Business Units represent your organization's operational identities in Modalius. Each business unit can send and receive EDI files, connect with partners, and have its own SFTP credentials.
What is a Business Unit?
A Business Unit is an operational entity within a Partner organization used for sending and receiving EDI files. When you exchange EDI files with trading partners, you do so through a business unit.
Each business unit has:
- Display Name - How your business unit appears to partners
- Public ID - A unique identifier visible to other organizations
- SFTP Credentials - For file transfers (auto-generated on creation)
- EDI Identifiers - Codes used in EDI files to identify this business unit
- Logo - Visual branding shown to partners
Partner vs. Business Unit: A Partner represents your organization at the top level (billing, users, subscriptions). A Business Unit is an operational entity within that Partner, used for the actual sending and receiving of EDI files. One Partner can have multiple Business Units.
Why Multiple Business Units?
Organizations often have multiple business units for:
- Different divisions or departments within the company
- Different geographic locations or regional offices
- Different types of transactions (e.g., shipping vs. invoicing)
- Separation of customers from vendors
Business Unit Settings
Each business unit has configurable settings:
| Setting | Description |
|---|---|
| Discoverability | Whether other organizations can find your business unit in partner search |
| SFTP Delivery Location | Where incoming files are placed (root directory or partner-specific subdirectory) |
| Duplicate Filename Handling | How to handle files with the same name (error, add timestamp, or overwrite) |
| Custom Labels | Whether to display custom transaction type names or raw EDI codes |
Viewing Your Business Units
Navigate to Organization > Business Units in the side menu to see all business units you have access to. You can switch between a grid view and a table view using the toggle in the top right.
Click on a business unit to view:
- Business unit settings and configuration
- SFTP credentials
- EDI identifiers
- Transaction labels
- Linked users
Note: Your access to business units depends on your user permissions. Managers can see all business units in their organization, while regular users may only see the business units they have been assigned to.
Comments
0 comments
Please sign in to leave a comment.