Business Unit Creation Manual Version 1.1 Senthil Kumar Janakiraman From Birlasoft

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


Click on ‘Create BU’ Button

Definition Tab



Journal Options Tab

Currency Options



Approval Options

Inter/Intra Unit

Save



Ledgers for a Unit

Attach Ledger Group & Calendar to the newly created GL BU

Definition Tab



Journal Edit Options Tab

Currency Options Tab



Journal Post Options Tab

Approval Options Tab



Save

Procurement Accounting Control (Prerequisite for AP BU creation)Procurement Acctg Control



General Controls Tab

Non Merchandise Charges Tab



IMPORTANT

GL Templates Tab (Important Pre-requisite for AP BU Creation)

ERS Options



SAVE

Creating LOCATION (Important Prerequisite)



Location Definition Tab

Location Detail Tab

Save

Creating SHIP TO LOCATION (Important Prerequisite)



Navigation: Setup Financials > Product Related > Procurement Options > Purchasing > Ship To Locations

Remember to change PONO3 (Receiving BU to PONO4)



CREATING ACCOUNTS PAYABLE (AP) BU

Create new AP BU (APNO4).

Click Add Btton

Now Press ‘Create BU’ Button to activate the ‘greyed’ fields below



Definition Tab

SUT Options



Voucher Build Tab

Matching Tab



Payments Tab

Numbering Tab



CREATING PURCHASING (PO) BU

Add a New Value (PONO4)

Press Create BU Button



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



Creation of Purchasing (PO) BU Contd…

(Continued after Pressing the ‘Create BU’ Button)

Business Unit Definition Tab

Business Unit Options Tab



PO Approval Options Tab

Document Numbering Tab



Req Approval Options Tab

CREATING BILLING (BI) BU

Add a new value (BINO4)



Click Create BU Button

Business Unit 1 Tab



Business Unit 2 Tab

Business Unit 3 Tab



Business Unit 4 Tab

CREATING ACCOUNTS RECEIVABLE (AR) BU

Add a new value for AR Business Unit



After entering the description; click on Create BU.

Business Unit Definition


BUs setup configuration from Various Modules Accounting Options 1

Update Open Periods

Accounting Options 2


BUs setup configuration from Various ModulesBank/Payment Options

After entering the description; click on Create BU.



Create a new Billing BU

Update Open Periods


BUs setup configuration from Various Modules Business Unit 2

Business Unit 3

Business Unit 4

CREATING PROJECT COSTING (PC) BU



Press ‘Create BU’ Button

Click on Update Open Period (it opens in a new window)



Update Open Period.Save & close this window

Integration Templates



Definition Tab

General Integration Tab



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



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)


Click on this link to copy



Documents

Business Unit Creation Manual Version 1.1 Senthil Kumar Janakiraman From Birlasoft