Bookshelf Home | Contents | Index | PDF | ![]() ![]() |
Siebel Consumer Sector Guide > Accounts > Administrator Procedures for Accounts > Setting Up Account HierarchiesFor overview information about account hierarchies, see About Account Hierarchies. To set up account hierarchies, you create parent-child relationships between accounts. The following is a list of guidelines for creating account hierarchies:
If your company uses the Sales Volume Planning module, you must create one contiguous account hierarchy with all the accounts to be included in the sales volume planning process. For instance, you might create a five-level hierarchy with your corporate headquarters at the top level, and your company's divisions at the second level. You could place the accounts representing all of your customers' headquarters offices in the third level. Distribution centers would be in the fourth level and retail outlets in the fifth level. For more information on Sales Volume Planning, see Sales Volume Planning. To create an account-subaccount (parent-child) relationship
|
![]() |
![]() ![]() |
Siebel Consumer Sector Guide |