Creating SCV Hierarchy Level

The planning hierarchy levels represent different levels of aggregation. Each level represents a granularity in which the plan data can be viewed. Also, each level is of a smaller granularity than the previously defined level with the first element in the list being the top-most level of the hierarchy.

This topic describes the process of creating SCV generated planning hierarchies. Hierarchy definitions are used to generate hierarchy data based on the planning data tables in SCV. Hierarchies consist of hierarchy header details and hierarchy levels.

To create an SCV generated planning hierarchy:

  1. Select Configuration > SCV > Hierarchies > Hierarchies.
  2. Click New.
  3. Click the Details tab. This tab contains the general information about the SCV hierarchy.
  4. Specify this information:
    Name
    A unique name of the Hierarchy.
    Note: This field is disabled after the creation of the hierarchy.
    Description
    The description of the hierarchy.
    Note: You cannot modify this value for system defined hierarchies.
    .
    Type
    The type of hierarchy. Possible values:
    • Item
    • Location
    Note: Only enabled hierarchies are used by the Prepare Hierarchy Data process.
  5. Click the Levels tab. This tab allows you to define the SCV hierarchy levels.
    Note:  supports hierarchies up to 8 levels; a Base level, a Top level and six intermediate levels.
  6. Click Add and select Top Level.
    Note: 
    • The Top Level option is not displayed if one or more levels exist for the hierarchy.
    • Once added, the Top Level cannot be deleted or moved.
  7. Specify this information:
    Level Name
    A unique name for the top level.
    Value
    The constant value for the elements at this level.
    Description
    The description of the elements at this level.
  8. Click Add. A new row is added to the planning hierarchy.
    Note: You cannot delete or change the hierarchy level of this level after the creation.
  9. Click Add and select the level type as required. Possible options:
    • Level (Query)
    • Level (Table)
    Note: You cannot modify the value in the Level Details tab for the system defined hierarchy level.
  10. Specify this information in the Details tab for Level type Query/Table:
    Level Name
    A unique name of the level.
    Query
    A valid SQL expression that selects the level values.
    Note: 
    • You must verify the Query using the Verify option.
    • This field is displayed only for the level type Query.
    Table Name
    The table name from the SCV Table Registry that stores the values at this level.
    Note: 
    • This field is displayed only for the level type Table.
    • The Level value section is cleared when you select the table name.
    Link at Level
    The name of the level that is linked to the next level. This value is stored internally using the corresponding level ID.
    Note: This field not applicable for the second level (top level - 1).
    Parent Default Value
    The default value at the parent level for the items at the current level.
    Value Type
    The type of Value for the elements at the specified level. Possible values:
    • Column
    • Constant
    • Expression
    Value
    The Value that is based on the type specified in the Value Type field. Possible options:
    • Column: The column name specified for the source Table Name or the Query that stores the level value.
    • Constant: The value that represents the level value as a constant.
    • Expression: A valid SQL expression for the Table Name that represents the level value.
      Note: It is recommended to always add the table alias before each column used in Value expressions to avoid ambiguous column references in the generated hierarchy queries. For example, leve_0.item_id + ‘@’ , leve_0.location_id.
    Description Type
    The type of Description for the elements at the specified level. Possible values:
    • Column
    • Constant
    • Expression
    Note: The Description field is cleared if you modify this value.
    Description
    The Value that is based on the type specified in the Description Type field. Possible options:
    • Column: The column name specified for the source Table Name or Query that stores the level description.
    • Constant: The descriptive text for the elements at the specified level.
    • Expression: A valid SQL expression for the Table Name that represents the level description.
    Link Type
    The type of link for the elements at the specified level.
    Note: This field is not applicable for the second highest level.
    Link Value
    The possible options for this field is based on the value specified for the Link Type option. Possible options:
    • Column: The column name specified for the Table Name or Query of the level name (specified at ‘Link at Level’) that stores the link for the next level.
    • Constant: A value that represents the link to the next level.
    • Expression: A valid SQL expression on the Table Name or Query of the ‘Link at level’ that represents link to the next level.
    Note: This field not applicable for the second highest level.
    Parent Type
    The type of Parent for the elements at this level. Possible values:
    • Column
    • Constant
    • Expression
    Parent value
    The possible options for this field is based on the value specified for the Parent Type option. Possible options.
    • Column: The column name that is specified for the source Table Name or Query of the parent level that stores the link to the previous level in the next level.
    • Constant: A value that represents the link to the previous level in the next level.
    • Expression: A valid SQL expression on theTable Name or Query of the parent level that represents the link to the previous level in the next level.
  11. Specify this information in the Attribute tab for Level type Query/Table:
    Attribute
    The attribute name for this level.
    Note: You cannot modify this value.
    Value
    The table column to link to a value for an attribute at this level.
  12. Click Add. A new row of specified type is added to the planning hierarchy.
  13. Follow the Steps 10, 11 & 12 to add multiple levels. The Top Level is numbered as 0 and numbering of the subsequent levels are incremented by 1.
    Note: You can create a duplicate of the existing intermediate level and modify the parameters (except the Level Type field) as required using the Duplicate option.
  14. Click Save. A new planning hierarchy is created after successful validation of the specified information.
  15. Select a level (except the Top Level and the Base Level) and use the Up and Down options to change the order of the hierarchy levels.
    Note: You can use this page to:
    • Create a duplicate of the existing planning hierarchy and modify the parameters as required using the Duplicate option.
    • Delete planning hierarchies using the Delete option.