Creating Business Units

Objective

After completing this lesson, you will be able to Create business units.

Creating Business Units

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:

  • Participants
  • Positions
  • Titles
  • Accounts
  • Products
  • Product Families
  • Territory Program
  • Account Classifier Hierarchies
  • Geographies
  • 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.

Note

While Participants can be assigned to multiple Business Units, a position can only be assigned to a single Business Unit. A Territory can be associated with multiple 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.

Create Business Units

Steps

  1. From the Incentive Management Home Screen, choose Security from the Manage Setup Tile and then choose Business Units.

  2. Choose Create () in the business unit summary view. A new, empty Business Unit Details screen will be created below.

  3. Enter a Name for the business unit.

  4. Optionally, enter a Description for the business unit.

  5. Choose Create.

Result

Business Unit Summary

Create Business Units

Business Example

In this exercise, you will create a business unit called BikesInMotion that will be used in the Territory Program.

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.

ExerciseStart Exercise

Assigning/Changing Business Units

To assign or change a business unit, users must have both update access to the type of data involved and full access to the business unit to which they want to assign the item.

For example, to assign a participant to a business unit, a user must have the following security access:

  • Full access to the business unit to which the participant is currently assigned (if currently assigned)
  • Full access to the business unit to which you want to assign the participant
  • Update access to the Users permission, or the Administration permission set

To change the business unit assignment of a category, subcategory, or classifier, a user must have full access to the following items:

  • All of the business units to which the item is currently assigned
  • The business unit to which you want to add the category, subcategory, or classifier

If you choose not to assign an item to a business unit and your organization has implemented business units, then the item is accessible to all users with the appropriate role-based security access (regardless of business unit assignments).

Note

Any item that can be controlled by business units can be assigned to all business units, one business unit, or a specified selection of business units. However, if you assign an item to a business unit, you must be sure to assign all related items to the same business unit - the system does not do automatic business unit assignments.

Assign/Change Business Units

Steps

  1. Go to the relevant workspace for the item that you want to assign to a business unit. For example, for accounts, open the Accounts workspace.

  2. Select the item to which you want to assign the business unit access. For example, select the account that you want to assign a business unit.

  3. Edit the business unit field to open the Business Unit Chooser to make your business unit selection.

  4. Select one or more business units. The item is assigned to the business unit(s) selected.

    If you need to remove an old business unit first, click the "x" in the business unit object to delete the business unit.

  5. Choose Validate to ensure that business unit can be chosen for that item (the account in this example). A summary will show if the business unit change is allowed.

  6. Choose Save to save your changes to the business unit.

Result

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