Managing Services Credits Business Units

Using services credits business units requires the creation of the corresponding services credits business unit records in your org. Once created, business units can be assigned to specific services credits customer purchases and projects. When a business unit is assigned to a purchase, its credits are restricted and can only be consumed by milestones on projects with the exact same business unit.

You can view and manage services credits business units from the Services Credits Business Units tab.

For information about using services credits business units when allocating and adjusting services credits, see Using Services Credits Business Units when Allocating and Adjusting Credits.

Creating a Services Credits Business Unit

To create a services credits business unit:

  1. From the Services Credits Business Units tab, click New.
  2. In the Services Credits Business Unit Name field, enter a name for the business unit.
  3. In the Account field, select the account that you want to associate the business unit with.
  4. Complete the rest of the services credits business unit fields as required. For more information, see Services Credits Business Unit Fields.
  5. Click Save.

Assigning a Business Unit to a Services Credits Customer Purchase

To assign a business unit to a services credits customer purchase:

  1. Edit the services credits customer purchase record you want to assign a business unit to.
  2. In the Services Credits Business Unit field, select the business unit you want to assign to the purchase.
  3. Click Save.
Note:

The account on the specified business unit must match the purchase's account.

For more information, see Services Credits Customer Purchase Fields.

Assigning a Business Unit to a Project

To assign a business unit to a project:

  1. Edit the project record you want to assign a business unit to.
  2. In the Services Credits Business Unit field, select the business unit you want to assign to the project.
  3. Click Save.
Note:

The account on the specified business unit must match the project's account.

For more information, see Project Fields.

Overriding a Milestone's Inherited Business Unit

A milestone inherits its business unit value from its associated project. However, if you require milestones on the same project to be assigned to different business units, you can override the inherited value on the milestone record.

To override a milestone's inherited business unit:

  1. Edit the milestone record you want to override the business unit for.
  2. In the Account field, select the account for the milestone.
  3. In the Services Credits Business Unit Override field, select the business unit you want to assign to the milestone.
  4. Click Save.
Notes:

  • The account must match the account on the milestone's project.

  • The account on the specified business unit must match the milestone's account.

  • Complete the Account field before completing the Services Credits Business Unit Override field to ensure the Services Credits Business Unit Override field displays the business units related to the account.

The value that you specify in the Services Credits Business Unit Override field becomes the new business unit for the milestone, overriding the one from the project.

For more information, see Milestone Fields.