Manage Business Unit

A business unit is a segment of an enterprise that performs one or many business functions that can be rolled up within a management hierarchy. A business unit can process transactions on behalf of many legal entities. You can use business units for management reporting, transaction processing, transactional data security and data sharing, among other things. When creating new users for Oracle Fusion Field Service, you must associate them with a business unit.

Follow these steps to verify the data within the Manage Business Unit task:

1. Logged into Fusion Applications, click Navigator > My Enterprise > Setup and Maintenance.
2. Ensure that Field Service is selected in the Setup field in the header.
3. Click Company Profile in the Functional Areas section.
4. Click Manage Business Unit.
5. Search for any relevant business units that might have already been added.
6. If you do need to add a new business unit, then click the Create button. For example, a new business unit could be added for our Florida-based Supremo Fitness branch.
7. Complete these required fields:
   1. Name: Enter the name of the business unit. For example, 'Supremo Fitness - Miami.
   2. Default Set: Select the Location Set that was used when the location was created in the previous task. For example, Common Set. Or, create a new one specific to your business unit. A location set defines which addresses are available to you.
8. The Location parameter is optional. You can search for and select a specific location that's included within the default location set that was selected in the previous step.
9. In the Manager field, if applicable, you can search for and select an application user that had been created previously as the manager of the business unit. This field is optional.
10. Click Save and Close or Cancel to return to the Functional Areas task list.

    For more information about managing business units, see the Enterprise Structures topic within the Implementing Applications book.

    At this point, you've finished validating and/or configuring the Company Profile functional area tasks. The next chapter covers all of the tasks that exist to successfully manage users and their associated roles and privileges.