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Configure Cost Items

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2 min readUpdated

Administrator Guide › Configuration › General Settings

Cost Items — Configurations › General Settings › Cost Items

Overview

Cost Items are maintained from the Cost Items configuration page. Administrators use this page to review the existing cost-item records and begin creating additional records when a new cost category is required.

Use this configuration before cost items are needed in related commercial, purchasing, warehouse, project, or finance activities.

Before you start

Ensure that you have access to Configurations and the General Settings area.

Steps

  1. Navigate to Configurations > General Settings > Cost Items.

    Review the existing cost-item records displayed in the list. The page can contain records describing cost-related items, such as documentation, certificates, or packing.

  2. To begin configuring a new cost item, select New.

  3. Complete the information presented for the new cost item, using the required validation rules shown by the form, and then complete the available creation process.

Note: The Cost Items page provides the list of configured records. Use New only when a new cost item must be added rather than when an existing record should be reviewed.

Tips & cautions

Tip: Review the existing list before selecting New to avoid creating a duplicate cost-item record.

Warning: Complete all fields identified as required by the form. The configuration component enforces required-field validation and format validation where applicable.

Troubleshooting

  • You cannot open the Cost Items page → You may not have access to the configuration area → Verify that your access includes Configurations and General Settings.

  • The new record cannot be completed → One or more required values are missing or a value does not meet the accepted format → Correct the validation messages shown in the form and provide the required information.

Result

The Cost Items configuration page is available for reviewing existing cost items and initiating a new cost-item record.

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