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Creating an Account Hierarchy in Siebel Energy (End User)

Creating an account hierarchy includes creating child accounts and associating them with a parent account. You must create the parent account before adding child accounts. For information about creating an account, see Creating an Account in Siebel Energy (End User).

NOTE:  For mergers or acquisitions, end users can move the entire hierarchy under a new account. Be sure to associate the new parent account at the top level. The new parent ID automatically cascades to its child accounts, reflecting the change. For more information, see Changing a Parent-Child Account Relationship.

Setting Up an Account Hierarchy

To create an account hierarchy, follow this procedure.

To create an account hierarchy

1. Navigate to the Accounts screen, then the Accounts List view.
2. Add a record for each child account, and complete the necessary fields.
3. In the Parent field, select the parent account.

Changing a Parent-Child Account Relationship

To change parent and child account relationship in an account hierarchy, follow this procedure.

To change a parent-child account relationship

1. Navigate to the Accounts screen, then the Accounts List view.
2. In the Accounts list, select the child account.
3. In the Parent field, select a different parent account.