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# Multi-Org

## Docs

- [Overview of Multi-Org](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/overview-of-multi-org.md): This topic gives an overview of Zuora Multi-Org and explains how it enables organizations to manage multiple operational units within a single Zuora environment.
- [Multi-Org activation and setup](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-features-and-setup/multi-org-capability-enablement.md): Learn how to activate Zuora Multi-Org for new or existing tenants.
- [Basic concepts and terms of Multi-Org](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-features-and-setup/basic-concepts-and-terms.md): Use this topic as a glossary for Multi-Org concepts and UI elements such as the Org Context Switcher, Org Picker, and currency types.
- [Multi-Org and invoice settlement harmonization](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-features-and-setup/multi-org-limitations1.md): Use this reference to understand how transactions behave when Invoice Settlement Harmonization (ISH) is enabled in a Multi-Org environment.
- [API enhancements for Multi-Org](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-features-and-setup/api-enhancements-for-multi-org.md): This reference lists the API enhancements for Multi-Org, including the new fields and headers for account creation and data visibility management, when Multi-Org is enabled.
- [Multi-Org best practices and key considerations](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-features-and-setup/best-practices-for-org-unit-labeling.md): The topic provides the best practices and key considerations for configuring and operating Zuora Multi-Org.
- [Multi-Org upgrade models](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/multi-org-upgrade-path.md): The article provides options to upgrade Multi-Org
- [Upgrade single tenant to Zuora Multi-Org](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/multi-org-upgrade-path/upgrade-single-tenant-to-zuora-multi-org.md): Learn how to migrate a single tenant to Zuora Multi-Org using the Multiple Organization APIs.
- [DAC to Multi-Org migration](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/multi-org-upgrade-path/dac-to-multi-org-migration.md): The article features the transition from Data Access Control (DAC) to Zuora Multi-Org, highlighting the benefits and migration strategies for businesses.
- [Upgrade a DAC tenant to Multi-Org through APIs](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/multi-org-upgrade-path/dac-to-multi-org-migration/upgrade-existing-data-access-controls-dac-tenant-to-zuora-multi-org.md): Learn how to upgrade from Data Access Control(DAC) to Zuora Multi-Org, leveraging existing DAC tag hierarchies for a seamless transition.
- [Multi-entity to Multi-Org migration](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/multi-org-upgrade-path/multi-entity-to-multi-org-migration.md): The article provides an overview of migrating Multi-Entity setup to Multi-Org.
- [Upgrade a Multi-entity sub-entity to Multi-Org](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/multi-org-upgrade-path/co-existence-of-zuora-multi-org-as-a-leaf-entity-in-the-zuora-multi-entity-environment.md): Learn how to upgrade a leaf sub-entity in a Multi-Entity setup to Multi-Org.
- [Create an org hierarchy](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/create-an-org-hierarchy.md): Learn how to sett up an organization hierarchy by activating currencies, determining parent-child relationships, and specifying invoice details.
- [Add a root org unit](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/add-the-root-org-unit.md): Learn how to add the root organization unit by specifying hierarchy details, invoice display information, and reporting currency settings.
- [Edit a root org unit](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/add-the-root-org-unit/add-the-root-org-unit-2-1.md): Learn how to edit the root organization unit.
- [Add a child org unit](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/add-the-root-org-unit-2.md): Learn how to add a child org unit by specifying hierarchy details, invoice display information, and reporting currency settings.
- [Edit a child org unit](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/add-the-root-org-unit-2/add-the-root-org-unit-1.md): Learn to edit a child organization unit.
- [Assign users to one or more Org units](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/assign-users-to-one-or-more-org-units-1.md): Learn how to assign users to one or more Org Units within an organization and understand the differences between the Beta and EA behaviors.
- [Change the default Org unit for the user](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/changing-the-default-org-unit-assigned-to-the-user.md): Learn how to change the default Org Unit assigned to a user.
- [Org label modifications in Multi-Org](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/modify-org-labels-in-multi-org.md): This guide introduces the prerequisites and best practices for modifying an org label.
- [Configure accounting codes, accounting and GL segmentation rules](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-zuora-billing/configure-accounting-codes-accounting-and-gl-segmentation-rules.md): Learn how to configure accounting codes, accounting rules, and GL segmentation rules at the parent organization level, with automatic inheritance by child organizations.
- [Configure currency conversion settings](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-zuora-billing/configure-currency-conversion-settings.md): Learn how to configure currency conversion settings, including setting up functional currency and choosing exchange rate providers.
- [Best practices for currency conversion settings](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-zuora-billing/best-practices-for-currency-conversion-settings.md): This reference topic describes the best practices to configure currency conversion settings in a Multi-Org.
- [Create an accounting period and run trial balances](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-zuora-billing/create-an-accounting-period-and-run-trial-balances.md): Learn how to create individual accounting periods for each organizational unit and run trial balances for open periods.
- [Create a bill run](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-zuora-billing/create-a-bill-run.md): Learn how to execute a bill run for single or multiple customer accounts, with access restricted by organizational units.
- [Create a scheduled bill run as a batch](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-zuora-billing/create-a-scheduled-bill-run-as-a-batch.md): Learn how to create a scheduled bill run by navigating to the Billing section, selecting account types, and specifying bill run information.
- [Create a customer account and add subscriptions](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-zuora-billing/create-a-customer-account-and-add-subscriptions.md): Learn how to create a customer account for a single org unit and add subscriptions.
- [Assign an organization to an account](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-zuora-billing/assign-an-organization-to-an-account.md): Learn how to assign or update an organizations on an account.
- [Create a journal run](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-zuora-billing/ref-create-a-journal-run.md): Learn how to create a journal run by selecting an organizational unit, closing accounting periods, and managing transactions in a multi-org environment.
- [Create a new product in the product catalog](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-zuora-billing/create-a-new-product-in-the-product-catalog.md): Learn how to add a new product to your product catalog and manage its availability across different organizational units.
- [Update an existing product in the product catalog](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-zuora-billing/update-an-existing-product-in-the-product-catalog.md): Learn how to update the visibility of a product for an organizational unit in the product catalog.
- [Create a payment and status check](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-zuora-billing/create-a-payment-and-status-check.md): Learn how to create and manage payment runs, with permissions controlled by the organizational hierarchy.
- [Create a subscription through an order](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-zuora-billing/create-a-subscription-through-an-order.md): Learn to create a subscription by ordering products visible to the customer's organizational unit.
- [Run a roll-up report](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-zuora-billing/run-a-roll-up-report.md): Learn how to consolidate standard reports at the parent org level and create a roll-up report for selected org units.
- [Multi-Org in Zuora Revenue](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-extended-zuora-modules/configure-multiple-organizations-in-zuora-revenue-1.md): This section describes how Multi-Org setup can be configured in Zuora Revenue.
- [Multi-Org - Billing and Revenue mapping for Order to Revenue](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-extended-zuora-modules/multi-org-billing-and-revenue-mapping-for-order-to-revenue.md): Explains how Multi-Org affects customers using Zuora Billing and Zuora Revenue together through the Order-to-Revenue (OTR)
- [Setup Multi-Org for billing and revenue integration](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-extended-zuora-modules/setup-multi-org-for-billing-and-revenue-integration.md): This section focuses on configurations and impacts across Billing and Revenue.
- [Configure multiple organizations in Quote Studio](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-for-extended-zuora-modules/configure-multiple-organizations-in-quote-studio.md): Learn how to configure multiple organizations in Quote Studio using Multi-Org for enhanced data and user segmentation.