---
id: SCR-ACC-BKS-001
title: Business units configuration
route: '/console/{tenantId}/configuration/accounting/businessUnits'
surface: console
product_area: accounting
module: books
revision: 1
status: draft
design_intent: proposed
implementation_evidence: observed
inference: []
source_sha:
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
  services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8
purpose: >-
  Maintain each set of books, including founding choices, enabled currencies,
  accounting policies and document selections.
supports:
  - JNY-ACC-BKS-001
  - JNY-ACC-BKS-002
  - JNY-ACC-BKS-004
  - JNY-ACC-BKS-005
  - JNY-ACC-BKS-006
  - CAP-ACC-BKS-001
  - CAP-ACC-BKS-002
  - CAP-ACC-BKS-003
  - CAP-ACC-BKS-015
  - CAP-ACC-BKS-016
permission: >-
  accounting.business-units.read (the console's configuration business-units
  view alias); writes as listed per action
entry_from:
  - >-
    '/console/{tenantId}/configuration' (Accounting group in the configuration
    catalogue)
  - Navigation between Accounting setup screens
exits_to:
  - >-
    '/console/{tenantId}/configuration' (Accounting group in the configuration
    catalogue)
displays:
  - field: >-
      Units ordered by priority and name, with currency symbols,
      foreign-currency coverage and fiscal starting month
    source: listBusinessUnits; listCurrencies
  - field: 'Editable identifying details, description, priority and availability'
    source: getBusinessUnit
  - field: >-
      Currency controls for base selection, multicurrency, sourcing and
      missing-price policy
    source: getBusinessUnit (supported currencies); listCurrencies
  - field: >-
      Accounting controls including calendar boundary, accounting and costing
      methods, write-off method, download format and project inheritance
    source: getBusinessUnit
  - field: >-
      Configured invoice, payment-receipt, refund-receipt and download
      templates, with built-in fallback
    source: getBusinessUnit; listDocumentTemplates
actions:
  - label: Add Business Unit
    operation_id: createBusinessUnit
    permission: accounting.business-units.create
    confirm: false
  - label: Save
    operation_id: updateBusinessUnit
    permission: accounting.business-units.update
    confirm: false
  - label: Deactivate or Activate
    operation_id: updateBusinessUnit
    permission: accounting.business-units.update
    confirm: false
  - label: Turn off Multicurrency (clears supported currencies)
    operation_id: updateBusinessUnit
    permission: accounting.business-units.update
    confirm: true
  - label: Delete
    operation_id: deleteBusinessUnit
    permission: accounting.business-units.delete
    confirm: true
states:
  - empty
  - loading
  - error
  - read-only
  - inactive
validation:
  - BR-CAP-ACC-BKS-001-01
  - BR-CAP-ACC-BKS-001-02
  - BR-CAP-ACC-BKS-001-06
  - BR-CAP-ACC-BKS-001-08
  - BR-CAP-ACC-BKS-002-01
  - BR-CAP-ACC-BKS-002-03
  - BR-CAP-ACC-BKS-002-05
  - BR-CAP-ACC-BKS-002-09
  - BR-CAP-ACC-BKS-003-01
  - BR-CAP-ACC-BKS-015-04
  - BR-CAP-ACC-BKS-016-05
patterns:
  - >-
    Shared configuration list with search, sorting, availability filtering and
    an empty state
  - 'Permission-gated bulk activation, deactivation and deletion'
  - Deletion confirmation; availability changes are immediate
  - Editor unsaved-changes protection
  - Accounting read loading and error panels
  - 'Standard-width page editor divided into currencies, accounting and documents'
component: components/configuration/resources/accounting-business-units.tsx
evidence:
  - >-
    react-console at baf6dae3:
    components/configuration/resources/accounting-business-units.tsx
  - >-
    react-console:components/configuration/config-list-screen.tsx:changeStatus;
    components/configuration/standard.tsx:standardCapabilities (shared-list
    behavior where applicable)
controls: [TC-IAM-001, TC-IAM-002, TC-IAM-004, TC-IAM-005, TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-005, TC-AZ-006, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-TEN-004, TC-DAT-004, TC-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-005]
---

# Business units configuration

## What the Screen Is For

Maintain each set of books, including founding choices, enabled currencies, accounting policies and document selections.

## What It Shows and Lets People Do

The list opens a full-page editor. Creation includes an availability checkbox and therefore can create an inactive unit. Authorized staff can save replacements, change availability or delete an eligible unit. Currency setup and document choices appear in their own sections. Default-purpose assignment is handled on the chart screen. The editor has no tender-fee or direct write-off treatment controls.

## States and Errors

The shared list initially offers active records; staff can change the availability filter to see inactive ones. Write controls follow the action permissions. The founding base currency and fiscal month become disabled after creation. Turning multicurrency off asks for confirmation only when there are supported currencies to clear. Service refusals remain visible for dependent currencies, deletion dependencies, accounting-method checks and stale replacements.

## Patterns It Must Respect

Shared configuration list with search, sorting, availability filtering and an empty state. Permission-gated bulk activation, deactivation and deletion. Deletion confirmation; availability changes are immediate. Editor unsaved-changes protection. Accounting read loading and error panels. Standard-width page editor divided into currencies, accounting and documents.