Territory and Quota for Administrators » Business Units


Business Units

Quick Links

The Business Unit feature provides an extra layer of data access security by segregating data for different parts of the corporate structure. Business Units represent subdivisions of your organization and are created and maintained in the integrated Commissions product. 

You can assign a Business Unit to any of the following entities: 

  • Participants
  • Positions
  • Titles
  • Accounts
  • Products
  • Products Family

When you change a business unit on an entity, the following information is displayed in the editing window:

  • Object: Displays the object type
  • Name: Displays the name of the object
  • Current Business Unit: Displays existing related business units
  • New Business Unit: Displays the pending business unit change after you run the validation
  • Change Allowed: Indicates if the change is allowed, based on the related objects
The following image displays a validated business unit configuration on a Participant record: 

A territory program may only interact with other artifacts (Participants, Positions, Titles, Accounts, Products, Product Families, and so on) which match the business unit of the Territory Program. These artifacts can be designated for use with a specific business unit, or with “Any Business Unit” or “ No Business Unit”. The former indicates 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.

Edit Business Unit Settings

[Back to top]

To assign or change the Business Unit value for a record:

  1. Click Edit next to the Business Units field to open the editing window. 

  2. Select one or more business units from the drop-down list. 

  3. Click Validate to ensure an intersection exists between the selected object and the objects that is referred. T&Q displays an error message when no intersection exists. 

  4. Click Save to apply your changes. You must validate your changes prior to saving your changes. 

Related Articles