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

A business unit can perform many business functions. A business function represents a business process or an activity that can be performed by people working within a business unit and describes how to use a business unit.

A business unit can process transactions on behalf of many legal entities. For example, a payable invoice has an explicit legal entity field. Your accounts payable department can process supplier invoices on behalf of one or many business units. In some cases, your legal entity is inferred from your business unit that's processing the transaction.

  1. In your implementation project, navigate to Define Company Profile for Sales and Define Business Units for Sales, and open the Manage Business Unit task

    1. Click the create icon.

    2. On the Create Business Unit page, enter the required information. In the Default Set field, select Create

    3. Create a reference data set and click OK.

    4. Select the reference data set created from the Default Set field and click Save and Close.

  2. Navigate to Define Company Profile for Sales and Define Business Units for Sales. Click Select for the Assign Business Unit Business Function task to select the business unit you created as the task list scope.

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

    2. Click the Assign Business Unit Business Function task.

    3. Enter the required information and click Save and Close. Click the up arrow and select Subscriptions to go to the main folder structure.

  3. Navigate to Define Company Profile for Sales, Define Business Units for Sales, 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.