To create an account organization hierarchy relationship:
From the Actions menu, select Organization Hierarchy, and then select Organization Hierarchy.
In the Company field, enter the company name used for the account you want to create a relationship with. The search function supports the use of the * wildcard character.
In the Search field, enter additional name, address, or account number information to help locate the account to add an organization hierarchy relationship to.
Click the search icon.
A list of accounts identified by the search is displayed.
Select an account from the list to which to add an organization hierarchy relationship.
(Optional) Click Preview Move to preview the new organization hierarchy relationship.
Click Move to create the organization hierarchy relationship.
Note:
Billing Care displays a message if the account you are adding to an organization hierarchy contains a blank company name value. To update the company name, click Add Now.