1. Implementation Reference
  2. Example of Adding or Removing an Organization From an Organization Hierarchy

Example of Adding or Removing an Organization From an Organization Hierarchy

This example describes how you can add or remove a sales organization to or from a sales organization hierarchy.

As new sales organizations are created within your company, you need to add these organizations to your company's sales organization hierarchy.

Similarly, you may want to remove organizations that no longer exist.

Creating a New Version

  1. Navigate to the View Organization Hierarchies UI page as follows: Navigator > Resource Directory > Tasks > View Organization Hierarchies.

  2. Search and select the sales organization hierarchy you want to edit.

  3. Click the Action menu. If you want to add the new organization to the sales organization hierarchy with immediate effect, select the Edit This Hierarchy Version option. If you want the new organization to display in the organization hierarchy only after a specific date, then select the Create Hierarchy Version option. If you choose the latter option, then you must specify the date from which the new version of the sales organization hierarchy must be active.

Adding or Removing an Organization From the Sales Organization Hierarchy

  1. Navigate to the View Organization Hierarchies UI page as follows: Navigator > Resource Directory > Tasks > View Organization Hierarchies.

  2. Search and select the sales organization hierarchy to which you want to add a new organization.

  3. On the Action menu, click either Edit This Hierarchy Version option or Create Hierarchy Version option.

  4. In the Create or Edit Organization Hierarchy Version page, select the node in the sales organization hierarchy where you want to add the new sales organization and click the Add button.
    Note: To delete an organization, select the required node and click the Remove button on the Edit Organization Hierarchy Version page. Click to confirm. If you don’t plan to add any organization, skip to step 7.

  5. Search and select the new sales organization in the Add Tree Node screen. This adds the new organization to the sales organization hierarchy.

  6. Select the new organization in the hierarchy, and drag and drop it to the node where you want to place it. The organization appears in the location you specified within the selected sales organization hierarchy.

  7. Click Save and Close.