Viewing Information on the Customer Hierarchy Chart

Child node

Denotes node position. A node that is one level below its parent node (except for the top-level node). Every node except the top-level node has one parent node.

Connector

Lines that link the boxes in an interactive chart. Connectors denote parent and child relationships.

Focus node

Represents the individual entity for which data and relationships are retrieved. For example, in the Customer Hierarchy chart, the focus node contains the customer data displayed based on the Customer ID and SetID search criteria.

Level

An interactive chart is made up of boxes, representing nodes, at different levels. The position of a node in a chart is determined by its hierarchical relationship to other entities (parent, sibling, or child).

Main chart

The primary chart in an interactive chart showing individual entities, such as customers or suppliers, in boxes related to one another hierarchically. A user can invoke PeopleCode that displays pop-up information by clicking a link in a box, or node, of the main chart.

Node

A representation of a single entity, an individual instance of data, in an interactive chart. A node is represented as a box with vertical lines connecting it to its parent node and to its child nodes, if any.

Parent node

Denotes node position. A node that has one or more subordinate nodes, or child nodes, one level below it. Each node can be a parent for other nodes.

Pop-up

A new window that displays information specifically related to a node on the main chart or another pop-up.

A pop-up can be invoked from a link on a main chart node or from a link on a pop-up node.

Related-actions menu

You can configure a descriptor as a related actions menu. A user can select a link from a cascading drop down menu that invokes a related action predefined in the system.

Sibling node

Denotes node position. Sibling nodes are relative to each other in that they share the same level.

Search Name and (Edit Saved Search icon)

Click the drop down list to select and load saved search criteria. The search names in the list are searches that the user has saved. The system saves search names based on user ID.

Click the Edit Saved Search icon to save entered search criteria for future use or to load, edit, or delete existing saved searches. New searches must be saved with a unique name at the user level.

Template and (Edit Template icon)

Select a Node Template for displaying the customer data. Users can access only the Node Templates for which they have user-level or role-level permission, as defined on the template.

Click the Edit Template icon to modify a user-level template. If the template is not a user-level template, the user can create a copy of the template for editing.

See documentation for the Define Node Template Page.

SetID, Unit, and Customer ID

Enter a SetID and Customer ID. Both are required fields.

The Unit field for a business unit is optional. However, when the business unit is a required key in the key field map for a customer data item, the data item value will be empty in the node on the chart if the Unit field is blank.

Hierarchy

Define the type of hierarchy to display. Choose from these types:

• Corporate

• Correspondence

• Remit From

You can define a multilevel customer hierarchy on the Customers > Customer Information > General Information page by selecting appropriate check boxes for customer roles (Correspondence, Remit From, or Corporate).

See documentation for the Customer Information - General Info Page.

Currency

Define the currency used in displaying the amounts in the chart.

Rate Type

Define the currency Rate Type in displaying the amounts in the chart.

Refresh

Click this button to load or refresh customer data based on the selected search criteria.

View

Select a Node View name from the drop down list. Node views are defined on the Node Template page; the views available and the default view depend on your selection in the Template field.

Full Hierarchy

Select this check box to view all relationship levels in the customer hierarchy structure for the selected customer. By default, the chart displays three levels in the customer hierarchy: the selected customer’s parent, siblings, and children.

(Position Dial icon)

Use the Position Dial to navigate left, right, up, or down on the chart.

(Zoom Slider icon)

Use the Zoom Slider to adjust the zoom level, or level of detail in the nodes. Click + (plus) at the top or slide the control up to increase the detail, and click – (minus) or slide the control down to decrease the detail, depending on the zoom levels defined for a node view. Zoom levels are defined on the Node Template page.

Clickable value link

Click the link to display more information about the value. Clickable values are defined on Customer Data Field page, for any type of data field.

Customer Related Actions

Click to select from a system-defined list of related actions to open a secondary page:

• Recent Items - Click this link to view the customer’s eight most recent items, based on the Posted Date of the item.

• Recent Payments - Click this link to view the customer’s eight most recent payments, based on the received date of the payment.

• Customer On Hold - Click this link to access the related action goes to the Customer Messages page, where you can create a Hold message for the customer. From this page, you can also click a General Info link to exit the Customer Hierarchy chart and open the customer’s profile.