Help CenterPurpose
The Relation Types configuration allows Sales administrators to define the organizational or operational relationships that may exist between a main Account and its subsidiaries.
These values become available in the Relation Type field when users associate an existing Account as a subsidiary, helping them describe how the two entities are connected.
Consistent Relation Types support clear organizational mapping, Account analysis, filtering, and reporting.
Access Path
Control Center → Sales Management → Account → Relation Types
Overview
A Relation Type answers the following question:
How is the subsidiary related to the main Account?
Depending on the organization’s business model, examples may include:
- Operational Subsidiary
- Commercial Subsidiary
- Regional Entity
- Billing Entity
- Shared Services Entity
- Holding Relationship
The Relation Type describes the functional or organizational nature of the relationship. It complements the Account Subsidiary Type, which classifies the subsidiary from a corporate or ownership perspective.
| Configuration | Answers |
|---|---|
| Account Subsidiary Type | What type of subsidiary or corporate entity is it? |
| Relation Type | How is the subsidiary related to the main Account? |
| Ownership | What percentage of the subsidiary is owned by the main Account? |
Relation Types Landing Page
The landing page displays the Relation Types already configured in UNEEVO.
From this page, Sales administrators can create new values, review existing records, and maintain the relationship classifications available in the operational Account feature.
Displayed Information
| Column | Description |
|---|---|
| Name | Name used to identify the Relation Type. |
| Company | Company or organizational scope to which the Relation Type applies. |
The displayed columns may vary according to the list configuration and the user’s permissions.
Available Actions
| Action | Description |
|---|---|
| Add Relation Type | Creates a new organizational or operational relationship classification. |
| Refresh | Reloads the list with the latest information. |
| Include Deleted | Includes previously deleted Relation Types in the list, subject to permissions. |
| Export | Exports the Relation Type information displayed in the list. |
| Columns | Allows users to select which columns are displayed. |
| View | Opens the selected Relation Type for review or update. |
| More options (…) | Displays additional actions available for the selected record. |
The list also supports sorting, filtering, pagination, and configuration of the number of records displayed per page.
Creating a Relation Type
Select Add Relation Type to create a new relationship classification.
Complete the required information and save the record. Once created, the value becomes available in the Relation Type field for the applicable company scope.
Field Descriptions
| Field | Description |
|---|---|
| Name | Name used to identify the organizational or operational relationship between Accounts. It should clearly communicate how the subsidiary relates to the main Account. |
| Company | Defines the company or organizational scope in which the Relation Type is available. |
Fields marked with an asterisk are mandatory.
Available Actions
- Save – Creates the Relation Type and closes the form.
- Save and New – Creates the Relation Type and opens a new form to create another value.
- Cancel – Closes the form without saving.
Updating a Relation Type
To update an existing value:
- Open the Relation Types landing page.
- Locate the required record.
- Select View.
- Update the applicable information.
- Select Save.
Before changing a Relation Type, administrators should verify whether it is already assigned to existing subsidiary relationships. Renaming the value may change how those relationships are displayed and interpreted.
Where the Configuration Is Used
Relation Types are used in:
Sales Management → Accounts → Open an Account → Subsidiaries → Add Subsidiary → Relation Type
When associating another Account as a subsidiary, users can select one of the Relation Types configured for the applicable company scope.
| Control Center | Operational Feature |
|---|---|
| Relation Type – Name | Subsidiaries – Relation Type |
| Relation Type – Company | Determines the organizational scope in which the value is available |
The selected Relation Type is displayed in the subsidiaries list together with the subsidiary’s Account classification, ownership percentage, priority, and billing information.
Business Examples
| Relation Type | Possible Use |
|---|---|
| Operational Subsidiary | Entity responsible for operational activities within the group. |
| Commercial Subsidiary | Entity primarily responsible for sales or commercial operations. |
| Regional Entity | Entity responsible for a particular country, region, or geographical market. |
| Billing Entity | Entity responsible for receiving or processing invoices. |
| Shared Services Entity | Entity providing centralized services to other companies in the group. |
| Holding Relationship | Relationship between a holding company and an associated entity. |
These examples are illustrative. The configured values should reflect the organizational relationships relevant to the company.
Configuration Recommendations
-
Use names that clearly describe the nature of the relationship.
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Ensure that each Relation Type has a distinct business meaning.
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Align the values with the organization’s corporate and operational structure.
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Do not use Relation Type to describe the subsidiary’s ownership classification; use Account Subsidiary Type for that purpose.
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Do not create separate Relation Types based only on ownership percentages, since these are recorded in the Ownership field.
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Consider whether billing-related relationships require a dedicated classification.
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Confirm the correct company scope before saving.
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Review the values with Sales, Finance, and Account-management stakeholders when relevant.
Important Notes
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Relation Types define selectable values; they do not create Account relationships by themselves.
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Subsidiary relationships are created operationally through the Subsidiaries tab of the main Account.
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The organization being associated must already exist as an Account Record.
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Relation Type, Account Subsidiary Type, and Ownership provide complementary information and should not be used interchangeably.
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The Billing option is maintained separately in the subsidiary relationship and should not be assumed solely from the selected Relation Type.
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If no Relation Types are configured for the applicable scope, users may have no values available in the corresponding field.
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Changes to existing values may affect subsidiary relationships where they are already assigned.
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Before deleting a Relation Type, verify whether it is currently in use.
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Deleting a configuration value may not remove it from historical records.
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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 Subsidiary Types
Control Center – Sales Management – Relationship Health Types
Sales Management – Accounts