Changing Parent Organizational Units

Issue/Symptom/Question

  • We are creating 2 new Business Unit Type OU's
  • We want to roll up to another Business Unit, so we are putting that Business Unit as the Parent OU
  • If we change the Parent OU to the Region next year does that cause an issues?

Environment

  • Finance & Accounting
  • Organizational Unit window

Resolution/Fix/Answer

  • The Parent OU can be changed in the future as long as the new parent OU has the same Balance Sheet OU as the old Parent OU
  • They can re-assign the new parent OU as long as they are not introducing a new balance sheet into the structure