You can move an account to a new position in its current hierarchy or you can move it to a different hierarchy. Keep the following in mind when you plan to move an account:
You cannot make a parent account a sub account of any of its children. For example, you cannot make a principal account a sub account in its current hierarchy.
You can move both principal and sub accounts to different hierarchies.
Changing a sub account to a principal account moves it to the top of a new hierarchy.
When you move a parent account, all its sub accounts move with it.
Any account keeps its addresses, contracts, and contacts when you move it. If an account has no addresses and you move it to be a sub account, it automatically inherits any available addresses from its new parent.
To make a sub account a principal account:
On the Accounts page, click Accounts List and select the account to move.
Click Principal Account under Location in Hierarchy.
If the account inherited property values from its parent, you must replace those values. See Create an account for details about account properties.
To move an account to a new parent:
On the Accounts page, click Accounts List and select the account to move.
If the account is currently a principal account, click Sub Account under Location in Hierarchy.
Click the Edit button next to the Parent Account box.
Select an account from the list. You can filter the list by typing or pasting some text in the Accounts box.
The filter control matches letters or numbers that you type, wherever they appear in the name or ID, not just at the beginning. Usually, as you type more characters, there are fewer matches. When you see the account you want, select it.
Click Done.
By default, the moved account inherits its Description, Classification, DUNS Number, Account Type, Unique Identification Number, Tax Reference Number, VAT Reference Number, and Account Logo from the parent account. To replace an inherited value, uncheck the Inherit checkbox next to the property you want to change, and then enter the new information. See the table that follows this procedure for information about each property.
Click Save.
