1. User Guide
  2. Managing Price Creation and Discovery
  3. Managing Relationship Manager (RM) Hierarchy
  4. Adding Members to the RM Hierarchy

6.3.2 Adding Members to the RM Hierarchy

To add members to the hierarchy:

  1. Click Dimension Management under the Applications tab.
  2. Select Members.
  3. Click Add in the Dimension Members toolbar.

    The Members screen is displayed.

  4. Enter the field values:

    Table 6-2 Members Sreen Field and Descriptions

    Field Description
    Dimension Select the dimension from the drop-down list.
    Alphanumeric Code

    This field is editable only if the selected Dimension accepts Alphanumeric Code.

    Enter the required Alphanumeric Code.
    Numeric Code

    Enter the Numeric Code by doing any of the following:

    • To auto-generate a Numeric Code, click the Auto-generate button. A system-generated code is displayed.
    • Manually enter the required code which is auto validated for uniqueness. A maximum of 14 numeric characters can be specified.

    Note:

    If the selected Dimension accepts only Numeric Code, then the specified, Numeric Code is auto-populated to the Alphanumeric Code field.
    Name Enter the Name of the Member.
    Description Enter the required description for the Member.
    Enabled

    This field is set to Yes by default and is editable only in Edit Window.

    You can change the option to No only when the particular member is not used in any hierarchy.

    Is Leaf

    This field is set to Yes by default.

    If Yes, the particular member can be used as a Leaf Node in any Hierarchy and Child cannot be added to this node.

    If No, the node becomes a Non-Leaf and can have Child Nodes.

  5. Click Save.