Lab - Create an organization hierarchy

  • 5 minutes

Read this first - before you start the lab!

Important

For this lab, you CANNOT sign in with your own credentials.

If you are signed in to finance and operations in the lab environment, you don’t need to sign in again, and can begin your work on this lab.

If you are not signed in to the lab environment yet, then go to the first lab unit in this module for instructions. Then, after you successfully sign in, use the Next button in the Instructions tab of the lab side bar to return to this lab scenario, and begin your work.

Scenario

You can use organizational hierarchies to view and report on your business from various perspectives. For example, you can set up one hierarchy for tax, legal, or statutory reporting.

This lab shows how to create an organization hierarchy.

  1. Go to Organization administration > Organizations > Organization hierarchies.
  2. Select New.
  3. In the Name field, type a value, such as 'Contoso Quality'.
  4. Select Assign purpose. In the list at the left, find and select a purpose to assign to your organization hierarchy, such as 'Audit internal control'.
  5. Select Add in the Assigned hierarchies section. In the list, find and select the hierarchy that you just created, 'Contoso Quality'.
  6. Select OK. In the list, find and select your hierarchy.
  7. Select View hierarchy.
  8. Add organizations, as necessary. To add an organization, select Edit and then select Insert to add the organization.
  9. When you are done making changes you can save a draft and/or publish the changes.

Go to the next lab instructions from the lab environment

Select the Next button in the bottom-right corner of the lab side bar.