Applications Administration Guide > Global Accounts >

Updating a Custom Hierarchy

Custom hierarchies are static and must be updated by the administrator. There are two approaches to updating an account hierarchy:

• Edit the account relationships in the current hierarchy.
• Restore the hierarchy to the default (parent account) hierarchy, and then edit the account relationships in the hierarchy.

To update a custom hierarchy

1. Navigate to Accounts screen > Global Accounts Administration view.
2. Select the account hierarchy record.
3. Do one of the following:
   • In the Account Relationships list, edit the Parent Account fields for existing accounts and create new relationship records as required.
   • In the Account Relationships list, click Restore Hierarchy to return the hierarchy to the default, and then edit the Parent Account fields for existing accounts and create new relationship records as required.