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IFS Cloud - Customer Hierarchy Rollup

  • December 5, 2025
  • 1 reply
  • 7 views
Z
Do Gooder (Customer)
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I have 90 different customer records for the same company with different billing addresses, because each customer record needs unique customer agreement and price lists. However, all 90 customer records could roll up into one “master” account. Is there a way to setup this up in IFS? If so, what is the best way to do this? I want to be able to see sales be each individual customer record but also rolled up into the “master” account with a sum of all sales from all 90. 

 

Is there a video, documentation, or IFS Academy course to explain this? 

1 reply

O
Do Gooder (Customer)
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  • osrt
  • Do Gooder (Customer)
  • December 5, 2025

Hi ZachDJ

Yes, IFS Cloud allows you to handle this scenario effectively without merging the records. The standard way to achieve this is by using the "Customer Hierarchy" functionality.

Since you have 90 distinct customer records (likely for different delivery addresses/price lists) but belong to one legal entity/group, here is how you can set it up:

  1. Define Hierarchy Levels: First, define a level (e.g., "Corporate Group" or "Master Account").

  2. Create the Structure: Navigate to the Customer Hierarchy page. Create a root node (your "Master Account") and add all 90 customer IDs as children (leaf nodes) under this parent.

  3. Analysis: Once linked, you can view aggregated sales statistics.

Important Note: Don't forget to run (or schedule) the "Calculate Customer Hierarchy" background job. If you don't run this calculation, the aggregated data won't show up in the hierarchy views.

This method allows you to keep unique price lists and agreements for each sub-customer while retaining a consolidated view for the master account.

Hope this helps!

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