PeopleSoft Tree Manager

You use a tool called Tree Manager to group business units together into a hierarchical structure. Tree Manager and your business unit structure provide a mechanism for defining reporting parameters.

A business unit is the smallest structural unit that can be represented in Tree Manager. This is important because certain reports use the relationships defined in Tree Manager to sort and sum amounts. These amounts can include:

• PeopleSoft Receivables subtotals for each business unit at the lowest level.

• Further subtotals for each grouping of business units—that is, for each level of the tree.

• A grand total of an organization's receivables.

Example

Suppose that an organization consists of 12 different companies, each represented by a business unit. You group these companies into three lines of business. Each business line is a subsidiary of the organization. In addition, you have a separate corporate business unit. All of these units—the 12 in 3 subsidiaries and the corporate business unit—roll up into the organization at the top of the hierarchy. You can report at any level of the hierarchy.

Tree Manager enables you to establish hierarchical structures called trees. Using this tool, you can group business units together and define the relationships between them.

Note:

PeopleSoft Receivables uses trees to define corporate customer structures and to summarize information for aging reports. See the product documentation for PeopleTools: Tree Manager.