This page is for the Operations App. For the Classic Operations App please see Business Units (Classic Operations App).
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.
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.