Creating Customer Hierarchies

Prerequisites

You must have created master records for the customers that you want to use in the hierarchy. For further information, see creating customer master records or account groups in customer hierarchies.

You reach customer hierarchy maintenance.

Creating entry nodes

If you want to create a new customer hierarchy, the area of the screen in which the overview tree is normally shown, is empty. Proceed as fellows:

1. In the customer area in the right-hand side of the assignment screen, enter the number and the sales area of the customer, that should display the uppermost nodes for the customer hierarchy.

   If you create the node at the highest level of the customer hierarchy, you do not need to enter data in the higher-level customer area.

2. Enter a validity period for the uppermost hierarchy node.
3. Choose copy.

   The system shows the customer at the highest point in the hierarchy.

Assigning further hierarchy customers

1. To extend hierarchy, mark the customer that you want to assign the customer and choose customer à assign.

   To mark a customer, click on the symbol at the beginning of the line, so that the whole line is highlighted.

   The customer data appears in the right-hand side of the assignments screen area in the higher-level customer area.

2. Enter in the area below the number and the sales area of the customer, that you want to assign. A validity period is proposed that you can overwrite.

   Choose copy.

   The system shows the customers at the corresponding point in the hierarchy.

3. Repeat these steps for each customer that you would like to assign in the hierarchy.