Creating a Custom Hierarchy

You can create a custom hierarchy by starting from the beginning and creating a series of new records in the Account Relationships list or by generating a hierarchy. For more information, see Generating a Default Hierarchy.

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

To create a custom hierarchy

1. Navigate to the Accounts screen, then the Global Accounts Administration view.

2. In the Account hierarchy list, create a new record, and complete the necessary fields.

   Do not check the Default field.

3. In the Account Relationships list:

   1. Create new records for each of the highest level parent accounts.

      Leave the Parent Account field blank for each of these records.

   2. Create new records for the child accounts, entering values in the Parent Account field for each record.