When creating an account using the Parent Account Wizard or New Record Type Wizard, a child account record is created if the user has the appropriate permissions. If the appropriate permissions are not configured, the parent-child account relationship is not established, but the new account saves successfully.
The Primary_Parent_vod field on the new child account populates with the selected parent or initiating account. This account also displays in the Member related list for the new child account as the primary account. Only the primary account association is created via the Parent Account Wizard or New Record Type Wizard. Additional account relationships can be established after successfully saving the new account.
Enabling Parent Address Copying in the Parent Account Wizard:
To enable the parent account address copy for the Parent Account Wizard:
- Select the ENABLE_PARENT_ACCOUNT_ADDRESS_COPY_vod Veeva Setting check box.
- Select the DISABLE_HIERARCHY_AUTOCREATE_vod Veeva Setting check box.