Create Subsidiary Relationship

Description

This function is part of the Contractor Services subsystem and is used to create a subsidiary relationship between the contractor displayed on the Contractor screen (child company) and an existing business partner (parent company).

The Create Subsidiary Relationship function provides part of the Contractor Information functionality and can be accessed by authorized Prequalification users. The function is only available when both the child and the parent are registered business partners, the parent Prequalification Status is Qualified, and the parent is not a subsidiary of another company.

Quick Navigation

The following table provides an overview of the steps in this process. Detailed step-by-step directions are provided in the next section.

From this screen…	perform this action:
Navigation Bar	Select Contractor Services option, followed by Contractor Information option
Contractor Information home page, Contractor Search	Enter full or partial key in Business Partner name field Click SEARCH button
Contractor Information Search Results screen	Click the business partner hyperlink
Contractor screen	Click EDIT button Click MAKE SUBSIDIARY button Confirm action Select parent business partner, click OK Click SAVE & EXIT

Step-by-Step Directions

User Action	Result
Open your browser software and access the ECMS Welcome page.	The ECMS Welcome page is displayed with the navigation bar on the left.
Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key.	The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).
From the navigation bar, select the Contractor Services option.	The Contractor Services option available to your user group are displayed.
Select the Contractor Information option under Contractor Services on the navigation bar.	The Contractor Information home page is displayed.
In the Contractor Search section, enter the full Business Partner name or a partial key in the Business Partner field.	The Contractor Search Results screen is displayed, and you can click the appropriate Business Partner name hyperlink to access the Contractor screen.
On the Contractor screen, use the down arrow icon at the upper left of the display to jump to the bottom of the screen.	The lower portion of the screen is displayed.
Click the EDIT button.	The screen switches to edit mode.
Click the MAKE SUBSIDIARY button.	A message is displayed asking you to confirm that you want to make the currently displayed contractor the child company (subsidiary) of the parent you will select in the next step.
Click OK on the message box.	The message box closes, and the ECMS Business Partner selection window opens in a separate browser. The selection window lists all ECMS business partners with a prequalification status of Qualified who are not currently a child in a subsidiary relationship. The list is presented in alphabetical order by business partner name.
In the Select Item to be Added list box, select the parent company by clicking the "X" in the left column.	The parent company name is moved to the Selected Items list box.
Click the OK button.	The selection window closes, and you are returned to the Contractor screen. The screen has been refreshed so that the label “Subsidiary Of” appears in the header area, followed by the name and business partner ID of the parent company. This field provides a link to the parent’s Contractor screen.
Click the SAVE&EIXT button.	A ‘please wait’ message is displayed. When processing is complete, a ‘successful’ message is displayed.
Click OK on the message box.	The message box closes, and you are returned to the Contractor Information home page.
	Use the links to access other Prequalification screens; or use the navigation bar to access other ECMS functions or to log out of the system.

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:51:19 AM