E1: 01: How To Set Up Address Book Parent Child Relationships (P0150/P02150/P01501) (Doc ID 660085.1)

Last updated on JUNE 17, 2020

Applies to:

Purpose

Overview of Address Book Parent/Child Relationships (P0150)

Parent/child relationships in the address book records of your suppliers, customers, and prospects are like family relationships. One address book record is the parent and one or more address book records are the children of that parent. Creating parent/child relationships can make your business more efficient. For example, you can send billing for field offices or subsidiary companies (children) to the corporate headquarters (parent) if you set up parent/child relationships.

After you enter address book records in the Address Book system, you can create parent/child relationships among them. You can create these relationships for these structures:

• Accounts receivable structures.
• Accounts payable structures.
• Expense Management Reporting structures within Expense Management.

Two main forms are used for parent/child relationships:

• Address Parent/Child Revisions (p0150) - used to create parent/child relationships among address book records for suppliers, customers, and so on.
• Work With Distribution Lists (P02150) - used to review the parents of a child or all child relationships.

It is also possible to set up enhanced parent/child relationships to create organizational structures between an address book number and one or more who’s who entries.

Scope

 This document is intended for users setting up and using parent/child relationships in address book.

Details

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