Assign an Account to a Legal Entity

Depending on how your Aria instance is configured, assigning an account to a Legal Entity can work in different ways.

• If the Legal Entities Master parameter is set to require that all new accounts are assigned to a legal entity, the Legal Entity field is a required field when you create a new account. Note that if no legal entities have been defined, this requirement is not enforced.
• If the Legal Entities Master parameter is set so it is optional to assign an account to a legal entity, then you can optionally select a legal entity when you create a new account.
• An account that is not assigned to a legal entity either because it was created before legal entities were implemented or because it is optional for new accounts can be assigned to a legal entity at any time from the Account Overview screen.

Once an account is assigned to a legal entity, it cannot be reassigned.

The following sections describe how to assign an account to a legal entity.

The Legal Entity drop-down menu is displayed on the Create New Account screen. Select a legal entity to assign to the account while you are creating the account, then save the account when you are done.

The legal entity displays on the Account Overview screen.

To assign a legal entity, click the link. A drop-down menu displays with a list of legal entities.

Select a legal entity and click Save. The assignment displays on the Account Overview page. The Legal Entity link is now text and cannot be selected.