Understanding the Interactive Customer Hierarchy Chart

Oracle’s PeopleSoft FSCM provides three hierarchies—the Customer Hierarchy, the Self-Service Customer Hierarchy, and the Supplier Hierarchy—in a configurable and interactive format developed using PeopleTools OrgChart functionality. Customer Hierarchy charting leverages data from customer records in PeopleSoft Order to Cash applications. The Supplier Hierarchy leverages data from supplier records in Payables and Purchasing components. The interactive hierarchy charts enable users to visualize multi-tiered customer and supplier relationships from different perspectives, view financial balances, drill into details, and access transaction pages.

Receivables Customer Hierarchy Chart

The Receivables Customer Hierarchy displays customer relationships and data in an interactive chart format that enables users to:

  • Visualize different types of customer hierarchies, including corporate, remit to, and correspondence hierarchies.

  • View rolled-up data for the selected customer, or for the customer and its children.

  • Drill to customer details.

  • Access more customer information using configurable display templates.

  • Take actions on the customer, such as put the customer on-hold.

  • Save search criteria.

  • Customize display templates.

Security setup at the user, role, or system level restricts customer information, template modifications, and actions to authorized users. For example, users with appropriate permissions can review open balances or put customers on hold, as well as review the details of the top five customers in a hierarchy, which provides data on customers with the highest open balances in a corporate hierarchy.

The Receivables documentation includes how to set up and use the interactive Customer Hierarchy chart.

Self-Service Customer Hierarchy

This self-service hierarchy enables customers to view customer relationships and access invoice and account balances for a specific customer, depending on eBill Payment security setup. The hierarchy also shows individual customer balances and a balance rolled up at the corporate customer level.

See documentation for Using the Customer Hierarchy (Classic).

Supplier Hierarchy

The Supplier Hierarchy leverages parent/child relationship functionality of the supplier while adding a graphical representation of the supplier relationship within the group as well as a rollup of the supplier exposure. Configurable hierarchy nodes support rollup displays and show supplier information such as open liability, balance over due, schedules to be paid, total spend by item, aging balance, purchase order contract amount, recurring voucher amount, and contract spend amount.

See documentation for the PeopleSoft Payables Control Hierarchy.