Use

In large groups with complex organizational structures, the number of organizational units to be created can be very high. This component therefore provides a number of entry aids that facilitate maintenance of the organizational units.

Features

Initial Setup of Organizational Units

There are a number of different ways to create organizational units in the system:

In hierarchy maintenance, you create the organizational units from the top down. The hierarchy maintenance screen displays the organizational units as a graphic when they are created. The graphic provides an overview of the structure of the organizational units. You can access the master data of the organizational units directly from the hierarchy.

Note that the investment relationships between companies (in the case of company consolidations) are not entered in the hierarchy maintenance screen. You enter investment relationships in the additional financial data for the consolidation of investments.

If you want to create more than one consolidation unit or consolidation group at a given hierarchy level, the system provides the following assistance: You can enter the codes and names as a list and then go directly to the master data maintenance screen of the first organizational unit in the list. The master data that you enter there is passed on to the other organizational units. You then only need to enter the variances in the master data that was passed on.

See also: Maintain Hierarchies in the Implementation Guide for Consolidation

In individual processing you can maintain the master data of the individual organizational units and assign the lower-level consolidation units and groups to the consolidation groups. When you then create the higher-level consolidation group in the hierarchy, the lower-level organizational units are automatically included in the hierarchy.

See also: Maintain Consolidation Groups Individually in the Implementation Guide

You can use a flexible upload to copy the consolidation units (and part of their master data) from an Excel file into Consolidation.

See also: Copy Cons Units from PC File by means of Flexible Upload in the Implementation Guide

If you transfer data for integrated consolidation data from operational components, you must have the system automatically create the organizational units of consolidation from the operational organizational units.

See also: Copy Organizational Units in the Implementation Guide

Mass Changes

If you want to change the master data of multiple organizational units in the same way, you can use the mass change function in Customizing: You can replace selected master data values with new values in one step.

See also: Carry Out a Mass Change in the Implementation Guide

Defining Required Entries and Optional Entries

Only part of the data in the master records of the organizational units is needed for your specific requirements. In the master record of the dimension, you can therefore define which entries for the master data are optional and which are required.

User-Defined Fields

You can use SAP enhancement FMC10001 to develop your own screens for maintaining the master data of the organizational units. These screens can contain additional fields with special tables. Enhancement projects require knowledge of ABAP programming.

Reporting Options

You can list the organizational units for purposes such as producing hard copies. There are a number of different ways to list the data:

The lists are formatted with the ABAP List Viewer. The List Viewer enables you to set filters or change the content and width of the columns.

See also: ABAP List Viewer in the SAP Library

Generating Sets

For Report Writer reports you can have the system generate sets from the consolidation units and consolidation groups of the hierarchy information. The system automatically offers this function when you save the hierarchy.