Customer Hierarchy Management
The Manage Hierarchy link at the bottom of the dropdown menu also allows you to manage the hierarchy and to view the complete summary billing of the selected level.
Creating a New Master Customer
Organization Master Customer Accounts are always created within a given hierarchy.
- From the Manage Hierarchy page, select the Master Customer Account under which you wish to create a new Master Customer . The selected Customer is highlighted in blue.
- To open the Create Master Customer panel, click on the Create New Master Customer icon for the Master Customer name under which you want the new Master Customer to be categorized.
- Enter the name of the new Master Customer into the field labeled Name and click on the Save button to create a new Master Customer . Press the Cancel button to exit the Create New Master Customer process and return to the default screen.
- Once the Save button has been selected, the new Master Customer is displayed below its assigned Master Customer .
Assigning Customers to a Master Customer
Assign Customers to a Master Customer by following the steps below:
- From the Manage Hierarchy tree located in the left-hand panel, select the designation Master Customer. Notice that the selected Master Customer is now displayed in the Add Customers to…[Customer name] panel on the right-hand panel.
- Find the accounts that need to be reassigned by searching for them via the Customer
Search panel. You can find the Customer account(s) you want to assign by entering
one of the following choices:
- Select the Existing Master Customer from the drop down list. This is the Master Customer that the account(s) you want to reassign are currently assigned.
- Enter the utility account number of the Customer that needs to be assigned.
- Enter the CIS account number of the Customer that needs to be assigned.
- Enter the name of the Customer that needs to be assigned.
- Click on the Search button and the account(s) are listed in a secondary panel beneath the Add Customers panel.
- Select the Customer account(s) you want reassigned and click on the Assign Customers button to execute the change. If you wish to have these Customers inherit certain attributes from the Master Customer, click the Assignment Options link to the right of the Assign Customers button. The panel expands, allowing you to select which attributes to inherit from the Master Customer. If the Set Master as “Bill To” Customer option is selected, the Inherit “Bill Group” from Master” option is automatically selected.