Online Bill Reporting Tutorial
Module name: Hierarchies
Topic name: Manage Hierarchy – Move
Prerequisites:
You can only move an element in a custom hierarchy that you have access to.
At the completion of this topic you will be able to:
Move elements from one position in a hierarchy to another.
Example:
If a mobile phone is re-assigned to a different employee, the phone number can be moved
from one department to another and have another employee's name typed in the
description.
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Select Hierarchy from the main menu
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Select the HIERARCHY TYPE from the drop-down list.
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Select the custom hierarchy item.
Note: Only elements on a custom hierarchy can be moved.
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Select the HIERARCHY NAME from the drop-down list.
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In this example the Sales Dept-Sydney item is selected.
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Select the PERIOD from the drop-down list.
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In this example Aug-07 is selected.
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Select the Move Elements tab
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Select the item you want to move.
In this case it's the service shown with a tick in the right window.
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Select the Admin Dept folder.
This is the destination folder where the Service will be moved.
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Select the Move button.
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The confirmation message is displayed.
The service is moved to the new location.
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Next Step
If you have moved cost centres or services, you may wish to generate new reports which
include the new structure/details.
Select the Rewind button below to play this movie again
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