Issue/Symptom/Question

How do I setup Parent/Child organizational Units in PENTA?

Applies To

Finance & Accounting > Setup > Organization Units > Organizational Units

Resolution/Fix/Answer

The below steps walk through how to create and establish a Parent/Child Organizational Unit relationship in PENTA

NOTE: Both parent, and child Organizational Units must have a unique Organizational Unit Id

1. Create the Parent Organizational Unit
   1. Leave the 'Parent OU Id' field blank ("null")
2. Create the Child Organizational Unit
   1. Enter the OU Id for the Parent Organizational Unit Id (created in #1) in the 'Parent OU Id' field

For additional background information on what an Organizational Unit is, please see Organization Units (OU)