Creating a Hierarchy Version

A merchandise hierarchy version contains a complete hierarchy definition, including all the levels, nodes and assigned items in the hierarchy. A version can represent a specific time period, although typically you will only need one hierarchy version with no end date.

If you define multiple versions of a merchandise hierarchy in your system, note that only one version will be active at any time.

For more information regarding using multiple hierarchy versions, see Using Hierarchy Versions in Transaction Reports.

To create a hierarchy version:

  1. Go to Setup > Merchandise Hierarchy > Hierarchy Versions > New (Administrator)

  2. Enter a name and description for this hierarchy version.

  3. Enter a start date for this hierarchy version. The start date can be in a future or past date, but can be no more than two years in the past.

    Note

    The End date of a hierarchy versions can not be manually entered. The current version by default will never expire, unless multiple versions are created, therefore no end date will be defined.

    When multiple hierarchy versions are created, the end date of the active version is updated automatically to match the start date of a new scheduled version.


  4. If you have previously created levels, you can assign them to your new version if required. Check the Included in this Version box for each of the levels to assign to this hierarchy version.

  5. Click Save.

Editing Hierarchy Versions

You can edit hierarchy versions at any time, to change the start date or change the levels assigned to the version. Note, you can only remove levels from a version that do not have nodes assigned to them.

You can edit a hierarchy version directly from the Hierarchy manager or from the Setup menu.

To edit a hierarchy version from the Hierarchy Manager:

  1. Go to Setup > Merchandise Hierarchy > Hierarchy Manager (Administrator).

  2. If your setup uses multiple versions, from the Version list select the hierarchy version you want to add the level to.

  3. Point to the right of the Version list and click the Edit Version button that appears.

    1. To edit the start date, either enter the new start date manually in the Start Date field or point to the right of the Start Date field and click the Pick button that appears.

    2. To assign existing levels to the hierarchy version, in the Levels In This Version subtab, check the Included in this Version box for each of the levels you want to assign to this hierarchy version.

  4. Click Save.

To edit a hierarchy version from the Setup menu:

  1. Go to Setup > Merchandise Hierarchy > Hierarchy Versions (Administrator).

  2. In the Merchandise Hierarchy Versions list click Edit for the hierarchy version you want to edit.

    1. To edit the start date, either enter the new start date manually in the Start Date field or point the mouse pointer to the right of the Start Date field and click the Pick button that appears.

    2. To assign existing levels to the hierarchy version, in the Levels In This Version subtab, check the Included in this Version box for each of the levels you want to assign to this hierarchy version.

  3. Click Save.

Deleting Hierarchy Versions

You cannot delete a hierarchy version that has nodes assigned to it.

To delete a hierarchy version:

  1. Go to Setup > Merchandise Hierarchy > Hierarchy Versions (Administrator).

  2. In the Merchandise Hierarchy Versions list click Edit for the hierarchy version you want to delete.

  3. From the Actions list select Delete.

Note

If you have assigned nodes to a hierarchy version you cannot delete that version. When you click Delete, a message is displayed providing a link to a list of all the nodes assigned to that version (dependent records). You must manually remove these nodes from the version before it can be deleted.