Defining a Characteristic for a Hierarchy Entity

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

Prerequisites

To define a characteristic for a hierarchy entity, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Hierarchy Entity)

Procedure

To define a characteristic for a hierarchy entity:

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

    The Characteristics 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 the characteristic is effective for the hierarchy entity. Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the hierarchy entity.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Hierarchy Entity.
    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the hierarchy entity.
    Characteristic Value Used to specify the value for the characteristic type.
    Note:

    If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears.

    On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.

    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the hierarchy entity.
  2. Enter the required details in the Characteristics section.
  3. If you want to define more than one characteristic for the hierarchy entity, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the hierarchy entity, click the Delete (The Delete Icon) icon corresponding to the characteristic.
  4. Click Save.
    The characteristic is defined for the hierarchy entity.

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