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Procedure documentation Unit 1: Creating an Organizational Plan  Locate the document in its SAP Library structure

An organizational plan consists of the organizational units that exist in the company. The organizational units are related one to the other in a hierarchical reporting structure. However, they can also be created independently of each other.

To create a new organizational plan, you create a root organizational unit. This is the highest unit within the organizational plan (for example, the Executive Board). You then set up the organizational plan, starting at the root organizational unit and working downwards.

Procedure

Creating a Root Organizational Unit

  1. Choose Tools ® Business Workflow ® Development ® Definition Tools ® Organizational Management ® Organizational Plan ® Create.
  2. Confirm the validity period proposed in the dialog box Creating a Root Organizational Unit.

    3. This takes you to the Create Organization and Staffing (Workflow) screen. This user interface is divided into four screen areas:

    This graphic is explained in the accompanying text
  3. On the Basic Data tab in the details area, enter an abbreviation and a name in the Organizational unit input fields for your root organizational unit.

    4. Abbreviation: <ini _org >

    Name: < Organizational plan (ini)>

  4. Choose This graphic is explained in the accompanying text.

The root organizational unit you have just created is then selected in the overview area.

Creating further organizational units

Starting from the root organizational unit, you create subordinate organizational units. In this unit, you will create two further organizational units.

  1. Choose This graphic is explained in the accompanying textThis graphic is explained in the accompanying text ® Organizational Structure, and select your root organizational unit.
  2. Choose This graphic is explained in the accompanying text.

    3. A new organizational unit is now created below the root organizational unit.

  3. In the details area, enter an abbreviation and a description for the Organizational unit in the input fields.

    4. Abbreviation: <ini _org_sa >

    Name: <Sales ( ini )>

    Note

    When determining the validity period of objects and relationships, the system chooses the validity period of the superordinate object as standard.

    If you want to change the validity period for the organizational units to be created and their relationships, change the values in the corresponding input fields in the details area.

  4. Select your root organizational unit.
  5. Choose This graphic is explained in the accompanying text.

    6. A new organizational unit is now created below the root organizational unit.

  6. In the details area, enter an abbreviation and a description for the Organizational unit in the input fields.

    7. Abbreviation: <ini _org_rd >

    Name: <Research and development ( ini )>

  7. Choose This graphic is explained in the accompanying text.

Note

You can also include existing organizational units in your organizational plan. To do so, drag them from the selection area to your organizational plan.

Reassigning organizational units

If changes are made to the organizational plan of your company, you can reassign the organizational units involved.

Note

If you reassign organizational units, note the following:
  1. Select the organizational unit that you want to reassign in the selection area.
  2. Drag it to the organizational unit under which it is to be assigned.

Delimiting organizational units

You delimit organizational units if you want to change their validity period, that is, bring forward the validity end date.

Caution

When you delimit objects (in this case, organizational units), all of the associated links are automatically delimited at the same time.
  1. Double-click the organizational unit to open the details view.
  2. Switch to display with periods. Choose This graphic is explained in the accompanying text.
  3. Change the entry in the Valid to field.

Note

You can only change a period if you also change a different entry of the organizational unit at the same time. For example, change the description.