Configure Corporate Relationships Screen

The table below explains the items on the Configure corporate relationships screen. For information about how to access this screen, see Corporate Relationships.

Screen Item

Description

Parent organization is the

Select the default relationship type that the parent organization represents in the relationship, such as Parent Corporation.

Subsidiary organization is the

Select the default relationship type that the subsidiary organization represents in the relationship, such as Subsidiary.

Create relationships between subsidiary and intermediate organizations

To automatically create relationships between subsidiary organization and their intermediate parent organizations, select this checkbox and select the relationship types to assign to each. The program then creates relationships between a subsidiary organization and all organizations above it.

Create relationship between subsidiary and top organization

To automatically create relationships between subsidiary organizations and their top parent organizations, select this checkbox and select the relationship types to assign to each. The program then creates relationships between a subsidiary organization and its top parent organization.

Set end dates for relationships between subsidiaries and intermediate/top parents when no longer valid

To automatically create end dates when relationships between subsidiary and parent organizations are no longer valid, select this checkbox.

Corporate peers

Select the relationship types to apply to peer organizations.

Employee relationships

Select the relationship types to apply to employees. Organizations constituents with these relationship types appear as employees in corporate summaries.

 

 

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