How to change the parent of a company

NOTEThere are some restrictions/rules for changing parents. Read this first before proceeding.


Whether you can change a parent or not, depends on the entity (organization type of the child-organization). The available options are listed in the drop-down list. The user scope should also be taken into account. A user cannot select a parent which is not visible in his scope. Finally, users without permission to manage organizations are also not allowed to change parents.
Entity/child organization

Rule

Service company
Parent cannot be changed
Customer CenterParent can only be Atlas Copco Airpower or a Country Region
Regional Customer Center
Parent cannot be changed
DistributorParent cannot be changed
Service BranchParent can be changed to choose a new Regional Customer Center within the scope of the user
Regional DistributorParent can be changed to choose a new Distributor within the scope of the user
Global Customer*Parent can be changed to another Global Customer
CustomerParent can be changed to a Global Customer within the scope of the user
SiteParent cannot be changed


Step 1

Go to ORGANIZATION MAINTENANCE.


Step 2

Use the search bar to find the company of which you wish to change the parent.


Step 3

Select the customer. When you click on it, the company's details will open. You will see a dropdown menu that allows you to change the parent. Typically, it can take a few seconds before the parent dropdown-menu is available. One it is no longer greyed-out, you can select a new parent.