Create Organizational Unit Action

Trigger:

An organizational unit needs to be created.

 

Business Process Procedure Overview

 

 Organizational Units represent functional units in the enterprise, and can be defined according to how tasks are divided up within the enterprise. An Organizational Unit can be an Agency, division, section, branch, group or unit. An organization can be defined from the highest level, called the root organizational unit (State of North Carolina Enterprise), to the smallest department within the State. Organizational reporting structures are created by assigning these organizational units to each other. 

Tips and Tricks

 

·          None

 

 

Access Transaction:

 

Via Menu Path

There is no menu path for this transaction code.

Via Transaction Code

PQ10

 

 

 

Procedure:

 

SAP Easy Access

1. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Command

White alphanumeric box in upper left corner used to input transaction codes

R

Enter value in Command.

Example: PQ10

2. Click Enter button.

Actions for Organizational Unit

3. Delete the contents of the Organizational unit field.

Information:  The system will provide an Organizational unit number.

4. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Infotype status

One-digit code representing the status of an Infotype.

R

Enter value in Infotype status.

Example: 2

Validity

The date identifying the start of a validty period

R

Enter value in Validity.

Example: 03/27/2007

Action

A one to four character code that represents an action. An action is a series of procedures that must be completed in order to achieve a specific objective.

R

Enter value in Action.

Example: 10

5. Click Execute (F8) button.

Create Object

6. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Object abbr.

An abbreviation of up to 12 characters. The abbreviation identifies a specific object (such as an Organizational Unit)

R

Enter value in Object abbr..

Example: 3602-0000000

Object name

Short description of the object to be created.

R

Enter value in Object name.

Example: DOJ ADMINISTRATIVE BRANCH

7. Click Enter button.

Information:  This is the screen where the new organizational unit is assigned to a parent organizational unit.

Information:  Click Enter to verify the data entered is correct before clicking Save.

8. Click Save (Ctrl+S) button.

9. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

ID of related object

Contains an 8-digit number that represents an object. This field identifies the second object involved in a relationship.

R

Enter value in ID of related object.

Example: 10000208

10. Click Enter button.

Information:  Click Enter to verify the data entered is correct before clicking Save.

11. Click Save (Ctrl+S) button.

Create Relationships

12. Click Cancel (F12) button.

Information:  If appropriate, key in the Position that is meant to supervise this organizational unit.  If the relationship is not required for this organizational unit, click Cancel to move to the next infotype screen.

Create Relationships

13. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

ID of related object

Contains an 8-digit number that represents an object. This field identifies the second object involved in a relationship.

R

Enter value in ID of related object.

Example: 0911200000

14. Click Enter button.

Information:  Click Enter to verify the data entered is correct before clicking Save.

The cost center will default from the parent organizational unit if you cancel out of this screen.  Enter the cost center if it is different from the parent organizational unit.

15. Click Save (Ctrl+S) button.

Create Description

16. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Description

Brief text description of the object in focus.

R

Enter value in Description.

Example: general description as appropriate

17. Click Save (Ctrl+S) button.

Create Department/Staff

18. Click Department checkbox.

Information:  Checking the Department box is required for the Organizational Unit ID to appear on infotype 0001 in personnel administration functions.  It enables the user to identify the organizational unit that the position is assigned to while displaying infotype 0001 in personnel administration functions.

19. Click Save (Ctrl+S) button.

Actions for Organizational Unit

20. Click Exit (Shift+F3) button.

21. The system task is complete.