Cost Centres.
- where the default Cost Centre for the traveller profile is a 'non-booking' Cost Centre.
In the above-mentioned exceptions, a Cost Centre will not default and you will be required to select a Cost Centre.
Where your company travel policy permits travel against different Cost Centre, you will have the option to select an alternative Cost Centre to override the default Cost Centre.
How to select a Cost Centre?
The steps below assume the itinerary has been created on the Setup page and the field is displayed.
Tip
The field label shown in the screenshots below may differ for you if your company refers to something different i.e. Department, Division or unit.
- The field will either default for you OR you will be prompted to select a Cost Centre.
- Click in the field and start typing the Cost Centre (or Code).
- Select the required from the list.
Tip
Directly below the Cost Centre, the higher levels are displayed. This outlines where the resides in your company structure to assist when making your selection.