How to handle a entity ownership change between different parents within same hierarchy? — Cloud Customer Connect
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How to handle a entity ownership change between different parents within same hierarchy?

Summary:

There is a change of entity ownership within the same hierarchy such that entity roll up 100 % to Parent A in one period and is required to roll up 100% to different Parent B in different periods. What is the best way to handle this in FCCS?

Content (please ensure you mask any confidential information):

Mar-23

Apr-24

Parent A

Entity 1

100%

0%

Entity 2

100%

100%

Parent B

Entity 3

100%

100%

Entity 1 (Shared)

0%

100%

This is an example of how we need to handle the change of ownership % between periods. We have created an instance of shared entity and handle it via ownership module. We also have enhanced org by period enabled but is this the best way to handle this in line with best practices?

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