Configuring a default revenue center

Configuring a default revenue center can be done by adding a new user or modifying a new user.

  1. Go to User Management. Select Add New (for new users) or Modify (for existing users).
  2. For new users, click Add New User. The Add New User menu is displayed.
    1. Specify all the information needed for the User Information fields and User Assignments dropdown lists.
    2. Go to Default Revenue Center and Click Assign Defaults.
    3. Select the revenue center to be added as the default.
    4. Click OK.
  3. For existing users, click Modify. The Search User to Modify menu is displayed.
    1. Specify all the information needed for the User Information fields and User Assignments dropdown lists.
    2. Click Search. The Search Results page is displayed.
    3. Select the user from the list and click Modify. The Modify User page is displayed.
    4. Specify all the information needed for the User Information fields and User Assignments lists.
    5. Go to Default Revenue Center and Click Assign Defaults.
    6. Select the revenue center to be added as the default.
  4. Click OK.