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How to create a conpany structure with 3 layers?

  • November 7, 2022
  • 2 replies
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Hi guys,

If I have a company structure like the picture below with 3 layers (note that A and F have more than one locations), how should I create them in Acumatica system?

I was thinking 2 ways.

1. if I create A-G as ‘companies’ and for the locations of A and F I create branches, the question is: where do I generate the consilidated financial statements?

2.If I create A as ‘company’ and B-G as branches, how do I create 3 layers? I mean, if B-E are branches, I don’t see a way to generate a ‘subbranch’ for F and G.

Could anyone help me here? Thanks!

 

Best answer by Kandy Beatty

HI @shuang57 

There is currently no way to create 3 layers in Acumatica for companies. You can share financials across some or all branches in the system. 

Have you thought about using Subaccounts?

Here is help on Company types and Branches:

https://help-2022r2.acumatica.com/(W(11))/Help?ScreenId=ShowWiki&pageid=3b262f5c-aaaf-48cd-9f8b-cb3f678afc31

https://help-2022r2.acumatica.com/(W(11))/Help?ScreenId=ShowWiki&pageid=633b757d-4d8a-4dde-b7be-4fdb8f2968da

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Kandy Beatty
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  • Captain II
  • 2209 replies
  • Answer
  • November 7, 2022

HI @shuang57 

There is currently no way to create 3 layers in Acumatica for companies. You can share financials across some or all branches in the system. 

Have you thought about using Subaccounts?

Here is help on Company types and Branches:

https://help-2022r2.acumatica.com/(W(11))/Help?ScreenId=ShowWiki&pageid=3b262f5c-aaaf-48cd-9f8b-cb3f678afc31

https://help-2022r2.acumatica.com/(W(11))/Help?ScreenId=ShowWiki&pageid=633b757d-4d8a-4dde-b7be-4fdb8f2968da


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  • Author
  • Jr Varsity III
  • 43 replies
  • November 10, 2022

Hi @kbeatty21 Thank you for the help! Very useful information on branches


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