Operating units (form) [AX 2012]

Updated: April 12, 2012

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.

–or–

Click General ledger > Setup > Organization > Business units.

–or–

Click General ledger > Setup > Organization > Cost centers.

–or–

Click General ledger > Setup > Organization > Departments.

–or–

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

–or–

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.

NoteNote

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.

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

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.

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.

NoteNote

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.

Field

Description

Name

The name of the selected operating unit.

Operating unit number

The identification number for the selected operating unit.

NoteNote

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.


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

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