Smart Rule - Customer Creation at Top Level only

To ensure that all customers within Sage Intacct are created at top level create the following Smart Rule

Navigate to the Smart Rule Wizard either by Customisation Services or Platform Services > Smart Rules > Add

The wizard guides you through the process of designing your smart rule

Step 1 Choose object to extend Select Customer | Click Next

Step 2 a. Type Select Error | b. Events Select Add & Set | c. Condition Enter ("{!USERPROFILE.CONTEXTLOCATION!}" == "ROOT") | d. Error message Enter Customer must be created at Top Level | Click Next

Step 3 Smart rule ID Enter TOPLEVEL_CUSTOMER | Click Save