Business Unit

1
Business Unit SetID in Query
2
Business Unit

• Business Unit
• Can exist in different modules
• Groups transaction data
• Makes queries run more efficiently

Enter the Business Unit value first when running
queries with Business Unit as a prompted criteria.
3
SetID

• SetID
• Groups set up data which can be used by business
  units
• Commonly seen with
• ChartFields
• Trees
• For the University of Florida the SetID value is
  UFLOR

Enter the SetID value first the when running
queries with SetID as a prompted criteria. If
Business Unit is also a prompted criteria then
enter Business Unit first followed by SetID.
4
Business Unit Example
When creating a query for transactional data it
is important to include Business Unit as both a
field to be returned and criteria.
5
Business Unit Example
Business Unit not selected as a field or used as
a criteria BAD
Business Unit selected as a field, but not used
as a criteria SLIGHTLY BETTER
Business Unit not selected as a field, but used
as a criteria GOOD
Business Unit selected as a field and used as a
criteria BEST
6
SetID Example
When creating a query for Set Up data it is
important to include SetID as both a field to be
returned and criteria.
7
SetID Example
SetID not selected as a field or used as a
criteria BAD
SetID selected as a field, but not used as a
criteria SLIGHTLY BETTER
SetID not selected as a field, but used as a
criteria GOOD
SetID selected as a field and used as a criteria
BEST
8
Business Unit SetID Example
When creating a query that combines transactional
and set up data it is important to include the
Business Unit and SetID fields as both fields to
be returned and criterion.
9
Business Unit SetID Example
Business Unit SetID not selected as fields or
used as criterion BAD
Business Unit SetID selected as fields, only
Business Unit used as a criteria NOT GOOD
Only Business Unit selected as a field, Business
Unit SetID used as criterion GOOD
Business Unit SetID selected as fields and used
as criterion BEST
10
Prompt Tables
Prompt Tables are the tables used when looking up
a value as a prompted query criteria.
11
Prompt Tables

• Must have Business Unit or SetID as a prompt for
  Look Up to work on Set Up criterion (Look Up will
  not work if Business Unit or SetID is hardcoded
  as criterion)
• Verify Prompt Table is correct