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  1. Click  and a popup screen appears.


    Fig.5 Business Unit - Searching

  2. To search for particular records, type the Business Unit name or ID. 

    Tip
    titleTips
    • To list Business Units with names starting with a particular character, enter the character into the field. For example, to search business units starting with the character 'C', enter 'C' in the Business Unit field to list units with names starting with C.
    • If no search criteria are specified all the business units will be listed in the 'Business Unit Search Results' section.
  3. Click Image Added in the Search Business Unit popup screen. The records for the selected criteria will be listed in the 'Business Unit Search Results' section. 

    Image Added
    Fig.6 Business Unit - Search Results

Viewing & Editing Business Unit
  1. Search and list the business unit(s) in the 'Business Unit Search Results' section.

  2. Click the Business Unit link from the 'Business Unit Search Results' section. The details of the region appear in the corresponding fields.

  3. Make any necessary changes to the business unit and click Image Added.

    Tip
    titleTips
    • If you have made the changes in the fields and do not want to save the details, click Image Added before you save the changes.
    • If you want to add an activity group at this point, click Image Added to clear the fields and to bring the screen to the add mode.

 

Deleting Business Unit
  1. Search and list the business unit(s) in the 'Business Unit Search Results' section.
  2. Select the check box to the left of the Business Unit that will be deleted.

    Image Added
    Fig.7 Business Unit - Deleting Business Unit

  3.  Click Image Added to delete the selected business unit(s).