Updating a Custom Hierarchy

Custom hierarchies are static and must be updated by the administrator. Update an account hierarchy in the following ways:

• Edit the account relationships in the current hierarchy.

• Update the hierarchy to the default (parent account) hierarchy, and then edit the account relationships in the hierarchy.

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

To update a custom hierarchy

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

2. Select the account hierarchy record.

3. Perform one of the following steps:

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

   • In the Account Hierarchy list, click Update Hierarchy to return the hierarchy to the default, and in the Account Relationships list, edit the Parent Account fields for existing accounts, and create new relationship records as required.

     You can see error log data after you click Update Hierarchy if an administrator configures this error log file. For more information, see Configuring Error Log Files for Hierarchy Changes.