Define Business Units

You define business units in the Setup and Maintenance work area. You can skip this step if you have already created business units when you set up your enterprise structure.

Note: Remember, a single business unit is created for you when you initially set up your applications. The profile option, HZ_ENABLE_MULTIPLE_BU_CRM enables multiple-BU functionality for the sales applications, and it must be set to yes in order to be able to create additional BUs.

Here's how to create additional business units:

1. In Setup and Maintenance, go to:

   • Offering: Sales

   • Functional Area: Company Profile

   • Task: Manage Business Unit

2. In the Manage Business Units page, select the create icon, or select Create from the Actions menu.

3. In the Create Business Unit page, in the Name field, enter a name for the BU.

4. Optionally, enter the Manager and a Location.

5. Ensure that the Active check box is selected.

6. Pick a Default Set for the BU. This is the reference data set that the BU will use.

   For more information on reference data sets, see the topics on reference data sets.

7. Click Save and Close.