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Create a company which has its own branches under a holding company

  • June 20, 2023
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Freshman I

Hello,

 

I have a customer that has a holding company(100) that is over its operating company(200). We currently have the operating company (200) setup as a company with 7 branches under it. We need a way to make the holding company (100) over the operating company (200).

 

I initially thought of creating a second company for holding company (100) and attempted to add operating company (200) as a branch. However, it seems I am not able to add an existing company as a branch under another company.

Anyone else figured out the best we to set this up?

 

Best answer by aaghaei

You can not move branches from a company to another (not using system UI at least) or put a company under another in the companies or branches screen. Using system functionality you only can set up Company Groups and group companies (not branches) together for reporting purposes.

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aaghaei
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  • aaghaei
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  • June 21, 2023

You can not move branches from a company to another (not using system UI at least) or put a company under another in the companies or branches screen. Using system functionality you only can set up Company Groups and group companies (not branches) together for reporting purposes.

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
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