Create an organization hierarchy

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

Use the following procedure to create an organizational hierarchy. You can use organizational hierarchies to view and report on your business from various perspectives. For example, you can set up one hierarchy for tax, legal, or statutory reporting. You can then set up another hierarchy to report financial information that is not legally required, but that is used for internal reporting.

Before you create an organizational hierarchy, you must create organizations. For more information, see the “Create a legal entity” or “Create an operating unit” tasks. You can also create departments and teams.

The demo data company used to create this procedure is USMF.

Create a hierarchy

  1. Go to Organization administration > Organizations > Organization hierarchies.
  2. Click New.
  3. In the Name field, type a value.
  4. Click Assign purpose.
  5. In the list, find and select the desired record.
    • Select a purpose to assign to your organization hierarchy.
  6. Click Add.
  7. In the list, mark the selected row.
    • Find the hierarchy you just created.
  8. Click OK.

Add organizations to the hierarchy

  1. In the list, find and select the desired record.
    • Select your hierarchy.
  2. Click View hierarchy.
    • Add organizations, as necessary.
    • To add an organization, click Edit and then Insert to add the organization. When you are done making changes you can save a draft and/or publish the changes.