Cost Center Selection
YouTube: How to Make Cost Center Selection Mandatory in Cash / Bank Vouchers?
How to Make Cost Center Selection Mandatory in Cash / Bank Vouchers?
This tutorial explains how to configure Cost Center Selection in Cash and Bank Vouchers in Logic ERP. This feature helps businesses control whether Cost Center selection should be optional, mandatory, or required only for linked accounts during voucher entry.
Objective of This Feature
Manage Cost Center selection during voucher entry
Improve expense tracking and allocation
Ensure accurate Cost Center accounting
Control voucher posting based on Cost Center rules
Access to Cash/Bank Voucher Configuration
Navigate to Accounts and then Configurations
Open Cash/Bank Voucher Configuration
Choose the required Voucher Configuration
Example: Bank Payment Voucher Configuration
Locate the option labeled as:
“Cost Center Selection”
Available Parameters
Optional
Mandatory
Mandatory for Linked Accounts
Parameter 1: Optional
Functionality
Selecting a Cost Center is not compulsory
Users can:
Select a Cost Center if required
Skip the selection and continue saving the voucher
Parameter 2: Mandatory
Functionality
Cost Center selection becomes compulsory
Voucher cannot be saved without selecting a Cost Center
Verify Mandatory Functionality
Open the Bank Payment Module
Select the relevant configuration
Enable Cost Center Columns
Go to Setup Column Attributes
Enable Cost Center Columns
Implement Scenario.
Generate a Bank Payment Voucher.
Do not select a Cost Center.
System Behavior
Upon proceeding to the next line:
Software restricts the action
Displays an error message indicating:
Cost Center Selection is required... Please select cost center...
Resolution
Select the required Cost Center
Save the voucher successfully
Parameter 3: Mandatory for Linked Accounts
Functionality
Cost Center selection becomes mandatory only for Accounts linked with Cost Centers
Link Accounts with Cost Centers
Navigate to Setup and Setup Accounts
Open Allocate Accounts to Cost Centers Module
Setup Process
Allocation Basis
Cost Center
Account to be linked
Save the allocation settings
Verify Linked Account Functionality
Open the Bank Payment Module
Select the same Account linked with the Cost Center
Implement Scenario
Skip Cost Center selection and proceed
System Behavior
Software restricts the action
Displays an error message indicating:
Cost Center Selection is required... Please Select cost center...
Reason
The selected account is linked with a Cost Center, and under:
Mandatory for Linked Accounts
Cost Center selection becomes compulsory
Resolution
Select the required Cost Center
Save the voucher successfully
Key Benefits
Better expense and department-wise tracking
Improved accounting accuracy
Flexible Cost Center control based on business needs
Enhanced financial reporting and analysis
Best Practice Tips
Use Mandatory mode for strict accounting control
Use Mandatory for Linked Accounts for selective enforcement
Regularly review account and Cost Center mappings
Final Outcome
Cost Center selection rules are applied as per configuration
Better financial tracking and expense allocation
Improved accounting discipline and reporting accuracy
Controlled and efficient voucher entry process
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