Design the relationships between organizational units

Note

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

This procedure walks through how to design the relationship between organizational units. You must create a new organization purpose before defining the relationship, or you can use the existing organization purpose. The demo data company used to complete this procedure is USRT. This task is intended for the administrator role.

  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.
  6. Click Add.
  7. In the list, find and select the desired record.
  8. Click OK.
    • You can select as many organization purposes as required for your organization.
  9. In the list, find and select the desired record.
  10. Click Set as default.
  11. Close the page.
  12. Click Save.
  13. Click View.
  14. Click Edit.
  15. Click Insert.
  16. Click Business unit.
  17. In the list, find and select the desired record.
  18. In the list, click the link in the selected row.
  19. Click Insert.
  20. Click Retail channel.
  21. In the list, find and select the desired record.
  22. In the list, click the link in the selected row.
    • You can add as many organization units as is required.
  23. Click Save.
  24. Click Close.
  25. Click Publish to open the drop dialog.
  26. In the Effective date field, enter a date and time.
  27. In the Effective date field, enter a date and time.
  28. In the Describe changes field, type a value.
  29. Click Publish.
  30. Click Close.