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Specifying Parent Accounts

You can indicate account hierarchies, such as a company that is a subsidiary of another company, by specifying a parent-child relationship. First create the parent account and then select that account as the parent for the child or subaccount.

To specify the parent account

  1. Select the child account.

    For instructions on selecting accounts, see Finding Records.

  2. On the Account Detail page, click Edit.

    NOTE: If the inline edit feature is enabled for your company, you can specify the parent account inline on the Account Detail page. For more information on inline editing, see Updating Record Details.

  3. On the Account Edit page, click the Lookup icon next to the Parent Account field.
  4. In the Lookup window, select the parent account.
  5. Save the record.

Related Topics

See the following topics for related information:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.