Managing Business Units

The Business Unit Management feature allows you to setup General Ledger and sub-ledger business units using the PeopleTools Activity Guide. It combines the most common components used to create General Ledger and sub-ledger business units into a single location so that you can use one central component (GL_BU_S_FL).

When adding a new General ledger business unit, the system asks whether you want to set up subsystem (sub-ledger) business units with the General Ledger business unit. Next, the system displays questions about the new business units. When these questions are complete, activity guide setup pages are displayed as steps, which are sequenced in the order that they should be completed to create new business units. Dependent steps are highlighted if one should be completed before the next. When you complete a step, you can mark the step complete so that subsequent users know it doesn’t have to be revisited.

To save time, you can copy an existing General Ledger business unit that is similar to your new business unit, and then make modifications for the new business unit.

You can create a new sub-system business unit by copying an existing sub-system business unit, or review and modify an existing sub-system.

This section lists common elements that appear on Business Unit Management pages.

Use the Source System page (GL_BU_QS_SRC) to select which products, or sub-systems you wish to create when creating a new General Ledger business unit.

Navigation:

Set Up Financials/Supply Chain > Business Unit Related > General Ledger > Setup BU Wizard Questionnaire

This example illustrates the fields and controls on the Source System Page.

Select the source systems that appear on the Question Definition page. The related questionnaire pages for that source sub-system are loaded into the Business Unit Management activity guide.

Source systems that are available at this time are:

• Asset Management

  For more information about creating Asset Management business units, see Creating Asset Management Business Units Using Business Unit Management.

• Account Payables

  For more information about creating Payables business units, see Defining PeopleSoft Payables Business Units.

• Accounts Receivable

  For more information about creating Receivables business units, see Creating Receivables Business Units Using Business Unit Management.

• Billing

  For more information about creating Billing business units, see Creating Billing Business Units Using Business Unit Management.

• General Ledger

Use the Question Definition page (GL_BU_QS_DEFN) to define the business unit questions associated with the activity guide.

Navigation:

Set Up Financials/Supply Chain > Business Unit Related > General Ledger > Setup BU Wizard Questionnaire. Select the Question Definition tab.

This example illustrates the fields and controls on the Question Definition Page.

When creating new business units using the activity guide, these questions appear to the user. If the user responds "Yes" to the question, the system displays item questions, which are defined on the Item Question Page.

Use the Item Question page (GL_BU_QS_ASGN) to assign a question ID for each non-required step and sub-step of the activity guide.

Navigation:

Set Up Financials/Supply Chain > Business Unit Related > General Ledger > Setup BU Wizard Questionnaire. Select the Item Question tab.

This example illustrates the fields and controls on the Item Question (1 of 3) page.

This example illustrates the fields and controls on the Item Question (2 of 3) page.

This example illustrates the fields and controls on the Item Question (3 of 3) page.

Use the Business Unit Management tile (EPGL_BU_S_FL_GBL) to access the View Business Unit Management search component.

Navigation:

This tile can be placed on any PeopleSoft Fluid Home page. For additional information about how to add a tile to a PeopleSoft Fluid Home page, see PeopleTools: Application User’s Guide, “Working With PeopleSoft Fluid User Interface”, Working With Fluid Homepages, Managing Tiles, Adding Tiles to a Fluid Homepage.

This example illustrates the fields and controls on the Business Unit Management tile.

Use the View Business Unit Management page (GL_BU_S_FL) to search, modify, add, and copy business units.

Navigation:

Select the Business Unit Management tile.

This example illustrates the fields and controls on the View Business Unit Management page.

New Search

Use this section to search for an existing business unit.

Field or Control	Description
Business Unit	Enter a business unit or click the Look up business unit option to access the Lookup window.
List Type	Click the drop-down list box to access these options: All: Select to view all business units. Favorites: Select to view your favorites, which are determined by clicking the Actions icon on the right side of the page, and selecting Add to Favorites. Recent Updates: Select to view the last 10 business units updated.
More Options	Click the More Options link to display the Description field and these two links: Fewer Options Show Operators
Show Operators	Click the Show Operators link to display an operator field for the Description field. Operators are: Contains, Does Not Contain, Equal To, In List, Not Equal To, Not in List.
Search	Click this button to initiate your search.
Clear	Click this button to clear all search criteria.

This example illustrates the fields and controls when the New Search - More Options link is clicked.

This example illustrates the fields and controls when the New Search - Show Operators link is clicked.

Use the Questionnaire page (GL_BU_QUES_FL) to answer the first set of questions that determine which steps are displayed in the activity guide.

Navigation:

Select the Business Unit Management tile. From the View Business Unit Management page, select the Add button. Enter a business unit code and select the Add button.

This example illustrates the fields and controls on the Questionnaire page.

The questions that appear on this page are configured on the Question Definition Page.

Use the Questionnaire: Advances Features page (GL_BU_QUES_SEC_FL) to answer questions that determine which sub-steps are displayed in the Advanced Features step of the activity guide.

Navigation:

Select the Business Unit Management tile. From the View Business Unit Management page, select the Add button. Enter a business unit code and select the Add button. Answer yes to the third question on the Questionnaire page and select the Next button.

This example illustrates the fields and controls on the Questionnaire: Advanced Features page.

The questions that appear on this page are configured on the Item Question Page.

After answering all questions, select the Next button to access the activity guide.

Use the Basic Information page (GL_BU_DEFN_FL) to configure basic information for the business unit such as description, default SetID, base currency, and so on.

Navigation

Select the Business Unit Management tile. From the View Business Unit Management page, select the Add button. Enter a business unit code and select the Add button. Answer all questions on the Questionnaire and the Questionnaire: Advanced Features pages and select the Next button.

This example illustrates the fields and controls on the Basic Information page.

See the fields and controls on the General Ledger Definition - Definition Page.

Use the Create New Ledger page (GL_BU_LED_S_FL) to add or copy a ledger for a new or existing General Ledger business unit:

Navigation:

Select the Business Unit Management tile. From the View Business Unit Management page, select the Add button. Enter a business unit code and select the Add button. Answer all questions on the Questionnaire and the Questionnaire: Advanced Features pages and select the Next button.

This example illustrates the fields and controls on the Create New Ledger page.

The activity guide is displayed on the left side of the page. When you make a selection in the activity guide, the page selected is displayed on the right side of the page.

The pages in the activity guide relate to existing pages. The table in the Understanding How to Manage Business Units, Activity Guide section above provides the PeopleSoft Classic navigation for each option listed in the activity guide.

Use the Ledgers For A Unit page (GL_BU_LED_GRP_FL) to view ledger groups assigned to a business unit, including calendar ID and default journal generator for each ledger group.

Navigation

From the Business Unit Management activity guide, select Ledgers For A Unit.

This example illustrates the fields and controls on the Ledgers For A Unit page.

Select one or more ledger groups to assign to the business unit.

Use the <Sub-ledger> Definition page (this value varies by sub-ledger) to create a sub-ledger business unit that is associated with the selected General Ledger business unit.

Navigation

From the Business Unit Management activity guide, select the <Sub-ledger> Definition option on the left side of the page.

This example illustrates the fields and controls on the Sub-ledger Definition page.

The <sub-ledger> Definition page allows you to create a new sub-ledger business unit by copying from an existing sub-ledger business unit. The new sub-ledger business unit is not created until you select the Create button. When the Create button is selected, the Review button is available to proceed to the sub-ledger Questionnaire page. The system then proceeds to the sub-ledger configuration pages.

See the links provided in the Source System Page section to access documentation about business unit definition pages for each source system.

Use the Change Log page (GL_BU_CHG_LOG_FL) to optionally record an audit trail of changes made.

Navigation:

From the Business Unit Management activity guide, select the Change Log option on the left side of the page.

This example illustrates the fields and controls on the Change Log Page.

Use the Submit page (GL_BU_SMT_FL) to complete your changes to the business unit.

Navigation:

From the Business Unit Management activity guide, select the Submit option on the left side of the page.

This example illustrates the fields and controls on the Submit Page.