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Business Unit Creation Manual Version 1.1 Senthil Kumar Janakiraman From Birlasoft
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BUs setup configuration from Various Modules
CREATION OF BUSINESS UNITS FOR VARIOUS MODULES
CREATING GENERAL LEDGER (GL) BU
Designed By: Senthil Kumar Janakiraman (Digitization) Page 1 of 36
BUs setup configuration from Various Modules
Click on ‘Create BU’ Button
Definition Tab
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BUs setup configuration from Various Modules
Journal Options Tab
Currency Options
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BUs setup configuration from Various Modules
Approval Options
Inter/Intra Unit
Save
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BUs setup configuration from Various Modules
Ledgers for a Unit
Attach Ledger Group & Calendar to the newly created GL BU
Definition Tab
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BUs setup configuration from Various Modules
Journal Edit Options Tab
Currency Options Tab
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BUs setup configuration from Various Modules
Journal Post Options Tab
Approval Options Tab
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BUs setup configuration from Various Modules
Save
Procurement Accounting Control (Prerequisite for AP BU creation)Procurement Acctg Control
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BUs setup configuration from Various Modules
General Controls Tab
Non Merchandise Charges Tab
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BUs setup configuration from Various Modules
IMPORTANT
GL Templates Tab (Important Pre-requisite for AP BU Creation)
ERS Options
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BUs setup configuration from Various Modules
SAVE
Creating LOCATION (Important Prerequisite)
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BUs setup configuration from Various Modules
Location Definition Tab
Location Detail Tab
Save
Creating SHIP TO LOCATION (Important Prerequisite)
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BUs setup configuration from Various Modules
Navigation: Setup Financials > Product Related > Procurement Options > Purchasing > Ship To Locations
Remember to change PONO3 (Receiving BU to PONO4)
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BUs setup configuration from Various Modules
CREATING ACCOUNTS PAYABLE (AP) BU
Create new AP BU (APNO4).
Click Add Btton
Now Press ‘Create BU’ Button to activate the ‘greyed’ fields below
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BUs setup configuration from Various Modules
Definition Tab
SUT Options
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BUs setup configuration from Various Modules
Voucher Build Tab
Matching Tab
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BUs setup configuration from Various Modules
Payments Tab
Numbering Tab
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BUs setup configuration from Various Modules
CREATING PURCHASING (PO) BU
Add a New Value (PONO4)
Press Create BU Button
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BUs setup configuration from Various Modules
Pre Requisite for PO BU Creation = Creation of Process Option for PO BU
Navigation: Setup Financials > Business Unit Related > Purchasing > Purchasing Options
(You can open a new Window for this step)
Specify the details as per this screenshot.
Save
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BUs setup configuration from Various Modules
Creation of Purchasing (PO) BU Contd…
(Continued after Pressing the ‘Create BU’ Button)
Business Unit Definition Tab
Business Unit Options Tab
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BUs setup configuration from Various Modules
PO Approval Options Tab
Document Numbering Tab
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BUs setup configuration from Various Modules
Req Approval Options Tab
CREATING BILLING (BI) BU
Add a new value (BINO4)
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BUs setup configuration from Various Modules
Click Create BU Button
Business Unit 1 Tab
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BUs setup configuration from Various Modules
Business Unit 2 Tab
Business Unit 3 Tab
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BUs setup configuration from Various Modules
Business Unit 4 Tab
CREATING ACCOUNTS RECEIVABLE (AR) BU
Add a new value for AR Business Unit
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BUs setup configuration from Various Modules
After entering the description; click on Create BU.
Business Unit Definition
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BUs setup configuration from Various Modules Accounting Options 1
Update Open Periods
Accounting Options 2
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BUs setup configuration from Various ModulesBank/Payment Options
After entering the description; click on Create BU.
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BUs setup configuration from Various Modules
Create a new Billing BU
Update Open Periods
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BUs setup configuration from Various Modules Business Unit 2
Business Unit 3
Business Unit 4
CREATING PROJECT COSTING (PC) BU
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BUs setup configuration from Various Modules
Press ‘Create BU’ Button
Click on Update Open Period (it opens in a new window)
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BUs setup configuration from Various Modules
Update Open Period.Save & close this window
Integration Templates
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BUs setup configuration from Various Modules
Definition Tab
General Integration Tab
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BUs setup configuration from Various Modules
GL Integration Detail Tab
Link all the GL Business Units to PCNO4
Define GLNO4 as Primary GLBU for PCNO4 by checking ‘Primary GL BU’ check box.
Save
NOTE: Similarly, Map GLNO4 with all other PC BUs viz. PCNO3, PCNO2 etc.Accounting Rules
Find an existing value
Search
Choose one from the Rules Searched
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BUs setup configuration from Various Modules
Click on Copy Accounting Entries link
Add (Specify the new name)
Save
NOTE: Employee Location GL BU Mapping (Location Noida Sector 8 to be mapped to GLNO3)
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Click on this link to copy
BUs setup configuration from Various Modules
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