Operating units (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Organization administration > Setup > Organization > Operating units.

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Click General ledger > Setup > Organization > Business units.

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Click General ledger > Setup > Organization > Cost centers.

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Click General ledger > Setup > Organization > Departments.

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Click Human resources > Common > Organization > Departments > Departments.

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Click Production control > Setup > Organization > Value streams.

Use this form to create operating units. An operating unit is an organization that represents a business process or function. In Microsoft Dynamics AX, operating unit types include cost center, business unit, department, and value stream.

Note

If you open this form from Organization administration, all types of operating units are displayed. If you open this form from another module, only the type of operating unit that is selected is displayed.

Task that uses this form

Create or modify an operating unit

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
General	Enter general information about the operating unit, such as the DUNS number and the manager.
Addresses	Enter address information for the operating unit. For more information about address fields, click F1 in the form that opens when you click the Add button or Edit button.
Contact information	Enter contact information for the operating unit. For more information about contact information fields, click F1 in the form that opens when you click the Add button or Advanced button.

Buttons

Button	Description
Change name	Open the Change name form to modify the name of the selected operating unit. Name changes are tracked. To view past name changes, click the History button. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Total	Open the Total form to view the number of workers and vacant positions in the selected department on a specific date. This button is available only when a department is selected.
Positions	Open the Positions form to view a list of positions in the selected department. This button is available only when a department is selected.
View in hierarchy	Open the View hierarchy form to view the operating unit in an organization hierarchy. If the operating unit belongs to multiple hierarchies, the Select organization hierarchy form opens, where you can select the hierarchy to view.
Compensation	Select the Performance option to maintain a record of how well the department performed compared to the objectives or targets for the current period. Select the Fixed increase budgets option to maintain the fixed increase budgets for the selected department. These options are available only when a department is selected.

Fields

Field	Description
Name	The name of the selected operating unit.
Operating unit number	The identification number for the selected operating unit. Note For more information about how this number was generated, use the Number sequence list page. (Click Organization administration > Common > Number sequences > Number sequences.). From the Area list, select Organizations. From the Reference list, select Organization number. Double-click a number sequence code in the grid to view details about the number sequence, including its scope, segments, and next number.
Search name	Enter an alternate name that can be used to search for this operating unit by using Enterprise Search.
Operating unit types	The type of operating unit. Operating unit types include cost center, business unit, department, and value stream.
Memo	Enter notes about the selected operating unit.
In hierarchy	A selected check box indicates that the selected operating unit belongs to an organization hierarchy.
DUNS	Enter the unique nine-digit Data Universal Numbering System (DUNS) number that is assigned to this organization by Dun & Bradstreet.
Manager	Select the employee who is the manager of this operating unit.
Addresses	Enter information, such as street name and number, postal code, and city. The address information is used in reports. City, State or province, County, and Country/region values are inserted automatically in the Address field when you exit the respective fields. When the address is approved, the City, ZIP/postal code, Country/region, State or province and County fields are filled in. The contents of these fields can be changed, regardless of the contents in the Address field, because they are exclusively used for searching and sorting.
Purpose	View the purpose of the selected address. For example, the address may be used for deliveries only, or for deliveries and services.
Primary	View whether the address is primary. A primary address is the principal postal address for the selected party. A primary address can also be the default address for the party.
Name or description	Enter the description of the communication type.
Type	Select the identification of the communication type.
Contact number/address	Enter the communication number or address, based on the selected communication type.
Extension	Enter the telephone extension for the contact person.
Primary	Select this check box to indicate that the telephone number in the Extension field is the primary communication number for the operating unit.

See also

About organizations and organizational hierarchies

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).