Changes Impacting the Hierarchy, MDS, and ERFs

If you change your organizational hierarchy after you have begun entering data, determine which case below matches your position in order to understand where existing licenses are reallocated.

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 organization) 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

Adding a hierarchy level 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 organization) 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 organization) 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

Deleting a hierarchy 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 organization) 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

Deleting a hierarchy 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 an 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 organization) 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

Deleting an organization 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 organization) 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

Deleting an organization 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 organization) 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 organization) 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

Transferring an organization 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 organization) 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

Transferring an organization 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 organization) 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