Multi-Subsidiary Customer Hierarchy

The Multi-Subsidiary Customer feature enables you to view a multi-subsidiary customer’s hierarchy (primary subsidiary, any assigned secondary subsidiary, and any subcustomer). The customer hierarchy is located on the Customers list page at Lists > Relationships > Customers.

Note:

In the customer hierarchy, users can view only those subsidiaries to which they are granted access.

Related Topics

Multi-Subsidiary Customer Feature Limitations
Best Practices for Using the Multi-Subsidiary Customer Feature
Multi-Subsidiary Customer Vendor Entities
Customer Balances for Assigned Subsidiaries
Customer Searches for Multi-Subsidiary Customers
Mass Create and Update Multi-Subsidiary Customers
Customization of the Subsidiaries Subtab on the Customer Record
Multi-Subsidiary Customer Support for Automated Intercompany Management
Multi-Subsidiary Customer Vendor Entities
Transactions Available for Multi-Subsidiary Customers
Assigning Subsidiaries to a Customer

General Notices