Siebel Energy Guide > Accounts in Siebel Energy >

Reviewing an Account Hierarchy in Siebel Energy (End User)

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

Viewing the Hierarchy for Accounts

To view the hierarchy for an account, follow this procedure.

To review the hierarchy for an account

1. Navigate to the Accounts screen.
2. Complete one of the following steps:
   • To review the hierarchy for billing or service accounts, navigate to Billing Account Explorer view or the Service Account Explorer view, 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, navigate to the Account Management view, 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.

Viewing an Account Hierarchy as an Organization Chart

To display an account hierarchy as an organization chart, follow this procedure.

To view the account hierarchy as an organization chart

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the name of the account.
3. Click the Account Hierarchy view tab.
4. Scroll down to view the organization chart showing the account hierarchy.

Viewing Child Accounts for Parent Accounts

To display a list of child accounts for a parent account, follow this procedure.

To view a list of child accounts

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the name of the account.
3. Click the Account Hierarchy view tab.
4. Scroll down and select Account Org Hierarchy from the Show drop-down list.

   A list of child accounts appears.