Manage Contract Visibility in Multiple Business Units Setup

For security reasons, you can restrict the contract visibility based on a selected user and BU.

In addition, you can associate contracts with a BU, allowing them to be restricted by a BU.

Here are the overall steps:

1. Create a contracts organization.
2. Associate the contracts organization with a BU.
3. Associate the contracts organization with a user.

Create a Contracts Organization

1. Sign in as a setup user and go to Setup and Maintenance.
2. Search for and select the Manage Internal Resource Organizations task.
3. On the Manage Internal Resource Organizations page, click the create icon.
4. Select Option 2: Create New Organization, and then click Next.
5. Enter the name of the contract organization in the Name field. This name is shown in the resource directory. Here are a few things to keep in mind when naming contracts organizations:
   • Each contract organization name must be unique.
   • The names don't have to correspond to any formal organization in your enterprise. The names are only used to create a resource directory.
   • Don't use the name of a manager as the organization name, because you might need to reassign the organization to someone else later.
6. In the Organization Usages region, click the add icon and select Contracts Organization.
7. Click Finish.

Associate a Contracts Organization with a Business Unit

1. Sign in to the application as an administrator or as a setup user.
2. In the Navigator, select Resource Directory.
3. On the Resource Directory page, click the Tasks panel tab.
4. In the Resource Organizations region, click View Organizations.
5. On the View Organizations page, search for the organization that you created.
6. In the Search Results region, click the link for the organization.
7. Select the Business Units tab.
8. Click Add Row.
9. Select the BU from the drop-down list.
   Note: The first BU that you associate the contracts organization with becomes the primary BU. If you associate the organization with more BUs, you can change the primary BU as needed.
10. To add more BUs, click Save, and then click Add Row.
11. After you add the BUs, click Save and Close.
12. Click Done.

Note: If you enable multiple BUs, be sure that each user is associated with a contracts organization, and the contracts organization is associated with one or more BUs.

Associate the Organization with a User

Use the Manage Users task in Setup and Maintenance to associate the organization to the user. While creating a new user or editing an existing user, navigate to the Resource Information section, search and select the contracts organization in the Organization drop-down list.