Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/MI_Child_Accounts.htm

## Creating Medical Inquiries for Child Accounts

Users can now create medical inquiries for the child account to easily maintain the relationship between the child account and the parent account. The child and parent accounts are auto-populated on the medical inquiry to allow users to easily verify the correct child account is used.

Medical Science Liaisons (MSLs) fulfill medical inquiries for child accounts using the same method as for parent accounts. See [Medical Inquiry Fulfillment](MedicalInquiryFulfillment.htm) for more information.

**Who can use this feature?**

* End Users - Browser, iPad, iPhone
* [Creating Medical Inquiries for Child Accounts](#Using)
* Users do not require an additional license

### Configuring Child Accounts for Medical Inquiries for

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Configuring Medical Inquiry](Configuring_Medical_Inquiries.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select **Objects**.
5. Grant the following permissions:

   | Object | Object Permissions | Object Types | Fields | Field Permissions |
   | --- | --- | --- | --- | --- |
   | medical\_inquiry\_\_v | CRED | medical\_inquiry\_\_v | * child\_account\_\_v * child\_account\_id\_\_v * location\_\_v * location\_id\_\_v | Edit |
   | medical\_inquiry\_fulfillment\_\_v | CRE | All appropriate object types | * child\_account\_\_v * location\_\_v | Edit |
6. Navigate to **Admin > Users & Groups > Permission Sets**.

   * Select the appropriate permission set
   * Select **Objects**
   * Select **account\_\_v**
   * Grant Execute permission to the **create\_medical\_inquiry\_\_v** object action
7. Navigate to **Business Admin > Objects > Veeva Settings**.

   * Select **Edit**
   * Select the **Enable Child Account** checkbox
   * Select the **Disable Call Location None** checkbox
   * Select **Save**
8. Navigate to **Admin > Configuration > Objects**.

   * Select **medical\_inquiry\_\_v**
   * Select **Layouts**
   * Place the **business\_account\_field\_control\_\_v** field control on the appropriate layout
   * Select **Save**

### Creating Medical Inquiries for Child Accounts

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

When creating a Medical Inquiry:

* For a child account from My Accounts or an account-related list:
* Users can search for and select the appropriate parent account from the Location field
* The list displays the name of the parent account, an account identifier, and an address to assist users in identifying and selecting the correct location
  ![](../../Resources/Images/Medical Inquiries/child_location.png)
* The Location field is editable until the record is saved
* From a child account or child account related list:
* The location Id for the parent account is auto-populated on the Medical Inquiry and is not editable
* From a CLM presentation (iPad only) or call:
* The location for the parent account is auto-populated on the Medical Inquiry and is not editable
* The location for a group call is copied from the account of the parent call. For an individual call, the location is copied from the Location field.

Users cannot create a Medical Inquiry from the Child Account Hierarchy, from the Medical Inquiry tab, or for a child account where the relationship is between a parent account and a parent account.

### Related Topics

[Creating a Medical Inquiry](MedicalInquiryCreation.htm)

[Call Reporting with Child Accounts](../Call_Reporting_2/Executing/Activities/ChildAccounts.htm)

[Medical Inquiry Fulfillment](MedicalInquiryFulfillment.htm)
