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To merge 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 for the hierarchy that will have the root level customer when
the two hierarchies are merged. How?
Click Search.
The Search Results section displays the hierarchies and customers that
match the information you enter. In the Search
Results section, select view/edit in the row for the hierarchy that you
want to add customers to.
The Hierarchy Details screen appears. In the Search
for Customers section, enter search information for the customer who is
the root for the hierarchy you want to merge with the hierarchy you just
located. You can search by customer information, or by the name of the
credit analyst assigned to the root customer. Click Search.
The Search Results section displays the customers that match the information
you enter. In Search Results,
select the option button for the root customer for the hierarchy you want
to merge. From the top
of the screen, select the option button for the customer that you want
to be one level above the hierarchy you are adding, and click Add. A message
appears informing you that the customer you are adding is already in a
hierarchy of the same type, and asking you if you want to re-associate
the entire hierarchy. If you proceed with the addition, all customers
in the hierarchy for the root customer you just selected are added to
the hierarchy. The existing hierarchy for the customers you are adding
is deleted. Click OK. The
hierarchy is added to the hierarchy at the top of the screen. |
