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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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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
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 the BusinessUnitID column, the row will be highlighted blue.
Click the delete icon
in the toolbar or press the delete button.Click the save icon
in the toolbar.
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