Application Guide for Oracle Self-Service E-Billing (Business Edition) > Using Hierarchies >

Adding Hierarchy Elements


A user can use this use case to add users, accounts, and services. Table 68 lists and describes the use case functions.

Table 68. Adding Hierarchy Elements
Function
Description

Name

Adding Hierarchy Elements

Users

Business administrator user and manager user

Trigger

Manage tab: Element subtab

Report Content

Results For Element Subtab.

  • Name (Display name of element type).
  • Position (The name of the hierarchy node one level above).

Business Rules

  • The Add action assigns elements into the current version of the hierarchy specified by the Hierarchy Period only.
  • The user can only add users and service agreements when the current context is organization hierarchy type.
  • The user can only add a user and account when the current context is Account Hierarchy Type.
  • Accounts and Service agreements can only be added to the same hierarchy once.
  • Users can be added to multiple locations within the same hierarchy and can only be added to the same node once. A user cannot be added to a node that he or she already has access to based on an assignment above the current node. If the user is added to a node higher than a position that he or she already has access to, the lower assignment is removed.
  • Element Display Name links to Details subtab for the view.
  • Element Position in hierarchy link highlights the position in the graphical view of the hierarchy and sets the current focus.
  • When elements are assigned to the hierarchy, the fields Last Modified and Modified By are updated.
  • The only option when Company, Groups element is selected in the Hierarchy Search Criteria is Assigned. Companies and groups are never unassigned. Accounts and service agreements are never unassigned in a billing hierarchy.
  • If user selects the radio button for Entire Hierarchy, the scope of the search is all the nodes in the hierarchy.
  • If user selects the radio button for From Current Position, the scope of the search is relative to and limited by the nodes below the current position. This is the default behavior.

Main Path for Adding Hierarchy Elements

The following path describes the Adding Hierarchy Elements use case:

  1. The user navigates to the position in the hierarchy where the desired object is to be added to specify the focus for the action.
  2. The user specifies a type of Element.
  3. The user selects Unassigned status in the Hierarchy Search Criteria.
  4. The user might also specify Attribute and Key Word to narrow results returned.
  5. The user clicks Submit.
  6. Oracle Self-Service E-Billing returns a list of Elements that are not assigned to any node within the current hierarchy in the Element subtab displaying the Name and Position in hierarchy.
  7. The user selects the checkbox or checkboxes next to desired item or items to be added to the hierarchy.
  8. The user selects Add action.
  9. Oracle Self-Service E-Billing adds selected element to the hierarchy below the current focus.
  10. Oracle Self-Service E-Billing redisplays page showing:
    • Top Pane: Hierarchy context.
    • Bottom Left Pane: Tree View of the current hierarchy with the new elements added to the hierarchy.
    • Bottom Right Pane: Updated list of elements with the Elements added to the hierarchy removed from the list in the Element subtab and Number of Results field updated.

Alternate Paths for Adding Hierarchy Elements

None

Exceptions for Adding Hierarchy Elements

Exceptions can occur in the Add Element use case.

The number of results exceeds a threshold amount for the number of rows in the Elements window (Default is 1000)

Oracle Self-Service E-Billing displays the following error message: Too many results - refine the search criteria and select submit to filter the list.

The user encounters a validation error

Oracle Self-Service E-Billing invokes the validation error message use case.

The user encounters a server system error

Oracle Self-Service E-Billing invokes the error message use case.

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