Creating Transaction Group Hierarchy

You can create a hierarchy of Transaction Groups by associating one Transaction Group to another.

Note:

You can associate a Transaction Group with a new Transaction Group or with an existing Transaction Group.
Ensure that the Transaction Groups that you want to associate are already created and active, are of the same type, and are not associated to the same Transaction Group as part of another association.

Follow this procedure to associate a Transaction Group with another Transaction Group.

  1. From Application Navigation, select Entitlements, and then select Transaction Group.
  2. Select View All to view a list of all Transaction Groups. If you are looking for a specific Transaction Group, you can use the Search facility.

    Note:

    The list indicates whether a Transaction Group is already a part of a Transaction Group hierarchy or not. In case of a parent Transaction Group, you can expand and view its hierarchy and associate a Transaction Group at any of the levels of the hierarchy.
  3. Select More Options of the parent Transaction Group and select Add Transaction Group.
  4. In Setup page, select one of the following options and select Continue.
    • Create New Transaction Group: If you select this option, you can create a new Transaction Group and then associate it with the selected Transaction Group. See Creating Transaction Group.
    • Using an Existing Transaction Group: If you select this option, you can select a Transaction Group from the list and select Continue.
  5. Select Finish.
The Transaction Groups are now associated with each other.