The steps required to set up a business unit
A business unit identifies a separate SunSystems entity that holds all of the records for a single operating unit. A business unit is identified by a three character code.
If you define more than one business unit, when you access a SunSystems form you may be asked to select the business unit you require. You are not always asked this because:
- you may have accessed a global function which is not business unit specific, for example Rule Sets.
- a business unit may have been preset to your Operator ID
- you may have used Change Business Unit (CBU) which sets the active business unit.
The following steps are required to define a new business unit:
- Create the business unit using the option from the menu in Business Unit Administration (BUA).
- Set the business unit processing rules using Business Unit Setup. See step 8 for defining ledgers.
- Create the report models for the business unit using Report Models (RMD). This must be carried out in order to run reports for the business unit.
- Create the business unit address and default invoice address using Addresses (ADD).
- Link the business unit name and address details using Business Unit Name (BUN) and Business Unit Addresses Setup.
- If you have installed and attached the PK1 database you must run Filter Data Dictionary Regeneration for the new business unit.
- You must then use Ledger Setup (LES) to specify additional rules about how you would like the financial ledger, within the business unit, to operate.
- Create budget ledgers (ledger B, C, D, etc) using Budget Labels (BLB) first, and then Optional Ledger Tables (OLT). This is an important but optional step. Ledger A is created by default. Assign these ledgers in Business Unit Setup to be the primary budget ledger, purchase commitment ledger, and expected revenue ledger.