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uvrao33's avatar
uvrao33
New Contributor III
17 hours ago

How to move accounts from one hierarchy to another one

Hi,

In our application Account hierarchy is Root>GL_Accts>SGL_Accts. The account A is created under "GL_Accts" heirarchy. The business requirement is the account A should move under SGL_Accts hierachy. Can we make change this change? please advise.

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1 Reply

  • vasantharaidu's avatar
    vasantharaidu
    New Contributor III
    15 hours ago

    👉if you are moving in same account hierarchy .

    Yes you can move from GL_accts to Child of SGL_Accts.

    Copy Selected Members - >  and use paste relationships (move) as first child by selecting SGL_Accts.