Setup Finance Hierarchies

Access the Hierarchy Management page by navigating to Maintenance > Hierarchy > Hierarchy Management. Select hierarchy type and the dimension/hierarchy. Click Setup to display the Financial Hierarchies Setup page. Add hierarchies based on the dimension you select by clicking the Add icon.

You can add an Attribute, Alternate or Dated hierarchy to a selected dimension.

You cannot edit a hierarchy once its' members are in use. For example, you can't edit an Attribute hierarchy if the members are used in reporting.

The icons/options in the ribbon of the Financial Hierarchies Setup page are explained below.

Add - Click to add a new Attribute, Alternate or Dated Hierarchy.

Edit - Edit an existing hierarchy if not in use (i.e. used in reporting).

Copy - Make a duplicate copy of a selected hierarchy. For example, let's say you want to duplicate the Department Main hierarchy and save it as an Alternate hierarchy where you can make modifications based on your reporting needs.

In Practice: Duplicate the Department Main Hierarchy and Save it as an Alternate Hierarchy

1. Select the Department Main hierarchy as shown below.

2. Click Copy.

3. Hierarchy Type is defaulted to Alternate Hierarchy.

4. Enter a name and description for your copied Alternate Hierarchy and click Save

   

Under the More list-box, there are two options available; Report Categories and Attribute Setup. For Attribute Setup, see the Defining Attributes section. For Report Categories, see Understanding Report Categories.