Cost Center Restriction

[mtahir_1974]

Currently, we have a list of cost centers which is only 1 level.

However, we are managing the same list under three different entities, but we need to restrict the user to select the cost center which does not belong his company (company assigned in User Profile)

Is there any way to achieve this.

Thank you

[Meena_K]

Dear @mtahir_1974 ,

Could you please provide some additional details so we can recommend the most appropriate solution?

1. Where is the cost center field editable for the user - at the report header level or within allocations?

2. You mentioned that the cost center is maintained as a single-level list. Is the list structured with an entity code prefix?

3. How are cost centers currently mapped or identified for their respective entities?

Regards,

Meena

[PoojaKumatkar]

Hi @mtahir_1974 ,

In addition to @Meena_K 's questions, can you please confirm below:

• What is the approximate number of permitted cost centers for each company?

• Is there any scenario where a cost center can be used across all three legal entities?

These inputs will help us determine the appropriate solution approach.

[KevinD]

@mtahir_1974 are you saying you want to restrict the users so that they only use the cost center assigned to them in their profile? If so, you can simply assign each user a cost center in their profile (which would be the default for all expenses), then lock or hide the Cost Center fields so users don't see it or if they do see it, it is grayed out. 

You do need full site access to modify fields, so if you don't, you would need to submit a Help ticket to Concur Support.