Calling up Customer Hierarchy Maintenance

Procedure

1. From the Sales and distribution – Master Data menu, choose Business partners àCustomer hierarchy àEdit.

   The selecting screen for displaying the customer hierarchy appears

2. You must enter the following data in the selection screen:

• The require customer hierarchy type
• A validity date
• A customer number, which is assigned to the hierarchy

The following points are recommended:

• To display the complete customer hierarchy, enter the number of the highest node. If you only want to edit part of the hierarchy, enter the number of a customer on the corresponding lower level.

  To improve performance, we recommend that you enter a customer at the lowest possible hierarchy level.

• There is a search help which automatically takes into account the hierarchy type and the validity date entered. It only displays customers that are valid at a given time for the hierarchy type.
• If you want to create a new customer hierarchy, then enter a customer in the Customer field, which you want to assign to the hierarchy.

  If you do not enter a sales and distribution area, the system determines one automatically

1. Choose Execute.

Result

The screen Maintain customer hierarchy screen.

In the left-hand side of the screen the customer hierarchy is displayed in an overview tree:

The customer entered in the selection screen appears with all high-level and lower-level nodes, that are valid at a given point. Customers on the same hierarchy level as the customer entered and customers on a different level, that are not directly connected to the originally entered customer are not displayed.

In the right-hand side of the screen you can see detail information on the customer selected such as the subordinate customers assigned to it and the validity period.

In the right lover part of the screen you can see the application log in which the system message are collected and displayed during processing of the customer hierarchy.