Set Business Unit Functions

A business unit can perform many business functions. A business function represents a business process, or an activity, that can be done by people working within a business unit. It describes how a business unit is used.

You must set up business unit functions in the Setup and Maintenance work area. If you have already done this as part of your business unit setup, then you can skip this step.

To set business unit functions:

  1. Sign in as a setup user or as the sales administrator.

  2. In Setup and Maintenance, go to:

    • Offering: Sales

    • Functional Area: Company Profile

    • Task: Assign Business Unit Business Function

  3. If, after selecting the Assign Business Unit Business Function task, a Select Scope dialog window appears showing two radio buttons, select the Assign Business Unit Business Function option.

    1. Select the arrow in the Business Unit field.

    2. Click the Select and Add option.

    3. Click Apply and Go to Task.

    4. In the Select and Add: Business Unit page, search for and select the BU that you're assigning a function to.

    5. Click Select and Add in the dialog window.

  4. After you select a BU, the Assign Business Functions page appears. In the Business Unit Functions list, select the functions that apply to the business unit.

    For more information about business unit functions, see the topic, Business Functions.

  5. Click Save and Close.