Generating a Default Hierarchy

Follow this procedure to set up a default hierarchy. After generated, this default hierarchy is automatically assigned to organizations without an account hierarchy. To change the account hierarchy assigned to an organization, see Assigning a Custom Hierarchy to an Organization.

Note: Use the Generate Hierarchy function for hierarchy structures only with a small number of accounts, preferably fewer than 100,000.

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

To create a default hierarchy

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

2. In the Account Hierarchy list, click Generate Hierarchy.

   Tip: If the generated hierarchy does not appear in the Account Relationships lists, then refresh the view by navigating to a different view and then returning to the Global Accounts view.

   A new account hierarchy is created. You can see error log data after you click Generate Hierarchy if an administrator configures this error log file. For more information, see Configuring Error Log Files for Hierarchy Changes.

   Some fields are described in the following table.

   Field	Comments
   Name	Displays the default name from your user ID and the date.
   Default	Select the check box to indicate that the account hierarchy is the default. The default hierarchy is assigned to all organizations without an account hierarchy and is updated when new Parent fields on the account records are added or modified.

3. In the Account Relationships list, review the hierarchy records.

   Note: If users are using the Siebel application when you generate the account hierarchy, then they must log off and log on again to see the default account hierarchy in the rollup views