Put Subordinate Reporting Organizations in Hierarchies

Reporting organizations with the classification Reporting Establishment and/or AAP Organization may exist in subordinate positions in establishment hierarchies. There is a convenient way to place these organizations in hierarchies when you set them up. You can name the hierarchies and parent organizations of the reporting organization in the Parent Organization window, accessible from the Organization window.

See: Setting Up Establishment Hierarchies

arrow icon   To put a reporting organization in a hierarchy:

  1. In the Organization window, query the reporting organization if it does not already appear there. Select Reporting Establishment or AAP Organization in the Organization Classifications region, choose the Others button, and select Parent Organization to open the Parent Organization window.

  2. Select the hierarchy name.

  3. Select the name of the parent organization to which the reporting organization is subordinate in this hierarchy.

  4. To place the reporting organization in another hierarchy, repeat steps 2 and 3.

  5. Save your work.