Assigning a Custom Hierarchy to an Organization

An organization uses the default hierarchy unless a custom hierarchy has been assigned to it.

This task is a step in Process of Using and Administering Global Accounts.

To assign a custom hierarchy to an organization

  1. Navigate to the Administration - Group screen, then the Organizations view.

  2. Select the organization with the account hierarchy that you want to change.

  3. In the form in the lower part of the screen, in the Account Hierarchy field, select the custom hierarchy that you want the organization to use when viewing global accounts.