Setting up parent and subcompanies

In some cases, a customer may be a parent company with multiple subcompanies or divisions. The setup of a parent and its divisions is useful when billing rates for subcompanies are based on the parent. You can run a report showing which companies are divisions of a parent company.

In the Company File Maintenance window, you can designate a company as a parent, or you can select the parent for a sub company. The Parent check box is located in the Switches portion of the window; the Division Of /Parent field is located in the Miscellaneous section of the window.

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  1. A company cannot be a division or parent of itself, and a company cannot be a parent of another parent. Therefore, when you select the Parent check box, the DivOf/Parent field is set to UNKNOWN and becomes read-only.

  2. Although clients typically only use a parent as a parent, the system allows you to flag a company as both a Bill To and a parent (as well as shipper, consignee, etc). This is because it is possible for a company to serve as a Parent for other companies, and as a Bill To for itself.

  3. For details on rates based on the parent/division relation, see the Billing Rates guide.

Setting up a parent

Generally, you only designate a company as a parent if other companies in your database are divisions of that parent.

  1. With the company’s profile displayed, select the Parent check box in the Switches section of the window.

  2. When all other fields are correct, click image120 Save.

Setting up a division

Use the [Misc]EnforceValidParentCmpID setting in your TTS50 to set up the system to ensure that only valid parent companies are listed in the Division Of/Parent field.

Designating a company as a division of a parent company

Follow these steps to designate a company as a division of a parent company.

  1. With the subcompany’s profile displayed, select a Parent company from the drop-down list in the Division Of/Parent field.

    Notes:

    1. When the Parent check box is selected, this field is display only.

    2. Only companies designated as Parents are displayed in the drop-down list if you are using the EnforceValidParentCmpID=Y setting.

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  2. When all other fields are correct, click image120 Save.

Searching for parent companies

To search for all companies that have the Parent switch selected in their company profile, do the following:

  1. In a base application, select Tools > Scroll Companies.

  2. Select the Parent check box as a search restriction and click Retrieve. The system will display the results of your search.

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Searching for divisions of a parent company

To search for all companies that are divisions of a particular company do the following:

  1. In any base application, select Tools > Scroll Companies.

  2. In the Division Of field, type the company ID of the parent company, and click Retrieve. The system will display the results of your search.

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