Maintain Standard Hierarchy for Cost Centers - OKEON (OKEON, OKENN)

 

Purpose

Use this transaction to change or display a standard hierarchy.

When to do this

Perform the change procedure when an approved request form to make a change to a standard hierarchy is submitted to the Shared Services Center.  The display procedure will be performed by a brand or function to view standard hierarchies for informational purposes.

Prerequisites

Approved Request Form

Menu Path

Use the following menu path(s) to begin this transaction:

·         Select Accounting Controlling Cost Center Accounting Master Data Standard Hierarchy Change to go to the Standard hierarchy for cost centers Change screen.

·         Select Accounting Controlling Cost Center Accounting Master Data Standard Hierarchy Display to go to the Standard hierarchy for cost centers Display screen.

Transaction Code

OKEON, OKENN

Helpful Hints

Click on  to close the detail area in order to fully view the standard hierarchy area.

Click on  to drill down further to view the roll ups into each group.

Using the right-click feature when the cursor is on a group allows you to select the option of creating a cost center or grouping at the same level or a lower level of the hierarchy selected.  Also allows for quick deletion or copying.

 indicates a Cost Center Group

 indicates a Cost Center


Procedure

1.       Perform one of the following:

If

Then

Changing the standard hierarchy,

Use transaction code OKEON

Displaying the standard hierarchy,

Use transaction code OKENN

 

2.       Start the transaction using the menu path or transaction code.

Standard hierarchy for cost centers Change

 

    The maintenance screen is divided into different areas, each of which covers particular functions:

1.       -

Area

Description

Search Area

(Upper Left Corner)

In the search area, you select one or more organizational units that you want to display or edit, or that you want to assign to the standard hierarchy.

Overview Area

(Upper Right Corner)

The overview area displays the selected organizational unit in a tree structure in terms of its assignment to the standard hierarchy.  This area allows the following:

·         Display/hide additional columns using the Column configuration

·         Print the structure

·         Set the time interval in which the standard hierarchy, including the CO objects contained in it, is to be processed.

·         Create new objects and assign them to existing objects.

·         Move the objects within the tree structure using drag-and-drop.

·         Select a different object for display or editing.

Detail Area

(Lower Right Corner)

In the detail area, you can display or edit the master data of the individual objects.  To display or edit the master data for a particular object, choose the object in question by double-clicking on it in the tree structure.

Selection Area

(Lower Left Corner)

In the selection area, the organizational units selected are displayed in a list.

  • Restrict the list using certain criteria by setting the filter.  For example, select all objects of an owner.
  • Display and edit organizational units in the standard hierarchy assignment and the related master data.  To do so, the following options are available:
    • Choose the organizational units by double-clicking on them.  The system transfers the organizational unit to the central overview area.
    • Use drag-and-drop to move the organizational unit to the overview area.
  • Activate and delete inactive master data versions of cost centers, business processes, and profit centers.  To do so, select the objects in the selection list.

To display individual areas more clearly, hide other areas of the screen.

  • To make the remaining areas of the screen larger, click .
  • When displaying large lists in the selection area, hide the search area by clicking .

If processing large structures in the overview area, hide the detail area. To do so, click the pushbutton above the detail area.

 

3.       Click an existing group to create a new hierarchy group.

    For example, click

Standard hierarchy for cost centers Change

 

4.       Right-click  .

5.       Select Create Group (Lower Level).

Standard hierarchy for cost centers Change

 

6.       As required, complete/review the following fields:

Field Name

R/O/C

Description

Name of Group

R

Name associated with the hierarchy group.

    Follow the group naming convention (see Business Process Overview section).

Example:         1056_54

Short Description of Group

R

Short description of the hierarchy group.

Example:         Michele Test Group

7.       Click  to save the changes.

Standard hierarchy for cost centers Change

    The system displays the message, "Data has been saved."

8.       You have completed this transaction.

Result

You have changed or displayed a standard hierarchy.

Comments

Screen view is the same for "display standard hierarchy."  It allows for view-only access of standard hierarchy details and roll ups.