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To add business hierarchies:
Select Admin.
The Admin Home Page appears. From the Business
Administration tab, select Business Hierarchy.
The Business Hierarchy screen appears. To verify that
the business hierarchy does not already exist, enter search information
for the hierarchy or customers, and click Search. How?
The Search Results section displays any customers and hierarchies matching
the information you enter.
If no match
is found, click Add.
The New Business Hierarchy screen appears.
In the Search
for Customers section, enter search information to locate the root (top
level) customer for the hierarchy, and click Search. You can search by
customer information, or by the name of the credit analyst.
The Search Results section displays the customers matching the information
you enter.
In Search Results,
select the option button for the root level customer, and click Select
Customer.
The New Business Hierarchy screen appears. The Name field displays
the name and number for the root customer you selected. To change the
hierarchy name, type the name in the Name field. By default, the customer
name and number are entered as the name. From the Hierarchy
Type list, select the type for the hierarchy you are adding.
You cannot change the hierarchy name or type after
you save them.
Click Save.
The Hierarchy Details screen appears. The customer you selected to
be the root of the hierarchy appears 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, the region, and total accounts receivable)
if these characteristics are available for the customer.
You can now add additional customers to the hierarchy.
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