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Technical Data

Technical Name of Business Function

FIN_GL_REORG_SEG

Type of Business Function

Enterprise Business Function

Available From

SAP enhancement package 6 for SAP ERP 6.0

Technical Usage

Central Applications (of which SAP_APPL is relevant)

Application Component

General Ledger (FI-GL)

Asset Accounting (FI-AA)

Accounts Receivable (FI-AR)

Accounts Payable (FI-AP)

Controlling (CO)

Sales and Distribution (SD)

Required Business Function

Reporting Financials 3 (FIN_REP_SIMPL_3)

You can use this business function to reassign segments in the SAP ERP general ledger. It provides you with a single point of entry for auditable and role-based process administration.

A change to the segment structure is triggered by management and necessitates a change to the assignment of segments to objects (such as profit centers, receivables, payables, and assets). Segment reorganization allows you to split, merge, and change segments. This business function provides a standard procedure for changing the affected objects and making corresponding adjustment postings.

You can use this procedure to change the segment assignment on a particular date in the future. You can perform segment reporting in new General Ledger Accounting both before and after making changes to segment assignments. In the previous period, the system reports the old segments; beginning in the new period, the system reports the new segments. The system logs all steps so you can verify them.

Note Note

Contact your SAP Account Executive to establish whether using Segment Reorganization means additional license fees for you.

End of the note.

Integration

You can use the reorganization to change the segment assignments of objects from different application components, such as FI-AA, CO, and SD. For the complete list of components, see the Technical Data table above.

Prerequisites

  • You have installed the following components as of the version mentioned:

    Type of Component

    Component

    Required for the Following Features Only

    Software Component

    SAP_APPL 606

    Technical Component

    Enterprise Portal 6.0 or SAP NetWeaver Business Client

    Portal Content

    If you use Enterprise Portal, the following are required:

    • Business Package for Reorganization Management 1.50

    • Work center pool role 1.50 of Business Package for Common Parts

    Reorganization

  • You have set up and activated the General Ledger Accounting (FI-GL) (New) application component.

  • You have activated the FI-GL (New), Segment Reorganization (FIN_GL_REORG_SEG) business function.

  • In Customizing for General Ledger Accounting (New) under   Reorganization   Basic Settings   Activate Reorganization Plan Type  , you have activated the Segment reorganization plan type.

  • To use segment reporting for fixed assets in new General Ledger Accounting, you have activated the Reporting Financials 3 (FIN_REP_SIMPL_3) business function and the related portal content.

    Segment reporting for fixed assets must be activated and set up before the reorganization of fixed assets is possible. For more information, see Reporting Financials 3.

Features

Roles

Segment reorganization supports the following users and their tasks:

  • The reorganization manager is responsible for the entire reorganization project and does the following:

    • Creates the reorganization plan

    • Generates the object lists (determines which objects are involved in the reorganization)

    • Reassigns the objects

    • Performs transfers based on specifications by object owners

    • Completes the reorganization by closing the reorganization plan

  • The object owner assigns new segments to the objects in his or her area of responsibility.

    The reorganization manager cannot make changes to these assignments during reassignment and transfer postings.

Process Flow

  1. The reorganization manager creates a reorganization plan and specifies the reorganization date.

  2. The reorganization manager executes the profit center master data transaction and changes the profit center for which the segment should be changed.

  3. The reorganization manager starts the object list generation from the reorganization plan.

  4. The reorganization manager assigns the objects to the object owner.

  5. Before the reorganization period, the object owners process their object lists and specify which segments need to be reassigned to which objects.

  6. Once the previous period (including any assessments, settlements, and so on) has been closed, the reorganization manager performs the reassignment from the reorganization plan.

  7. From the reorganization plan, the reorganization manager starts the balance transfers for objects that have been reassigned.

  8. The system logs all affected objects, their old and new assignment, and the relevant object owner.

  9. The reorganization manager sets the status of the reorganization plan to Completed.

For more information about the process flow of the reorganization, see Segment Reorganization Process.

Object types that include a segment are reassigned consistently. This includes profit centers and all dependent objects.

If the system cannot derive the segment from the profit center, or if the profit center is missing during posting, the objects are still considered in the reorganization.

Segment reorganization considers all balance sheet positions. For profit and loss (P/L) items, the system assumes that the new segment posted in the new period is derived from the profit center. This is possible since you can assign the segment for the new period in the profit center master data. P/L postings with segments that are not derived from the profit center are not reorganized.

Object Reorganization

For more information about the objects that can be reorganized, see the following:

Segment Reporting for Fixed Assets

You can specify the Segment account assignment object in the master data of fixed assets. You can use a corresponding program to derive the segment for existing fixed assets.

In Asset Accounting, you can create various reports at the segment level.

In new General Ledger Accounting, you can create an aggregated report on changes in tangible assets. In the report, the values are cumulated on the basis of the G/L accounts. The report is provided by the personal object worklist.