Lumen help

Removing branches in Bill Analyst

After you create a hierarchy, activate it, and add nodes and branches to it, you can can go back into the hierarchy and remove branches as needed to match your organization's structure.

You can use hierarchies to structure your data to track your telecom use or spend across different groups and functions of your organization for more informed reporting and analysis:

Review monthly telecom spend by business unit, division, department, group, or other segment of your organization; assign costs among groups that share telecom services.
Use a hierarchy and its levels like data filters for your reports (in addition to standard and custom filters).
Create multiple hierarchies to test and compare different reporting scenarios.

A hierarchy mirrors the structure of your organization—business units, regional offices, retail outlets, cooperatives, departments, and other reporting groups. The nodes and sub-nodes of a hierarchy form a tree structure, connected in parent-child relationships, representing your organization’s various groups. Split services between nodes to assign costs across multiple groups that share a service.

You can set a hierarchy you create as private (seen only by the person who created the hierarchy) or public (seen by all users in your organization).

Note: Some aspects of working with hierarchies are permission based. For example, you can only edit a node description, move a node to a different level, or remove a node if you are the owner or administrator.

To remove branches:

From the main menu, select Billing > Invoice Management.

From the list of accounts, click the blue hyperlink for the account you want to work with.

Click the Setup tab.

In the Hierarchies section, click Tree Builder.

Some aspects of creating a hierarchy are permission based. For example, you can only edit node descriptions and move or remove nodes if you have the correct permissions. (If you want to modify the public hierarchy so the modifications are available to everyone in your organization, contact your system administrator (a list of administrator(s) is in the welcome email you received from us or contact us.)