In FBO One you may have a group of organisations related to your business that are linked to one parent company. For example, regional entities operating under the same head office. In FBO One the parent organizations are called Headquarters.
How to link one or more organisations to its headquarters.
Refer to this article to understand move about the relationship between, persons, organizations, and headquarters.
Use case example
Headquarter Coca Cola has two organizations, one that is used by FBO offices in US (KHOU) and the other organization is used by Europe FBO offices (LFPB).
The following table specifies the contact configuration for each entity.
First we add the HQ for Coca Cola
We have the HQ without any assigned organisations. We can add a new organisation by selecting 'Add organization' ....
...Or by assigning an existing organisation to the HQ.
In the Editor or Add contact forms, we can select the HQ and also assign the organization to the appropriate FBO Location Group.
Coca Cola US
and Coca Cola EU
Now our HQ has two organizations, with each assigned to the correct FBO location group.
The LFPB FBO office is able to use the Coca Cola EU organization. The system knows which of the contacts can be selected based on the context of the FBO location. A similar order is created for Coca Cola US at KHOU FBO office by switching the context location to KHOU.
Comments
0 comments
Please sign in to leave a comment.