Control Center – Sales Management – Account Subsidiary Types

Purpose

The Account Subsidiary Types configuration allows Sales administrators to define the corporate or ownership classifications used when associating a subsidiary with a main Account.

These values become available in the Account Subsidiary Type field of the operational Account Record, helping users describe the subsidiary’s position within the wider corporate structure.

Consistent subsidiary classifications support accurate organizational mapping, filtering, reporting, and Account management.

Access Path

Control Center → Sales Management → Account → Account Subsidiary Types

Overview

An Account Subsidiary Type answers the following question:

💡What type of subsidiary or corporate entity is associated with the main Account?

Depending on the organization’s business requirements, examples may include:

• Wholly Owned Subsidiary
• Partially Owned Subsidiary
• Joint Venture
• Branch
• Division
• Affiliate

The selected value describes the subsidiary’s corporate classification. It is complemented by Relation Type, which explains the organizational or operational nature of the relationship with the main Account.

Account Subsidiary Types Landing Page

The landing page displays the Account Subsidiary Types already configured in UNEEVO.

From this page, Sales administrators can create new classifications, review existing records, and maintain the values available when subsidiaries are associated with Accounts.

Displayed Information

The displayed columns may vary according to the list configuration and the user’s permissions.

Available Actions

The list also supports sorting, filtering, pagination, and configuration of the number of records displayed per page.

Creating an Account Subsidiary Type

Select Add Account Subsidiary Type to create a new classification.

Complete the required information and save the record. Once created, the new value becomes available in the Account Subsidiary Type field for the applicable company scope.

Field Descriptions

Fields marked with an asterisk are mandatory.

Available Actions

• Save – Creates the Account Subsidiary Type and closes the form.
• Save and New – Creates the value and opens a new form to create another.
• Cancel – Closes the form without saving.

Updating an Account Subsidiary Type

To update an existing value:

1. Open the Account Subsidiary Types landing page.
2. Locate the required record.
3. Select View.
4. Update the applicable information.
5. Select Save.

Before changing an existing value, administrators should verify whether it is already assigned to subsidiary relationships. Renaming it may change how existing Account structures are displayed and interpreted.

Where the Configuration Is Used

Account Subsidiary Types are used in:

Sales Management → Accounts → Open an Account → Subsidiaries → Add Subsidiary → Account Subsidiary Type

When associating an existing Account as a subsidiary, users can select one of the values configured for the applicable company scope.

The subsidiary form also includes:

• Account – The existing Account being associated as a subsidiary.
• Relation Type – The operational or organizational relationship with the main Account.
• Ownership – The ownership percentage.
• Priority – Indicates whether the subsidiary is considered commercially or operationally important.
• Billing – Indicates whether the subsidiary is relevant as a billing entity.

Business Examples

These examples are illustrative. The final classifications should reflect the organization’s legal and commercial terminology.

Configuration Recommendations

• Use classifications that clearly represent the organization’s supported corporate structures.

• Ensure that each value has a distinct and understandable meaning.

• Avoid creating separate values that differ only by ownership percentage when the percentage can be recorded in the Ownership field.

• Do not use this configuration to describe how the subsidiary operates; use Relation Type for that purpose.

• Align the terminology with the organization’s legal, financial, and Account-management practices.

• Confirm the correct company scope before saving.

• Review the proposed classifications with Sales and Finance stakeholders when subsidiaries may be used for billing purposes.

Important Notes

• The organization being associated as a subsidiary must already exist as an Account Record.

• This configuration creates selectable subsidiary classifications; it does not create Accounts or establish subsidiary relationships by itself.

• The relationship is created operationally in the Subsidiaries tab of the main Account.

• Account Subsidiary Type, Relation Type, and Ownership provide complementary information and should not be treated as interchangeable.

• If no Account Subsidiary Types are configured for the applicable scope, users may have no values available in the corresponding field.

• Changes to an existing value may affect subsidiary relationships where it is already assigned.

• Before deleting a value, verify whether it is currently used by Account Records.

• Deleting a configuration value may not remove it from historical records.

• Access depends on the user’s Control Center permissions and company scope.

Related Articles

Control Center – Sales Management – Account Overview
Control Center – Sales Management – Account Type
Control Center – Sales Management – Relation Types
Sales Management – Accounts