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            Create Account Account Relationships for Rebate Program Members

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            Create Account Account Relationships for Rebate Program Members

            Define a relationship between two business accounts by creating Account Account Relationship records. You can relate parent and child accounts or peer accounts. For example, a distributor and its regional subsidiary can be related with each other in a parent-child relationship. Create account account relationships between a distributor or a ship-to partner and their child accounts to validate the ship and debit claims submitted by a child account.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions that have Ship and Debit Process Management enabled
            User Permissions Needed
            Create account account relationships: Ship and Debit Process Management Admin permission set
            1. From the App Launcher, find and select Account Account Relationships.
            2. Click New.
            3. Select the account and the related account.
            4. For Party Role Relationship, select a record that defines the relationship between the two accounts.
              Select a record that has the relationship object name as Account Account Relationship.
            5. For Related Inverse Record, select the account record that has a reciprocal relationship with the account.
            6. Select Parent, Child, or Peer as the hierarchy type.
            7. Select the start and end dates of the relationship.
            8. Save your changes.
            Example
            Example

            Winvidia Distributors has two regional subsidiaries: Winvidia Tanzania and Winvidia Cuba.

            Here are the key details of the records for the relationship between Winvidia Distributors and Winvidia Tanzania.

            • Record 1
              • Account: Winvidia Distributors
              • Related Account: Winvidia Tanzania
              • Party Role Relationship: Distributor-Regional Subsidiary-AAR
              • Hierarchy Type: Parent
            • Record 2
              • Account: Winvidia Tanzania
              • Related Account: Winvidia Distributors
              • Party Role Relationship: Regional Subsidiary-Distributor-AAR
              • Hierarchy Type: Child

            Here are the key details of the records for the relationship between Winvidia Distributors and Winvidia Cuba.

            • Record 3
              • Account: Winvidia Distributors
              • Related Account: Winvidia Cuba
              • Party Role Relationship: Distributor-Regional Subsidiary-AAR
              • Hierarchy Type: Parent
            • Record 4
              • Account: Winvidia Cuba
              • Related Account: Winvidia Distributors
              • Party Role Relationship: Regional Subsidiary-Distributor-AAR
              • Hierarchy Type: Child

            Here are the key details of the records for the relationship between Winvidia Tanzania and Winvidia Cuba.

            • Record 5
              • Account: Winvidia Tanzania
              • Related Account: Winvidia Cuba
              • Party Role Relationship: Regional Subsidiary-Regional Subsidiary-AAR
              • Hierarchy Type: Peer
            • Record 6
              • Account: Winvidia Cuba
              • Related Account: Winvidia Tanzania
              • Party Role Relationship: Regional Subsidiary-Regional Subsidiary-AAR
              • Hierarchy Type: Peer
             
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