Contents of the Manage Opportunity Business Units Screen
Use the fields and options to configure the Manage Opportunity Business Units screen.
Table Window
Use this table window to view and/or enter opportunity business units. Click New to add a new line.
| Field | Description |
|---|---|
| Business Unit Code |
Enter a valid business unit code that may be assigned to an opportunity. Once the code is assigned to an opportunity, you will not be able to delete it on this screen. |
| Business Unit Name | Enter the name or description for the business unit code. |
| Parent Business Unit Code | If this is not a top-level business unit, enter, or click
 to select, the code for the business unit directly above this business unit.
|
| Parent Business Unit Name | If you entered or selected a value in
Parent Business Unit Code, this field displays the name or description of the parent business unit code. Otherwise, enter, or click
to select, the name or description of the parent of this business unit.
|
| Lowest Level? | Select this check box if this business unit is at the lowest level of the structure. |
| Show in Lookup |
This check box is selected by default when you enter a new record, but you can modify it. Keep it selected to display the business unit code in the lookup of the Business Unit field on the Manage Opportunities screen. Only those codes that are available in the lookup can be used for new records in Manage Opportunities. If you clear this check box for a code that was already used in an existing record in Manage Opportunities, you will still be able to save that record as long as you do not replace the business unit code for that record. |
| Source | This field displays User (user-defined code). You cannot modify this field. |
| Business Unit Path | This field displays the business unit path or level of the business unit code. You cannot modify this field. |
Subtasks
| Subtask | Description |
|---|---|
| Business Unit/Org Links | Click this link to open the Business Unit/Org Links subtask, where you can link business units and organizations. |
| Link Organizations | Click this link to open the Link Organizations subtask, where you can specify the organizations that can use a business unit. |