Defining PeopleSoft Marketing Business Units

This chapter provides an overview of PeopleSoft Marketing business units and discusses how to define PeopleSoft Marketing business units.

Understanding PeopleSoft Marketing Business Units

PeopleSoft Marketing business units enable you to associate campaigns with specific offices for organizational and reporting purposes.

A business unit represents an operational entity—generally a branch office within your organization. Every marketing campaign that you create is associated with a business unit that represents a branch office within your organization.

This organizational structure helps you to locate the campaigns that you need because you can limit searches by business unit. Define a default business unit so that you do not need to specify your home business unit every time that you access the system. Specify a business unit only when you need to access another business unit.

You also filter results in PeopleSoft Marketing by business unit.

Defining PeopleSoft Marketing Business Units

This section discusses how to define PeopleSoft Marketing business units.

Page Used to Define PeopleSoft Marketing Business Units

Page Name	Object Name	Navigation	Usage
Marketing Definition	RA_BUS_UNIT_TBL	Set Up CRM, Business Unit Related, Marketing Definition	Define PeopleSoft Marketing business units.

Defining PeopleSoft Marketing Business Units

To set up PeopleSoft Marketing business units, use the Marketing Definition (RA_BUS_UNIT_GBL) component.

Access the Marketing Definition page.

Default SetID

Select the default setID to associate with the business unit.

Note. The system displays this field only when you define a new business unit that has not already been defined elsewhere within PeopleSoft Customer Relationship Management (PeopleSoft CRM).

Currency Code

Select the default monetary unit in which you conduct transactions in this business unit.

Sales Business Unit

Select the PeopleSoft Sales business unit that you want to associate with this marketing business unit.

Printer

Select a printer name for correspondence management.

Create Business Unit

Click to save and create the new business unit. This is the same as clicking the Save button.

Note. The system displays this button only when you define a new business unit that has not already been defined elsewhere within PeopleSoft CRM.

Default SetID	Select the default setID to associate with the business unit. Note. The system displays this field only when you define a new business unit that has not already been defined elsewhere within PeopleSoft Customer Relationship Management (PeopleSoft CRM).
Currency Code	Select the default monetary unit in which you conduct transactions in this business unit.
Sales Business Unit	Select the PeopleSoft Sales business unit that you want to associate with this marketing business unit.
Printer	Select a printer name for correspondence management.
Create Business Unit	Click to save and create the new business unit. This is the same as clicking the Save button. Note. The system displays this button only when you define a new business unit that has not already been defined elsewhere within PeopleSoft CRM.