Setup > Business Groups

Business groups are a grouping mechanism that can be used to create logical grouping for your organization.  Examples include grouping by regions or by business units. They are the foundation of Business Group Security and are displayed in People, Positions, Results and Reports. Business groups are also assigned a currency that can be leveraged for calculation.  One seed business group is provided called Default Business group, its use is optional.

 

Business Groups Screen

Summary of Actions

Action	Description
New	Allows you to create a new business group.
Search	Uses the criteria entered into the bold fields to search for matches in the business group list.
Clear	Becomes active when clicking a line item in the result list. Allows you to clear the fields of a business group.
Reset	Becomes active when clicking on a line item in the results list. Allows you to reset the fields populated in the business group.
Delete	Becomes active when clicking a line item in the results list. Allows you to delete the business group from the application. Note: You cannot delete a business group that is being used in the application.
Audit	Displays after clicking a line item and clicking Audit. Shows a log of changes to the business group selected from the list.

Summary of Fields

Field	Description
Name Required	The name of the business group which is the unique identifier of the business group.
Group Currency Required	The currency assigned to the business group that can be used in calculation and payments.
Description Optional	A description of the business group for use in administering.

How to for Common Tasks…

This section describes the tasks you can perform when managing business groups.

Create a Business Group

1. Click the Setup tab, you will land on the Business Groups page by default. The Business Group list page appears.
2. Click the New button.
3. In the Name* field, type the name of the business group.
4. In the Group Currency field, select the currency that should be assigned to the business group.
5. In the Description field, type a description for the business group. For example,
   you may enter Used for Americas Sales Employees as a business group you would use when calculating and reporting on activities in the Americas region.
6. Click the Save button. The newly-created business group appears in the results pane.

Edit a Business Group

note: You cannot edit a business group name.

1. Click on a business group from the list in the results pane.
2. Modify the description that require changes.
3. Click the Save button.

Delete a Business Group

note: You cannot delete a business group that is being used in the application.

1. Click the business group from the list in the results pane.
2. Click the Delete button.
3. A message appears asking “Do you really want to delete the selected item?”.
4. Click the Delete button to confirm the deletion, or click the Cancel button to cancel
   the action.