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--- company_aggregate [2017/11/10 13:43] – lisa.maloney
+++ company_aggregate [2024/08/27 13:52] (current) – tina.robles
@@ Line 1: / Line 1: @@
 **__Company Aggregate Admin__**
-{{:pasted:20160817-104505.png}}
+{{:pasted:20240827-135015.png}}
 -----
 The Company Aggregate Admin is broken out into two screens:
@@ Line 8: / Line 8: @@
 The Company Aggregate Association Admin is where the Companies will be added to the previously defined Aggregate Groupings.
+-----
+The purpose of Aggregate Companies is to take companies which are actually the exact same location and group them together.  For example consider the following company records:
+Sysco Atlanta - company number A-12345
+Sysco Atlanta - company number B-98765
+Sysco Atlanta - company number C-17785
+There is only ONE company here - Sysco Atlanta - and the different company numbers could represent Ship To, Bill To, etc. types of companies.  Since we want to treat all these companies as one entity - Sysco Atlanta - we would create an Aggregate Group called Sysco Atlanta and put all 3 of the companies within that group.
+This means that if a claim comes in for company number A-12345 but the contractee is B-98765 then that claim won't pend for ineligible distributor.  And if sales comes in for company C-17785 then the pricing can be calculated on the claim with claimant A-12345 since the companies are aggregated.
 -----
@@ Line 23: / Line 36: @@
 **__Company Aggregate Grouping Definition Admin__**
-This is where aggregate groupings can be added or modified.  To add a new grouping, click Add.  This will add a blank row in the grid.  Enter in the Grouping Description, Grouping CD, and select a Company Type.  The Active box will be checked by default.
+This is where aggregate groupings can be added or modified.  To add a new grouping, click Add.  This will open the editor to the right.  Enter in the Grouping Description, Grouping CD, and select a Company Type.  The Active box will be checked by default.
-Note that when selecting a Company Type, only companies with the same company type can be added to that aggregate grouping.  Once companies are assigned to that group, the Company Type cannot be changed.
+{{:pasted:20230605-120329.png}}
-{{:pasted:20160817-110203.png}}
+Note that when selecting a Company Type, only companies with the same company type can be added to that aggregate grouping.  Once companies are assigned to that group, the Company Type cannot be changed.
+{{:pasted:20230605-120432.png}}
 **Don't forget to click Save after Adding or Editing**
@@ Line 56: / Line 70: @@
 To set a parent company, select the company row within the company grid.  Then click the Set Parent button at the bottom of the screen.
-{{:pasted:20160817-112201.png}}
+{{:pasted:20240827-135151.png}}
 This will change the icon on the company in the grouping section from {{:pasted:20160817-112253.png}} to {{:pasted:20160817-112311.png}}.  The star indicates the Parent company.
@@ Line 62: / Line 76: @@
 To clear a parent company, select the company row within the company grid.  Then click the Clear Parent button at the bottom of the screen.
-{{:pasted:20160817-112451.png}}
+{{:pasted:20240827-135204.png}}
 **Don't forget to click Save**

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