A business unit is a division of a company, such as a product line, region or line of business, that the ledger can be reported by. It is a reporting dimension with no workflow of its own. Each branch can name the business unit it belongs to, and when a journal posts, every line without a business unit takes it from the journal header, then from its branch, and only as a last resort from the GL account's Default Business Unit. Period balances are kept per business unit, so the Profit and Loss, Balance Sheet, Financial Ratios and Risk Ratios statements can be compared by business unit, and budgets can be scoped to one. When one journal spans several business units and the company has an inter-business-unit clearing GL account, posting adds a clearing line per unit so each unit balances on its own. Maintained in the Finance Setup app under Company Structure. It is unrelated to the business unit under Setup, Access Control, which belongs to record security.
Fields
| Field | Label | Type | Required | What it does |
|---|
BusinessUnitCode | Business Unit Code | Text | | A short code for the business unit. Optional and not checked for uniqueness. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Description | Description | Text | | Free text describing the business unit. |
Id | Id | Guid | Yes | |
IsActive | Is Active | Boolean | | Marks whether the business unit is in use. New units are active. No built-in process checks it: an inactive unit is still offered in pickers and still carried onto postings, so re-point branches and GL accounts before retiring a unit. |
Label | Label | Text | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text, unique | Yes | The business unit's name as shown in pickers and statement columns. Required and unique across the whole organization, ignoring case, so two companies cannot both use the same unit name. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
ParentBusinessUnitId | Parent Business Unit | Lookup → BusinessUnit | | The business unit this one sits under, for recording a division structure. Informational: no statement, budget or report adds child units into their parent. |
PartnerAccountId | Partner Account | Lookup → Account | | The company the business unit belongs to. Optional. Nothing checks that a branch, GL account or journal naming the unit belongs to the same company. Hidden when the organization runs a single company. |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
