Learn how to add the root organization unit by specifying hierarchy details, invoice display information, and reporting currency settings.

1. Click your username at the top right and navigate to Administration > Organization Hierarchy Management.
2. In the Hierarchy section, navigate to the root org to add a child org Click the ellipsis icon and select Add.
3. In the Add Organization popup, specify the following information to add a child org unit:

   • Name: Specify the name of the child org unit.

   • Invoice Display Name: Specify a name for the invoice

   • Invoice Details: Specify the child org's location details to be displayed on the invoice.

   • Functional Currency: Select the functional currency of the child org unit from the dropdown.

   • Reporting Currency: The reporting currency is a non-editable, read-only field inherited from the root org of the hierarchy.

   • Description: Add a description or message to be displayed in the invoice.

4. Click Add

   Refer to the table above for the list of permissible field values.

   Note:

   This action is irreversible.

   An org unit once created, cannot be deleted owing to taxation and legal implications. In the future, we shall permit advanced operations such as re-parenting, splitting, or merging Org Units once created. Please contact the Zuora Global Support team who will route you to the Zuora Multi-Org team to discuss your use case in detail.