Add / Modify Parent Company

Use these instructions to change the parent company of the company; this will make the record a subsidiary of another company.

1. From the summary segment, click on the workflow button beside the Parent field, at the top of the page.

   

2. The Add/Modify Parent Company workflow will open in a new window.
3. Enter a new Parent Company name or leave field blank to remove a parent company.
4. By clicking on the buttons to the right of certain fields, a new window will open, allowing you to search and select options related to that specific field.

5. Click Confirm to complete the workflow.

   

6. After completing the workflow you are returned to the Summary segment and the updated field.

   

7. Verify the Parent Company entry is posted to the journal.