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Set Up Trade Promotion Management
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            Assign a Parent to a Customer

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            3. Set up and Maintain Trade Promotion Management

            Assign a Parent to a Customer

            Generally, the customer hierarchy information is fetched from an ERP system, but you can manually define a parent customer for a customer. Alternatively, you can run a batch process to assign a parent to a customer. A customer hierarchy is valid for a period.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To assign a parent to a customer: CGCloud Business Admin
            1. From the App Launcher, find and select Accounts, and then select a record.
            2. In the Customer Trade Org Hierarchies related list, click New.
            3. Select the parent and child customers.
            4. Enter the validity period for the hierarchy, and then save your changes.
              You can view the customer hierarchy by clicking the View Account Hierarchy button on the customer record page.
             
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