Copying a Hierarchy Entity

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

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

Prerequisites

To copy a hierarchy entity, you should have:

  • Hierarchy entity (whose copy you want to create) defined in the application

  • Value defined for the Maximum Hierarchy Level option type in the C1-EHRCONFIG feature configuration

Procedure

To copy a hierarchy entity:

  1. Search for the hierarchy entity in the Hierarchy Entity screen.
  2. In the Search Results section, click the link in the Hierarchy Entity Information column corresponding to the hierarchy entity whose copy you want to create.
    The Hierarchy Entity screen appears.
  3. Click the Duplicate button in the Hierarchy Entity zone.

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

    • Main - Used to specify basic details about the hierarchy entity.

    • Divisions - Used to associate the hierarchy entity with one or more divisions.

    • Characteristics - Used to define the characteristics for the hierarchy entity.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Hierarchy Entity Used to specify the hierarchy entity. Yes
    Description Used to specify the description for the hierarchy entity. Yes
    Entity Level Used to indicate the level at which the hierarchy entity can be included in an entity hierarchy relationship. The valid values are:

    • Level 1

    • Level 2

    • Level 3

    • Level 4

    • Level 5

    • Level 6

    • Level 7

    • Level 8

    • Level 9

    Note: At present, the system supports maximum 10 levels in an entity hierarchy relationship. Therefore, you can define hierarchy entities for upto 9 levels (i.e. Level 1, Level 2, ...., Level 9). The last level (i.e. Level 10) is reserved for a price item that you want to include in an entity hierarchy relationship. If you do not require 10 levels in an entity hierarchy relationship, you can set a lower maximum limit in the Maximum Hierarchy Level option type of the C1-EHRCONFIG feature configuration. However, note that the system will allow you to create a hierarchy entity upto one level less than the level specified in the Maximum Hierarchy Level option type. For example, if you set the value of the Maximum Hierarchy Level option type to 5, the system allows you to create hierarchy entities for upto four levels (i.e. Level 1, Level 2, Level 3, and Level 4). The last level (i.e. Level 5) is reserved for a price item that you want to include in an entity hierarchy relationship. Therefore, you need to accordingly set the value as per the business requirements. In such case, the system will list only the first four levels in the Entity Level field.
    		 Yes
    Status Indicates the status of the hierarchy entity. By default, the value is set to Active. Not applicable
    Business Object Indicates the business object which is used while defining the hierarchy entity. Not applicable
    Sort Sequence Used to specify the sequence in which the hierarchy entity should appear in the price item hierarchy of the deal pricing management module. No
  4. Enter the required details in the Main section.
  5. Associate or disassociate the hierarchy entity from the divisions, if required.
    Note: If the hierarchy entity is associated to a division to which you do not have access, then the corresponding row in the Divisions section is grayed out.
  6. Define, edit, or remove characteristics of the hierarchy entity, if required.
  7. Click Save.
    The new hierarchy entity is defined.

Related Topics

For more information on... See...
How to search for a hierarchy entity Searching for a Hierarchy Entity
Hierarchy Entity screen Hierarchy Entity (Used for Searching)
Hierarchy Entity screen Hierarchy Entity (Used for Viewing)
Hierarchy Entity zone Hierarchy Entity
How to associate a hierarchy entity with a division Associating a Hierarchy Entity with a Division
How to define a characteristic for a hierarchy entity Defining a Characteristic for a Hierarchy Entity
How to set the C1-EHRCONFIG feature configuration Setting the C1-EHRCONFIG Feature Configuration