Guidelines to Organizational Changes

Hello all,
Does anybody know of any guidelines to make organizational changes. For example, an organization with 1 company code decided to split them into 2 company codes and plants and storage locations ... etc. Another example would be 2 company codes that merge into a single one.
I am trying not to re-invent the wheel in this case.
Thanks,
Isaac

Go though these threads
How to close Co.Code in FI
Re: Closing of Company Code
Re: creating company code
Inactivating a company code

Similar Messages

Total Transfer & Organizational Change (SEM-BCS)

Dear colleagues!
Got som challenge with processing a merger under consolidation of
investments in SEM release 4.0.
As I understand, the proper method to apply to mergers is a) a
divestiture of the old consolidation unit and b) postings of account
balances from old unit toward the new unit in the source system,
with subsequent data load.
Issue:
In our case a subsidary of the old parent (merged)"follows" the
merger
towards another consolidation group (old parent divested, subsidary
unchanged with new cons group assignment).
Client expects the merger to be physically carried out in period 6,
with a validity (back in time) starting with period 1, without
processing period 1-5 in the monitor. Client also expects the income
statement balances to be reversed from old cons group assignment and
posted under new cons group for the accum. balance from period 1-6.
Question:
Would anybody know (could give us) a brief description on what to
remember when setting the parameteres in preparation of the
organization change (total transfer)!?
Help is greatly appreciated.
Frank

Dan,
What C/I activity are we supposed to use if we want transfer a unit vertically up in the hierarchy?
And also, we are still getting an error with Organization Change scenario when we run our COI. Can we please send you a detailed document of the issue we are facing to your email id?
Thanks
Ramesh

Profit Center Group Organization Change - Effective for Prior Periods

Hi Experts,
A client wants to perform a horizontal organization change (profit centers) and see the effects retroactively to the prior periods. To achieve this, they plan to re-execute the consolidation tasks going back two to three years once the org change is made, so that they have comparative financial statements that take into account the change. The requirement is to re-post the group level postings to the updated profit center group after the change. For example, Italy related postings would occur under the group Central Europe instead of Western Europe as before. All the group level postings previously booked to Western Europe would now need to recorded under Central Europe going back prior periods.
Does anyone have any ideas as to how to meet the requirement without re-consolidating?
One option was the restatement feature but based on the SAP help description of the monitor required, it does not take into account consolidated postings, only uploaded PL00-10 data and translation.
Another option is to copy the version but then the results is in another version rather than the original 'actual' "100" version.
Any ideas would be appreciated.
Thanks
Eyal Feiler

Eyal,
I know of no other way to accomplish this than to re-execute the consolidation for the prior periods after the hierarchy has been changed.
I have used the restatement feature and like you have found it very limited.
The copy to another version would only work if you copied the existing data to the new version before re-executing the consolidation. The the version 100 can be re-consolidated for the previous periods and the existing reports do not have to be changed for a new version.
However, with the copy, it is important to set the cons group and cons unit hierarchies to be version dependent so the changes are only good for the version that is to be re-consolidated for previous periods. This allows you to report on the data before the change where the logic will read the old, unchanged version of the hierarchy.
Dan

How to Organizational Changes

Hi Team,
We are planning to use the Functionality Organizational Changes for Total Transfer and Partial Transfers of Consolidation units from one consolidaion group to other groups,
We have Configured the following
1.Enabled organisation change in the Consolidation area,
2.Created Organizational Change Number for Sending and Receiving Consolidation groups
3 Created Document types with posting level 02, 12, 22
4.Created a tasks.
5.Assigned Fs item in COI settings.
Do we need to do anything else in Consolidation of Investment for this?
What is Activity for Organizational Change logic and how to configure this.
Thanks in advance
Kind Regards
Sreedhar

HI
It will be good if you can send some scenarios as OC logic will need to be inserted in the MAster Data for Consolidation Units within a consoliodation Group indicating transfer is with OC logic and inserting that number & in few cases inputtign the end date as 06/2009 e.g in the sender & receiver group same data as starting
It again depends how is the move is it vertical move horizontal move or same level
then with his that OC logic Number you have to configure all Reciever & sender Entitties starting from the immeidate Parent to the uppermost parent
Hope this gives some clarity ,do rite back for more details
rgds
dheeraj

Best Practices for Organizational Change Management

Hooray! Finally an opportunity to take this forum back to its proper direction of Organizational Change Management topics as we begin to engage with some subject matter experts in OCM.
Those interested in having OCM conversations here are also welcome to begin interaction with this <a href="https://https://www.benchmarking.sap.com/cgi-bin/qwebcorporate.dll?idx=945JDN&SHSP1Q2A=asugEMAIL061907">OCM best practices survey</a>. It would give community a chance to engage with ASUGers around the topic of organizational change and give ASUGers a chance to broaden the Americas centric perspective. So welcome all.
Looks like
<a href="/people/kerry.brown/blog/2007/07/10/organizational-change-management-best-practices-survey Brown</a> will be helping put this topic back on course. Looking at her blog profile, I, for one, am most eager for her engagement with us here.

Hai,
Organizational Structure
Use
In order for the workflow system to establish the relationship between the requester and their superior, you must create an organizational plan in the system.
For this tutorial, of course, this organizational plan does not have to be complete and valid across the enterprise. To keep the test as simple as possible initially, define an organizational plan that only contains one administrator and one head of department.
Assign both items to yourself. As a result, all work items will appear in your own Business Workplace. Later you will modify the organizational plan such that you will have to work through the scenario with two users.
Procedure
The organizational plan required for this tutorial consists, when complete, of one organizational unit (= "department"), which contains two positions: a head of department and an administrator.
Each position is described by one job and each position is assigned one user as holder. The head of department position is also designated as chief position of the organizational unit.
Of course, a "real" organizational plan is created by arranging several organizational units with their positions in a hierarchy. Usually several positions are described by one job.
For further information, refer to the documentation Organizational Plan.
The procedure in this unit is divided into four parts:
1.     You create an organizational unit.
2.     Enter necessary jobs as required.
3.     You create a position for the head of department in the new organizational unit.
You define a position in three steps:
i.     You create a position that is assigned your organizational unit.
ii.     You assign a holder to the position.
iii.     You assign a job to the position.
3.     You create a position for the administrator in the organizational unit.
Creating an organizational unit
1.     Choose Tools  SAP 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.
This takes you to the Create Organization and Staffing (Workflow) screen. This user interface is divided into four screen areas:
3.     On the Basic Data tab in the details area, enter an abbreviation and a name in the Organizational unit input fields.
Abbreviation: <ini_sales>
Name: <OrgUnit: Sales (ini)>
4.     Choose .
You can now create the position for a head of department and one administrator.
Create jobs
When enhancing an organizational unit, the necessary jobs are usually already available. For this tutorial however, you create the necessary jobs for head of department and administrator yourself.
1.     Choose Edit  Create jobs.
You go to the dialog box Create jobs. The lower area contains a list of existing jobs and the upper area contains an input table in which you can create new jobs by entering abbreviations and names.
2.     In the input table, enter an abbreviation and a name for each of the new jobs.
Job - head of department:
Object abbreviation: < ini_dhead_C >
Name: < job: head of department (ini) >
Job administrator:
Object abbreviation: < ini_admi_C >
Name: < job: administrator (ini) >
3.     Choose .
Creating Position for Head of Department
1.     Change to the overview area in the staff assignments of the organizational unit, in order to assign positions, jobs and holders. Choose the arrow on the right next to the and then the staff assignments (list).
2.     Choose .
A new position is then created in the staff assignments and is displayed in a new line in the table. The position is vacant and no job is assigned to it.
3.     Open the details view for the new position in the details area by double-clicking on the entry in the table.
4.     On the Basic Data tab, enter a code and a description in the Position input fields. Overwrite the previous contents.
Abbreviation: < ini_dhead_S >
Description: < position: head of department ( ini ) >
Assigning a holder to the position
You now assign R/3 users to the positions. The staff assignments for your organizational unit are displayed and you see the vacant position in the table.
5.     Select User in the search area and enter the search criteria in order to find your user names.
All of the user names that match your search criterion are listed in the selection screen.
6.     Select your user name in the selection area and drag it to the Person/User column of the position in the overview area.
Confirm the message that the relationship period of the validity has been changed.
7.     Set the Head of own organizational unit indicator in the details area.
Assigning a job to the position
Assign the job of the head of department you created earlier to the position.
8.     Select Job in the search area and enter the search criteria in order to find the job of the head of department.
All jobs that match your search criterion are listed in the selection screen.
9.     Select job: head of department ( ini) in the selection area and drag it to the Job column of the position in the overview area.
10.     Choose .
The job is assigned the position. Check this by switching to the staff assignments of the organizational unit. Select the organizational unit in the overview area, choose the arrow on the right next to the and then the staff assignments (list). The newly created job is displayed in the job column.
Create position for administrator and assign holder and job
You are now in the staff assignments of the organizational unit.
1.     Choose .
A new position is then created in the staff assignments and is displayed in a new line in the table. The position is vacant and no job is assigned to it.
2.     On the Basic Data tab in the details area, enter an abbreviation and a name in the Position input fields. Overwrite the previous contents.
ID: <ini admiS >
Description: < position: administrator ( ini ) >
3.     Choose .
4.     Select User in the search area and enter the search criteria in order to find your user names.
5.     Select your user name in the selection area and drag it to the Person/User column of the position in the overview area.
Confirm the message that the relationship period of the validity has been changed.
6.     Select Job in the search area and enter the search criteria in order to find the job of the administrator.
7.     Select job: administrator ( ini) in the selection area and drag it to the Job column of the position in the overview area.
8.     Choose .
Result
Display your entire staffing schedule again and make sure that all the information listed is correct.
You can display a detailed view of jobs, users, and positions. Choose the relevant cell in the table by double-clicking it.
In the details view of a position or job, all of the assigned tasks are displayed on the Tasks tab.
You have now completed the first unit (defining the organizational plan). You can now start on the next unit. To exit processing of the organizational structure, choose Back.

How can I customize Workflow for Organizational Change (WS01000014)

Hi ti all!
Let me know please, How can I customize Workflow for Organizational Change (WS01000014)?
What steps must I do?
Thank!

Oracle Workflow home page is basically static HTML content rendered by Mod PLSQL code written in WFA_HTML.HOME procedure. There is no supported way of customizing this page.
Thanks

Organizational Change

Dear All,
In order to execute an - Organizational Change
([http://help.sap.com/saphelp_sem60ep1/helpdata/en/02/657540ac43731de10000000a1550b0/content.htm])
Apart from the necessary
- Activation in Databasis
- configuration under Master data > Consolidation Units > Organizational Change
*We need to configure the document type and the necessary task under - Preparation for Consolidation Group Changes* ([http://help.sap.com/saphelp_sem60ep1/helpdata/en/22/b20240536fe369e10000000a155106/content.htm])
Please Confirm.
Thanks!
Kumar

Thanks!! Eugene.

Total transfer of equity consolidated unit using organizational change

Hi,
We have a scenario where we are doing total transfer of an equity consolidated unit (100% owned) from one company(old parent) to another (new parent)
The new parent is one level above the old parent in the hierarchy.
We've used organizational change logic and have set the divestiture dates/flag in the sender consolidation group and accordingly first consolidation dates/flag/OC number in the receiver consolidation group.
The investment AFD is submitted with "total transfer" with OC number.
There are multiple scopes of reported data for equity method in our configuration.
Each scope(equity pickup) is inturn created by reclassifying several equity accounts to a single BCS only item(the scope item)
When we run COI, the system posts one total divestiture document at the old conso group (where old parent is situtated) and posts a first consolidation, total divestiture, total transfer documents at the new conso group level (which is one level above the sender conso group)
The total divestiture document at upper level is reversing the divestiture document posted at old parent.
The first consolidation document jas only statistical items posted in it.
The real document to check is the "Totals transfer document" which actually reads the investment (at old parent and new parent) , the equity holdings adjustment data(the scope items) and adjusts the investment in subs at new parent with offset going to divestiture account but of double the value than the expected scope vlaue.
Issues faced:
Q1. Consolidation group change tasks (at PL02, 12, 22) are not posting any documents. Is there an issue? Since I am using these tasks for the first time and dont know if this is possible.
Q2. The total transfer document is reading the equity holdings data as double the expected value( for each of the scopes of equity method). What could be the possible reason? How to fix this?
Q3. I would appreciate if someone can clarify what kind of postings the system makes as part of divestiture/transfer in case of equity consolidated unit transfer.
Please help!
Thanks,
AJ

Thanks Dan.
Appreciate if you can help on the below points as well.
1. As part of divestiture/transfer postings: The system is reversing some Previous Year(PY) equity accounts into themselves. How can we get the system to eliminate them by posting to COI Clearing account. Basically, we dont want the PY accounts to be touched?
For the Retained earnings - PY account, the system is actually posting to COI clearing account.
These PY accounts are part of some scopes for equitization.
Is there any link between the "balance carry forward" - list of items table and the divestiture postings?
Does the system check this table while posting/reversing the equity(PY) accounts?
2. I want to understand the sequence in which the system posts the documents at the old parent and new parent (group) level.
The same activity number is there for Total Divestiture, total transfer documents posted at new parent level and total divestiture document posted at old parent level.
Does the system follow bottom up approach? Thereby creating total divestiture document at old parent level.
Followed by documents at upper level (new parent level)
Also , at the upper level(new parent level), does it post documents in the way they are shown in the log? (We havent changed the default sequence maintained in UCWB - COI settings). so it will post first consolidation doc, followed by total divestiture, followed by total transfer docs at the new parent level?
Is this the reason for the double value being posted at new parent for equity holding data?
Will studying the statistical items (corresponding to eliminated equity holding items) be relevant here to understand why at upper level there is double the value being posted by system?
Thanks.

Business Process Modeling and Organizational Change Management

Many Change Management interventions are based on the business understanding the TO BE processes, how the process will change end-to-end, including not only the processes within SAP but also how they will interface with the entire application landscape. Id like to hear experiences and best practices. Who, how and when should those business process models be completed? What would be the role of Change Management in this piece?

Hi Claudia
Very interesting question!. This is the most challenging task an org unit is facing today. Before implementation you must be able to foresee what impact a new end to end business process would have on the present organizational set up. To visualize you need to have people who has knowledge in their respective business. It is no easy task. That is why you need to break & analyse each process in minute detail and compare to be process with the present process. To have an effective process in place you have to examine who is the Business process owner, if the owner does not follow or comply with the new process what is the risk involved, & what makes it mandatory that the process owner follows it and so is all down the line managers. What I mean to say is that by analyzing each and every new process you should be able to derive some KPI from this. This is how control can be built. This is all simple management technique but I have seen many new processes in ERP failing or not being used because of lack of Management control. I have answered who & how part. Now coming back to when part. The change management initiative has to start long before the actual ERP implementation. One has to prepare the organisation for taking a massive leap from a mere paper based organisation to accepting a system that can touch almost any business application. An organisation which has not prepared itself to accept the changes and hurriedly implements a system for the sake of project completion can see that the benefits projected in the business case may never be realized.
Reward points if found useful
Regards
Alok Sengupta

Purchasing Organization change in Service PO

Hello,
We have created a service PO. PO is not released. But we are not able to change Purchasing Organisation of the PO in ME22N transaction as the field is noneditable in ME22N transaction. In configuration, we have maintained the field as Required Entry.
Is there any solution to change the purchasing organisation? Is this a standerd SAP functionality?
Regards,
Milind Dumbre

Hi,
Yes, this is SAP Standard functionality.
For certain fields, you can't make change in the field selection.
It's not possible to change purchase organization field in the ME22n transcation . This filed is in the display mode only.
Regards
KRK

PSE 10 organizer changing date times of photos

I have been having an issue since PSE9 which continues into PSE 10 organizer. After scaning photos and saving into organizer it will not allow assingment of jsut a year or a year month. If I take an old family photo and change date (scanned date) to year 1930 with unknown month it appears to take. Nect I time go into organizer it has changed the date to 12/31/1929. When I assign year and month with no date it will assing a day. PSE 10 also changes time of raw photos, keeps correct year, month, and day but changes time to the time file imported. If I correct the time it appears to take but it reverts back. This has become a major issue as I have over 16K of pictures and have scanned in thousands of old family photos, reasearching dates to use, it is extremetly frustarating to have a program that changes these settings.

hog_2002 a écrit:
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Windows 7 pro, if that matters.
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Photoshop Elements 6/7/8 Frequently Asked Questions (FAQ)

Workflow for organization change request

Hi all,
I need to develop a workflow for all changes done to organization structure.Whenever any change is done in the organization structure,a notification should go to the highest node user that what changes have been done to the nodes below.Is it possible to develop a workflow for this?
If so,can some one explain me the tasks that will be involved and the Business Object type to be used?
Thanks!

Hi,
Please check Alert customizing.
Event Control for Organizational Management
Use
In this IMG activity, you can define whether the events of the event schema for the employee (DEPARTMENT_CHANGED and ADRESS_CHANGED) are to be used. These events are then triggered when the organizational unit or the address data of an employee is changed. Then, depending on the settings in the associated event schema, SRM Alert Management is used to trigger an alert, provided that you have entered the schema.
You maintain this in the IMG activity Define Event Schema.
You can change the event text under Define Events.
Activities
If you want to activate the event schema for the employee, enter the value for the business object Employee (BUS1006003) in the Event Schema field. The default value is MA.
To deactivate it, leave the field empty.
Regards,
Masa

Organizer changes to me when accepting event made with Lotus Notes

This problem seems to happen when an event is made with Lotus Notes (8.5.2) is sent to me via email. After I accept the event I become the event organizer and emails are sent out to all the other attendees by me.
Looking at the original CalDAV event in Textedit I can see that the event has an organizer listed this way. ATTENDEE;ROLE=CHAIR;... However, once the event is brought into Calendar that person's status in the event gets demoted to ATTENDEE;CN="FIRST LAST";CUTYPE=INDIVIDUAL;PARTSTAT=TENTAIVE;ROLE=REQ-PARTICIPANT... Looking at the imported event Calendar there seems to be no organizer listed which could be why I become the organizer. A sort of default behaviour.
Has anyone seen this behaviour or have any suggestions for me.
Much appreciated.

After I had my former notebook migrated to a new one, I am back to a problem I had before.
After probing around a little bit I found: Sync of notes calendar works for the minimum interval 1 week in the past, 1 month in the future. But as soon as I change either one to more, no data gets transfered to the phone. The report says: A problem occured, therefore sync was aborted.
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My Mail and contacts (address book names.nsf) are on Lotus Notes 7.0.3. Nokia PC Suite is 7.1.18.0.
When I sync with the server notes mailfile, I see a counter on the phone screen that gets stuck at a certain number (in my case 80 out of thousandsomething). How can I find out with this information, which entry in my notes calendar creates the problem and aborts sync? Is the number on the phone screen when the counter stops useful?

PS 13 element Organizer changed my album structure

albums filed within album Category changed order. They are not in alpha order any more. This is the third time this has happened and indifferent catalogs.   How can I put albums back in Alpha order

Hi,
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Guidelines to Organizational Changes

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