Associating a Hierarchy Entity with a Division

Note: This topic is not applicable for the health insurance business.

Prerequisites

To associate a hierarchy entity with a division, you should have:

  • Divisions defined in the application

Procedure

To associate a hierarchy entity with a division:

  1. Ensure that the Divisions section is expanded when you are defining, editing, or copying a hierarchy entity.

    The Divisions section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Effective Date Used to specify the date from when you want to associate the hierarchy entity with the division. Yes
    Division Used to indicate the division to which you want to associate the hierarchy entity.
    Note: You can only view those divisions to which you have access in the Division list.
    		 Yes
  2. Enter the required details in the Divisions section.
    Note: You cannot change the details of a division when the hierarchy entity is included in an entity hierarchy relationship which is created for the division.
  3. If you want to associate the hierarchy entity with more than one division, click the Add (The Add Icon) icon and then repeat step 2.
    Note: If you want to remove the hierarchy entity from a division, click the Delete (The Delete Icon) icon corresponding to the division. However, note that you cannot remove a hierarchy entity from a division when the hierarchy entity is included in an entity hierarchy relationship which is created for the division.
  4. Click Save.
    The hierarchy entity is associated with the division.

Related Topics

For more information on... See...
How to define a hierarchy entity Defining a Hierarchy Entity
How to edit a hierarchy entity Editing a Hierarchy Entity
How to copy a hierarchy entity Copying a Hierarchy Entity