Deleting Business Hierarchies

Procedure

Note: You cannot delete a business hierarchy if there is an allocation for any account in the hierarchy.

To delete business hierarchies:

  1. Select Admin.
    The Admin Home Page appears.

  2. From the Business Administration tab, select Business Hierarchy.
    The Business Hierarchy screen appears.

  1. Enter Search information to identify the business hierarchy you want to delete. You can search by hierarchy name, or by information for any customer in the hierarchy. How?

  2. Click Search. The Search Results section displays any customers in hierarchies matching the information you entered.

  1. Select the check boxes for the hierarchies you want to delete, and click Delete.

Note:  If you select the check box for any customer in a hierarchy and click Delete, eCredit deletes the entire hierarchy. It is not necessary to select every customer in the hierarchy.