Business Unit Profile
The Business Unit Profile shows the business unit name, business unit code, association name, and default G/L account information.
Significant information is added in the Business Unit Profile Tabs. Some of the information however, is set up either through the Accounting Setup page or in their respective group items.
Business Unit Profile Tabs
The tabs on the Business Unit Profile contain several child forms that control and manage the data associated with the Business Unit.
Several icons may be available on child forms throughout NetForum that perform various actions when clicked. They are:
Icons | Actions | |
---|---|---|
Classic UI | Current UI | |
expand/close icon to expand or close a child form. | ||
goto record icon to view that record's profile page. | ||
add icon to add a new record to the child form. | ||
edit icon to edit a record on the child form. | ||
delete icon to delete a record on the child form. | ||
grandchild form icon to expand or close a grandchild form. | ||
new window icon to open a child form in a new window. | ||
more info icon to see more information about the a record on the child form. | ||
linked headings to sort the records. | ||
refresh the data in the form. | ||
export the data to a quick report for download. |
Below is a listing of the tabs on the Business Unit Profile and the child forms contained within each. Next to each child form is a listing of the columns contained on that child form.