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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.
- 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.
- In the Account Hierarchy list, click Generate Hierarchy.
A new account hierarchy is created.
Some fields are described in the following table.
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.
- 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.
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Applications Administration Guide Published: 09 September 2004 |