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Business units are applied to billable or payable records in X Dispatch, for accounting purposes (see Business Units Accounting Features) and for visibility separation inside X Dispatch (see Select Business Units). For more details on the usage and application of business units see Using Business Units.
Field Name | Description |
---|---|
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. 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 (Desktop 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. 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 (Desktop Operations App). |
How to Add a Business Unit
- Go to Maintenance > Business Units.
- Scroll to the bottom of the list of business units and add the new business unit in the empty row.
- Click the save icon in the toolbar.
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
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.