Use these steps to make a customer the sub-customer of another.
To add a customer to a hierarchy:
-
Under the Accounts Receivable menu section, go to the Customers workspace.
-
Use the search filter and/or the
Search field to select a customer.
-
In the Customer Hierarchy tab of the workspace, click the
Insert in Hierarchy action.
The Insert in Hierarchy wizard displays.
-
In the
Customer field, select a parent customer from the drop-down list.
-
Click
Insert.
Maconomy saves your changes, and updates relevant fields under the Hierarchy and Parent Customer islands.