Remove a Customer from a Hierarchy

Use these steps to remove a customer from a hierarchy.

To remove a customer from a hierarchy:

  1. Under the Accounts Receivable menu group, go to the Customers workspace.
  2. Use the search filter and/or the Search field to select a customer.
  3. In the Customer Hierarchy tab of the workspace, click the Remove from Hierarchy action.
  4. In the Remove From Hierarchy confirmation dialog box that displays, click Remove.
    Maconomy saves your changes, and updates relevant fields under the Hierarchy and Parent Customer cards.