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Procedure documentation Creating Objects  Locate the document in its SAP Library structure

Use

You depict the functional structure of your enterprise as an organizational plan, by creating organizational objects (organizational units, positions etc.) in the overview area and assigning them to objects that already exist.

Prerequisites

In order to be able to create a root organizational unit for a new organizational plan, you must have selected the create mode (OMATTCRM Change). You can find the create mode in Customizing for CRM under Master Data → Organizational Management → Organizational Plan → Create Organizational Plan.

Create additional organizational objects

You are familiar with Validity. Select a key date and preview period.

You can create objects of the organizational unit and position type. In order that you can assign employees and/or users, master records must already exist for them.

Procedure

Creating Root Organizational Units

You have chosen create mode.

  1. In the Create a root organizational unit dialog box, enter the required validity period of the root organizational unit and confirm with This graphic is explained in the accompanying text

The system creates a root organizational unit with the provisional name "New Organizational Unit".

  1. In the detail area, replace the preset entries for object name and object description on the Basic data tab page with the name of your choice.
  2. Save your entries by choosing This graphic is explained in the accompanying text.

You have created your root organizational unit.

Creating Organizational Objects in the Structural Display

  1. In the overview area, select the object to which you want to assign the object being created.
  2. Choose This graphic is explained in the accompanying text.

    3. The Choose Relationship dialog box appears.

  3. Select the required object type (organizational unit or position).

    4. The system creates the object.

  4. In the detail area, replace the preset entries for object name and object description on the Basic data tab page with the name of your choice.
  5. Over the tab pages in the detail area, edit the attributes of the new object.

For more information on editing organizational units, see Displaying/Editing Objects

Note

You can also create new objects by copying. For more information, see Copying Objects.

You can always assign objects to other objects – not just when you create them. For more information, see Assigning Objects.