1. Applications Administration Guide
  2. Creating a Custom Hierarchy Based on the Default Hierarchy

Creating a Custom Hierarchy Based on the Default Hierarchy

Complete the following procedure to create a custom hierarchy that is based on the default hierarchy.

To create a custom hierarchy based on the default hierarchy

  1. Create an account hierarchy.

    For more information, see Generating a Default Hierarchy.

  2. Select the account hierarchy record, and make sure that the Default field is not selected.

  3. In the Account Relationships list, edit the Parent Account field for existing accounts, and create new relationship records as required.

    Accounts without parent accounts are at the start of the hierarchy and must be entered before their child records can be completed.