Date-Effective Organizational Structures

A date-effective organizational structure is a snapshot of an organizational structure on a specific date. Date-effective organizational structures enable you to review or report on organizational structures by effective date.

You might create a date-effective organizational structure for these reasons:

• You need a snapshot of the current structure because your organizational structure will change at the end of the current fiscal year.

  After the structure has changed, you can use the snapshot to run financial reports on the previous structure.

• You want to create what if scenarios by rearranging components of a date-effective organizational structure.

Note: If you create a date-effective snapshot of an organizational structure, you can use the snapshot in a multisite consolidation.

You use the Business Unit Structure Tree View program (P0006A) to review or revise a date-effective organizational structure in a tree structure format. If you choose a snapshot structure, you can identify it by the effective date and version name that you assigned when you built the snapshot.

A date-effective organizational structure can be based only on a current structure. You cannot create a snapshot of a structure that no longer exists.

After you build a date-effective organizational structure (or snapshot), you can run date-effective financial reports using the Report Design Director.