User Tools

Site Tools


company_grouping

Differences

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

Link to this comparison view

Both sides previous revisionPrevious revision
company_grouping [2021/02/24 11:56] lisa.maloneycompany_grouping [2021/02/24 12:00] (current) lisa.maloney
Line 83: Line 83:
 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.
 ----- -----
-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.1614167773.txt.gz · Last modified: 2021/02/24 11:56 by lisa.maloney