Hierarchy Group Maintenance 11.38 (UK Release 12.10).

Description

A new maintenance area labelled Hierarchy Group has been added under Rates and Rules > Maintenance to allow adding, editing and deleting of hierarchy groups.

A hierarchy group is an additional, customisable category that can be used in conjunction with hierarchy levels and hierarchy values to match the following entities when paying and billing job orders:

• Pay Agreements

• Pay Rate Rules on Pay Agreements

• Bill Agreements

• Bill Rate Rules on Bill Agreements

• Bill Oncosts

• Holiday Rules.

For example, in addition to being assigned to an agreement hierarchy level and hierarchy value, a Pay Agreement may also be assigned to a hierarchy group. To determine which Pay Agreements can be assigned to a job order, the system searches the agreement hierarchy based on a combination of hierarchy level, hierarchy value and hierarchy group to find a matching Pay Agreement.

If a match is not found based on the combination of hierarchy level, hierarchy value and hierarchy group, the system will perform a second parse of the hierarchy for a match based on hierarchy level and hierarchy value only.

Benefits

This enhancement provides additional flexibility to classify and apply agreements, rate rules, oncosts and holiday rules based on a customisable grouping if matching by a combination of agreement hierarchy level and hierarchy value is insufficient.

Configuration

For information on how to create hierarchy groups in Rates and Rules > Maintenance > Hierarchy groups, see Hierarchy Group Maintenance.