Setting up a new organization hierarchy
To set up a new hierarchy, we need to follow these steps:
Enter a unique name for the hierarchy, and select the Primary flag if it is the main reporting hierarchy in your enterprise.
Enter the start date and version number.
Query the top organization name in the Organization block.
Select the immediate subordinates for the top organization in the Subordinates block.
Check the Down checkbox for the organization in order to add organizations below one of these immediate subordinates. The Organization block will show the organization that you have selected. You can add subordinates to this organization. To return to the previous level, check the Up checkbox.
Go to Subordinates and add the organization you want in this hierarchy in the following manner:
Click on the Down arrow to add reporting organizations to the West Regional Office.
Click on Down to add reporting stores.
Save the record.
In this way, we have defined the hierarchy of the organization.
The hierarchy...
