This page is for the Operations App. For the Desktop Operations App please see Business Units (Desktop Operations App).
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.
To get to the Business Units section, go to Maintenance > Business Units.
Field Name | Description |
---|---|
Description | Description of business unit. |
ID | Unique numerical ID for business unit. |
GL Prefix | 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'. |
GL Suffix | 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'. |
AR Account | Name of the Accounts Receivable account in the accounting package used to import invoice data. |
GL Class Prefix | 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. |
GL Class Suffix | 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. |
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.
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.
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.
Check the checkbox of the business unit(s) you would like to delete.
Click the delete button in the top right.