Common Components Help

AEF Help

Viewing Information for a Business Unit

The Business Unit Properties page shows a table containing details about the business unit. This page provides access to modify business unit details and links to locations, people, and departments defined for the business unit.

To view information for a business unit

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 unit information 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.)

4. From the list of business units, click the highlighted link in the Name column of the business unit you want to view, or click at the end of the row to view the Properties page in a new browser window.

The category list for the business unit opens in the left frame and the Properties page opens in the right frame, showing details about the business unit. All fields are read-only.

The Business Unit Properties page contains details entered when the business unit was created or modified. For details on specific fields, see Creating a Company, Subsidiary, Business Unit, or Department.

5. To edit the properties listed, click Edit Details from the page Actions menu. See Editing Details About a Business Unit.
6. Use the category list to view additional information about the business unit:

   Category	Description	For details, see:
   Business Units	Shows a list of business units for the business unit.	Viewing a List of Business Units
   Departments	Shows a list of departments for the business unit.	Viewing a List of Departments
   History	Shows a log of events that have occurred for the business unit.	See the AEF User Guide.
   Locations	Shows location details for the business unit.	Viewing a List of Locations
   People	Provides access to definitions of people who work for the business unit.	Viewing People in a Company
   Route Templates	Shows a list of route templates for the business unit.	Listing Route Templates