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Siebel eCommunications Guide > Accounts >

Reviewing an Account Hierarchy

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End users can review the entire account hierarchy to check its structure.

To review the hierarchy for an account

Navigate to the Accounts screen.
From the Show drop-down list, select one of these options:
To review the hierarchy for billing or service accounts, select Billing Account Explorer or Service Account Explorer, and then expand the subfolders in the explorer tree.

The explorer view contains only those accounts for the designated account class, including corresponding aggregator accounts.

To review all account hierarchies, select Account Management, and then expand the subfolders in the explorer tree.

The explorer view displays accounts under the subfolders Accounts (shows all child accounts, regardless of class), Billing Accounts, and Service Accounts.

To view the account hierarchy as an organization chart

Navigate to the Accounts screen.
Select the account.
Click the Account Hierarchy view tab.
Scroll down to view the organization chart showing the account hierarchy.

To view a list of child accounts

Navigate to the Accounts screen.
Select the account.
Click the Account Hierarchy view tab.
Scroll down and select Account Org Hierarchy from the lower Show drop-down list.

A list of child accounts appears.

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