Object documentationReorganization Plan

 

A reorganization plan can be considered a type of container used to circumscribe in the system what a reorganization entails.

 

You therefore define a reorganization plan to collect in the system the basic information about a reorganization.

Before you create a reorganization plan, you have to ensure that the prerequisites for the reorganization are met and that you have made the basic settings in Customizing.

Structure

The following attributes in particular describe a reorganization plan:

  • The reorganization plan type

  • The reorganization date

  • The restrictions

  • The assignment table

  • The hierarchy version of the derivation hierarchy

Reorganization Plan Type

This attribute determines the reorganization unit as well as the reorganization activities (reassignment and transfer posting).

The reorganization plan type for a profit center -reorganization is Profit Center (001).

Reorganization Date

The reorganization date is the time from which the new assignment of the reorganization unit (such as the profit center) is valid. This date has the following properties:

  • It is the first day of the reorganization period.

  • It is always the start of a period in the leading ledger.

  • It must lie in the future.

When you reorganize profit centers within a controlling area, the following applies:

  • The reorganization date must be the first day of a posting period, in terms of the fiscal year variant of the controlling area specified in the reorganization plan.

  • For a given reorganization date, a controlling area can only be handled in one reorganization plan that has not been closed. In other words: There can only be one profit center reorganization per reorganization date (that is, per period) and per controlling area. The system runs a check to ensure that this is the case when you create a reorganization plan.

Constraints

With the restrictions in the reorganization plan, you specify which organizational units and which objects are affected by the reorganization.

There are two types of restriction:

  • General restrictions and

  • Specific restrictions

General Restrictions

The general restrictions apply for the entire reorganization plan, that is, for all object types. Here, you specify which profit centers are relevant for the reorganization.

You have already specified the controlling area when you created the reorganization plan. Furthermore, you can restrict the selection to specific company codes by default.

In the assignment table, you specify the profit centers that you want to include in the reorganization and how you want them to be reorganized; that is, you specify how the affected profit centers are divided up, combined, or replaced.

Example Example

  • You specify the following for a profit center reorganization: Profit center PC–1 is split into PC–1a and PC–1b; Profit center PC–3 is renamed as PC–3a.

    Assignment Table:

    Old Profit Center

    New Profit Center

    PC–1

    PC–1a

    PC–1

    PC–1b

    PC-3

    PC-3a

  • If profit center PCA needs to be moved partially into PCB, you enter the following lines in the assignment table:

    Old Profit Center

    New Profit Center

    PCA

    PCA

    PCA

    PCB
End of the example.

For the assignment table, you can use Microsoft Excel for uploads and downloads:

  • You can download entries from the assignment table into an Excel file:

    1. For this, choose Start of the navigation path Excel Next navigation step Excel Download End of the navigation path and enter the path and the name for the file.

    2. Choose Save.

    In Microsoft Excel, you can open the XML file generated. The assignments are portrayed in two columns (with headers): the old account assignment in the first column and the new account assignment in the second column.

  • If you want to upload assignments from an XML file, use the same format as for the download. To receive the correct format for the upload, we recommend that you first download the empty assignment table from the system using the Excel download. For the upload, choose Start of the navigation path Excel Next navigation step Excel Upload End of the navigation path. The system inserts the rows from the Excel file at the end of the assignment table.

Specific Restrictions

To ensure that only the relevant objects appear in the Object Lists, you restrict the objects to be considered in the reorganization. You do this for individual object types in the Specific Restrictions.

These specific restrictions only apply to the object types of the first level of the derivation hierarchy and not for dependent object types.

Example Example

If the reorganization only affects materials in plant 0001, you enter the value for the plant as the restriction in the Plant field.

End of the example.

You specify characteristics that can be restricted 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 Plan Type End of the navigation path.

Note Note

Once an object has acquired the status Approved for Further Processing (or a higher status), you can no longer change the corresponding specific restriction in the reorganization plan.

End of the note.
Hierarchy Version

For more information, see Derivation Hierarchy.