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Activating a hierarchy in Bill Analyst

When you create a new hierarchy, it becomes the active hierarchy and any changes to nodes, account assignments, and service assignments only affect that hierarchy.

If you are an administrator or user assigned to the top node, you can change which hierarchy is active. (If you're not the administrator, contact your system administrator.)

You can use hierarchies to structure your data to track your telecom use or spend across different groups and functions of your organization for more informed reporting and analysis: 

  • Review monthly telecom spend by business unit, division, department, group, or other segment of your organization; assign costs among groups that share telecom services.

  • Use a hierarchy and its levels like data filters for your reports (in addition to standard and custom filters).

  • Create multiple hierarchies to test and compare different reporting scenarios.
     

A hierarchy mirrors the structure of your organization—business units, regional offices, retail outlets, cooperatives, departments, and other reporting groups. The nodes and sub-nodes of a hierarchy form a tree structure, connected in parent-child relationships, representing your organization’s various groups. Split services between nodes to assign costs across multiple groups that share a service.

You can set a hierarchy you create as private (seen only by the person who created the hierarchy) or public (seen by all users in your organization).

Note: Some aspects of working with hierarchies are permission based. For example, you can only edit a node description, move a node to a different level, or remove a node if you are the owner or administrator.

To make a hierarchy active:

  1. From the main menu, select Billing > Invoice Management.
Invoice Management
  1. From the list of accounts, click the blue hyperlink for the account you want to work with.
Bill Analyst (showing Home tab)
  1. Click the Setup tab.
  1. In the Hierarchies box, click Set Hierarchy.
Hierarchies (showing Set Hierarchy tab)
  1. Select the radio button next to the hierarchy you want to activate.
  1. Click Set Active Hierarchy. 

    Any hierarchy you make active stays active until you log out. The next time you log in, the master hierarchy is automatically set as the active hierarchy. If you want to use a different hierarchy, you need to set that hierarchy as active.