Assigning legal entities and establishments to an organization unit

  1. Select Administrator > Set Up > Structure > Organization Units.
  2. Open the organization unit to which you are assigning a legal entity or establishment.
  3. On the Legal Entities tab, click Create.
  4. Specify this information:
    Effective Date
    Select the effective date on which the legal entity assignment to the organization unit becomes effective.
    Country
    Specify the organization unit's country defaults. If the legal entity is in a different country, the legal entity's country overrides this value when you save the form.
    Legal Entity
    Select the legal entity being assigned to the organization unit.
    Legal Entity Establishment
    Specify the legal establishment being assigned to the organization unit, if applicable.
    Note: This field is displayed if your organization is configured for France or Multiple Countries.
    Legal Entity Number
    Specify the legal entity number.
  5. Click Save.