How do I disassociate a Parent Organization from a Sub-organization?

Question

How do I disassociate a parent organization from a sub-organization and terminate the parent/sub-organization relationship?

Answer

You can disassociate a parent organization from a sub-organization in two ways:

Edit the Sub-organization:

  1. Navigate to CRM > Organizations and search for the sub-organization.
  2. Select Edit Organization.
  3. Click the Organization Picker to the right of the Parent Organization name field.
  4. When the Select Organization window pops up, click Choose Nothing.
  5. Save the change.

Edit the Parent:

  1. Navigate to CRM > Organizations and search for the sub-organization.
  2. Select Edit Organization.
  3. Click the Sub-Organizations tab.
  4. Double-click the sub-organization in the right-hand side table to remove it.
  5. Click OK in the confirmation dialog after reading the contents.
  6. Save the change.

Discontinuing a parent/sub-organization relationship set up in Autotask will have the following impact:

  • The application will clear parent contacts that are associated with sub-organization billing items.
  • Any sub-organization items associated with a parent contract will no longer have a contract.
  • If invoice emailing is enabled and the email contact is a parent contact, invoice emails will be routed to the account manager.
  • Labor items associated with a parent contract (including items that you have not posted) will remain associated with that contract and will be billed to the parent.
  • Non-contract billing items that you have not posted and which were previously affected by the setting to Invoice non-contract billing items to the parent will be billed to the sub-organization.
  • There will be no impact on posted billing items.

Additional resources