Cost Activities

Cost Activities 

Cost activities are a way to organise accounts in TM Master to make it easier for the crew to pick the correct account in relation to what they are ordering

How to set up TM Master v2 to use the Cost activity function? 

To configure TM Master to use the “Cost Activity” function, a couple of settings need to be set

1. Go to [System] → [Settings] → “Order settings” tab → “General” sub tab 2. In the “Global PO Settings” settings group (on the right-hand side of form)

1. Tick the “Use Account Activity” check box.
2. Tick the “Mandatory Account Activity” to force users to select an account from a “Cost activity” and not from the “All accounts” list (this is an optional function)
3. [Save] and restart TM Master v2.

How to Create Cost activities? 

Once the “Cost activity” settings have been activated, you will need to create your “Cost Activities” The purpose of the “cost activities” is to make it simpler for users to choose the correct account for their orders. The initial idea was to group accounts on the activity the order was created for. But our users also use it to group accounts on owner companies, on departments etc.

1. Go to [Purchasing] → [Accounts] → “Cost activity” tab (above the account folder structure) 2. Click the [Add Root node to tree] button. (This is the “Cost Activity”)

1. Give the Cost activity a name.  
2. Add as many Cost activities as required.

How to add accounts to a Cost activity

Once you have created your “Cost Activity” folders, you now need add accounts to each of the cost activities.

1. Go to [Purchasing] → [Accounts] → “Cost activity” tab (above the account folder structure)
2. Click the blue “All items” folder
3. All accounts in the system are now listed in the left-hand side grid.
4. Select one or multiple accounts you wish to add to one of your activities (folders)
5. Then click the left mouse button and hold, then drag the accounts to the activity folder.
6. Please note that you will not see any “result” of what you did, as long as the blue “All items folder” is still selected. All accounts will still be visible.
7. Click the Cost activity folder you dragged and dropped the accounts, and you will see that only the accounts dragged there appear in the left-hand side grid.
8. Please note that an account can be member of multiple cost activities.

How to select accounts for orders using Cost activities. 

After creating your “Cost activities” folder and adding accounts to them you can now see the result when choosing accounts for your orders in the order head form.

1. Go to [Purchasing] → [Overview]
2. Double click a draft or a requisition.
3. Click the […] in the account field in the order head.
4. You will see that the account picker now looks like the image below, with the Cost activity folder structure on the “left-hand” and selecting a cost activity will list all accounts in the activity folder.

        5.    

1. Select an account from one of the activity folders and click [OK]
2. Once back in the order head you will see that the “cost activity” you picked the account from is displayed in the order form under the cost code field, as shown below.

Please note that if the setting “Mandatory Cost Activity” has been turned on the folders  “All items and “Ungrouped items” will not be available in the account picker.

Any accounts that are not included on one of the cost activities will not be available for the user to choose, as they would have been listed either as part of “all items” or the “ungrouped items”.