Enter Customer Hierarchy Level

Explanation

This activity can be used to view and also to enter levels for a particular customer hierarchy. Levels are used to indicate the position of a customer within the customer hierarchy. Each customer will be assigned a level based on where it is placed within the hierarchy.

Prerequisites

• The customer hierarchy must exist.

System Effects

• Customers will be identified with a specific level, when they are added to the customer hierarchy.
• It will be possible to define rebate conditions based on the hierarchy level. 

Window

Customer Hierarchy

Related Window Descriptions

Customer Hierarchy
Customer Hierarchy/Hierarchy Levels

Procedure

1. Open the Customer Hierarchy window and query for the appropriate customer hierarchy.
2. Click the Hierarchy Levels tab. The root level would have been created when the customer hierarchy was defined.
3. Create a new line.
4. Enter a number in the Hierarchy Level field and a description for the level in the Hierarchy Name field.
5. Continue to enter as many levels as needed.
6. Click Save.