Subsidiaries, departments, and sales channels

Overview

Choose the right subsidiary and maintain organizational dimensions used on transactions.

Before you begin

Subsidiary management requires appropriate administrative permissions. Department and channel lists support transaction classification.

Main task

1. Select the active subsidiary in the header before entering financial documents.
2. Open Subsidiary management to review company records and active status with an authorized administrator account.
3. Open Departments or Sales Channels under Records to create or update reference records.
4. Select the required dimensions when preparing transactions; review line-level values where the form supports them.
5. After switching subsidiary, verify the intended company before saving new documents.

Check the result

Transactions, approvals, reports, and assigned master records follow subsidiary boundaries. Shared master identity does not mean every subsidiary can use that master.

If something goes wrong

Unavailable counterparties or accounts may lack applicability in the active subsidiary. Correct the assignment. Do not use a different subsidiary solely to bypass a restriction.