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This page is for the Operations App. For the Classic Operations App please see Business Units (Classic Operations App). |
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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 inside the Operations App (see Select Business Units). For more details on the usage and application of business units see Using Business Units.
To get to the Business Units section, go to Maintenance > Business Units.
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How to Create a New Business Unit
Go to Maintenance > Business Units.
Click the + button in the top right.
How to Edit a Business Unit
Go to Maintenance > Business Units.
Click the business unit you would like to edit or click the action menu at the end of the row and select Edit.
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Quick Tip: You can open 2 edit forms by selecting the checkboxes of the business units and clicking the edit pencil icon in the top right. |
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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.
Check the checkbox of the business unit(s) you would like to delete.
Click the delete button in the top right.
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