Business Unit Setup Process Flow

Follow these steps to set up business units:

1. Create the receivables business unit and its associated TableSet on the Receivables Definition - Business Unit Definition page.

2. Set up a general ledger business unit.

3. Set up an Accounts Payable business unit if you use refund processing.

4. Set up the common application tables and core PeopleSoft Receivables tables.

5. Define the default processing values for each business unit at the SetID level and for individual business units.

   Use the Receivables Options component (BUS_UNIT_OPT_AR1) to define defaults at the SetID level. All business units assigned to a SetID use the defaults that you provide there. Use the Receivables Definition component (BUS_UNIT_TBL_AR) to define defaults for specific business units.