Managing company units

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This article describes how to manage company units.

Prerequisites

To start managing company units, go to Customers > Company Units.

Each section contains reference information. Make sure to review it before you start, or just look up the necessary information as you go through the process.

Creating company business units

To create a company business unit:

  1. In the top right corner of the Overview of Company Business Units page, click Create Company Business Unit.
  2. On the Create Company Business Unit page, populate all required information: select company from the drop-down list and enter the name of the business unit. Parent, IBAN, and BIC fields are optional and can be populated later.
  3. Click Save. The new created business unit will appear in the Company Business Units table on the Company Units page.

The business units can be managed by triggering certain actions in the Actions column in the Company Business Units table. Specifically, business units can be Edited and Deleted.

Reference information: Creating company business units

The following table describes the attributes you see, select, or enter while creating a company business unit.

ATTRIBUTE DESCRIPTION
Company Drop-down list with the companies. On the Create page, all companies form the Companies section are available for selection. The company selected during the business unit creation cannot be changed.
Parent Parent business unit. The values available for selection depend on the selected companies.
Name Name of the business unit you create.
IBAN International Bank Account Number.
BIC Bank Identifier Code.

Editing business units

To edit a business unit:

  1. Click Edit in the Actions column if you want to change the details for a business unit such as Parent BU, Name, IBAN, and BIC.
Info

Once the company business unit address is created, you can attach it to a business unit on the Edit Company Business Unit page. See Managing company unit addresses for more details.

  1. Once done, click Save.

Reference information: Editing business units

The following table describes the attributes you see, select, or enter while editing a company business unit.

ATTRIBUTE DESCRIPTION
Company Company name. The field is not editable.
Parent Parent business unit. The values available for selection depends on the selected company.
Name Name of the business unit you create.
IBAN International Bank Account Number.
BIC Bank Identifier Code.
Addresses This is a multi-select list that includes the values from the Company Unit Addresses section but only those assigned to a company, meaning the values available for selection are defined by the selected company.

Deleting business units

If you want to delete an existing business unit, click Delete in the Actions column.

What’s next?
You need to create a company unit address so that you can attach it to your business unit. See Managing company unit addresses for more details.