Applications Administration Guide > Global Accounts >

Generating a Default Hierarchy

Follow this procedure to set up a default hierarchy. Once generated, this default hierarchy is automatically assigned to organizations without an account hierarchy.

To change the account hierarchy assigned to an organization, see Assigning a Custom Hierarchy to an Organization.

To create a default hierarchy

  1. From the application-level menu, choose View > Site Map > Data Administration > Global Accounts, or if you are using SIA (Siebel Industry Applications), choose View > Site Map > Applications Administration > Account Hierarchies.
  2. In the Account Hierarchy list, click Generate Hierarchy.

    A new account hierarchy is created.

    Some fields are described in the following table.

    Field
    Comments
    Name
    A default name is generated based on your user ID and the date.
    Default
    Select so that the account hierarchy is the default. The default hierarchy is assigned to all organizations without an account hierarchy and is updated when new Parent fields on the account records are added or modified.

    TIP:  If the generated hierarchy does not appear in the Account Relationships lists, refresh the view by navigating to a different view and then returning to the Global Accounts view.

  3. In the Account Relationships list, review the hierarchy records.

    NOTE:  If end users are using the application when you generate the account hierarchy, they must log out and log in again to see the default account hierarchy in the rollup views.


 Applications Administration Guide
 Published: 09 September 2004