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