Handle Customer Hierarchy

Explanation

A customer hierarchy is a graphical method of grouping companies for review. The parent company will be on the top level with all affiliated companies beneath in the required number of levels. Note that a customer can be connected to only one hierarchy.

You can create new hierarchies and include new companies in an existing hierarchy. You can also remove a separate company from a hierarchy as well as an entire branch or sub-branch. It is also possible to convert an existing hierarchy into a new one consisting of a branch of the original one by selecting a new root company, i.e. the tree structure above the new root company will be deleted.

The customer hierarchy is used to retrieve price and/or discount information if it is lacking in the customer entry itself. The retrieval will follow a general priority order.

Prerequisites

All companies that will be included in a customer hierarchy must have been entered as customers.

System Effects

A tree structure of a group of companies is created.