For X Dispatch 18.1 or newer. See here for older versions. |
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 | |
---|---|---|
Business Unit ID | Unique numerical ID for business unit. | |
Description | Description of 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.
| |
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.
|
Alternate Steps
|
Click the business unit you would like to edit or right-click the row and select Edit.
The right-click menu option Open in New Window will open the edit form in a window that can be moved around. |
Click the business unit you would like to delete.
Click the button.
A business unit cannot be deleted if it is associated with another record (e.g. customer, human resource, etc.), or below error message will be received. |