Inheritance of Organizational Units

Use

This function checks whether or not the organizational units in an investment program hierarchy are consistent. It is especially useful when you create investment program positions at a later point in time, after the original program was created. The report checks if the measures or appropriation requests below these later investment program positions inherited their organizational units correctly.

Features

Selection

In the initial screen of the report, you select the organizational units for which the check should be carried out. You choose from: company code, business area, company, cost center, profit center, plant, plant section, functional location.

Standard Variants

There are two types of check available:

  • Check of the inheritance of organizational units by lower-level program positions from higher-level program positions

  • Check of the inheritance of organizational units by lower-level measures and appropriation requests from higher-level program positions

Report Results

The check report selects an object when both of these conditions are met:

  • The organizational unit is entered (exists) in the higher-level position.

  • The organizational unit in the higher-level position is different from the organizational unit in the object being checked, or the organizational unit is not entered in the object being checked.

Note Note

The report does not issue a warning if the organizational unit is not entered in the higher-level position, but is entered in a lower level position.

End of the note.

Example

The report checks the inheritance of the Company code organizational unit from the program positions of investment program P by its measures/appropriation requests.

Investment Program P

Level

Position/Order

Company code

1

P-1

-

2

P-1.1

0001

3

P-1.1.1

0003

4

Order1

0003

3

P-1.1.2

-

4

Order 2

0004

2

P-1.2

0002

3

Order 3

0004

The check report issues the following warnings:

  • Company code 0003 of position P-1.1.1 is different from company code 0001 of higher-level position P-1.1

  • Company code of position P-1.1.2 is not entered and is therefore different from company code 0001 of higher-level position P-1.1

  • Company code 0004 of order 3 is different from company code 0002 of higher-level position P-1.2

Activities

Execute the report. Choose Start of the navigation path Programs Next navigation step Environment Next navigation step Tools Next navigation step Check Inheritance End of the navigation path .

By double clicking on a selected position, you go to change mode, where you can edit the organizational units.