When changes occur in your organization, it is sometimes necessary to reorganize your hierarchy structure so those changes are reflected in your reports.
With the Bulk Update feature, you can easily move one or more hierarchy nodes to a different parent node.
"Node" is a general term for any single component within a hierarchy structure.
Some nodes will be parent nodes, meaning they have nodes that are subordinate to them in the hierarchy.
Other nodes will be child nodes, meaning they are subordinate to another node in the hierarchy.
The last node(s) in a branch of the hierarchy would be the location node(s); they are also referred to as a leaf node.
To move one or more nodes, click on Bulk Update in the hierarchy management tool, then click on Hierarchy...
... then select the parent node you are moving the nodes to, and choose the node(s) (location or non-location) you would like to move under that parent node.
When moving a node that has child nodes, the child nodes will move with the parent node.
It is important to remember that when you move hierarchy nodes, all historical records for the nodes will reflect the updated hierarchy structure.
If you do not want historical data to be affected, you would have to create new nodes. Please contact us for assistance.