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Former Member

Customer Hierarchy

Hi all,

Please can any one tell the business needs and purpose of using Customer Hierarchy.

Thanks in advance.

Regards,

Ram

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    Former Member
    May 02, 2012 at 12:03 PM

    Hi Meenakshi,

    Customer Hierarchy is primarily designed for two purposes: Pricing and Reporting.
    Most people will use it to AGGREGATE pricing across "families" of companies. I.e.  I might establish a hierarchy node for this parent company - under which companies fall. My pricing would be conditioned against the PARENT company...and ALL it's children would benefit from those prices.

    I May also have more specific pricing contracts - one's that I need to condition against ONE of the children for SPECIFC products.. So in GENERAL...they'd get PARENT prices for product A, B, C...but for product D... might get a better deal .


    From a reporting perspective... I might want to create alternate hierarchies (eg Hierarchy B) that could be reported on... eg by industry... (and I don't feel like using SIC codes) because I have my sales force deployed by industry or business units..


    Regards,

    Raghu



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    • Former Member

      Hi Raghu,

      Thanks for the info. I have got some idea.

      Is there any config guide available for this.

      Regards,

      Ram