Cost categories dimension

This dimension defines the cost category and represents a grouping of accounts in the general ledger used to perform the costing process. The cost category is the lowest level of detail at which costs are calculated for unit costs. They are stored for the calculated variable and fixed amounts.

TIP: You can manage your dimension tables by downloading them in spreadsheet form so that you can make larger changes more easily. You can then upload the spreadsheet with the changes back into the system. For more information, see Editing a dimension using a spreadsheet.

Accessing the dimension

From the Enterprise Decision Support home page, in the Data control section, select Maintain data > Core dimensions > Cost categories.

This page can only display up to a maximum of 10,000 records.

Filtering records

To filter records

  1. Select the funnel icon in the upper left corner of the page.

  2. In the Filter box, you can narrow down the records to appear by selecting or creating a filter using the Filter Wizard. To access the Filter Wizard, select Edit. If you are familiar with writing filter statements, you can enter the statement syntax directly in the Filter box.
  3. Select Apply.

Adding or editing a cost category

Due to the large number of records that this table can contain, you might need to use the Filter function described above to find the desired records.

To edit a cost category

  1. In the table, do any of the following:

    • To add a cost category, select + Add Row. The new row appears at the top of the table.

      IMPORTANT: If you add a new record that already exists in the table, the system will overwrite the original column values with your new entries when you save your changes. We recommend that you review your entries before saving any changes.

    • To edit a cost category, to open cell(s) for changes, select the edit icon in the Actions column.

      NOTE: You cannot edit columns that are grayed out.

  2. Complete the columns, as needed. A description of each column is located in the following "Column descriptions" section.
  3. To cancel the changes made, select the cancel icon in the Actions column. Otherwise, to save them, select the save icon in the Actions column.
  4. When you finish making changes, select Save. After you save, the table will show any new cost categories in order by the CostCatID column.

Deleting a cost category

Due to the large number of records that this table can contain, you might need to use the Filter function previously described to find the desired records.

To delete a cost category

  1. Find the cost category to be deleted, and select the delete icon in the Actions column.

  2. At the Confirm Delete prompt, select OK.
  3. When you finish making changes, select Save.

Column descriptions

This section provides descriptions for each column in the table:

NOTE: The table may display some columns that are related to other Syntellis products, or have been created specifically for your organization. If you need help with these columns, contact your Syntellis Implementation Consultant or Syntellis Support.

Keys

Every table in the database must have at least one key column. Key columns define unique records of data in the table. If a table has one key column, then each value in that key column must be unique and defines a unique record in the table. If a table has multiple key columns, then each combination of values in those key columns defines a unique record in the table.

CostCatID - Axiom ID assigned to the cost category.

Name - Name of the cost category.

Description - Full description of the cost category.

Cost

These columns are specific to the set up and maintenance of Axiom Enterprise Decision Support.

ReportGroup - Grouping of cost categories for reporting purposes.

ReportDetail - Detail expense assignment for reporting. This should either be at the FSDetail level or highly correlated. Some FSDetail accounts can be grouped for costing purposes and may not have a corresponding cost category, for example, EX_Utilities may be grouped into OtherExpenses.

EHRCostCat - Cost category used by the EHR Extract. This field is used in grouping cost categories for input into an EHR system.