Profit Center Configuration

The profit center is defined at the line level. There is a minimum of one profit center installed in Applied Epic. Profit Centers are assigned to Income Statement accounts (income/expenses). In Applied Epic’s hierarchy of structure, profit centers exist below the department level. A profit center can represent several different things:  

• A program for which the agency wishes to monitor profitability (e.g., certain campaigns within the benefits department)

• A group of people (team) whose profitability the agency wishes to monitor

• An individual producer or employee.

1. From the Home screen, do one of the following:
   
   

   • Click Configure on the navigation panel.

   • Click the down arrow next to Home on the menubar and select Configure.

   • Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

1. • Click the down arrow to the right of the Home options bar button and select Configure.

   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Structure > Profit Centers on the navigation panel. The Profit Centers frame displays to the right of the navigation panel.

From here, you can do the following:

2. • Add a Profit Center

     1. Do one of the following:
        • Click the Add button to the left of the Profit Center list.
        • Click New > Profit Center on the options bar.
        • Click File > New Profit Center on the menubar.
        • Press [Insert] on your keyboard.
     2. Enter a profit center Code. This field is required.
     3. Enter the new profit center's Name. This field is required.
     4. Click Finish or press [Enter] to add the profit center.
        
        Click Add to add this profit center and then enter the information for a second profit center.
        
        Click Cancel or press [Esc] to exit this workflow without saving your changes. You are prompted, "Do you wish to discard changes?" Click Yes.

   • Edit a Profit Center

     1. Click the name of the profit center and then do one of the following:
        • Click the Edit button to the left of the Profit Center list.
        • Click File > Open on the menubar.
        • Double click the name.
        • Press [Enter].
     2. Optionally revise the profit center's Code or Name.
     3. Click Finish or press [Enter] to add the profit center.
        
        Click Cancel or press [Esc] to exit this workflow without saving your changes. You are prompted, "Do you wish to discard changes?" Click Yes.

   • Delete a Profit Center

     Note: Profit centers that have been assigned to an organization cannot be deleted.

     1. Click the name of the profit center and then do one of the following:
        • Click the Delete button to the left of the Profit Center list.
        • Click File > Delete on the menubar.
        • Press [Delete] on your keyboard.
     2. You are prompted, "Do you wish to delete this record?" Click Yes.

   • Print a List of Profit Centers

     1. To print the list of profit centers, click the Print button to the left of the list. The Print window displays.
     2. Print this list as you would any other document.