Business Unit Creation Manual Version 1.1 Senthil Kumar Janakiraman From Birlasoft

1. BUs setup configuration from Various Modules
CREATION OF BUSINESS UNITS FOR VARIOUS MODULES
CREATING GENERAL LEDGER (GL) BU
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2. BUs setup configuration from Various Modules
Click on ‘Create
BU’ Button
Definition Tab
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3. BUs setup configuration from Various Modules
Journal Options
Tab
Currency Options
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4. BUs setup configuration from Various Modules
Approval Options
Inter/Intra Unit
Save
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5. 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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6. BUs setup configuration from Various Modules
Journal Edit
Options Tab
Currency Options
Tab
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7. BUs setup configuration from Various Modules
Journal Post
Options Tab
Approval Options
Tab
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8. BUs setup configuration from Various Modules
Save
Procurement Accounting Control (Prerequisite for AP BU creation)
Procurement
Acctg Control
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9. BUs setup configuration from Various Modules
General Controls
Tab
Non Merchandise
Charges Tab
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10. BUs setup configuration from Various Modules
IMPORTANT
GL Templates
Tab (Important
Pre-requisite for
AP BU Creation)
ERS Options
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11. BUs setup configuration from Various Modules
SAVE
Creating LOCATION (Important Prerequisite)
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12. BUs setup configuration from Various Modules
Location
Definition Tab
Location Detail
Tab
Save
Creating SHIP TO LOCATION (Important Prerequisite)
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13. 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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14. 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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15. BUs setup configuration from Various Modules
Definition Tab
SUT Options
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16. BUs setup configuration from Various Modules
Voucher Build
Tab
Matching Tab
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17. BUs setup configuration from Various Modules
Payments Tab
Numbering Tab
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18. BUs setup configuration from Various Modules
CREATING PURCHASING (PO) BU
Add a New Value
(PONO4)
Press Create BU
Button
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19. 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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20. 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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21. BUs setup configuration from Various Modules
PO Approval
Options Tab
Document
Numbering Tab
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22. BUs setup configuration from Various Modules
Req Approval
Options Tab
CREATING BILLING (BI) BU
Add a new value
(BINO4)
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23. BUs setup configuration from Various Modules
Click Create BU
Button
Business Unit 1
Tab
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24. BUs setup configuration from Various Modules
Business Unit 2
Tab
Business Unit 3
Tab
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25. 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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26. BUs setup configuration from Various Modules
After entering the
description; click
on Create BU.
Business Unit
Definition
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27. BUs setup configuration from Various Modules
Accounting
Options 1
Update Open
Periods
Accounting Options
2
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28. BUs setup configuration from Various Modules
Bank/Payment
Options
After entering the
description; click
on Create BU.
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29. BUs setup configuration from Various Modules
Create a new
Billing BU
Update Open
Periods
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30. BUs setup configuration from Various Modules
Business Unit 2
Business Unit 3
Business Unit 4
CREATING PROJECT COSTING (PC) BU
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31. 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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32. BUs setup configuration from Various Modules
Update Open
Period.
Save & close this
window
Integration
Templates
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33. BUs setup configuration from Various Modules
Definition Tab
General
Integration Tab
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34. 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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35. BUs setup configuration from Various Modules
Click on Copy
Accounting
Entries link
Click on this link to copy
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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36. BUs setup configuration from Various Modules
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