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Add New Business Unit

2 views 0 June 26, 2021 kbadmin

The Add New Business Unit option enables you to create new Business Unit records in the database. Perform the following procedure to create a new Business Unit record:

  1. Click

The Business Unit – Add page is displayed.

  1. Populate the form details as tabulated:
Field Description
Fields marked with (*) are mandatory.
Business Unit Enter the name of the business unit in the Business Unit field.
Business Unit Description Enter a description for the business unit in the Business Unit Description field.
Parent Business Unit Click the drop down adjacent to this field and select the parent business unit.
Owner ID This field is auto populated with the name of the user who has created this record.

The Business Unit Hierarchy section displays the current business hierarchy.

  1. Click button to save the Business Unit information.

You can also click  button to save the Business Unit information and add another Business Unit.

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