Associating branches with company records

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Important: This feature is available only in the feature channel. For more information, see What's new in the feature channel for.

Your company might purchase products or services through a national vendor with local offices. If your company has locations in different cities, each location might purchase goods from the local office of the vendor. You can create branch records for a vendor company so that you can track purchasing either at the branch level, or with the vendor as a whole.

Before you begin

A branch hierarchy can only be one level deep, with a parent company record and child branch records. Child records cannot be parents of other records. Parent records cannot be children of other records.

About this task

You can associate branches with a company record. You can also specify whether you want payment information from the parent record to be used on invoices created against the branch.

Procedure

  1. Display the record to which you want to add branches. Click the Branches tab.
  2. In the Branches table window, type a company name.
    Adding a name to the Parent field associates the company with the parent.
  3. Select the Use Parent Remit To check box if you want the payment information from the parent record to be used on invoices created against the branch.
  4. Click Save Company.