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This page is for the Classic Operations App. For the Operations App please see Business Units. |
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Business units are applied to billable or payable records, for accounting purposes (see Business Units Accounting Features) 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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Field Name | Description |
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BusinessUnitID | Unique numerical ID for business unit. |
Description | Description 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'. | |||
ARAccount | Name 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.
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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.
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How to Add a Business Unit
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How to Edit a Business Unit
Go to Maintenance > Business Units.
Edit the field(s) you would like to edit.
Click the save icon
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in the toolbar.
How to Delete a Business Unit
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A business unit cannot be deleted if it is associated with another record (e.g. customer, human resource, etc.). |
Go to Maintenance > Business Units.
Select the business unit you would like to delete by clicking on the grey box to the left of
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the BusinessUnitID
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column, the row will be highlighted blue.
Click the delete icon
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in the toolbar or press the delete button.
Click the save icon
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in the toolbar.
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