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Move Members within a Hierarchy (Master Data Services)

In Master Data Manager, move members within a hierarchy to change their location or parent assignment.

Prerequisites

To perform this procedure:

  • You must have permission to access the Explorer functional area.

  • For explicit hierarchies, you must have a minimum of Update permission to the entity.

  • For derived hierarchies, you must have a minimum of Update to the model and to any domain-based attributes used in the hierarchy.

To move members within a hierarchy

  1. On the Master Data Manager home page, from the Model list, select a model.

  2. From the Version list, select a version.

  3. Click Explorer.

  4. From the menu bar, point to Hierarchies and click hierarchy_name.

  5. In the Hierarchy pane, where the hierarchy is displayed in a tree structure, click the check box for each member you want to move.

  6. At the top of the Hierarchy pane, click Cut.

  7. In the Hierarchy pane, click the check box for the member you want to move the members to.

  8. Click Paste.

    Note

    In derived hierarchies, you can move members to the same level only. Also, you cannot change the sort order of members.

See Also

Tasks

Move Explicit Hierarchy Members by Using the Staging Process (Master Data Services)

Concepts

Derived Hierarchies (Master Data Services)

Explicit Hierarchies (Master Data Services)