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What are the best practices for Multi Subsidiary Customer feature?

edited Nov 14, 2022 11:58PM in Ask A Guru 5 comments

Hi All,

We have a customer lead who was created in one subsidiary, then an entity (opportunity) has subsequently been created for them. We have realized the customer should be in a different subsidiary.

There is a workaround where you can create a "dummy" customer in the correct subsidiary and then merge the 2 customers. To do this you have to have Multi Subsidiary Customer activated. Currently we do not have this activated.

Can you activate it, do the work around for this one customer, then de-activate it? Will this cause any issues with other customers?

As always Thank you for your assistance

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