1. Using U.S. Federal Financials
  2. Update Business Unit Assignments

Update Business Unit Assignments

You can update some of the business unit assignment details for an EFT indicator for a trading partner.

  1. On the Home page, select U.S. Federal Financials and then click SAM Trading Partners.

  2. On Manage SAM Trading Partners, search for and select the UEI-EFT indicator record.

  3. Click Business Unit Assignment.

    Note: The Business Unit Assignment button is enabled only if the trading partner’s registration status is "Active" or business unit assignments exist for the record.

  4. On Manage Business Unit Assignments, click the Edit icon for the EFT indicator record for which you want to update the business unit assignment details.

  5. Update the following fields as applicable:

    • Supplier: You can update this field only if there are no business unit assignments for the UEI.

    • Business Unit: You can update this field only if there are no business units assigned to the EFT indicator record.

    • Supplier Site: You can update this field only if the Supplier field is populated, which indicates that a supplier and supplier site are already associated with the EFT indicator record.

    • Main Address Site: You can update this field only if the EFT indicator field is blank.

  6. Click the Save icon.