Associate Reference Data Objects to Your Business Unit

Use the Manage Business Unit Set Assignment task to associate Financials reference data objects to your business unit. By doing this, you ensure that accounts receivable can create accounting transactions for your business unit.

Sign in as FINUser.
In the Setup and Maintenance work area, go to the Manage Business Unit Set Assignment task:
- Offering: Financials
- Functional Area: Organization Structures
Note that the Scope column says Select. This means a business unit hasn't been assigned.
Click Select. The Scope Select dialog box appears.
In Business Unit, select Select and Add.

Note: Once you assign a business unit, don't change it. Later, you can change the business unit you assigned to various attributes. But once transactions are made, they're carried forward.
Click Apply and Go to Task. The Select and Add Business Unit dialog box appears.
Search for the business unit you created, then click Search. The business unit was created when you set up your enterprise structures.
From the search results, select your business unit, then click Save and Close. The Manage Set Assignments page appears.
For the following reference data objects, set the Reference Data Set Code to your business unit.
- Customer Account Site
- Customer Account Relationship
- Payables Payment Terms
- Receivables Payment Terms
- Receivables Transaction Type
- Receivables Transaction Source
- Receivables Memo Lines
- Receivables Remit to Address
- Receivables Lockbox
- Receivables Application Exception Rules
- Receivables Accounting Rules
- Receivables Auto Cash Rules
- Receivables Auto Match Rules
- Receivables Revenue Contingencies
- Collections Setup
- Receivables Collectors
- Receivables Aging Buckets
- Higher Education Due Date Calendar
- Higher Education Adjustment Calendar
- Grades
If you decide to associate an object to a different business unit, you can change the Reference Data Set Code at any time.
Click Save and Close.