Re: Multi-level Account Hierarchy in C4C

Configuration

Customer accounts have been created in the solution, or migrated into it.

If sales representatives are to see the migrated account hierarchies, then account hierarchy visibility must be active. For more information, see Activating Account Hierarchy Visibility.

Master data for sales accounts is maintained under  Customers  Accounts. For information about creating and editing accounts, see Accounts.

Downloading the Migration Template

To migrate account hierarchies into the solution, first download the predefined migration template that is provided for this purpose. To do so, proceed as follows:

1. 1. Choose  Business Configuration  Implementation Projects.
2. 2. Select the implementation project entitled First Implementation, then choose Open Activity List.

The Activity List appears. For more information, see Complete the Activity List.

1. 3. In the Prepare phase, select the activity entitled Prepare for Data Migration.
2. 4. On the subsequent screen, select Download Migration Templates.
3. 5. On the resultant screen, find the migration object entitled Customer Hierarchies.
4. 6. Click Download.
5. 7. Save the migration template to your preferred directory.

Entering Legacy Data into the Template

Now enter data in each of the following columns:

• Hierarchy ID, on the Hierarchies
• Account ID, on the Accounts
• Parent Account, on the Accounts

As you enter data in the migration template, remember the following points:

• The Hierarchy IDAccount HierarchyHierarchy ID
• The Hierarchy ID
• The Hierarchy ID
• Each hierarchy must have exactly one top-level node.

If you enter multiple hierarchy top-level nodes or no top-level node at all, an error message will be displayed.

Uploading the Completed Template into the Solution

Now upload into the solution the completed template containing your account hierarchy data. Proceed as follows:

1. 1. In the Integrate and Extend phase, select the Migration of Customer Hierarchies activity.
2. 2. On the subsequent screen, choose Migrate customer hierarchies using the migration tool.

A dialog box appears.

1. 3. Choose Upload, then specify the location of the template file containing the customer data to be uploaded.
2. 4. Choose Execute Migration.

A dialog box appears, enabling you to monitor the progress of data validation by the solution.

1. 5. Validation steps are displayed, along with any errors, where applicable. If no errors are reported, choose Next.

The value conversions step appears.

1. 6. Choose Convert to perform conversion for the Customer ID, if required.

1. 7. If no conversions are required, choose Next.

A simulation of the data import is performed, and a dialog box appears, enabling you to monitor the progress of the data import simulation. Any errors that occurred during the simulation are displayed.

1. 8. If no errors are reported, choose Next.

A dialog box appears, prompting you to confirm that you want to import the data.

1. 9. Confirm that you want to proceed with the data import.

A dialog box appears, enabling you to monitor the progress of the data import. When the data import is finished, any applicable errors are displayed.

1. 10. To complete the process, choose  Finish  Close.

Entering Data Manually

After migration is complete, if account hierarchy visibility is active, account hierarchies can also be manually edited under  Customers  Accounts  Account Hierarchy.

Once the data entered in the template is migrated into the solution, the hierarchical relationship between accounts and their parent accounts becomes visible. You can now verify migrated account hierarchy data under  Customers  Accounts  Account Hierarchy.

Compare the data in your legacy system with the data that you have migrated into SAP Cloud for Customer. Review various records to ensure that the values in each system are in agreement.