Set Up Multiple Business Units for Terms Templates and Clauses

When you have set up multiple business units, use these steps to restrict the contract visibility based on a selected user and business unit for security reasons.

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

Here are the overall steps:

1. Create a Contract organization.

2. Associate the Contract organization with a business unit.

3. Associate the Contract organization with a user.

Create a Contract 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, since 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 Contract Organizations 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 business unit from the drop-down list.

   Note: The first business unit with which you associate the contract organization becomes the primary business unit. If you associate the organization with more business units, you can change the primary business unit as required.

10. To add more business units, click Save, and then click Add Row.

11. After you add the business units, click Save and Close.

12. Click Done.

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

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 contract organization in the Organization drop-down list.

For information about creating users, see the related topics.