Maintaining Organizational Units - SAP HR

Use

You maintain organizational units on the Maintain Organizational Units screen. To access this screen, choose Human Resources _;Organizational;Management _ Expert Mode _ Organiza- tional Unit.

In this screen, you can create and maintain all possible infotypes for the organizational unit object type. Enter the name of an organizational unit and specify the status of the info types you want to create, using the tab pages.

The infotypes you have already maintained for an organizational unit are indicated by a green check mark.

Creating Organizational Units

Procedure

You create organizational units when you want to add new organizational units to an orga- nizational plan.

You can create organizational units using either Simple Maintenance or by creating infotype 1000 (object) as described here. This ‘existence infotype’ is a prerequisite for creating further infotypes for an object.

You can also create new organizational units by copying existing organiza- tional units.

  1. On the Organizational Management screen, choose Expert Mode _ Organizational unit. The Maintain Organizational Unit screen appears.
  2. In the Plan version and Organizational unit fields, enter data as required.
  3. Under Infotype name, choose Object.
  4. Using one of the tab pages, select the status, which you want to assign to the new object.
  5. Choose Create infotype. The Add Object screen appears.
  6. In the Validity, Object abbreviation, and Object name fields, enter data as required.
  7. Save your entries. The Essential relationship Relationships screen appears. To create a relationship record, go to step
  8. If you do not want to create a relationship record, skip step 9. Otherwise, skip this step.
  9. To create a relationship infotype record:
  10. a. Enter data in the appropriate fields as required.
    b. Save your entries.

    TheMaintain Organizational Unit screen appears.

  11. To exit the Essential relationship Relationships screen, choose Back or Cancel.
  12. – The Maintain Organizational Unit screen appears.

    If you are creating a large volume of organizational units, try using Fast Entry.

Changing Objects

Procedure

You can change organizational units, jobs, positions and work centers when you want to edit their object abbreviations or object names. Abbreviations and names are maintained in the Object infotype (1000).

You cannot change the validity period assigned to an object using the Change function. For this, you must use the Delimit function. To change the validity period of several objects at the same time, use the report RHGRENZ0 (Delimit objects).

  1. On the Organizational Management screen, choose Expert mode _ <Object>. The Maintain <Object> screen appears.
  2. In the Plan version and <Object> fields, enter data as required.
  3. Under Infotype name, choose Object.
  4. Using the tab pages, select the status of the objects you wish to change.
  5. Choose Change infotype. The Change Object screen appear.
  6. In the Object abbreviation and Object name fields, enter data as required.
  7. Save your entries. The Maintain <Object> screen appears.

Displaying Objects

Procedure

You can display basic data for organizational units, jobs, positions and work centers if you want to review rather than edit them. This includes the abbreviation and name, the validity period, language key, and status of an object. This information is stored in the Object infotype (1000).

  1. On the Organizational Management screen, choose Expert mode _ <Object>. The Maintain <Object> screen appears.
  2. In the Plan version and <Object> fields, enter data as required.
  3. Under Infotype name, choose Object.
  4. Using the tab pages, select the status of the objects you wish to display.
  5. Choose Edit _ Display infotype. The Display Object screen appears.
  6. Exit the function. The Maintain <Object> screen appears.

Copying Objects

Procedure

Copy organizational units, jobs, positions and work centers if you want to create new objects by duplicating objects that already exist. Creating objects by copying can save you data entry time. To copy tasks, see Copying Tasks.

When you copy objects, you can also copy all appended infotypes. This can be helpful if objects have the same attributes. The report RHCOPY10 (Copy Object Using Selection List) also allows you to copy objects.

You can also include additional infotypes in a copy request. This is not possible in Infotype Maintenance. You must use the report RHCOPY00 (Copy Objects).

  1. On the Organizational Management screen, choose Expert mode _ <Object>. The Maintain <Object> screen appears.
  2. In the Plan version and <Object> fields, enter data as required.
  3. Choose <Object> _ Copy. The Maintain Plan Data: Copy Object dialog box appears.
  4. Enter data as required in the Target object, Abbreviation and Name fields. Flag Copy relationships also.
  5. Choose Copy object. The Copy Object dialog box appears.
  6. Choose Yes. The Maintain <Object> screen appears.

Delimiting Objects

Procedure

You can delimit organizational units, jobs, positions and work centers when you want to change their validity periods, so that the end date occurs sooner than stated.

This can be necessary, for example, when you plan to eliminate an object due to restruct- uring. To delimit tasks, see Delimiting Tasks .

When you delimit objects, the system delimits any infotype records appended to the object, to the same date.

  1. On the Organizational Management screen, choose Expert mode _ <Object>. The Maintain <Object> screen appears.
  2. In the Plan version and <Object> fields, enter data as required.
  3. Choose <Object> _ Delimit. The Maintain Plan Data: Delimit Object screen appears.
  4. In the Delimit date and Historical rec. fields, enter data as required.
  5. Choose Delimit. The Validity Period dialog box appears.
  6. Choose Yes. The Maintain <Object> screen appears.

Deleting Objects

Prerequisites

You should delete organizational units, jobs, positions and work centers only when you want to erase all record of an object from the database. When you delete objects, the system deletes all appended infotypes as well. The system keeps no historical information. To delete tasks, see Deleting Task.

Deletions should only be necessary when, for example, you incorrectly or accidentally create an object. To change the validity period of an object, use the Delimit function.

Procedure

  1. On the Organizational Management screen, choose Expert mode _ <Object>. The Maintain <Object> screen appears.
  2. In the Plan version and <Object> fields, enter data as required.
  3. Under Infotype name, choose Object.
  4. Using the tab pages, select the status of the objects you wish to delete.
  5. Choose <Object> _ Delete. The Maintain Plan Data: Delete Object dialog box appears.
  6. Check the information to ensure you have selected the correct object.
  7. Choose Delete. The Delete Object dialog box appears.
  8. Choose Yes. The Maintain <Object> screen appears.

Changing the Status of Objects

Procedure

You can change the status of organizational units, jobs, positions and work centers if the planning status of the object has changed in the organizational plan. Status changes occur for several reasons. For example, a planned object may be approved, and require activation. To change the status of a task, see Changing the Status of Tasks.

When you change the status of an object, the system applies the new status retroactively, to the beginning of the object’s validity period. To change the status for a number of objects, you can save time by using the report RHAKTI00 (Change Status of Object).

  1. On the Organizational Management screen, choose Expert mode _ <Object>. The Maintain <Object> screen appears.
  2. In the Plan version and <Object> fields, enter data as required.
  3. Under Infotype name, choose Object.
  4. Using the tab pages, select the current status of the object.
  5. Choose Edit _ Status. Another menu appears.
  6. Select a new status. The Display Object screen appears.....
  7. Check the information to ensure you have selected the correct object.
  8. Save your entries. The Maintain <Object> screen appears.

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