The Operating Unit is the highest level or "parent" within an organization and it is required within the hierarchical organizational setup. An operating unit is unique across the entire organization and it will support any type of organizational cost center structure.
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To create an Operating Unit:
- Click on Organization to expand the menu.
- Click On the left side of the screen, click the plus sign
to expand the Organization menu. - Click Operating Unit .In the window click the Add button.Operating Unit
- Click the Add button
in the toolbar. - Fill in the following fields:
- Operating Unit (Company)* - Enter the unique operating unit ID. This field is limited to 20 characters.
- Name* - Enter a name to identify the operating unit. This field is limited to 100 characters.
- Description - Enter text to further identify the Operating Unit. This field is limited to 255 characters and is optional.
- Click the Save button to save the record.
* Indicates a required field
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You can add Departments (explained in the "Department Setup" section of this guide) directly from this window. To do this, click on "Department" link on the line of the new Operating Unit you just created. |
