An operational division that consolidates one or more Branches for segment accounting and reporting, self-nesting through ParentBusinessUnitId and optionally owned by a partner company through PartnerAccountId. Do not confuse it with the identically named security construct in the metadata schema, which is part of the user org structure and surfaces as the User.BusinessUnits token in lookup filters and expressions; the two are unrelated tables with no link between them.
Fields
| Field | Label | Type | Required | What it does |
|---|
BusinessUnitCode | Business Unit Code | Text | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Description | Description | Text | | |
Id | Id | Guid | Yes | |
IsActive | Is Active | Boolean | | |
Label | Label | Text | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text, unique | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
ParentBusinessUnitId | Parent Business Unit | Lookup → BusinessUnit | | Self-reference forming the division hierarchy. It is not walked by any platform code - consumers reference a single business unit directly, so rolling reporting up the tree is left to the report or dataset that needs it. |
PartnerAccountId | Partner Account | Lookup → Account | | The partner company (an Account with the partner flag set) this division belongs to - the company dimension on an otherwise standalone hierarchy. Optional, so a business unit can exist unattached to any company. |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
