Editing an Entity Hierarchy Relationship

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

Prerequisites

To edit an entity hierarchy relationship, you should have:

  • Hierarchy entities defined in the application

  • Hierarchy entities associated with the division whose entity hierarchy relationship you want to edit

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

Procedure

To edit an entity hierarchy relationship:

  1. Search for the entity hierarchy relationship in the Entity Hierarchy Relationship screen.
  2. In the Search Results section, click the link in the Hierarchy Information column corresponding to the entity hierarchy relationship whose details you want to edit.
    The Entity Hierarchy Relationship screen appears.
  3. Click the Edit 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 Displays the entity hierarchy relationship code. Not applicable
      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.
      Note: This field is editable only when price items are not yet associated with the hierarchy entity at any level in the entity hierarchy relationship.
      		 Yes
      Start Date Used to specify the date from when the entity hierarchy relationship is effective for the division.
      Note:

      This field is editable only when price items are not yet associated with the hierarchy entity at any level in the entity hierarchy relationship.

      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

      You cannot change the hierarchy entity at the first level because a price item is associated with a hierarchy entity either at the first or subsequent level in the entity hierarchy relationship.

      		 Yes
      Business Object Indicates the business object which is used while 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
      Note: You cannot delete an entity level from the entity hierarchy relationship or change the details of an entity level when a price item is associated with the hierarchy entity at the respective entity level or at any level in the vertical hierarchy of the entity hierarchy relationship.
  4. Modify the required details in the Main section.
  5. 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 (The Add Icon) 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 (The Delete Icon) 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.

  6. Associate or disassociate price items or price item bundles from the hierarchy entity for the subsequent levels in the Hierarchy Details section, if required.
  7. Click Save.
    The changes made to the entity hierarchy relationship are saved.

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