Business Unit Creation Manual Version 1.1 Senthil Kumar Janakiraman From Birlasoft

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Business Unit Creation Manual Version 1.1 Senthil Kumar Janakiraman From Birlasoft

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Business Unit Creation Manual Version 1.1 Senthil Kumar Janakiraman From Birlasoft

  1. 1. BUs setup configuration from Various Modules CREATION OF BUSINESS UNITS FOR VARIOUS MODULES CREATING GENERAL LEDGER (GL) BUDesigned By: Senthil Kumar Janakiraman (Digitization) Page 1 of 36
  2. 2. BUs setup configuration from Various ModulesClick on ‘CreateBU’ ButtonDefinition Tab Designed By: Senthil Kumar Janakiraman (Digitization) Page 2 of 36
  3. 3. BUs setup configuration from Various ModulesJournal OptionsTabCurrency Options Designed By: Senthil Kumar Janakiraman (Digitization) Page 3 of 36
  4. 4. BUs setup configuration from Various ModulesApproval OptionsInter/Intra UnitSave Designed By: Senthil Kumar Janakiraman (Digitization) Page 4 of 36
  5. 5. BUs setup configuration from Various ModulesLedgers for aUnitAttach LedgerGroup &Calendar to thenewly createdGL BUDefinition Tab Designed By: Senthil Kumar Janakiraman (Digitization) Page 5 of 36
  6. 6. BUs setup configuration from Various ModulesJournal EditOptions TabCurrency OptionsTab Designed By: Senthil Kumar Janakiraman (Digitization) Page 6 of 36
  7. 7. BUs setup configuration from Various ModulesJournal PostOptions TabApproval OptionsTab Designed By: Senthil Kumar Janakiraman (Digitization) Page 7 of 36
  8. 8. BUs setup configuration from Various ModulesSaveProcurement Accounting Control (Prerequisite for AP BU creation)ProcurementAcctg Control Designed By: Senthil Kumar Janakiraman (Digitization) Page 8 of 36
  9. 9. BUs setup configuration from Various ModulesGeneral ControlsTabNon MerchandiseCharges Tab Designed By: Senthil Kumar Janakiraman (Digitization) Page 9 of 36
  10. 10. BUs setup configuration from Various ModulesIMPORTANTGL TemplatesTab (ImportantPre-requisite forAP BU Creation)ERS Options Designed By: Senthil Kumar Janakiraman (Digitization) Page 10 of 36
  11. 11. BUs setup configuration from Various ModulesSAVECreating LOCATION (Important Prerequisite) Designed By: Senthil Kumar Janakiraman (Digitization) Page 11 of 36
  12. 12. BUs setup configuration from Various ModulesLocationDefinition TabLocation DetailTabSaveCreating SHIP TO LOCATION (Important Prerequisite) Designed By: Senthil Kumar Janakiraman (Digitization) Page 12 of 36
  13. 13. BUs setup configuration from Various ModulesNavigation:Setup Financials> ProductRelated >ProcurementOptions >Purchasing >Ship ToLocationsRemember tochange PONO3(Receiving BU toPONO4) Designed By: Senthil Kumar Janakiraman (Digitization) Page 13 of 36
  14. 14. BUs setup configuration from Various Modules CREATING ACCOUNTS PAYABLE (AP) BUCreate new APBU (APNO4).Click Add BttonNow Press‘Create BU’Button to activatethe ‘greyed’fields below Designed By: Senthil Kumar Janakiraman (Digitization) Page 14 of 36
  15. 15. BUs setup configuration from Various ModulesDefinition TabSUT Options Designed By: Senthil Kumar Janakiraman (Digitization) Page 15 of 36
  16. 16. BUs setup configuration from Various ModulesVoucher BuildTabMatching Tab Designed By: Senthil Kumar Janakiraman (Digitization) Page 16 of 36
  17. 17. BUs setup configuration from Various ModulesPayments TabNumbering Tab Designed By: Senthil Kumar Janakiraman (Digitization) Page 17 of 36
  18. 18. BUs setup configuration from Various Modules CREATING PURCHASING (PO) BUAdd a New Value(PONO4)Press Create BUButton Designed By: Senthil Kumar Janakiraman (Digitization) Page 18 of 36
  19. 19. BUs setup configuration from Various ModulesPre Requisite forPO BU Creation= Creation ofProcess Optionfor PO BUNavigation:Setup Financials> Business UnitRelated >Purchasing >PurchasingOptions(You can open anew Window forthis step)Specify thedetails as per thisscreenshot.Save Designed By: Senthil Kumar Janakiraman (Digitization) Page 19 of 36
  20. 20. BUs setup configuration from Various ModulesCreation ofPurchasing (PO)BU Contd…(Continued afterPressing the‘Create BU’Button)Business UnitDefinition TabBusiness UnitOptions Tab Designed By: Senthil Kumar Janakiraman (Digitization) Page 20 of 36
  21. 21. BUs setup configuration from Various ModulesPO ApprovalOptions TabDocumentNumbering Tab Designed By: Senthil Kumar Janakiraman (Digitization) Page 21 of 36
  22. 22. BUs setup configuration from Various ModulesReq ApprovalOptions Tab CREATING BILLING (BI) BUAdd a new value(BINO4) Designed By: Senthil Kumar Janakiraman (Digitization) Page 22 of 36
  23. 23. BUs setup configuration from Various ModulesClick Create BUButtonBusiness Unit 1Tab Designed By: Senthil Kumar Janakiraman (Digitization) Page 23 of 36
  24. 24. BUs setup configuration from Various ModulesBusiness Unit 2TabBusiness Unit 3Tab Designed By: Senthil Kumar Janakiraman (Digitization) Page 24 of 36
  25. 25. BUs setup configuration from Various ModulesBusiness Unit 4Tab CREATING ACCOUNTS RECEIVABLE (AR) BUAdd a new valuefor AR BusinessUnit Designed By: Senthil Kumar Janakiraman (Digitization) Page 25 of 36
  26. 26. BUs setup configuration from Various ModulesAfter entering thedescription; clickon Create BU. Business UnitDefinition Designed By: Senthil Kumar Janakiraman (Digitization) Page 26 of 36
  27. 27. BUs setup configuration from Various Modules AccountingOptions 1Update OpenPeriodsAccounting Options2 Designed By: Senthil Kumar Janakiraman (Digitization) Page 27 of 36
  28. 28. BUs setup configuration from Various ModulesBank/PaymentOptionsAfter entering thedescription; clickon Create BU. Designed By: Senthil Kumar Janakiraman (Digitization) Page 28 of 36
  29. 29. BUs setup configuration from Various ModulesCreate a newBilling BUUpdate OpenPeriods Designed By: Senthil Kumar Janakiraman (Digitization) Page 29 of 36
  30. 30. BUs setup configuration from Various Modules Business Unit 2Business Unit 3Business Unit 4 CREATING PROJECT COSTING (PC) BU Designed By: Senthil Kumar Janakiraman (Digitization) Page 30 of 36
  31. 31. BUs setup configuration from Various ModulesPress ‘CreateBU’ ButtonClick on UpdateOpen Period (itopens in a newwindow) Designed By: Senthil Kumar Janakiraman (Digitization) Page 31 of 36
  32. 32. BUs setup configuration from Various ModulesUpdate OpenPeriod.Save & close thiswindowIntegrationTemplates Designed By: Senthil Kumar Janakiraman (Digitization) Page 32 of 36
  33. 33. BUs setup configuration from Various ModulesDefinition TabGeneralIntegration Tab Designed By: Senthil Kumar Janakiraman (Digitization) Page 33 of 36
  34. 34. BUs setup configuration from Various ModulesGL IntegrationDetail TabLink all the GLBusiness Units toPCNO4Define GLNO4as PrimaryGLBU forPCNO4 bychecking‘Primary GL BU’check box.Save NOTE: Similarly, Map GLNO4 with all other PC BUs viz. PCNO3, PCNO2 etc.Accounting RulesFind an existingvalueSearchChoose one fromthe RulesSearched Designed By: Senthil Kumar Janakiraman (Digitization) Page 34 of 36
  35. 35. BUs setup configuration from Various ModulesClick on CopyAccountingEntries link Click on this link to copyAdd (Specify thenew name)Save NOTE: Employee Location GL BU Mapping (Location Noida Sector 8 to be mapped to GLNO3) Designed By: Senthil Kumar Janakiraman (Digitization) Page 35 of 36
  36. 36. BUs setup configuration from Various ModulesDesigned By: Senthil Kumar Janakiraman (Digitization) Page 36 of 36

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