Changing Hierarchy Variants

Integrating a New Funds Center:

  1. Choose Start of the navigation path Accounting Next navigation step Public Sector Management Next navigation step Funds Management Next navigation step Master Data Next navigation step Funds Center Next navigation step Hierarchy Next navigation step Edit. End of the navigation path

  2. Enter the FM area and the key of the hierarchy variant.

  3. Choose with the quick info text Continue .

    The funds centers hierarchy is displayed to you as a tree structure. A newly added funds center appears on the top hierarchy level.

  4. Place the cursor on the center that you want to change, and choose Subtree .

    The selected centers are distinguished from the non-selected by color.

    Note Note

    If the selected funds center already contains subordinate centers, then these centers are also selected simultaneously.

    End of the note.

  5. Place the cursor on the funds center under which the selected funds center or subtree is to be moved, and choose Subtree .

    The system displays the Move node dialog box. Specify whether the selected center or subtree is to be moved to the same level or to a lower-level.

  6. Choose Move .

    The selected funds center or the sub-tree is moved under the selected center.

    If the new funds center is moved to an “activated” funds center structure, then an additional Activate is no longer necessary. Otherwise you must select the new funds center or the new subtree and (according to point four) and choose .

  7. Choose with the quick info text Save .

Removing an existing funds center from the hierarchy variant:

  1. Follow the steps according to points one through three above.

  2. Place the cursor on the center or subtree to be removed and choose Subtree.

  3. Choose with the quick info text Activate/Deactivate Selected Funds Centers .

    The selected funds center or the sub-tree is distinguished from the “active” funds center structure by color.

  4. Choose with the quick info text Save .

    Caution Caution

    If a hierarchy variant is assigned to a fiscal year, then it is no longer possible to remove or Deactivate a funds center.

    End of the caution.
Deleting an existing funds center from the database:

  1. Follow the steps according to points one through three above.

  2. Place your cursor on the subtree or subtrees that you want to delete.

  3. Choose with the quick info Delete Funds Center from DB and AllHierarchies to delete the subtree/subtrees.

    The system checks whether deletion is possible. If not, an error message appears. The standard checks are also run when the funds centers are deleted.

  4. Choose with the quick info text Save .

    The funds centers are only deleted when you save.

See also:

Processing Hierarchy Variants