Defining an Entity Hierarchy Relationship

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

Prerequisites

To define an entity hierarchy relationship, you should have:

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 define an entity hierarchy relationship:

Click the Menu link in the Application toolbar.
A list appears.
From the Main menu, select Pricing Management and then click Entity Hierarchy Relationship.
A sub-menu appears.

Click the Add option from the Entity Hierarchy Relationship sub-menu.

The Select Business Object screen appears. It contains the following field:

Field Name	Field Description	Mandatory (Yes or No)
Entity Hierarchy Relationship Business Object	Used to indicate the business object using which you want to create the entity hierarchy relationship.	Yes

Tip: Alternatively, you can access the Select Business Object screen by clicking the Add button in the Page Title area of the Entity Hierarchy Relationship screen.

Note: The Select Business Object screen appears when there are multiple entity hierarchy relationship business objects defined in the application. If there is only one entity hierarchy relationship business object defined in the application, the Entity Hierarchy Relationship screen appears.

Select the required entity hierarchy relationship business object from the respective field.

Click OK.

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.	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 Search () icon appears corresponding to the Hierarchy Entity field. On clicking the Search icon, the Hierarchy Entity Child Search window appears where you can search for the respective hierarchy entity. The search results appear in the Hierarchy Entity Child Search window 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 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.
Enter the hierarchy entity and its parent hierarchy entity for the subsequent levels in the Hierarchy Details section.

Note: 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.
If you want to add more than two levels in the entity hierarchy relationship, click the Add () icon and then repeat step 7.

Note: However, if you want to remove an entity level from the entity hierarchy relationship, click the Delete () icon corresponding to the entity level.
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 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...
Entity Hierarchy Relationship screen	Entity Hierarchy Relationship (Used for Searching)
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