Internal Organization Units (IOUs) control data visibility by grouping orders, products, accounts, and users by business unit. Create an IOU for each unit that processes orders, and then link your records so that users see only relevant data.
Required Editions
| User Permissions Needed | |
|---|---|
| To enter and modify data: | Order Capture for Manufacturing |
- From the App Launcher, find and select Internal Organization Units.
- Click New.
- Enter an organization code.
- Select a parent organization to nest this unit under another organization unit.
- Enter an organization name and description.
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Select a type.
- Internal Organization: For a unit within your company.
- External Business Unit: For an external organization.
- Add address and contact details.
- Save your changes.
After you create the unit, associate your reference data and users to establish data scoping.
- Link Users to the Internal Organization Unit
Assign sales reps and admins to an IOU by creating Internal Organization Unit User records. This step controls user-level access, sets working hours and work days, and defines a user's default unit during order creation. - Link Accounts to the Internal Organization Unit
Associate customer accounts with an internal organization unit by creating Account Internal Org Unit records to enforce market-level account scoping. - Link Products to the Internal Organization Unit
Associate products with an internal organization unit to define market-specific sales strategies and availability. - Link a Product Catalog to an Internal Organization Unit
Link a product catalog to an IOU by creating a Product Catalog Qualification record.