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Business Units

Business Units

Business Units


Business Units

Program #:   1600

Module:    Utilities

Overview

Use Business Units (program #1600) to define business unit types for installations in Data Entry (program #559) and contracts in Contract Master (program #548).

Navigating to Business Units

Use the following steps to access the Business Units program:

   1.    From the main SBN toolbar, select Menu.

   2.    From the drop-down menu, select Go To.

   3.    In the Go To Program dialog box, type in "1600" and press ENTER.

w The Business Units window opens.

The Business Units Window

The following graphic shows Business Units as the program opens.

 

Field/Column Descriptions

The following table describes the fields and columns used in Business Units.

Field/Column

Description

Unit

Type of business unit.

Country

Country code for the associated contact.

Contact Name

Contact name associated with the selected business unit.

Name

Description of the selected business unit.

Contact Phone

Primary phone numbers for the contact.

Address

Three fields containing the contact address.

  • The street number for the contact.

  • The street name for the contact.

  • The apartment or suite number for the contact.

Contact Phone (2)

Secondary phone numbers for the contact.

Additional Address

Additional line for the contact address.

Comment

Comment text.

Zip

Zip code of the contact.

State

State of the contact.

City

City of the contact.

Phone

Phone number for the business unit type. (This phone number appears in the Business Unit drop-down menus in programs #559 and #548.)

Fax

Fax number for the business unit type.

Email

Email for the contact.

Creating a Business Unit Type

Use the following steps to create a business unit type:

   1.    Choose New Record.

w The fields in the lower pane open for changes.

   2.    Enter details for the business unit.

   3.    Choose Save.

w The new business unit type appears in the list in the upper pane.

Changing a Business Unit Type

You can change the details of an existing business unit type.

Use the following steps to change a business unit type:

   1.    From the upper pane, select the business unit you want to change by double-clicking or choosing Get Record.

w The business unit details appear in the lower pane.

   2.    Choose Change Record.

w The fields in the lower pane open for changes.

   3.    Change business unit details as necessary.

4.    Choose Save.

Deleting a Business Unit Type

Use the following steps to delete a business unit type:

   1.    Select the business unit you want to delete.

   2.    Choose Delete Record.

w The business unit type no longer appears in the list of types.

Restoring a Deleted Business Unit Type

Use the following steps to restore deleted business unit types:

   1.    Choose Select Record to Undelete.

w The Undelete window appears.

   2.    In the Undelete window, find the business unit you want to restore and double-click it, or choose [ENTER].

w SBN restores the business unit type to the list in the upper pane.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions and functionality.

Button

Name

Shortcut Key

Action

Description

Get Record

alt+f1

1600/ 1

View details of selected record.

Change Record

f2

1600/ 2

Change selected record.

New Record

f3

1600/ 3

Create new record.

Delete Record

shift+f10

1600/ 4

Delete selected record.

Select Record to Undelete

alt+f10

1600/ 5

Restore deleted record.

Print Selected Records

ctrl+f8

1600/ 6

Print selected record.

Copy Current Record

shift+f3

Copy current record.

Previous Record

f4

View details of previous record.

Next Record

f5

View details of next record.

Modifications and Updates to Business Units

The following table lists modifications and updates to the Business Units document.

Mod Number

Date

Description

n/a

8/28/14

Images updated.



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