Corporate Accounts (Customer Hierarchy)

When you select a customer to search for in the header of the Customer Workbench, you are required to select either corporate, correspondence, remit from, or no relationship as the customer relationship level. The selected relationship level determines the type of customer hierarchy that has been created for this customer and displays it on the Customer Hierarchy tab of the Customer Workbench. However, if the selected customer is not part of a customer hierarchy or you select the No Relationship value, then nothing will appear on the Customer Hierarchy tab.

The multilevel customer hierarchy that appears on the Customer Hierarchy tab is set up based on values that you select on General Info page (Customers, and then Customer Information, and then Create Customer Information). The information that you select on the Customer General Info page for a customer displays in the customer hierarchy for the selected relationship on the Customer Hierarchy page (Accounts Receivable, Customer Accounts, Customer Information, Customer Hierarchy).

The level that you select in the header also accumulates the item and past due balances for each level of customer in the selected customer hierarchy and displays them on the Customer Hierarchy tab along with each customer's credit limit.

If the Customer Hierarchy tab displays a hierarchy with multiple levels of customers, then each of the tabs on the Collections Workbench is updated with data for each level of customer in the customer hierarchy, based on the selected customer level at the top of the Collections Workbench page.

See PeopleSoft Order to Cash Common Information: Corporate Customers.

See Reviewing Additional Customer Account Information.

See Application Fundamentals: Installation Options - Customer Page.