Description
A Hierarchy Group field is now available on a pay or bill agreement header if the agreement is assigned to a country for which hierarchy group functionality is enabled in Country Settings Maintenance. If available, the field allows selection of any hierarchy group that is configured for the corresponding country in Hierarchy Group Maintenance. It is not mandatory to select a hierarchy group and the field is locked down once the agreement has been used in a pay batch or invoice batch.
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If an agreement header is assigned to a hierarchy group the system will filter the list of agreements that can be assigned to a job order by attempting to match the hierarchy level, hierarchy value and hierarchy group of the job order with an agreement. If the system cannot find an agreement that has a matching hierarchy level, hierarchy value and hierarchy group it will search for agreements with a matching hierarchy level and hierarchy value only.
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Click here to watch a video about assigning hierarchy groups to holiday rules, rates and oncosts. |
Benefits
This enhancement allows pay and bill agreements, as well as pay rate rules and bill rate rules that are associated with a pay or bill agreement respectively, to be matched to a hierarchy group. This provides the flexibility of matching and applying agreements and agreement rates based on a combination of hierarchy level, hierarchy value and customisable hierarchy group.
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The field label of the Hierarchy Group field on agreement headers and rate rules can also be customised in Country Settings Maintenance to suit your organisation's requirements. For more information, see EnablingHierarchyGroupFunctionality.
Note also that the Hierarchy Group field on an agreement header is locked if the agreement has been used. If a hierarchy group needs to be applied to an existing agreement that has already been used, create a copy of the existing agreement and apply the hierarchy group to the copied agreement.
Configuration
An agreement and rate rules belonging to an agreement can only be assigned to a hierarchy group if the agreement is assigned to a country for which hierarchy group functionality is enabled in Country Settings Maintenance.
The field label of the Hierarchy Group field on agreement headers and rate rules can also be customised in Country Settings Maintenance to suit your organisation's requirements. For more information, see EnablingHierarchyGroupFunctionality.
Note also that the Hierarchy Group field on an agreement header is locked if the agreement has been used. If a hierarchy group needs to be applied to an existing agreement that has already been used, create a copy of the existing agreement and apply the hierarchy group to the copied agreement.