Creating business units within a company
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This page allows you to create business units for a company. You can enter a unique code and description identifying the business unit. The business unit must be unique across the Ramco Enterprise Series installations. You can also define the address for the business unit. Help facility is available for retrieving the address details. The system stores the login ID of the user and the system date along with the newly created business unit details..
Select the “Create Business Units” link at the bottom of the “Create Company” page.
The “Create Business Units” page appears.
Enter the following field in the “Business Unit Within A Company” group box:
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Company Code |
Use the drop-down list box to select the code identifying the company for which you want to business units. All the companies that have been created and that are in the “Active” status will be available for selection in the ascending order. |
The system displays the following in the “Business Unit within a Company” group box:
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Company Name |
The name of the company. |
Enter the following field in the “Business Unit Within A Company” group box:
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Effective Date |
The date from which the business unit is effective (Date Format). The date entered in this field must be before the system date. The date entered in this field must also be after the date on which the company was registered. |
Enter the following fields in the multiline:
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Business Unit |
A unique code identifying a business unit (Alphanumeric, 20). Mandatory. This business unit must be unique across the "Ramco Enterprise Series" installation. |
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Business Unit Name |
A unique name identifying the business unit (Alphanumeric, 40). Mandatory. |
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Address Id |
The code identifying the address in which the business unit is located (Alphanumeric, 12). This address ID must have been defined in the “Maintain Address Details” activity of this business component and must be in “Active” status. |
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Press <Enter> key. |
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The system retrieves the description of the address ID in the respective field. |
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Note: The address ID entered here must be unique to the business unit.
The system displays the following in the multiline:
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Desc. |
A textual description of the address. |
Check the box in the “Select” column of the multiline to mark a business unit for deletion.
Click the “Create Business Unit” pushbutton to create the business unit.
The system saves the details of the business unit along with the company. The system also stores the login ID of the user and the system date along with the creation details.
The system displays the following:
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Created By |
The login ID of the user who has created the business unit. |
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Created Date |
The date on which the business unit was created. |
To proceed, carry out the following
Select the “Create Logistic Organization” link at the bottom of the page to enter the details of the Logistic Organization.
Select the “Attach Notes” link at the bottom of the page to record your observations.
Select the “Edit Business Unit” link at the bottom of the page to modify business units that span across companies.
Select the “Edit Logistic Organization” link at the bottom of the page to modify the details of the Logistic Organization.
Select the “View Business Unit” link at the bottom of the page to view business units that span across companies.
Select the “Collaborate” link at the bottom of the page to record or to view the observations or comments or discussions regarding the document.
