Organizational Management Plan Version Lock

While planning personell costs we use several plan versions in addition to our active version 01. We would like to block or lock access to the plan versions once our budget is complete. Does anyone have any ideas on locking OM versions?
Thanks for the help,
Eric

Hi Eric,
I think it is not possible to lock the plan version but work around might be to create two separate authorisation roles. One with PLOG authorisation objects to your plan version with all relevant change function codes INSE, DEL, AEND etc and then another role with only DISP and LISD for the same plan version. When the plan version should be locked role to change could be removed and display role assigned.
Maybe bit more maintenance than just flicking a switch but should work if there is no other solution.
Regards,
Saku

Similar Messages

Plan version locked for certain users

Hi,
Could someone help me regarding this issue.
We would like to lock a plan version for some users and some users have to be able to work with that plan version.
Thanks in advance.
Best regards.

Hi Judit,
Customizing: Controlling / general controlling / organizaion / maintain versions:
Choose the version you want to work with, tick "controlling area settings" and in the rigth screen, scroll to the right until you view the field "AUGR".
Read F1-help for this field and contact the authorization responsible to go on with that.
best regards, Christian

Organizational Management - planned objects

Hi experts
I want to change 01 current plan to planned tab (default). I cannot find where i can do it?   exactly I want to change infotype status in active tab
thanks and regards
Edited by: srmammadov on Nov 28, 2011 2:05 PM

Hello,
Please check with ABAPer it can be possible by writing an ABAP code or enhancement
Prg Name : SAPMH5A0
Screen Number: 5109
get parameter id 'POD' field save_stat.
    if sy-subrc = 0.
      case save_stat.
        when '1'.
          pressed_tab = 'TAB01'.
          act_tab = '1'.
        when '2'.
          pressed_tab = 'TAB02'.
          act_tab = '2'.
        when '3'.
          pressed_tab = 'TAB03'.
          act_tab = '3'.
        when '4'.
          pressed_tab = 'TAB04'.
          act_tab = '4'.
        when '5'.
          pressed_tab = 'TAB05'.
          act_tab = '5'.
      endcase.
      tabstrip-activetab = pressed_tab.
    endif.
initially, the activeted has to be TAB02 and for TAB01, the screen property Active has to be made as 0 so that the active tab can be displayed only
regards,
Edited by: Honey1 on Nov 29, 2011 8:25 AM

What is the significance of plan version?

Hi all,
Pls tell what is the significance of plan version? What will happen if I create some orgunit oin current plan and some org unit in another plan?

Hi..,
Plan versions are scenarios in which you can create organizational plans.
==>In the plan version which you have flagged as the active plan version, you create your current valid organizational plan. This is also the integration plan version which will be used if integration with Personnel Administration is active.
==>You use additional plan versions to create additional organizational plans as planning scenarios.
But Only one plan version will be active at any time !!!
As a rule, a plan version contains one organizational structure, that is, one root organizational unit. It is, however, possible to create more than one root organizational unit, that is more than one organizational structure in a plan version.
For more information on creating plan versions, see the Implementation Guide (IMG), under Personnel Management ® Global Settings in Personnel Management ® Plan Version Maintenance.
regards,
sai ramesh

Plan version Current plan was set

Hi Experts,
I am working on the SAP HCM implementation in the Health Sector and this is the first time i am working in Health Sector Project, and one of the IS-Healthcare Consultant has raised the following issue saying it as HR, and i am unable to figure out if its my error or not,I checked all the settings from my end and everything seems to be fine from my end... Please Advise....
In IS-H there is a t-code called NB20 to create an organization structure in IS-H , but when he is trying to execute the t code thru easy access, it is giving a message saying " PLAN VERSION CURRENT PLAN WAS SET" ...
IMG - Personnel Management - Global Settings in Personnel Management - Plan Version Maintenance - Maintain Plan Versions/ Set Active Plan Version
Please Advise...

Dear bharadwaj kocherlakota:
Please maintain parameter POP = 01 in SU3 for that guy from IS-H, exit/enter SAP again; that should stop the message
Let us know if that work!
Best regards,
Federico.

General structure & Plan version in OM

Hi everyone,
i am trying to configure OM for 1 general businss case.
now i got a link in the easy access menu named as General structure and Plan version.
Please let m eknow whats the role of these 2 in OM.
Thanks in advance,
Praveen
Edited by: Praveen Kumar Tiwari on Aug 3, 2009 3:28 PM

Hi Praveen,
In OM, you can create all objects and their relationship to create Org Hierarchy.
There are various method available to create all obejcts in OM like Organization and staffing method, General structure through which you can create and their relationship. You can create also evaluation path thorugh general structure. Evaluation path is nothing but chain of relationship between objects.
Plan version:- Plan versions allow you to create several organizational plans in the system at the same time. You can simulate and compare various scenarios using plan versions. A plan version also enables you to carry out various simulations and compare plans in the system in parallel. As a rule, only one plan version depicts your enterprise's current organizational plan
Path:- IMG  Personnel Management  Global Settings in Personnel Management  Plan Version Maintenance  Maintain Plan Versions (Tcode-OOPV). You can set active plan version by using switch PLOGI PLOGI by giving 01(OOAP) under this 01-active paln version, you can create all objects and relationship.
Regards,
Purnima

Plan Version vs. Expert Mode

Hello Experts,
I am a bit confused between the Plan Versions where in we can maintain "X" number of plan versions depending upon your company's strategies to expand/downsize vis a vis the future business plan.
In expert mode [T-code PO10/PO13] also i see the tab pages
ACTIVE/PLANNED/SUBMITTED/APPROVED/REJECTED
Could any one explain to me the differences between these things?
Also if i am to move an object from ACTIVE to PLANNED or from PLANNED to SUBMITTED in Expert Mode, how do i do it at the SPRO level.
Regards
Bijoy Yohannan

Hi Bijoy,
For plan versions, follow SPRO>Personnel Management>Plan Version Maintenance. Read the SAP documentation on that too.
For status, see
http://help.sap.com/erp2005_ehp_04_sp/helpdata/en/bb/bdb1d4575911d189240000e8323d3a/content.htm
Source: help.sap.com
Donnie

Locking of Plan Version

Hi
Can you please suggest any method wherein I could Lock Manual entry of Planning, but only allow copying of Planing figures for other Version in the system,
Also can we Lock one specific planning version depending on internal order status
Regards
Ash K

go to maintain versions in General Controlling and then go to controlling area settings & setting for each fiscal year.
regs,
ramesh b

Locking plan versions , plant wise

Hello experts,
Requesting your expert advice in the below requirement of ours.
The requirement is to plan cost using plan versions, period wise. This is achievable in CJR2.
Now when the user is planning cost for the next month, he would like to lock that plan version
for the previous month. This also can be achieved by T-code OKP1.
But the users are restricted to each plant. So the users in plant XXXX, if he locks the CO version say AAA
the other users in plant YYYY can still be able to plan with version AAA for that period.
In one statement, this is like locking planning version by plant wise.
Do we have any options available for this in SAP.
Or any other suggestions to carry out cost planning , plant wise.
Thanks in advance.
Regards
Sandeep

I think you need to go for a Z development.
Create one Z table and maintain the combination of user and plant.
Use a Z tcode for cost planning where you give plant as selection field and also use authorization object to check whether th user is available in the Z table maintained. and also update another Z table where plant status locked after cost planning.

Lock one specific plan version

Hi Gurus,
The requirement is to lock a particular version (Cost plan version in PS) when one version is copied into another (For eg. Version A is copied into Version B, system should not allow to edit Version A). I tried to achieve this through User status but it locks all the versions. Is there any way I can do this ?
Awaiting your valuable suggestions.
thanks in advance
Vinodh.

Hi,
in CO version definition you can lock specific plan versions against changes.
Best regards, Christian

Enhanced backend integration version for Organizational management

Hello everybody,
We are thinking about enhacing backend integration for Organizational management because we have Sales office in ERP sales assigned to several sales organizations.
Reading the library information we understand that several offices can be assigned to the same organizational unit as well as the text sais:"enhances the Function tab page in the ppoma_crm transaction to include a grid table, in which you maintain multiple assignments of organizational units "
Example:
CRM Org Unit 50000--->Sales Office 1000
--->Sales Office 1001
What we need is to Know if Several CRMOrganizational Units can have the same Sales office or sales Gruoup.
Example:
CRM Org Unit 50000--->Sales Org 1000
CRM Org Unit 50001--->Sales Office 1000
CRM Org Unit 50010--->Sales Org 2000
CRM Org Unit 50011--->Sales Office 1000
Is this second example possible with the enhacement?
Thanks in advance
Marga Ribes

Hi Marga,
we have the same problem. The sales office is assigned multiple in ERP - the download of the common used sales areas (Report: CRM_ORGMAN_SALES_BUND_DOWNLOAD) doesn't create any datarecords in the table SMOTVKBZ.
Which report do we have to execute in order to download the valid assignments maintained in ERP?
Thanks in advance
Reini

Diff: Version on workflow builder and Maintain Active Plan version on SWU3

Group,
Can any one help me to understand the Version on workflow builder and Maintain Active Plan version on SWU3
Thanks in advance !
Richard A

Dear Richard Antony,
The Versioning in the Workflow is very important its some what simmilar to the version on any SAP Objets like Tables, Program etc.
Here Suppose any change comes in working workflow, then in stead of directly change them you can create a version of them and them modify it. So that you can reverst back to that version if required.
Like wise there is lots of importance of versioning Workflow.
The Active Plan version is also important to establish at SWU3. As all the Workflow is using Organization management which is very depended on the Active Plan version. so based on which Plan version you want to use you can Provide in SWU3 to tell Workflow system to use this.
Hope this will give you a clear picture.
Regards,
Chandrashekhar.

Organization Management Interview Questions and Answers Extremely Urgent

Hi,
Please let me know Organization Management Interview Questions and Answers. MOST MOST URGENT
Please do not post Link or website name and detail response will be highly appreciated.
Very Respectfully,
Sameer.
SAP HR .

Hi there,
Pl. find herewith the answers of the questions posted on the forum.
1. What are plan versions used for?
Ans : Plan versions are scenarios in which you can create organizational plans.
     In the plan version which you have flagged as the active plan version, you create your current valid organizational plan. This is also the integration plan version which will be used if integration with Personnel Administration is active.
     You use additional plan versions to create additional organizational plans as planning scenarios.
As a rule, a plan version contains one organizational structure, that is, one root organizational unit. It is, however, possible to create more than one root organizational unit, that is more than one organizational structure in a plan version.
For more information on creating plan versions, see the Implementation Guide (IMG), under Personnel Management  Global Settings in Personnel Management  Plan Version Maintenance.
2. What are the basic object types?
Ans. An organization object type has an attribute that refers to an object of the organization management (position, job, user, and so on). The organization object type is linked to a business object type.
Example
The business object type BUS1001 (material) has the organization object type T024L (laboratory) as the attribute that on the other hand has an object of the organization management as the attribute. Thus, a specific material is linked with particular employees using an assigned laboratory.
3. What is the difference between a job and a position?
Ans. Job is not a concrete, it is General holding various task to perform which is generic.(Eg: Manager, General Manager, Executive).
Positions are related to persons and Position is concrete and specific which are occupied by Persons. (Eg: Manager - HR, GM HR, Executive - HR).
4. What is the difference between an organizational unit and a work centre?
Ans. Work Centre : A work center is an organizational unit that represents a suitably-equipped zone where assigned operations can be performed. A zone is a physical location in a site dedicated to a specific function.
Organization Unit : Organizational object (object key O) used to form the basis of an organizational plan. Organizational units are functional units in an enterprise. According to how tasks are divided up within an enterprise, these can be departments, groups or project teams, for example.
Organizational units differ from other units in an enterprise such as personnel areas, company codes, business areas etc. These are used to depict structures (administration or accounting) in the corresponding components.
5. Where can you maintain relationships between objects?
Ans. Infotype 1001 that defines the Relationships between different objects.
There are many types of possible relationships between different objects. Each individual relationship is actually a subtype or category of the Relationships infotype.
Certain relationships can only be assigned to certain objects. That means that when you create relationship infotype records, you must select a relationship that is suitable for the two objects involved. For example, a relationship between two organizational units might not make any sense for a work center and a job.
6. What are the main areas of the Organization and Staffing user interfaces?
Ans. You use the user interface in the Organization and Staffing or Organization and Staffing (Workflow) view to create, display and edit organizational plans.
The user interface is divided into various areas, each of it which fulfills specific functions.
Search Area
Selection Area
Overview Area
Details Area
Together, the search area and the selection area make up the Object Manager.
7. What is Expert Mode used for?
Ans. interface is used to create Org structure. Using Infotypes we can create Objects in Expert mode and we have to use different transactions to create various types of objects. If the company needs to create a huge structure, we will use Simple maintenance, because it is user friendly that is it is easy to create a structure, the system automatically relationship between the objects.
8. Can you create cost centers in Expert Mode?
Ans. Probably not. You create cost center assignments to assign a cost center to an organizational unit, or position.
When you create a cost center assignment, the system creates a relationship record between the organizational unit or position and the cost center. (This is relationship A/B 011.) No assignment percentage record can be entered.
9. Can you assign people to jobs in Expert Mode?
10. Can you use the organizational structure to create a matrix organization?
Ans. By depicting your organizational units and the hierarchical or matrix relationships between them, you model the organizational structure of your enterprise.
This organizational structure is the basis for the creation of an organizational plan, as every position in your enterprise is assigned to an organizational unit. This defines the reporting structure.
11. In general structure maintenance, is it possible to represent the legal entity of organizational units?
12. What is the Object Infotype (1000) used for?
Ans. Infotype that determines the existence of an organizational object.
As soon as you have created an object using this infotype, you can determine additional object characteristics and relationships to other objects using other infotypes.
To create new objects you must:
     Define a validity period for the object
     Provide an abbreviation to represent the object
     Provide a brief description of the object
The validity period you apply to the object automatically limits the validity of any infotype records you append to the object. The validity periods for appended infotype records cannot exceed that of the Object infotype.
The abbreviation assigned to an object in the system renders it easily identifiable. It is helpful to use easily recognizable abbreviations.
You can change abbreviations and descriptions at a later time by editing object infotype records. However, you cannot change an objects validity period in this manner. This must be done using the Delimit function.
You can also delete the objects you create. However, if you delete an object the system erases all record of the object from the database. You should only delete objects if they are not valid at all (for example, if you create an object accidentally)
13. What is the Relationships Infotype (1001) used for?
Ans. Infotype that defines the Relationships between different objects.
You indicate that a employee or user holds a position by creating a relationship infotype record between the position and the employee or user. Relationships between various organizational units form the organizational structure in your enterprise. You identify the tasks that the holder of a position must perform by creating relationship infotype records between individual tasks and a position.
Creating and editing relationship infotype records is an essential part of setting up information in the Organizational Management component. Without relationships, all you have are isolated pieces of information.
You must decide the types of relationship record you require for your organizational structure.
If you work in Infotype Maintenance, you must create relationship records manually. However, if you work in Simple Maintenance and Structural Graphics, the system creates certain relationships automatically.
14. Which status can Infotypes in the Organizational Management component have?
Ans. Once you have created the basic framework of your organizational plan in Simple Maintenance, you can create and maintain all infotypes allowed for individual objects in your organizational plan. These can be the basic object types of Organizational Management organizational unit, position, work center and task. You can also maintain object types, which do not belong to Organizational Management.
15. What is an evaluation path?
Ans. An evaluation path describes a chain of relationships that exists between individual organizational objects in the organizational plan.
Evaluation paths are used in connection with the definition of roles and views.
The evaluation path O-S-P describes the relationship chain Organizational unit > Position > Employee.
Evaluation paths are used to select other objects from one particular organizational object. The system evaluates the organizational plan along the evaluation path.
Starting from an organizational unit, evaluation path O-S-P is used to establish all persons who belong to this organizational unit or subordinate organizational units via their positions.
16. What is Managers Desktop used for?
Ans. Manager's Desktop assists in the performance of administrative and organizational management tasks. In addition to functions in Personnel Management, Manager's Desktop also covers other application components like Controlling, where it supports manual planning or the information system for cost centers.
17. Is it possible to set up new evaluation paths in Customizing?
Ans. You can use the evaluation paths available or define your own. Before creating new evaluation paths, check the evaluation paths available as standard.
18. Which situations require new evaluation paths?
Ans. When using an evaluation path in a view, you should consider the following:
Define the evaluation path in such a manner that the relationship chain always starts from a user (object type US in Organizational Management) and ends at an organizational unit, a position or a user.
When defining the evaluation path, use the Skip indicator in order not to overload the result of the evaluation.
19. How do you set up integration between Personnel Administration and Organizational Management?
Ans. Integration between the Organizational Management and Personnel Administration components enables you to,
Use data from one component in the other
Keep data in the two components consistent
Basically its relationship between person and position.
Objects in the integration plan version in the Organizational Management component must also be contained in the following Personnel Administration tables:
Tables                    Objects
T528B and T528T     Positions
T513S and T513     Jobs
T527X                    Organizational units
If integration is active and you create or delete these objects in Organizational Management transactions, the system also creates or deletes the corresponding entries automatically in the tables mentioned above. Entries that were created automatically are indicated by a "P". You cannot change or delete them manually. Entries you create manually cannot have the "P" indicator (the entry cannot be maintained manually).
You can transfer either the long or the short texts of Organizational Management objects to the Personnel Administration tables. You do this in the Implementation Guide under Organizational Management -> Integration -> Integration with Personnel Administration -> Set Up Integration with Personnel Administration. If you change these control entries at a later date, you must also change the relevant table texts. To do that you use the report RHINTE10 (Prepare Integration (OM with PA)).
When you activate integration for the first time, you must ensure that the Personnel Administration and the Organizational Management databases are consistent. To do this, you use the reports:
        RHINTE00 (Adopt organizational assignment (PA to PD))
        RHINTE10 (Prepare Integration (PD to PA))
        RHINTE20 (Check Program Integration PA - PD)
        RHINTE30 (Create Batch Input Folder for Infotype 0001)
The following table entries are also required:
        PLOGI PRELI in Customizing for Organizational Management (under Set Up Integration with Personnel Administration). This entry defines the standard position number.
        INTE in table T77FC
        INTE_PS, INTE_OSP, INTEBACK, INTECHEK and INTEGRAT in Customizing under Global Settings ® Maintain Evaluation Paths.
These table entries are included in the SAP standard system. You must not change them.
Since integration enables you to create relationships between persons and positions (A/B 008), you may be required to include appropriate entries to control the validation of these relationships. You make the necessary settings for this check in Customizing under Global Settings ® Maintain Relationships.
Sincerely,
Devang Nandha
"Together, Transform Business Process by leveraging Information Technology to Grow and Excel in Business".

Configuration of Organization Management

Dear all,
I have to configured Organization management with start. Can you please mentioned the steps involved in configuration of OM.
Thanks.
Regards,
Hassan

Hi,
OM config starts with defining number ranges and before that create a plan version.
number ranges you can define for all the om objects like S P O C K.
remaining all you can start with builiding block ( meaning creating org structure).
there are different interfaces to create the same...
let us know any other question if you have.
good luck
cheers

Risk Management Plan ERP WW Implementation

Hello All
I´m developing a Risk Management Plan and need to identify risks related to ERP implementation in multiple geographies. The implementations will be based on the same template and the template, a base model, will be managed in a centralized way by the corporation, both from a process and from an IT perspective, e.g., process changes that impact the base model will be approved by a centralized group responsible for the integrity of the base model. These changes, if approved, will be incorporated to the base model under a strict versioning and configuration management policy. The Business and IT organizations will have to manage both the integrity of the base model (and its versions) and the rollout of specific versions to the geographies. Geographies include Latin America, North America, Africa.
I´m willing to identify risks of the strategy to the business itself (the strategy I described above) and it´s impact on the IT organization/processes that will need to support it. This company already runs SAP on it´s biggest business unit, now it will be expanding the solution to smaller BUs in other countries. The base model currently used by the corporation is different than the base model (template) that will be implemented in the smaller BUs, for historical reasons.
A good start could be a Risk Assessment (part of a typical Risk Management Plan) of an ERP implementation project with similar characteristics, e.g.: multiple geographies, different Business Units in these geographies, having to ensure integrity of the base model (template), etc...
Does anyone have anything similar to this that I could use as a start? Thanks.
Message was edited by:
        José Welington Nogueira Filho

Hi Jose,
Its quite interesting that you are working on Risk management . Risk management Plan requires to analyze the organization based on its Operations,Financial activities.
As per my understnading Risk management process is involved or can be segregated based on the following classification .
a) Financial Risk
b) Operational Risk
c) Strategic Risk
d)External Risk
Your Risk management Plan cna start up with the identify, categorize and analyze enterprise risks.
a) Financial Risk:
        - Based on the complexity ,size and nature of organization identify first top
           ten financial risks in the company.
b) Operational Risks:
        - Quality
        - Hiring and retention
        - Supply Chain
        - Succession Planning
c) Strategic Risks:
        - Intellectual Property Infringement / Counterfiet
        - Business Model and portfolio
        - Resource alignment
d) Exteran Risks:
        - Catastophic/Business Interrruption
        - Technological innovation
        - Competetors
While coming to Risk management Life-Cycle:
1. Validation and verification
2. Risk Treatment process
3. Governance & Monitoring
Based on the Low and high point methods you can identify the risks and give ranks based on the risk priority and prepare a graphical presentation .
As per above risks classification i am giving you more classification it will help you to prepare your Risk management plan in detailed ananlysis:
a) Financial Risks:
       - Cash Flow
       - Credit
       - Debit
       - Equity
       - Interest rates
b) Operational Risks;
      - Catastophe /BI
      - Change Mangement
      - Security
c) Strategic risks:
      - Brand repuatation
      - Business Model Portfolio
      -Channel
      - IP Infringment/Counterfiet
      - Quality
      - Resource allocation /Alignment
d) External Risks:
       - Competeiotrs
       - Customers Needs / Product support
       - Legal / anti-trust
       - Regulatory / Taxation
       - Technological Innovations
This information will help you to start your Risk analysis Plan. Please let me know if you need any thing esle on this.
Please award points if this is helpful.
Regards,
Ramesh Choragudi

Organizational Management Plan Version Lock

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