If the user has the right permissions and an ERPconfig API is used, Business areas can be maintained via ‘Setup’ → ‘Financial setup’ → ‘Business areas'.
Add and edit
Via the add button, it is possible to add a Business areas manually.
In addition, it is possible to edit or adjust the Business areas. Using the button will save the adjustment.
Via Excel upload:
Using the download icon, the Excel template can be downloaded. This can be used to add a whole new set of Business areas, or to modify existing Business areas by overwriting the data.
In the Excel, the fields have to be filled in according to the downloaded format. It is not possible to modify the columns, column names (titles), and order, this will cause an error during the upload. This functionality makes it possible to support different Business areas. At last, via the upload icon, the file can be uploaded.