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 1.00.22.108 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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