Differences

This shows you the differences between two versions of the page.

--- company_aggregate [2018/11/13 16:50] – lisa.maloney
+++ company_aggregate [2026/10/19 18:19] (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 36: / 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, now you can set up aggregates based on the Internal Company types.**
+{{pasted:20261019-181749.png}}
+{{pasted:20261019-181856.png}}
 **Don't forget to click Save after Adding or Editing**
@@ Line 69: / Line 72: @@
 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 75: / Line 78: @@
 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**