Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/AcctWizards/Parent_Account_Wizard.htm ## Parent Account Wizard The Parent Account Wizard allows users to create an account, associate a parent account, designate an affiliation, and select addresses from the list of available parent account addresses. All fields required to create an account display in the Parent Account Wizard page for the user to populate. **Who can use this feature?** * End Users — Browser, iPad, Windows * [Using the Parent Account Wizard](#Using) * [Using Account Hierarchy in the Parent Account Wizard](#UsingHierarchy) * [Entering Child Account Information in the Parent Account Wizard — Browser, iPad](#EnteringChildAccount) * Users do not require an additional license ### Configuring the Parent Account Wizard for [![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) To configure this feature, ensure [Configuring Accounts](../AcctConfig.htm) is complete. To auto-populate child account fields with information from the parent account, select the **enable\_parent\_account\_address\_copy\_\_v** Veeva Setting checkbox. If the organization’s business process does not currently use Account Hierarchy, or parent-child relationships should not be created automatically between accounts, select the checkbox for the disable\_hierarchy\_autocreate\_\_v Veeva Setting. When this setting is enabled (checkbox is selected), a parent-child relationship and the corresponding child account record are not established between the accounts. #### Object Types in the Parent Account Wizard The Parent Account Wizard can be configured to exclude specific account object types using the **disable\_parent\_wizard\_acct\_types\_\_v** Veeva Setting. When configured, the listed object types trigger the New Account Wizard from the My Accounts page instead of the Parent Account Wizard. To exclude an object type from the Parent Account Wizard, list the appropriate Account object type(s) in the **disable\_parent\_wizard\_acct\_types\_\_v** Veeva Setting in a comma delimited list. * The object type values entered should reflect the object type name. For example, hospital\_\_v. * The values entered are limited to a total of 255 characters, including spaces and returns To display a checkbox allowing the user to toggle between the Parent Account Wizard and New Account Wizard when entering account information, enable the Parent Account Wizard for an object type and list the desired Account object type(s) in the **enable\_parent\_wizard\_opt\_acct\_types\_\_v** Veeva Setting in a list delimited by single commas. * The object type values entered should reflect the object type name. For example, hospital\_\_v. * The values entered are limited to a total of 255 characters, including spaces and returns To allow the user to select a parent or enter an account by hand for the Parent Account Wizard, list the desired Account object type(s) in the **enable\_parent\_wizard\_opt\_acct\_types** Veeva Message in a comma delimited list. With enable\_parent\_wizard\_opt\_acct\_types\_\_\_v populated with object types and the enable\_parent\_account\_wizard\_\_\_v set to TRUE, a checkbox displays Create from Existing Parent Account?. The user can toggle the selection of this checkbox. By selecting the checkbox, the Primary Parent displays in the Account Wizard GUI. Conversely, by deselecting this checkbox, a form displays to prompt the user for input of a new account without a parent. #### Entering Child Account Information in the Parent Account Wizard The Child Account Information section allows users to enter information for child accounts directly in the Parent Account Wizard when creating a new account. To configure this feature: 1. Navigate to **Business Admin > Objects > Veeva Settings**. 2. Select the checkbox for the **enable\_child\_account\_in\_wizards\_\_v** Veeva Setting. When the enable\_child\_account\_in\_wizards\_\_v Veeva Setting is used, child account records are created only when child account fields are set as required. 3. Ensure the **enable\_parent\_wizard\_opt\_act\_types\_\_v** Veeva Setting checkbox is selected. This displays the Create from Existing Parent Account checkbox. 4. Deselect the checkbox for the **disable\_hierarchy\_autocreate\_\_v** Veeva Setting. 5. Navigate to **Admin > Users & Groups > Permission Sets**. 6. Select the appropriate permission set. 7. Select the **Objects** tab. 8. Navigate to the **child\_account\_\_v** object. 9. Grant Create permission on the **child\_account\_\_v** object. 10. Grant Edit permission for fields marked as required at the object level or layout level on the **child\_account\_\_v** object. These fields can be determined by navigating to Admin > Configuration > Objects, and viewing the Options section on the field, or the Display As Required checkbox on the field on the layout. ![](../../../Resources/Images/Accounts/ChildAccountRequiredField.png) ![](../../../Resources/Images/Accounts/LayoutFieldRequired.png) 11. Grant Edit permission to fields on the **child\_account\_\_v** object with a dcr\_field\_type\_\_v record where field type is either dcr\_editable\_required\_\_v or dcr\_required\_\_v. This step is only required if DCR is enabled. These fields can be determined by navigating to Business Admin > Objects > dcr\_field\_type\_\_v and looking at the Field API Name and Field Type for each record. ![](../../../Resources/Images/Accounts/DCRFieldTypeRequiredEditable.png) ### Using the Parent Account Wizard as [![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) When the Parent Account Wizard is enabled, it replaces the manual account creation process from all entry points. To create a new account with the Parent Account Wizard: 1. Select Account from the dropdown on the Create button. 2. Select an account type. 3. Enter the account information in the Enter Account Information screen. Any required Account, Address, and TSF fields need to be completed. TSF fields are only required if an admin configures them to be required. 4. Select a parent account in the **Primary Parent** dropdown. 5. Select an address. ![](../../../Resources/Images/wizard-parent-account.png) When creating an account using the Parent Account Wizard, the following occurs: * A new account record for the selected object type is created * New address records are created based on the addresses selected by the user from the list of addresses available for the selected primary parent account record. When addresses are copied from the parent account, the following occurs: + All addresses from the selected parent business account are copied to the newly created child account record. If additional fields are not defined in the acct\_hier\_addr\_copy\_fields Veeva Message, then the following fields are copied to the child account address records by default: - name\_\_v - address\_line\_2\_\_v - city\_\_v - zip\_\_v Include the country\_\_v and state\_province\_\_v fields in the acct\_hier\_addr\_copy\_fields Veeva Message to have those values copied to the newly created child account record. + The controlled\_address\_\_v flag on the child account's address record is selected, populating the controlling\_address\_\_v field with the parent account's address record ID. + The controlling-address\_\_v, controlled\_address\_\_v, and controlling\_parent\_account\_\_v fields are automatically set to create a parent / child relationship with the primary account. * The new account is added to the [Account Hierarchy](../ManagingAccountInfo/AccountHierarchy.htm) for the selected primary parent account record. A child account record is also created, including any values entered in the Child Account Information section. * If DCR is enabled, a DCR Line record is created for each populated field in the Child Account Information section * An affiliation is established between the new account and the selected parent account record, if the user has Create permission on the affiliation\_\_v object and the disable\_affiliation\_autocreate\_\_v Veeva Setting is unchecked. The inverse relationship is also created on the parent account record. To enable users to quickly capture State License information, admins can [configure state license fields](State_License_Information_in_Account_Wizards.htm) to display in account wizards. To prevent the Parent Account Wizard from requiring the first\_name\_\_v field, enable the **disable\_first\_name\_required\_\_\_v** Veeva Setting. #### Using Account Hierarchy in the Parent Account Wizard To increase data accuracy and efficiency, child account records can be automatically populated with parent account information when users create new accounts through the Parent Account Wizard, 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. Only the primary account association is created via the Parent Account Wizard. Additional account relationships can be established after successfully saving the new account. When users create a new account from the Parent Account Wizard and select a primary parent account, the following information is automatically populated: * The controlling\_address\_\_v and controlled\_address\_\_v fields are automatically set to create a parent/child relationship with the primary account * Address information is copied from the primary parent account * The primary\_parent\_\_v field on the new child account populates with the selected parent or initiating account * The parent account displays as the primary account in the new child account’s Member related list ![](../../../Resources/Images/Accounts/Core Accounts Advanced Functionality/CopyPrimaryParentAddress.PNG) #### Entering Child Account Information in the Parent Account Wizard (Browser and iPad) The following logic determines whether the Child Account Information section displays: * If the enable\_parent\_wizard\_opt\_acct\_types\_\_v Veeva Setting does not include the object type of the account the user is creating, the Child Account Information section displays * If the enable\_parent\_wizard\_opt\_acct\_types\_\_v Veeva Setting includes the object type of the account the user is creating, the Child Account Information section displays with the Create from existing parent account checkbox selected in the Parent Account and Address Information section * If the user deselects the Create from existing parent account checkbox, the Child Account Information section is hidden Users can enter required information for a child account directly in the Child Account Information section of the Parent Account Wizard (PAW) when creating a new account. This eliminates the need to create and edit the child account information separately. The Child Account Information section displays after the Primary Parent and Address Information sections of the Parent Account Wizard. ![](../../../Resources/Images/Accounts/ChildAccounts/ChildAccountFieldPAW.png) The Child Account Information section is populated with required fields from the Child Account data model and fields configured for DCRs, supporting various [DCR and Network configurations](../../Integration/Network_Integration/Configuration/DataChangeRequestSettings.htm) to streamline the creation process for hierarchical accounts. The following required fields on the child\_account\_\_v object are populated automatically. The user does not need to enter data, so the fields are not displayed in the Parent Account Wizard. Users can view the populated values on the child\_account\_\_v record. * name\_\_v * status\_\_v * child\_account\_\_v * parent\_account\_\_v ### Related Topics [New Account Wizard](New_Account_Wizard.htm) [Managing Account Hierarchies](../ManagingAccountInfo/AccountHierarchy.htm) [Accounts Overview](../AcctOverview.htm)