Changing the Structure of the Master Data Hierarchy 

Purpose

Functional or organizational changes within your organization may mean that you have to change the master data hierarchy structure to reflect these changes.

Prerequisites

If only hierarchy data exists, you can change the master data hierarchy without carrying out any additional steps.

However, if budget objects have already been defined in the budget structure, budget has already been distributed, and actual data exists, you then have to carry out additional steps after changing the master data hierarchy.

Depending on the complexity of the change, these steps can be very time-consuming as well as prone to errors if they are not carried out properly. Therefore you should not change a master data hierarchy which has been budgeted and posted to.

If you want to make changes to the master data hierarchy posted to and budgeted, you must have the corresponding authorization for this. (Activity 47 within FM area authorization).

The following describes the relevant procedures if you want to insert new intermediate nodes into your hierarchy with different prerequisites. If you only want to add new end nodes but want to consider them in the budget structure, you may well have to define these new nodes as budget objects. Additional steps are not necessary in this case.

Hierarchy Data and Budget Object Definition Exist

  1. Delete the budget object definitions of the elements you want to change.
  2. Change the hierarchy.
  3. Redefine the budget objects.
    If you are working with funds, you must define them per fund.

Hierarchy Data and Budget Objects and Budget Values Exist

  1. Delete the budget objects you do not want to change.

    2. Otherwise the system can no longer access the budget.

  2. Change the hierarchy.
  3. Adjust the budget objects and carry out a consistency check.
  4. Reconstruct the distributed values.
  5. Depending on the changes you have made, you may have to adjust the budget manually.

Hierarchy Data and Budget Objects and Budget Values and Actual Data Exist

  1. Delete the budget objects you do not want to change.

    2. Otherwise the system can no longer access the budget.

  2. Change the hierarchy.
  3. Adjust the budget objects and carry out a consistency check.
  4. Reconstruct the distributed values.
  5. Depending on the changes you have made, you may have to adjust the budget manually.
  6. Reconstruct the assigned values.
  7. Depending on the changes you have made, you may have to transfer the actual values manually.

Creating New End Nodes

You may only have to define the new elements in the budget structure as budget objects.

 

Changes to commitment items or commitment item hierarchies made in Funds Management apply to Cash Budget Management too.

 

See also:

Changing Budget Structures

Reconstructing Distributed Values

Totaling Up Budget Values in Batch

Reconstructing Assigned Values