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What happens when there are changes to the hierarchy?
Adding a Hierarchy level
From above the added hierarchy level
Non Root
| • | Purchased Available/Assigned at any of the levels above the new hierarchy level will remain unchanged |
| • | Allocated Available/Assigned owned by a level above the new hierarchy level to a level above the new hierarchy level will remain unchanged |
| • | Allocated Available/Assigned owned by a level above the new hierarchy level to a level below the new hierarchy level will move up to the level above the newly added level |
Root
| • | Allocated Available/Assigned (Allocated from Root level , then allocated/assigned by received org) that are above the new hierarchy level will remain unchanged |
| • | Allocated Available (Allocated directly from the Root level) that are above the new hierarchy level will remain unchanged |
| • | Assigned directly from the Root level that are above the new hierarchy level will remain unchanged |
From below the added hierarchy level
Non Root
| • | Purchased Available/Assigned at any of the levels below the new hierarchy level will remain unchanged |
| • | Allocated Available/Assigned owned by a level below the new hierarchy level to a level below the new hierarchy level will remain unchanged |
Root
| • | Allocated Available/Assigned (Allocated from Root level , then allocated/assigned by received org) to below the new hierarchy level will move back up to the Root level |
| • | Allocated Available (Allocated directly from the Root level) to below the new hierarchy level will move back up to the Root level |
| • | Assigned directly from the Root level to below the new hierarchy level will remain unchanged |
Deleting a Hierarchy
From above the deleted hierarchy level
Non Root
| • | Purchased Available/Assigned at any of the levels above the deleted hierarchy level will remain unchanged |
| • | Allocated Available/Assigned from above the deleted hierarchy level to another level above remain unchanged |
| • | Allocated Available/Assigned owned by a level above the deleted hierarchy level to a level below the deleted level will move up to the level above the deleted level |
Root
| • | Allocated Available/Assigned (Allocated from Root level , then allocated/assigned by received org) that are at a level above the deleted hierarchy level will remain unchanged |
| • | Allocated Available (Allocated directly from the Root level) that are at a level above the deleted hierarchy level will remain unchanged |
| • | Assigned directly from the Root level that are at a level above the deleted hierarchy level will remain unchanged |
At the deleted hierarchy level
Non Root
| • | Purchased Available/Assigned at the deleted hierarchy level will move up to the level above the deleted hierarchy level |
| • | Allocated Available/Assigned at the deleted hierarchy level will move up to the level above the deleted hierarchy level |
| • | Allocated Available/Assigned from the deleted level to a lower level will move up to the level above the deleted hierarchy level |
Root
| • | Allocated Available/Assigned (Allocated from Root level, then allocated/assigned by received org) at the deleted hierarchy level will move back up to the Root level |
| • | Allocated Available (Allocated directly from the Root level) at the deleted hierarchy level will move back up to the Root level |
| • | Assigned directly from the Root level at the deleted hierarchy level will move back up to the Root level |
From below the deleted hierarchy level
Non Root
| • | Purchased Available/Assigned at any of the levels below the deleted hierarchy level will remain unchanged |
| • | Allocated Available/Assigned owned by a level below the deleted hierarchy level to another level below the deleted hierarchy level remain unchanged |
Root
| • | Allocated Available/Assigned (Allocated from Root level, then allocated/assigned by received org) that are at a level below the deleted hierarchy level will move back up to the Root level |
| • | Allocated Available (Allocated directly from the Root level) that are at a level below the deleted hierarchy level will move back up to the Root level |
| • | Assigned directly from the Root level that are at a level below the deleted hierarchy level will remain unchanged |
Deleting a Organization
From above the deleted hierarchy level
Non Root
| • | Purchased Available/Assigned at any of the levels above the deleted organization level will remain unchanged |
| • | Allocated Available/Assigned at any of the levels above the deleted organization level to another level above the deleted organization level will remain unchanged |
| • | Allocated Available/Assigned at any of the levels above the deleted organization level to a level below the deleted organization level will move up to the level above the deleted level |
Root
| • | Allocated Available/Assigned (Allocated from Root level, then allocated/assigned by received org) to a level above the deleted organization level will remain unchanged |
| • | Allocated Available (Allocated directly from the Root level) to a level above the deleted organization level will remain unchanged |
| • | Assigned directly from the Root level to a level above the deleted organization level will remain unchanged |
At the deleted hierarchy level
Non Root
| • | Purchased Available/Assigned at the deleted organization level will move up to the level above the deleted organization level |
| • | Allocated Available/Assigned at the deleted organization level will move up to the level above the deleted organization level |
| • | Allocated Available/Assigned from the deleted organization level to a lower level will move up to the level above the deleted organization level |
Root
| • | Allocated Available/Assigned (Allocated from Root level, then allocated/assigned by received org) at the deleted organization level will move back up to the Root level |
| • | Allocated Available (Allocated directly from the Root level) at the deleted organization level will move back up to the Root level |
| • | Assigned directly from the Root level at the deleted organization level will move back up to the Root level |
From below the deleted hierarchy level
*See below if all lower level organizations have been deleted
*If lower level organizations have been reassigned, see the rules section for Transferring an Organization
Non Root
| • | Purchased Available/Assigned at any of the levels below the deleted organization level will move up to the level above the deleted organization level |
| • | Allocated Available/Assigned owned by any of the levels below the deleted organization level to another level below the deleted organization level will move up to the level above the deleted level |
Root
| • | Allocated Available/Assigned (Allocated from Root level, then allocated/assigned by received org) to a level below the deleted organization level will move up to the Root level |
| • | Allocated Available (Allocated directly from the Root level) to a level below the deleted organization level will move up to the Root level |
| • | Assigned directly from the Root level to a level below the deleted organization level will move up to the Root level |
Transferring an Organization
From above the transferred organization level
Non Root
| • | Purchased Available/Assigned at any of the levels above the transferred organization level will remain unchanged |
| • | Allocated Available/Assigned above the transferred organization level will remain unchanged |
| • | Allocated Available/Assigned from above transferred organization level to a lower level will move up to the previous higher level above the transferred organization level |
Root
| • | Allocated Available/Assigned (Allocated from Root level, then allocated/assigned by received org) at a level above the transferred organization level will remain unchanged |
| • | Allocated Available (Allocated directly from the Root level) at a level above the transferred organization level will remain unchanged |
| • | Assigned directly from the Root level at a level above the transferred organization level will remain unchanged |
At the transferred organization level
Non Root
| • | Purchased Available/Assigned at the transferred organization level will remain unchanged and will be carried to the new organization level |
| • | Allocated Available/Assigned at the transferred organization level will move up to the previous level above the transferred organization level |
| • | Allocated Available/Assigned from the transferred level to a lower level will move up to the previous higher level above the transferred organization level |
Root
| • | Allocated Available/Assigned (Allocated from Root level, then allocated/assigned by received org) to the transferred organization level will be move back up to the Root level |
| • | Allocated Available (Allocated directly from the Root level) to the transferred organization level will move back up to the Root level |
| • | Assigned directly from the Root level to the transferred organization level will remain unchanged |
From below the transferred organization level
Non Root
| • | Purchased Available/Assigned at any of the levels below the transferred organization level will remain unchanged |
| • | Allocated Available/Assigned at any of the levels below the transferred organization level from a level above the transferred organization level will move up to the previous higher level above the transferred organization level |
| • | Allocated Available/Assigned at any of levels below the transferred organization level to another level below the transferred organization level will remain unchanged |
Root
| • | Allocated Available/Assigned (Allocated from Root level, then allocated/assigned by received org) to a level below the transferred organization level will move back to the Root level |
| • | Allocated Available (Allocated directly from the Root level) to a level below the transferred organization level will move back to the Root level |
| • | Assigned directly from the Root level to a level below the transferred organization level will remain unchanged |
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