Manage Opportunity Business Units
Use this screen to enter and maintain business units that may be assigned to an opportunity, and optionally link these business units to Costpoint organizations.
If you have multiple companies, you can set up and maintain business unit codes in any company and use them across all companies. The code, however, must be unique in a single Costpoint database.
Note: This application is available only if you are licensed for CRM & Contracts.
- Related Topics:
- Display the Manage Opportunity Business Units Screen
You access the Manage Opportunity Business Units screen from the CRM & Contracts domain. - Contents of the Manage Opportunity Business Units Screen
Use the fields and options to configure the Manage Opportunity Business Units screen. - Table Information for the Manage Opportunity Business Units Screen
Changes to the Manage Opportunity Business Units screen update the OPP_BUSINESS_UNIT and BUSINESS_UNIT_ORG tables. - Subtask of the Manage Opportunity Business Units Screen
The Manage Opportunity Business Units screen has the following subtasks: Business Unit/Org Links and Link Organizations.
Parent Topic: Opportunities Controls