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Adding and Linking Addresses to Hierarchies

Created on  | Last modified on  Highlight Matches

Summary

How to set up and link hierarchy addresses for geographical locations in Sage 300 People.

Description

Sage 300 People uses hierarchy addresses to report employee information by geographical location. Each hierarchy item must link to an address stored on the company entity record before the system can use it.

The address does not display on the employee’s basic address screen. The system shows it only on the employee’s hierarchy details. Employees must link to the correct hierarchy item for the address to populate correctly.

Resolution

Select the hierarchy for geographical reporting

  1. Open the Navigation pane.
  2. Expand Company Management.
  3. Expand Hierarchy Setup.
  4. Double‑click Hierarchy.
  5. Select the hierarchy used for geographical locations, such as Branch.

Load addresses on the company record

  1. Open the Navigation pane.
  2. Expand Entity Management.
  3. Expand Company.
  4. Double‑click Employer.
  5. Open the applicable company.
  6. Select Detail.
  7. Select Addresses.
  8. Select New record.
  9. Enter the address details and select Save.

Repeat this process for each hierarchy item that requires an address.

Link the address to the hierarchy item

  1. Open the Navigation pane.
  2. Expand Company Management.
  3. Expand Hierarchy Setup.
  4. Double‑click Hierarchy.
  5. Select the relevant hierarchy header.
  6. Select the ellipsis button in the Address column.
  7. Use the filter to find the company entity.
  8. Select the applicable address and save.

NOTE:

Note text here

 

Update employee hierarchy links

  1. Open the Navigation pane.
  2. Expand Employee Management.
  3. Double‑click Employee.
  4. Open the applicable employee.

    NOTE:

    • The system displays the address only on the hierarchy details screen
    • The address does not appear under basic employee informationLink the employee to the correct hierarchy item.