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To add customers to business hierarchies:
Select Admin.
The Admin Home Page appears. From the Business
Administration tab, select Business Hierarchy.
The Business Hierarchy screen appears. Enter Search
information to identify the business hierarchy to which you want to add
customers. How? Click Search.
The Search Results section displays any hierarchies and customers matching
the information you entered.
Select view/edit
in the row for any customer in the hierarchy.
The Hierarchy Details screen appears. In
the Search for Customers section, enter search information to locate the
customer you want to add. You can search by customer information or by
credit analyst assigned to the customer. Click Search.
The Search Results section displays the customers matching the search
information you enter.
In Search Results,
select the option button for the customer. At the top
of the screen, select the option button for the customer who is one level
above the customer you are about to add, and click Add.
The customer is added to the hierarchy at the top of the screen. The
Hierarchy Tree section displays customer characteristics for each customer
in the hierarchy (hierarchy level, customer number, DUNS number, legal
entity level, business entity level, and region if these characteristics
are available for the customer).
You cannot add a customer to a hierarchy if the customer
or any of its child accounts has an allocation from a credit line.
To add additional
customers, repeat steps 6 through 10.
Notes:
To collapse or
expand the entire hierarchy, click the Expand and Collapse buttons. To collapse or
expand any node below the first level that has a child element, in the
Hierarchy Tree section:
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