Business units are an optional security feature that restricts user access to data in the application and reports. Business Units are created and maintained in SAP SuccessFactors Incentive Management, and can then be assigned to records in Territory and Quota. Users that do not have access to a business unit cannot view records assigned to the business unit.
You can assign a Business Unit to any of the following fields:
- Product Families
- Territory Program
- Account Classifier Hierarchies
- Custom Fields
A territory program only interacts with other artifacts, such as Participants, Positions, Accounts, etc., that match the business unit of the territory program. These artifacts can be designated for use with a specific business unit, with "Any Business Unit," or with "No Business Unit." The former indicates that the artifact is applicable to all business units, the latter indicates that the artifact can only be consumed with territory programs with no business unit specified.
Bikes in Motion will only use one business unit, which we will call BikesInMotion. As we create other types of records, such as participants and territories, we will assign this business unit to each record.
How to Create Business Units
Before business units can be associated with other objects such as accounts and participants, they must be created in SAP SuccessFactors Incentive Management. Once business units are created, they cannot be deleted. Only 63 business units can be created in the system.
- From the Incentive Management Home Screen, choose Security from the Manage Setup Tile and then choose Business Units.
- Choose Create () in the business unit summary view. A new, empty Business Unit Details screen will be created below.
- Enter a Name for the business unit.
- Optionally, enter a Description for the business unit.
- Choose Create.