How to Edit Groups in Group Dimension via Hierarchy Management

You can edit groups in Group dimension from the Hierarchy Management page. You can only edit Member Code, Member Name, and Currency Code of a group. Other details such as Parent Member, Member Type, and Member Sub Type can be edited only if no consolidation data exists in the group. If consolidation data exists, then the other details cannot be edited.

To edit a group in the Group dimension, do the following steps:

1. Navigate to Maintenance > Hierarchy Management.

   

2. Select Type, Dimension, Hierarchy as Finance Hierarchies, Groups, and Groups respectively, and then click Apply Selection.

3. Click Edit Hierarchy to activate the editing mode.

   

4. Select the company that you want to edit and make the required changes in the Properties tab.

5. Click OK, and then click Save.

   

Note:

• Any changes you make in the group from the Group dimension automatically reflect in the fictitious company in the Company dimension.

  

• Any changes you make in the group from the Group dimension automatically reflect in the Org Chart page.

  

• This action and relevant details are captured in the audit log. Navigate to Maintenance > View Audit Log to view the audit details.