Classic | Creating Organisation Hierarchy Levels

Classic | Creating Organisation Hierarchy Levels

About

The first step to create an Advanced Organisation Structure is to define the amount of levels that are present in the organisation hierarchy. The levels are created and defined on the Organisation Hierarchy Levels Screen.

Please note: Click on any image in the article to enlarge.

NextGen or Classic

The Classic version is the name given to the previous look and feel of the system. Important to note, both NextGen and Classic point to the same database. No data migration is therefore applicable.

This article covers Creating Organisation Hierarchy Levels for the Classic version of the system.

An Example of the Classic Landing Page


The article that explains the same for the new and improved NextGen version, is coming soon.

An Example of the NextGen Landing Page


Edition

This feature is available on Premier and Master.

Option 1: Company Menu>Organisation Structure>Organisation Hierarchy Levels
Option 2: Company Screen>I want to…>Setup hierarchy

Example

In this example, levels were created for Company, Department and Cost Centre.



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