Use hierarchy groups to control how records are grouped and displayed for each country. This article explains how to create a new hierarchy group in Maintenance so it is ready to use in relevant dropdown lists on records.
⚠ Important: You must have access to Maintenance for the relevant country to create or edit hierarchy groups.
📌 Note: Before you create a hierarchy group, ensure that hierarchy groups are enabled for the country in Maintenance, then Hierarchy, then the relevant Country, then Hierarchy Group.
Create a Hierarchy Group
Go to Rates and Rules, then click Maintenance.
On the hierarchy maintenance menu, click the hierarchy group label (for example, Hierarchy Group); the exact label depends on your configuration.
The Hierarchy Group Maintenance screen opens.
Click Add, then in the Name field, enter a name for the new hierarchy group.
In the Country field, select the country that the new hierarchy group should apply to, then leave the default country selected if no change is required.
In the Sort Order field, enter a number to control the position of the hierarchy group in dropdown lists, then review this value to ensure it reflects the priority you want.
For example, if you enter 1, the new hierarchy group appears first in the dropdown. It is not mandatory to specify a sort order.
If you do not enter a sort order, the hierarchy group is listed in alphabetical order after any hierarchy groups that do have a sort order.
If two or more hierarchy groups use the same sort order value, those hierarchy groups are listed in alphabetical order within that shared sort order.
Select the Active checkbox to make the new hierarchy group immediately available on applicable records, then leave it unticked if you do not want the hierarchy group to be available yet.
Click Save.
The system saves the new hierarchy group, and it becomes available based on the Active setting and Sort Order configuration.