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company_aggregate

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company_aggregate [2018/11/13 16:50] – lisa.maloneycompany_aggregate [2024/08/27 13:52] (current) – tina.robles
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 **__Company Aggregate Admin__** **__Company Aggregate Admin__**
  
-{{:pasted:20160817-104505.png}}+{{:pasted:20240827-135015.png}}
 ----- -----
 The Company Aggregate Admin is broken out into two screens: The Company Aggregate Admin is broken out into two screens:
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 **__Company Aggregate Grouping Definition Admin__** **__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** **Don't forget to click Save after Adding or Editing**
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 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. 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. 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.
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 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. 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** **Don't forget to click Save**
company_aggregate.1542127845.txt.gz · Last modified: 2018/11/13 16:50 by lisa.maloney

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