Parent - Subsidiary Setup

Created by Martin Parkinson, Modified on Sun, 02 Jul 2023 at 03:19 PM by Martin Parkinson

In Influence it is possible to activate the Parent/Subsidiary option.
This allows you to record against a company the ID of it 'Parent' organization.

When viewing a company you can select the [Parent] tab at the left to see/select the parent company.
If viewing the parent company, then selecting the [Subsidiaries] tab will display all the companies for which they are the parent.

NOTE: The option is not usually turned on by default, so you may not see the [Parent] tab in your system. If you want this, the feature can be turned on with parameter REC, Flag(49)

Example of the Parent screen.

Example of the Subsidiaries screen

The feature is activated using parameter REC, Flag(49) AND RecB, Priority (1).


 Reporting Parent/Subsidiary Structure

From version or later, it is possible to run a report to list Parents/Subsidiaries setup in the system.

The report can be found in Maintenance > Reporting Tools > Parent/subs/branches

See below for example

The report can be exported to MS Excel using the icon in the toolbar.

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