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How To Create and Manage Business Unit

Task: Create a Business Unit using Business Unit Name “CSR team” and Business Unit Id “CSR001″(Unique) and manage a Business Unit.

Mandatory Fields description:
Business Unit Name(Mandatory Field)
Business Unit Id(Mandatory Field)

Procedure to Follow:

  1. Enter the Business Unit Name with the name(CSR team).
  2. Enter the Business Unit Id with the Unique Id(CSR001).

Figure 1: Business Unit Creation  

Below Image displays that Business Unit has been Added Successfully.

 Figure 2: On Successful creation of Business Unit 

Manage Business Unit:


Task:
 Edit field “INV001” has been replaced with “INV002”

In the same screen you can Manage the Business Unit.

If you want to make changes to the records like Edit/Delete follow steps:
1. On the displayed records click on Action Tab.
2. Select the type of Action you want perform for the record refer below.Action Tab

Figure 3: Manage Business Unit Screen

Edit:
In the Edit field “INV001” has been replaced with “INV002” and click on Update.
User can edit all the changes which are necessary and click to update as referred below.

Figure 4: Edit Business Unit 

Delete:
This action will delete the entire Client record permanently as referred below.

Figure 5: On successful deletion of Business Unit 

 

Updated on July 29, 2019

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