17 Work with Organization Report Structures

This chapter contains these topics:

An organization report structure is a method of grouping business units for reporting purposes.

17.1 Creating Organization Report Structures

Navigation

From General Accounting (G09), choose Organization & Account Setup

From Organization & Account Setup (G09411), choose Advanced Organization Setup

From Advanced Organization Setup (G094111), choose Structure Revisions

To create organization report structures, you create parent-child hierarchies for business units. Any business unit designated as a parent must be associated with a complete chart of accounts. A parent business unit does not have to be a posting business unit.

With an organization report structure, you can:

  • Create a hierarchy with up to 25 levels.

  • Organize business units into multiple levels of parents and children. A business unit can be both a parent and a child, and each business unit can have multiple children. However, a business unit cannot have a parent that is also a child.

  • Add or revise parent-child structures at any time. For example, you can add children to an existing parent-child structure.

This program updates the Organization Structure Master table (F0050).

17.1.1 Before You Begin

  • Ensure that your chart of accounts is set up

  • Determine the organization report structures to use for your business

  • Set up the structure codes in user defined codes (00/TS)

  • Determine the business unit that is associated with each structure level

17.1.2 What You Should Know About

Topic Description
Viewing the entire structure View the entire parent-child structure by type on Structure Inquiry.
Changing business units To change parent or child business units, follow the same steps for adding them.
Deleting business units To delete the parent business unit and all of its children, use the Delete action. To clear information on a single line, use the Change action.

See Also:

Figure 17-1 Structure Revisions screen

Description of Figure 17-1 follows
Description of "Figure 17-1 Structure Revisions screen"

To add a child to a parent business unit

On Structure Revisions

  1. Enter 0 (zero) or blank in the following field to display children for a selected parent:

    • Parent 1/0

  2. Complete the following field for the business unit to which you are adding a child:

    • Parent Business Unit

  3. Complete the following fields:

    • Type Structure

    • Child Business Unit

  4. To add the record, press Enter.

    The system verifies that the parent and the child are not the same and ensures that the business unit children are not also the parent.

  5. To view the new information, redisplay Structure Revisions.

Field Explanation
Parent 1/0 A code that determines whether the system displays child business units for a parent or parent business units for a child.

Valid codes are:

0 – Displays children for selected parent

1 – Displays parents for selected child

If you leave this field blank, the system uses 0.
Parent Business Unit The primary level in a business unit hierarchy. A parent in one hierarchy can be a child in a different hierarchy.

Form-specific information

This could be a company or branch with several departments or jobs subordinate to it.
Type Structure A user defined code (00/TS) that identifies the type of organizational structure, such as financial or responsibility. Each type of structure can have a different hierarchy.
Child Business Unit An alphanumeric field that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, or branch/plant.

You can assign a business unit to a voucher, invoice, fixed asset, and so on, for purposes of responsibility reporting. For example, the system provides reports of open accounts payable and accounts receivable by business units to track equipment by responsible department.

Security for this field can prevent you from locating business units for which you have no authority.

Note: The system uses this value for Journal Entries if you do not enter a value in the AAI table.

Form-specific information

A child business unit is subordinate to a parent business unit. For example, this could be one of several departments subordinate to a branch or plant.

17.2 Reviewing Organization Report Structures

Navigation

From General Accounting (G09), choose Organization & Account Setup

From General Accounting (G09), choose Organization & Account SetupInquiry

From Advanced Organization Setup (G094111), choose Structure Inquiry

You can review your organization structures online. The system displays the hierarchies for a particular business unit according to structure type, using one of three modes:

  • Single-level structure

  • Multi-level structure without indentation

  • Multi-level structure with indentation

17.2.1 Before You Begin

  • Ensure that parent-child structures exist in your system

See Also:

To review organization structures

On Structure Inquiry

Figure 17-2 Structure Inquiry screen

Description of Figure 17-2 follows
Description of "Figure 17-2 Structure Inquiry screen"

  1. Complete the following fields:

    • Parent Business Unit

    • Mode

  2. Press Enter to display the results of your search.

Field Explanation
Mode A code that indicates the mode or style in which you want to view the business unit structure. Valid codes are:

  1. Single-level structure - shows only the immediate children for a parent business unit, such as the Human Resources and Finance offices, which might be immediate children of the business unit Office of the President.

  2. Multi-level structure - shows all descendants for a parent business unit, displaying the numbered level of the child below the parent in a non-indented format. The display can have a maximum of 25 levels. For example, the Human Resources business unit might have child business units of Benefits or Internal Training.

  3. Multiple-level indented structure - shows all descendants for a parent business unit, displaying the numbered level of the child below the parent in an indented format with a maximum of five levels of indentation. This shows the same information as code 2, but the indented format might make the display easier to read with a complex organizational structure.

    The following codes apply to Employee/Supervisor Organization Charts only:

  4. Displays all employees reporting to a supervisor up to a maximum of two levels.

  5. Displays all employees reporting to a supervisor up to three levels.

17.3 Printing Organization Report Structures

Navigation

From General Accounting (G09), choose Organization & Account Setup

From Organization & Account Setup (G09411), choose Advanced Organization Setup

From Advanced Organization Setup (G094111), choose Structure Report

After you create parent-child structures, you can print the Structure Report that shows the complete hierarchies. Depending on how you set the processing options, you can print a report that shows one of the following:

  • All business units

  • A single business unit

  • The hierarchies for business units that have no parents

17.3.1 Before You Begin

  • Ensure that parent-child structures exist in your system

See Also:

Figure 17-3 Organization Structure Report, Organizational Structure Type

Description of Figure 17-3 follows
Description of "Figure 17-3 Organization Structure Report, Organizational Structure Type"