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Business units are applied to billable or payable records, for accounting purposes (see Business Units Accounting Features (Classic Operations App)) and for visibility separation (see Select Business Units). For more details on the usage and application of business units see Using Business Units.

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businessUnitFieldDescriptions
businessUnitFieldDescriptions

Field NameDescription
BusinessUnitIDUnique numerical ID for business unit.
DescriptionDescription of business unit.
GLPrefix

Text added to the beginning of a line item's GL Code during the export of invoices. Used to differentiate accounts in an accounting package.

Example: If an item is set to a GL Code of 'Sales', and the customer is set to a Business Unit with a GLPrefix of 'PHX-', the line item's GL Code would be exported as 'PHX-Sales'.

GLSuffix

Text added to end of a line item's GL Code during the export of the invoices. Used to differentiate accounts in an accounting package.

Example: If an item is set to a GL Code of 'Sales', and the customer is set to a Business Unit with a GLSuffix of '-TUC', the line item's GL Code would be exported as 'Sales-TUC'.

ARAccountName of the Accounts Receivable account in the accounting package used to import invoice data.
GLClassPrefix

Text added to the beginning of a line item's classification during the export of invoice data.  Used to classify revenue in an accounting package.

Note

If the GL Code has a classification set in Maintenance > GL Accounts, this value will be added to the beginning of the "Class" value during the export of invoice data.  See GL Accounts (Classic Operations App).


GLClassSuffix

Text added to the end of the item's classification during the export of invoice data.  Used to classify revenue in an accounting package.

Note

If the GL Code has a classification set in Maintenance > GL Accounts, this value will be added to the end of the "Class" value during the export of invoice data.  See GL Accounts (Classic Operations App).


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How to Add a Business Unit

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  1. Go to Maintenance > Business Units.
  2. Scroll to the bottom of the list of business units and add the new business unit in the empty row.
  3. Click the save icon  in the toolbar.

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How to Edit a Business Unit

  1. Go to Maintenance > Business Units.

  2. Edit the field(s) you would like to edit. 

  3. Click the save icon  in the toolbar. 

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How to Delete a Business Unit

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  1. Go to Maintenance > Business Units.
  2. Select the business unit you would like to delete by clicking on the grey box to the left of the BusinessUnitID column, the row will be highlighted blue.
  3. Click the delete icon  in the toolbar or press the delete button.
  4. Click the save icon  in the toolbar.

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CXTU Courses/Lessons
  • CSR Role Training: Business Units


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