Specific hierarchy IDs might require accounting codes to be allocated to specific merchants. To accommodate these circumstances, you can create merchant defaults by hierarchy.
For example, your organization might default all purchases at an office supply merchant to a certain accounting code. However, one group in your hierarchy might need to default office supply purchases to another accounting code.
To create merchant defaults by hierarchy:
Select Administration > Merchants.
Click the merchant ID for which you want to create default accounting codes.
In the Transaction Defaults area, click Advanced.
Click Add.
Enter the hierarchy ID in the Hierarchy ID field, or click the link and select a node from the hierarchy tree.
Select Override inheritance.
Note:The Override inheritance check box overrides the settings from the parent hierarchy ID, which is listed in the Inherited from field. This allows you to configure the merchant defaults differently for the selected hierarchy ID. If this check box is not selected, you will not be able to make any changes on this screen, and the selected hierarchy ID will retain the settings of the parent node.
In the Transaction Defaults area, select a chart of accounts from the Chart Name list.
Select or enter the accounting code values you want to assign as the defaults for the merchant in the selected hierarchy.
Click Save.