Process documentationPrerequisites and Customizing Settings for the Reorganization

 

You use this process to make the Customizing settings for the reorganization.

Prerequisites

You have ensured that the prerequisites for the reorganization have been met. The prerequisites are listed in the Implementation Guide for General Ledger Accounting (New) under Start of the navigation path Reorganization Next navigation step Basic Settings Next navigation step Prerequisites for a Reorganization End of the navigation path.

Note Note

Note that the system prerequisites (including the Customizing settings - see below) must be met as well as the organizational prerequisites. (For example, the closing activities must be completed for the prior period before you can start the reassignment and the transfer postings).

End of the note.

You have also ensured that the prerequisites specific to the object type are met (such as the prerequisites specific to the reorganization of fixed assets). For more information, see the documentation specific to the object types (that is, in the subsections in Specific Functions for Objects that Can Be Organized.

Process

Some Customizing activities are mandatory activities that you must perform, whereas other activities are recommended activities that we recommend that you perform.

Mandatory Customizing Activities

You have to perform the following activities:

  • Activate Reorganization Plan Type

    To be able to use the profit center reorganization, you need to activate the reorganization plan type Profit Center in Customizing for the Reorganization under Start of the navigation path Basic Settings Next navigation step Activate Reorganization Plan Type End of the navigation path.

  • Define Reorganization Document Type

    With reorganization transfer postings, the balances of the objects to be reorganized are transferred from the old account assignment to the new account assignment. You have to specify which document type is used for reorganization transfer postings. If you want to portray reorganization transfer postings separately, you have to define a separate document type for these transfer postings instead of using an existing document type that is already used for operational postings.

    Define the reorganization document type in Customizing for the Reorganization under Start of the navigation path Basic Settings Next navigation step Define Reorganization Document Type End of the navigation path.

Recommended Customizing Activities

We recommend that you perform the following activities:

  • Remove Object Types from Derivation Hierarchy

    We recommend that you adjust the derivation hierarchy according to your needs. In so doing, you can remove from the hierarchy any object types that are not used at your company (such as WBS elements, networks, and network activities if the Project System is not used). To make it easier to keep an overview of the Reassignment activity, we recommend that you make this Customizing setting.

    Edit the derivation hierarchy in Customizing for the Reorganization under Start of the navigation path Basic Settings Next navigation step Remove Object Types from Derivation Hierarchy End of the navigation path.

  • Specify Restriction Characteristics for Reorganization Plan Type

    If you only want the relevant objects to appear in the object list, you can restrict the characteristics used in a reorganization plan by defining certain characteristics as "restriction characteristics". For the profit center reorganization, you can specify that, for the definition of the reorganization plan, the Company Code characteristic is available for selection on the General Restrictions tab page.

    Specify the restriction characteristics for each reorganization plan type in Customizing for the Reorganization under Start of the navigation path Basic Settings Next navigation step Restriction Characteristics Next navigation step Specify Specify Restriction Characteristics for Reorganization Plan Type End of the navigation path.

  • Specify Restriction Characteristics for Reorganization Object Type

    When the system determines which objects need to be reorganized, it applies the general and the specific restrictions specified in the reorganization plan. In the reorganization plan on the Specific Restrictions tab page, you can restrict the selection to specific characteristics so that only relevant objects appear in the object lists. You use this Customizing activity to stipulate which restrictions are available for defining reorganization plans and for which characteristics the reorganization manager has to enter values by way of restriction.

    Specify the restriction characteristics for each reorganization object type in Customizing for the Reorganization under Start of the navigation path Basic Settings Next navigation step Restriction Characteristics Next navigation step Specify Restriction Characteristics for Reorganization Object Type End of the navigation path.

  • Specify Display Characteristics for Each Object Type

    After the object lists have been generated, the object owners need to decide on the new assignments of the profit centers. This assignment is made in object lists. Often, object owners decide upon new assignments on the basis of specific attributes of the objects. In this Customizing activity, you specify the display characteristics that you want to be available in the object list. Display characteristics are attributes of the objects to be reorganized that can be displayed in the columns of the object list. The object owners can subsequently use the display characteristics in the object list for sorting or filtering the data or simply as additional information on the individual objects.

    Here, you can specify which columns are displayed as well as which fields can be selected (before the object list is displayed).

    Specify the display characteristics in Customizing for the Reorganization under Start of the navigation path Basic Settings Next navigation step Display Characteristics Next navigation step Specify Display Characteristics for Each Object Type End of the navigation path.

  • Define Transaction Types for Reorganization Transfer Postings

    You can specify the consolidation transaction types that the system uses for reorganization transfer postings for for incoming and outgoing stock. There is an exception in the transfer postings for asset portfolios: For asset portfolios, the system applies consolidation transaction types on the basis of the asset transaction type We recommend defining the transaction types in such a way that the reorganization transfer postings can be displayed separately in summary reports.

    Define the transaction types for the reorganization transfer postings in Customizing for the Reorganization under Start of the navigation path Basic Settings Next navigation step Define Transaction Types for Reorganization Transfer Postings End of the navigation path.