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company_grouping

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company_grouping [2020/08/17 10:34] – lisa.maloneycompany_grouping [2021/02/24 12:00] (current) – lisa.maloney
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 __**Admin: Company Admin: Company Grouping Admin**__ __**Admin: Company Admin: Company Grouping Admin**__
  
-{{:pasted:20181210-184208.png}}+{{:pasted:20210224-114810.png}} 
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 The Company Grouping section is broken out by Company Grouping Type:   The Company Grouping section is broken out by Company Grouping Type:  
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 To find where a Company is within the hierachy, select (highlight) the row within the grid.  Then click the Cycle through item in Hierarchy button.  Each time the button is clicked, it will move through all locations in the hierarchy where the selected row is a member. To find where a Company is within the hierachy, select (highlight) the row within the grid.  Then click the Cycle through item in Hierarchy button.  Each time the button is clicked, it will move through all locations in the hierarchy where the selected row is a member.
  
-{{:pasted:20171110-133814.png}}+{{:pasted:20210224-114920.png}}
  
 There is also an option to Expand All and Collapse All of the hierarchy. There is also an option to Expand All and Collapse All of the hierarchy.
  
-{{:pasted:20171110-133825.png}}+{{:pasted:20210224-114941.png}}
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 __Company Group Types__ __Company Group Types__
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 __**Company Grouping Definition Admin**__ __**Company Grouping Definition Admin**__
  
-This is where you build out the groupings in your Company Grouping Tree.  Just click add and enter in the Grouping Description, Grouping CD, set it as Active/Inactive and Save.  +This is where you build out the groupings in your Company Grouping Tree.  Click the Add button on the bottom right.  This will open the editor on the right side of the screen.  Enter in the Grouping Description, Grouping CD, set it as Active/Inactive and Save.  To edit a company group, just click on the company group row and the editor will open.  To close the editor, click the X on the top right.  
  
-{{:pasted:20170320-103020.png}}+{{:pasted:20210224-115205.png}}
  
 (Note: the Company Type is non-editable for companies which are below another Grouping Description in the hierarchy.) (Note: the Company Type is non-editable for companies which are below another Grouping Description in the hierarchy.)
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 +To view the hierarchy, click the arrows to expand or collapse the rows.
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-On the right hand side you then build out the Company Grouping Hierarchy.  To move a company from the grid to the hierarchy, just left click and drag the grouping into any other grouping to build the actual hierarchy.+To build out the Company Grouping Hierarchy, click and drag the grouping into any other grouping to build the actual hierarchy.  The data is automatically saved when moving records within the hierarchy.
  
-{{:pasted:20150923-165247.png}} 
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-You can build out as many levels of the Company Grouping tree as you like.  Don't forget to click Save!+You can build out as many levels of the Company Grouping tree as you like.  
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 To add Companies to the Company Groupings previously defined, navigate to the Company Grouping Association Admin screen.  The grid will display all Companies.  The first column indicates if a company is a member of a grouping.  If false, the company is not yet assigned to a group.  If true, the company is assigned to a group - select a company row and click on the Cycle through item in Hierarchy button and the company grouping hierarchy on the right will display where that company is in the hierarchy. To add Companies to the Company Groupings previously defined, navigate to the Company Grouping Association Admin screen.  The grid will display all Companies.  The first column indicates if a company is a member of a grouping.  If false, the company is not yet assigned to a group.  If true, the company is assigned to a group - select a company row and click on the Cycle through item in Hierarchy button and the company grouping hierarchy on the right will display where that company is in the hierarchy.
  
-{{:pasted:20181011-105232.png}}+{{:pasted:20210224-115904.png}}
  
 The company groups and members of the hierarchies are displayed in alphabetical order followed by the group number or company number. The company groups and members of the hierarchies are displayed in alphabetical order followed by the group number or company number.
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-To add a company, select the company and drag it to the appropriate place in the hierarchy.  In the example below, Allen Foods is being added to Test Group 4A.+To add a company, select the company by clicking the row and dragging it to the appropriate place in the hierarchy.  
  
-{{:pasted:20150923-170626.png}} 
  
 Don't forget to click Save after making changes! Don't forget to click Save after making changes!
company_grouping.1597660489.txt.gz · Last modified: 2020/08/17 10:34 by lisa.maloney

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