Admin Setup - Multi-Entity Associations

Note: Multi-Entity functionality is for cloud customers only.

Overview

This screen can be used to create and maintain the intercompany associations between legal entities. Choose the legal entities and their intercompany balancing projects within those legal entities to associate. The organizations under the specified legal entities inherit the association.

Roles

This screen is available to users having any of the following roles: Administrator and P&R Administrator

License

This screen is available with the Project Financials family of Unanet licenses.

Topics covered on this help page include:

Example screen

Example Multi-Entity Associations maintenance screen:

Field Descriptions (click on a link below for additional information):

List - Icon Controls
Legal Entity (A) and (B)
Intercompany Balancing Project (A) and (B)

Note: Cannot delete an association if a project exists with intercompany work in progress by the two Legal Entities or their child organizations.