View and organize related suppliers as a hierarchy

Some lists, such as customers, suppliers, and projects, can display a hierarchical structure of parent-child relationships using icons and indentations. For example, you might want to view a list that displays customers as subsidiaries of the same parent company. Or, you might purchase goods or services from subsidiaries or divisions of the same company and need to track their contact and payment information separately. Or, you might want to see an inventory item, including all its subcomponents, at a glance.

Parent items can have an unlimited number of child items, allowing you to view and act on the items as needed. You can still sort and search for items as you would in any view.

If the parent isn't visible because of permission restrictions, or if you filtered the list in a way that the parent isn't visible, Intacct still shows the child as indented and colored, to indicate that it is a child in a relationship.

To toggle between a flat and hierarchical view of a list:

The default for a list that has hierarchical items is to display the hierarchical view.

  • To switch to a flat view, clear the Display hierarchy checkbox above the list. When the checkbox is clear, all items are displayed by their unique ID, whether or not they have relationships to other items. To return to the hierarchical view, select Display hierarchy.

    The most common reason that you do not see this feature is that you're using a custom view.

    When you select a custom view, some options are hidden. Depending on the page you're on, the Include inactive, Include one-time use, Include private, and Display hierarchy options are not visible. For example, if you're viewing from a custom view, the Financial Reports list will not provide the Include inactive option.

    To see the options again, switch back to View All. See Custom views for more information.

Make a supplier a child of another supplier

You can organize your suppliers hierarchically by selecting the parent for each supplier.

Subscription Accounts Payable
User type Business
Permissions

Suppliers: List, View, and Edit

  1. Go to Accounts Payable > All > Suppliers.

  2. Find the supplier that you want to change to a child supplier.

    If you're having trouble finding the supplier, filter the list by supplier name. Records designated as Inactive do not appear in the list by default. To view these records, select Filters at the top of the list and select Remove next to the Status filter to remove it.

  3. Select Edit at the end of the row.

    To see the Edit option for a supplier, you need the following:

    • Access to the entity where the supplier was originally created.

      For example, if the supplier was created at the top-level, you need to slide into the top level to edit it. If you do not have access to that level, you cannot edit the supplier record.

    • Access to entities where the supplier is restricted.

      For example, say you are a restricted user with top-level access. If a top-level supplier is restricted to the West entity, and you do not have access to that entity, you cannot edit the supplier record at the top level.

    • Permission to edit suppliers.

  4. Select the Additional Information tab.
  5. In the Parent field, select the supplier that you want to act as the parent.
  6. Select Save.

  1. Go to Accounts Payable > All > Suppliers.

  2. Find the supplier that you want to make a child supplier.
  3. Select Edit to the next to the Supplier ID.
  4. Select the Additional Information tab, and select the parent supplier from the Parent field.
  5. Select Save.