Updating Organization List - best practice

Dahya

Hi

 

I have a module that works out accruals & prepayments by contracts and when each contract gets added it is mapped to an organization parent. The issue I have is that the organization list constantly changes each year and therefore needs to be remapped. I know if i delete and import a new organization list, i will lose the data so just wanted to know the best way to update a changing organization structure. To give an e.g. I have a contact CA123456, it was created as AB-123 CA123456 (AB-123 being the business unit it belongs to) but now the contract has moved business units as part of a restructure and is now CD-123 business unit. I am able to change the parent to point from AB-123 to CD-123 but I am not able to rename the child to say CD-123 CA123456. So i am wondering, because the structure changes every year, is there a way to mass upload an organization hierarchy without losing the data?

 

Hope this makes sense and if it's better to schedule a call to show someone, that would be great. 

 

Thanks,

Dipi