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Understanding PeopleSoft Business Units

A business unit is an operational subset of your organization. Each business unit has its own way of storing information and each business unit possesses its own processing guidelines. You can use one business unit for all cases, or you can divide your operations based on whatever criteria makes the most sense. For example, you could create business units for different product lines or regions.

Note: PeopleSoft implementation personnel can also help you define the appropriate business unit structure.

Define PeopleSoft business units in this order:

  1. Define global PeopleSoft business units, if you run multiple PeopleSoft applications.

  2. Define PeopleSoft Customer Relationship Management (PeopleSoft CRM) business units.

  3. Define Order Capture Self-Service business units.

  4. Link PeopleSoft business units and PeopleSoft CRM business units to Order Capture Self-Service.

Note: Before you create multiple Order Capture business units, be sure that you understand the concept of TableSet controls, the mechanism used to determine valid values for fields on transactional pages.

See PeopleTools: Application Designer Developer's Guide