How to Add Members to Sibling Hierarchies?
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How to Add Members to Sibling Hierarchies?
- 1 Minute to read
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To add members to sibling hierarchies, do the following:
- Navigate to Maintenance > Hierarchy > Hierarchy Management.
- Click the Add icon in the top menu of the Hierarchy Management to add the new member to the Main Company hierarchy.
- Select either the Roll-up node or the Leaf node based on your requirement.
- Enter the Member code and select the appropriate properties. The member will be added to the Main hierarchy.
- Select the newly added member, then click the Copy button in the top menu of the Hierarchy Management interface.
- Navigate to the sibling hierarchy, select the location where you want to add the member, and click the Paste button.
- Run the Consolidation Process for both hierarchies to apply the updates.
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