1. Implementing Enterprise Contracts
  2. Define Business Units, Assign Business Function, and Assign Ledger and Legal Entity

Define Business Units, Assign Business Function, and Assign Ledger and Legal Entity

Here are the steps to define a business unit (BU) and assign a business function, ledger, or legal entity:

  1. In the Setup and Maintenance work area, create an implementation project that includes the Define Common Applications Configuration for Enterprise Contracts, Define Enterprise Structures for Enterprise Contracts, Define Business Units for Enterprise Contracts, and Manage Business Unit tasks.

    1. Click Create.

    2. Enter the required information on the Create Business Unit page. Select Create from the Default Set drop-down list.

    3. Create a reference data set and click OK.

    4. Select the reference data set created from the Default Set drop-down list and Save and Close.

  2. Navigate to Define Common Applications Configuration for Enterprise Contracts, Define Enterprise Structures for Enterprise Contracts, Define Business Units for Enterprise Contracts, and click Select for the task Assign Business Unit Business Function to select the business unit you created as the task list scope.

    1. Click Select and Add in the dialog to set the BU you created as the task list scope.

    2. Select the task Assign Business Unit Business Function and click Go to Task.

    3. In the Assign Business Functions page, based on requirements, verify that the check box against Customer Contract Management and Procurement Contract Management is selected.

    4. Enter the required information and Save and Close. Click the up arrow, and select Enterprise Contracts to go to the main folder structure.

      Note: If the implementation doesn't need to create financial transactions from contracts, assigning a primary ledger and default legal entity in the Assign Business Function page is optional. For service contracts, it isn't optional.

  3. Navigate to Define Common Applications Configuration for Enterprise Contracts, Define Enterprise Structures for Enterprise Contracts, Define Business Units for Enterprise Contracts, and open the Manage Business Unit Set Assignment task. You can update or override the reference data set code for a particular reference data object.

Note: Anytime you create a new BU, be sure to run the Adopt Global Clauses for a New Business Unit scheduled process. Otherwise, new clauses aren't automatically adopted into the new business unit.