Bookshelf Home | Contents | Index | Search | PDF |
Applications Administration Guide > Global Accounts >
Creating a Custom Hierarchy
You can create a custom hierarchy by generating a hierarchy as described in the preceding section or by starting from the beginning and creating a series of new records in the Account Relationships list.
- From the application-level menu, choose View > Site Map > Data Administration > Global Accounts. (If you are using Siebel Industry Applications, choose View > Site Map > Applications Administration > Account Hierarchies.)
- In the Account hierarchy list, create a new record and complete the fields. Do not check Default.
- In the Accounts Relationship list:
To create a custom hierarchy based on the default hierarchy
- Create an account hierarchy as described in To create a default hierarchy.
- Select the account hierarchy record and make sure that the Default field is not selected.
- In the Account Relationships list, edit the Parent Account field for existing accounts and create new relationship records as required.
Accounts without Parent Accounts are at the top of the hierarchy and must be entered before their child records can be completed.
Bookshelf Home | Contents | Index | Search | PDF |
Applications Administration Guide Published: 09 September 2004 |