Title: Oracle Fusion Configuration – Account Hierarchies

We need to create account hierarchies in order to reflect managerial, legal or geographical relationships between        the value set values/ Parent and Child relationship among value set values

  1. Manage Account Hierarchies
  2. Submit Account Hierarchy
  3. Create Tree Version
  4. Create Parent and Child Relationship among value set values
  5. Submit Tree Version
  6. Complete online Audit for Tree Version
  7. Set the status as Active for Tree Version
  8. Publish Account Hierarchies

1.Manage Account Hierarchies

Navigation: Setup and Maintenance —> Manage Account Hierarchies

2. Submit Account Hierarchy

Navigation: Setup and Maintenance —> Manage Account Hierarchies

Click on Next ,Next and Submit Account Hierarchy

3. Create Tree Version

Navigation: Setup and Maintenance —> Manage Account Hierarchies

Query the Account Hierarchy and create Tree version

—> click on Next

4. Create Parent and Child Relationship among value set values

Parent Values

Child Values

5. Submit Tree version

6. Complete online Audit for Tree Version

Select Tree version —>Actions–>Audit–>online Audit

7. Set the status as Active for Tree Version

Select Tree version —>Actions–>Set status–>Active

8. Publish Account Hierarchies

Navigation: Setup and Maintenance –> Publish Account Hierarchies

 

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