Account Hierarchy

The Account Hierarchy window displays the summary and the related information of an account and the account’s parent, children, and grandchildren.

Note: The workspace can be different based on the access rights provided to you or the customization.

You can access this window using the Account Hierarchy option on the tool bar of the Account details page.

For a selected account, you can view this information:

Opportunities
Invoices
Sales orders
Quotes

Note: All currency values are in base currency.

If you select an account in the hierarchy and the Rollup Totals check box is selected, the amounts are totaled from this point in the hierarchy and displayed in the window.

For example, if you select the parent account and select the Rollup Totals check box, all values for the children and grandchildren accounts are included in the total. If you select the second child account and select the Rollup Totals check box, only the records from that point down are included in the totals.

These tabs are displayed in this window:

Contacts
Opportunities
Quotes
Sales Orders
Activities

Note: Only the accounts that the user has access to are displayed in the hierarchy. If the hierarchy includes an account, to which the user does not have access, no more accounts are displayed.

Only the accounts for which you have the access are displayed in the hierarchy.
You can click the name, order number and the activity type to view the corresponding details.