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    Isaline Nguyen
    How to add a child value to a hierarchyAnswered
    Topic posted June 10, 2019 by Isaline NguyenSilver Medal: 2,000+ Points, tagged Financials, General Ledger, Setup / Administration, Tip 
    63 Views, 1 Comment
    Title:
    How to add a child value to a hierarchy
    Summary:
    Looking for steps on how to add a child value to existing department hierarchy
    Content:

    Hello!

    I am looking for steps on how to add a child value to my department hierarchy, before republishing it

    Please let me know if you have any insights,

    Regards,

    Isaline

    Best Comment

    Neelam Thakur

    Hi Isaline,

     

    This is done from "Manage Account Hierarchies".  You should make the change to each version of the hierarchy. Just open the hierarchy. This will put it in Draft mode, once in, expand highlight the node to which you nee to add a child. You can add a specific value by simply selecting from the left panel and moving it over to the right panel. Please note that the newly added value gets added to the bottom. Yo can manually move it up to put it in the correct alphabetic order. Once done same the changes. Then from the actions menu, perform row flattening, column flattening, audit and finally set status to active. Once done, navigate to "Publish Account Hierarchies" to publish.

    Hope this helps!
    Thanks,

    Neelam

    Comment

     

    • Neelam Thakur

      Hi Isaline,

       

      This is done from "Manage Account Hierarchies".  You should make the change to each version of the hierarchy. Just open the hierarchy. This will put it in Draft mode, once in, expand highlight the node to which you nee to add a child. You can add a specific value by simply selecting from the left panel and moving it over to the right panel. Please note that the newly added value gets added to the bottom. Yo can manually move it up to put it in the correct alphabetic order. Once done same the changes. Then from the actions menu, perform row flattening, column flattening, audit and finally set status to active. Once done, navigate to "Publish Account Hierarchies" to publish.

      Hope this helps!
      Thanks,

      Neelam