Use

With the organizational hierarchy, the closing process can be organized into organizational structures. This means that, at the company code level, for example, special features of the individual independent accounting units can be considered during closing, to avoid applying identical process steps to all company codes.

The following organizational levels are delivered as standard:

Controlling Area

Company Code

Plant

Controlling Area/Company Code

Controlling Area/Plant

If required, you can create additional organizational levels.

Prerequisites

The Closing Cockpit is configured by making settings in Customizing. For this reason, you must also create the organizational hierarchies of the Closing Cockpit in the corresponding Customizing system or client and then transport them.

Authorization for transaction CLOCOC and authorization object B_SMAN_WPL (activity = 02) must be assigned in your profile.

Procedure

To configure the Closing Cockpit , go to the SAP Easy Access screen and choose Accounting Financial Accounting General Ledger Periodic Processing Closing Closing Cockpit (Manage Templates and Task Lists) (transaction CLOCOC).

Choose Template/Task List Organizational Hierarchies

The Create/Delete/Change/Display Closing H ierarchy dialog box appears.

Create New Organizational Level

If the delivered organizational levels are not sufficient to portray the organizational levels involved in the closing process, you can add new organizational levels (such as profit centers) as follows:

Choose Org Levels.

To add a new organizational level, choose with the quick info text Create

Enter an Org. Type and specify the text of the organizational object.

Org. Type : PRCTR

Org. Obj. Text : Profit Center

Specify the properties for the organizational levels:

From the Org. Type selected, the system derives corresponding values for the parameters and selection options (such as SAP_FAST_CLOSE_PRCTR_P for the parameters) and these values are generated automatically in table TVARV.

The entry selected in the Superordinate Org. Level field has consequences for how the organizational object is subsequently used in the organizational hierarchy. If you do not define any subordinate organizational level, the organizational object is only available in the hierarchy as an “initial node”.

For the organizational level to be subsequently linked with valid values in the system, entries must be made in the fields Value: Table/Field or Text: Table/Field

If you want to allow users to summarize Chart of Accounts Fiscal Year Variant Currency , or Valuation Area across the organizational levels in the task list template, specify the tables and fields in the appropriate entry fields.

If, for each of the different values, you want the same substructure to be applied as the default within an organizational level, define such defaults values under Subfolder

Create New Organizational Hierarchy

If the delivered organizational hierarchies are not sufficient, or if you want to create new organizational hierarchies with new organizational levels, choose New Org Hierarchy in the Create/Delete/Change/Display Closing Hierarchy dialog box.

In the Org. Hierarchy field, enter a name for the new organizational hierarchy (such as Controlling Area/Company Code/Profit Center).

To assign new hierarchy levels to the new organizational hierarchy, select the organizational hierarchy and access the context menu with the right-hand mouse button.

The levels that are offered as a substructure in the context menu depend on the superordinate organizational level of the respective organizational object.

In the context menu (accessible via the secondary mouse button), you can add organizational hierarchies to those already available or delete hierarchy levels from existing hierarchies.

Result

You have created new organizational hierarchies or adjusted existing organizational hierarchies for application in templates.