Dynamic Company Hierarchies

In some cases, users work with particular companies within a large corporation, but not with others. In these instances, some end users do not need to or must not see aggregated data across the entire corporation. An administrator can define a custom hierarchical structure across which data can be aggregated. This defined structure, called a dynamic hierarchy, can be as simple or complex as needed and offers users the ability to aggregate data across the companies they are interested in seeing.

To create a dynamic company hierarchy of selected companies

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

2. In the Company Hierarchy list, and create a new record.

3. Scroll down to the Company Relationships list, create a new record, and select company.

   All the accounts in the Company Relationship list belong to the new account hierarchy.

4. To define parent and child relationships:

   1. Select a company in the Company Relationship list that has no parent.

   2. In the Parent field, select a parent.

      Note: Only companies entered in the Company Relationships list (Step 3) are available for selection in the parent field.

5. Repeat Step 4 for all companies that have no parents.