CRMOD - Account Hierarchy (Relationship)

All ,
I am evaluating CRMOD - Account Hierarchy (Relationship) and I am having a few issue to identify the best practices to import and map the data according to the below scenario. I am not sure, if I am to use Portfolio Accounts / Books , PRM or just a Parent and Child Account relationship. Can someone provide guidance in regards to this requirement?
Scenario 1:
Parent Account (Distributor 1) has a 1:M Child Account(Partner 1) to which will have 1:M Sub Child Account(Customer 1)
Scenario 2:
Parent Account (Distributor 2) has a Child Account (Partner 2) to which will have Sub Child Account(Customer 1-same as the above)
Regards ,
Patrick

To create a parent child relationship in Accounts:
You create the account and then create the Sub-accounts accordingly. When you create the sub-account (b) to an account (a) the account b will have its parent account name defaulted with value of the parent account (a)
To import using import wizard:
1. Load all parent accounts with an External Unique Id
2. Then load the sub-accounts with External Unique Id and The parent account External Id (which is specified in step 1)
eg
parent account import
Account Name, Ext Id
ABC, 123
Sub-account import
Account Name, ext id, par account extid
def, 789, 123
ghi, 901, 123
Once you complete loading you can see parent account abc has 2 child accounts def and ghi - hope this helps

Similar Messages

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    Resolved

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  • Error while deactivating Group account hierarchy

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  • Account Hierarchy : Function Module to get all the nodes of a hierarchy

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  • Problem with account hierarchy created in the rpd.

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