Operating Unit Setup

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.

For example, an operating unit could be classified as a company division with various departments or cost centers under the operating unit. Using this example, the hierarchy would be as follows:

• Operating Unit A
  • Department A1
  • Department A2
  • Department A3
• Operating Unit B
  • Department B1
  • Department B2
  • Department B3

To create an Operating Unit:

1. On the left side of the screen, click the arrow  to expand the Organization menu.
2. Click Operating Unit 
3. Click the Add button  in the toolbar.
4. 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. 
   • Active - Keep the box checked if you want the operating unit to be active. Uncheck the box if the operating unit is inactive
   • Description- Enter text to further identify the Operating Unit. This field is limited to 255 characters and is optional.
5. Click the Save button to save the record.

* Indicates a required field