Changing Profit Centers (Individual Processing) 

There are two places where you can change a profit center:

·        In the application menu, under Master Data ® Profit Center ® Individual Processing ® Change

·        in Customizing for Profit Center Accounting, under Master Data ® Profit Center ® Maintain Profit Centers.

It is also possible to change profit center master data using collective processing. For further information, see:

Creating/Changing Profit Centers (Collective Processing)

Maintaining Company Code Assignments (Collective Processing)

Maintaining the Profit Center Status (Collective Processing)

Procedure

Make the required changes on the corresponding tab pages. For further information the meaning of the various fields, see Creating Profit Centers (Individual Processing). When changing profit center master data, you should take the following points into consideration:

Validity Period and Analysis Periods

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By choosing  Validity Period you can lengthen or shorten the validity period of a profit center.

When shortening the validity period of a profit center, you should be aware that this can lead to loss of data. Although the system carries out various checks, it cannot provide an absolute guarantee that no assignments exist to the profit center for the period to be removed. If you shorten a profit center from a given date in the future, choose Goto ® Assignment Monitor to check whether all assignments to the profit center have been removed from this date.

If you want to set up analysis periods with differing master data within the validity period, enter the required time interval under  Analysis Period and choose Confirm. The changes you make on the various tab pages here only affect the chosen time period.

If a field within the validity period or an analysis period contains several values, the system displays a “+” in that field. You can drill down to the values for the different intervals by choosing  or by double-clicking on the corresponding field.

The hierarchy area is always time-independent. It applies for the entire validity period and cannot therefore be changed for individual analysis periods.

Maintenance status

If you choose  to save the changes you have made, the changes are saved as inactive: If an active version of the profit center exists, the system still posts data to it. You can switch between the active and inactive versions of a profit center by choosing .

The system does not post data to the changed version of the profit center until you have activated by choosing , thereby replacing the previous active version. When you activate the changed version, the system carries out the necessary checks. However, you can also have the system carry out these checks before activation, by choosing .

If an inactive version of a profit center exists, which you no longer require, remove it by choosing Edit ® Remove Inactive Version. Thereafter, the profit center exists in active status only.

The hierarchy area is not version-specific. If it is changed in the inactive version, the change is also made automatically in the active version.

History

By choosing the History tab page and then Changed documents, you can generate a list of the changed fields in the master data record and a separate list of changed company code assignments. You can then display details of changes made to an individual field, or all fields. You can also call up this function from the application menu, by choosing Master Data ® Profit Center ® Individual Processing ® Display Changes.