You can specify whether a new account is a principal account or a sub account:
A principal account is an account that does not have a parent account. It can be a stand-alone account or it can be the top-level account in an account hierarchy.
A sub account is the child account of another account in an account hierarchy.
To create a new principal account:
On the Accounts List page, click New Account.
Enter the information that identifies the new account. See the table that follows this procedure for information about each property.
By default, Principal Account is already selected under Location in Hierarchy.
Click Save.
Now you can associate addresses, contacts, and contracts with the account you just created. See Work with account addresses, Work with account contacts, and Work with account contracts for more information. You can also work with an account’s order approval settings. See Use Order Approvals for more information.
To create a new sub account:
On the Accounts List page, click New Account.
Enter a name for the account in the Account Name box.
Under Location Hierarchy, select Sub Account.
Click the Edit button next to the Parent Account box.
Select an account from the list. You can filter the list by typing or pasting some text in the Accounts box.
The filter control matches letters or numbers that you type, wherever they appear in the name or ID, not just at the beginning. Usually, as you type more characters, there are fewer matches. When you see the account you want, select it.
Click Done.
By default, the sub account inherits its Description, Classification, DUNS Number, Account Type, Unique Identification Number, Tax Reference Number, VAT Reference Number, and Account Logo from the parent account. To replace an inherited value, uncheck the Inherit checkbox next to the property you want to change, and then enter the new information. See the table that follows this procedure for information about each property.
Click Save.
Now you can associate addresses, contacts, and contracts with the account you just created. See Work with account addresses, Work with account contacts, and Work with account contracts for more information. You can also work with an account’s order approval settings. See Use Order Approvals for more information.
The following table describes the properties that identify an account.
Property | Description |
|---|---|
Account Logo | The logo to be associated with this account. See Add or change an account logo for more information. |
Account Name | The name of the account. This field is required. |
Account Type | The account type can be none, company, division, department or group. Default is set to none. |
Active | Activates the new account. If an account is not active, none of the contacts associated with it will be able to log into the store. |
Classification | Identifies the type of account: Standard, Preferred and Enterprise, OEM, Distributor and Supplier |
Description | A description of the account. |
DUNS Number | If used, a DUNS number is a unique nine-digit number employed by businesses who have established Dun & Bradstreet credit. |
Location in Hierarchy | Indicates if this is a principal account or it is a sub-account. |
Tax Reference Number | If used, a tax reference number associated with the account. |
Unique Identification Number | If used, the account’s Unique Identification Number. |
VAT Reference Number | If used, the account’s Value Added Tax identification number. |
Additional Information | If custom properties were created for accounts, they appear at the bottom of each account’s General tab, in the Additional Information section. Custom account properties are created with the Commerce Cloud Admin API. Once a custom account property is created, the property is added to all accounts, including accounts that already existed when the custom property was created. For more information, see Create custom properties for accounts in Extending Oracle Commerce Cloud. |
