Editing the Standard Hierarchy

Use

In an FM area you can arrange commitment items in practical and structured commitment item hierarchies. Define the top commitment item (top item) characteristics in a commitment item hierarchy that must also carry subordinate items. You therefore use several commitment item hierarchies that exist next to each other in one FM area.

You can use commitment items that are flagged as Not directly postable as summarization levels of Directly postable commitment items. The directly postable commitment items form the lowest level in a commitment item hierarchy.

The function Change S tandard Hierarchy supports you with the editing of a hierarchy of the standard variant "000". You can also use this function to create new commitment items.

Note Note

You cannot use this function to edit alternative commitment item hierarchies.

For more information, read Alternative Commitment Item Hierarchy .

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Prerequisites

  • If you want to assign commitment items to a single hierarchy, the following "inheritable" attributes must be the same within the hierarchy:

Financial transaction

Commitment item category

Statistical commitment item

  • You cannot assign a commitment item with the attribute Not directly postable below a commitment item with the attribute Directly postable .

Features

Display of Hierarchies

When you call this transaction, all the existing top items for an FM area/fiscal year are displayed. Top items are commitment items that do not have any superior commitment items in the master record.

The commitment items and commitment item hierarchies are displayed in alphabetical order. You can change the sequence of the top items as you wish while you are processing them, but you cannot save the changed sequence.

If top items already have subordinate commitment items, you can open individual branches of the hierarchy manually or expand a subtree or a complete FM area by clicking on the button.

Note Note

Take note that when calling hierarchy editing for commitment items, the simultaneous individual processing of commitment items in the given FM area/fiscal year is not possible.

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Inheritance of Master Data Attributes

Inheritable attributes must be the same within a commitment item hierarchy. The system supports this logical connection by automatically adjusting subordinate commitment items when you make any changes to the attributes of the top item. Therefore, it is only possible to change the attributes of top items.

Editing the Commitment Item Hierarchy

You change the hierarchy assignments for a commitment item or a subtree by selecting an item or a subtree and reassigning it to another node. Before reassigning the item or subtree, the program checks whether the inheritable attributes of the given commitment items agree in the hierarchy structure, if not, the system will not permit the reassignment.

Creating New Commitment Items

You can create new top items and new commitment items in existing commitment item hierarchies.

Note Note

When you create subordinate commitment items in an existing commitment item hierarchy, any inheritable attributes of the top item are automatically entered in the new commitment item master records.

End of the note.

See also:

Edit Standard Hierarchy