Common Components Help

AEF Help

Viewing a List of Business Units

The Business Units page shows a table containing basic information about business units that are included in the database. This page provides access to specific business unit details.

To view a list of business units

1. Click Tools > Administration > Companies to view a list of companies. (This link is available only for users defined in the role of Organization Manager.)

The Administration: Companies page opens.

2. Select the parent company that you want to view business units for.

The company category list and Properties page opens.

3. From the company category list, click Business Units.

(Subsidiaries can also have business units connected to them. If you want to view information about a business unit of a subsidiary, you need access the subsidiary under the company category list, then click Business Units from the subsidiary category list.)

The Business Units page opens.

It contains the following columns:

Name. Click on any highlighted link in the Name column to view the Properties page for that object, or click at the end of the row to view the Properties page in a new browser window.

Phone. The main business unit phone number, as included in the business unit definition.

Fax. Main fax number or fax number of primary contact.

Web Site. The URL of the business unit's Web site.

4. To add a business unit to the database, click Create New from the page Actions menu. See Creating a Company, Subsidiary, Business Unit, or Department.
5. To delete business units from the database, click the check box for each business unit you want to delete, click Delete Selected from the page Actions menu. To select all business units in the list, click the check box in the column heading.

A message is displayed, asking you to confirm that you want to delete the item(s) from the database. Click Yes to confirm the deletion or click No if you want the item(s) to remain in the database.