Copying an Entity Hierarchy Relationship

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

Instead of creating an entity hierarchy relationship from scratch, you can create a new entity hierarchy relationship using an existing entity hierarchy relationship. This is possible through copying an entity hierarchy relationship. On copying an entity hierarchy relationship, the details including the entity levels are copied to the new entity hierarchy relationship. You can then edit the details, if required.

Note: On copying an entity hierarchy relationship, if a price item is associated to a hierarchy entity at any level in the entity hierarchy relationship, the price tem is not copied to the new entity hierarchy relationship.

Prerequisites

To copy an entity hierarchy relationship, you should have:

Entity hierarchy relationship (whose copy you want to create) defined in the application
Hierarchy entities defined in the application
Hierarchy entities associated with the division for which you want to create an entity hierarchy relationship
Value defined for the Maximum Hierarchy Level option type in the C1-EHRCONFIG feature configuration

Procedure

To copy an entity hierarchy relationship:

Search for the entity hierarchy relationship in the Entity Hierarchy Relationship screen.
In the Search Results section, click the link in the Hierarchy Information column corresponding to the entity hierarchy relationship whose copy you want to create.
The Entity Hierarchy Relationship screen appears.

Click the Duplicate button in the Hierarchy zone.

The Entity Hierarchy Relationship screen appears. It contains the following sections:

Main - Used to specify basic details about the entity hierarchy relationship. It contains the following fields:

Field Name	Field Description	Mandatory (Yes or No)
Hierarchy	Used to specify the entity hierarchy relationship code.	Yes
Description	Used to specify the description for the entity hierarchy relationship.	Yes
Division	Used to indicate the division for which you want to create the entity hierarchy relationship.	Yes
Start Date	Used to specify the date from when the entity hierarchy relationship is effective for the division. Note: The entity hierarchy relationship start date cannot be later than the entity hierarchy relationship end date.	Yes
End Date	Used to specify the date till when the entity hierarchy relationship is effective for the division. Note: The entity hierarchy relationship end date cannot be earlier than the entity hierarchy relationship start date.	No
Entity Level	Indicates the level at which you want to include the hierarchy entity. By default, the value is set to Level 1.	Not applicable
Hierarchy Entity	Used to indicate the hierarchy entity that you want to include at the first level in the entity hierarchy relationship. Note: The list appears when the division and start date is specified for the entity hierarchy relationship. The list includes only those hierarchy entities: Which can be included at the first level in the entity hierarchy relationship Which are effective for the specified division on the entity hierarchy relationship start date	Yes
Business Object	Indicates the business object using which you are defining the entity hierarchy relationship.	Not applicable

Hierarchy Details - Used to design the entity hierarchy relationship structure (i.e. specify the child and parent hierarchy entities for each level (i.e. Level 2, Level 3, Level 4, ...., Level 9)). It contains the following fields in a grid:

Field Name	Field Description	Mandatory (Yes or No)
Entity Level	Used to indicate the subsequent level at which you want to include the hierarchy entity. The valid values are: Level 2 Level 3 Level 4 Level 5 Level 6 Level 7 Level 8 Level 9 Note: The levels listed in this field vary depending on the value specified in Maximum Hierarchy Level option type of the C1-EHRCONFIG feature configuration. For example, if the Maximum Hierarchy Level option type is set to 5, the system will list only three levels (i.e. Level 2, Level 3, and Level 4) in the Entity Level field. However, if the Maximum Hierarchy Level option type is set to 10, the system will list only eight levels (i.e. Level 2, Level 3, Level 4, Level 5, Level 6, Level 7, Level 8, and Level 9) in the Entity Level field.	Yes
Hierarchy Entity	Used to indicate the hierarchy entity that you want to include at the specified level (for example, Level 2) in the entity hierarchy relationship. Note: This field is enabled when you select the entity level from the respective field. The list appears only when the division and start date is specified for the entity hierarchy relationship. The list includes only those hierarchy entities: Which can be included at the specified level in the entity hierarchy relationship Which are effective for the specified division on the entity hierarchy relationship start date	Yes
Parent Hierarchy Entity	Used to indicate the parent hierarchy entity. Note: This field is enabled when you select the entity level from the respective field. The list appears when the division and start date is specified for the entity hierarchy relationship. The list includes only those hierarchy entities: Which can be included at the specified level minus one level in the entity hierarchy relationship Which are effective for the specified division on the entity hierarchy relationship start date For example, if you specify the hierarchy entity for Level 2, the system will list hierarchy entities which can be included at the first level in the Parent Hierarchy Entity field. And, if you specify the hierarchy entity for Level 5, the system will list hierarchy entities which can be included at the fourth level in the Parent Hierarchy Entity field. Here, note that you must select the hierarchy entity which is already included in the entity hierarchy relationship.	Yes
Start Date	Used to specify the date from when the hierarchy entity is associated in the entity hierarchy relationship at the specified entity level. Note: The Start Date cannot be later than the End Date.	Yes
End Date	Used to specify the date till when the hierarchy entity is associated in the entity hierarchy relationship at the specified entity level. Note: The End Date cannot be earlier than the Start Date.	No
Price Items	Used to associate price items with the hierarchy entity at the specified entity level of the entity hierarchy relationship.	No

Enter the required details in the Main section.
Add or remove levels from the entity hierarchy relationship, if required.

Note:
If you want to add more levels in the entity hierarchy relationship, click the Add () icon and then enter the details for the entity level. However, if you want to remove an entity level from the entity hierarchy relationship, click the Delete () icon corresponding to the entity level.

You can include multiple hierarchy entities at the same level. But, you need to ensure that the parent hierarchy entity for such parallel levels is same.
Associate price items or price item bundles with the hierarchy entity for the subsequent levels in the Hierarchy Details section, if required.
Click Save.
The new entity hierarchy relationship is defined.
Note: You cannot define multiple entity hierarchy relationships for a division with the same entity hierarchy relationship start date.

Related Topics

For more information on...	See...
How to search for an entity hierarchy relationship	Searching for an Entity Hierarchy Relationship
Entity Hierarchy Relationship screen	Entity Hierarchy Relationship (Used for Viewing)
Hierarchy zone	Hierarchy
How to associate a price item or price item bundle with a hierarchy entity in an entity hierarchy relationship	Associating a Price Item or Price Item Bundle with a Hierarchy Entity in an Entity Hierarchy Relationship