SAP Workflow Course

Section 6-1: Organizational Structure

November, 2001

Organizational Structure

Contents: Organizational Management HR Set Up Simple Maintenance

Positions

SAP Workflow Course Section 06-1: Organizational Structure

Organizational Structure: Unit Objectives

At the conclusion of this unit, you will be able to: Set up an Organization Plan Connect the Organization Plan to a workflow

SAP Workflow Course Section 06-1: Organizational Structure

Organizational Structure: Business Scenario

You have explored the functionality of a SAP workflow You must look for options on how to relate each step to your organization HR has created a current organizational structure of your company

You must build the connection from this organizational structure to your workflow

SAP Workflow Course Section 06-1: Organizational Structure

Organizational Plan
Newspaper Example for SAP HR Terminology
Anchorage Times, Job Market

Smith consulting company has 3 openings for SAP-FI consultants with AR exp. in - Credit Management - Cash Application
Smith Consulting Company Sales department in Hawaii FI department in Anchorage Supervisor position Holder: Heinz AR consultant position one AR consultant position two AR consultant position three
SAP Workflow Course Section 06-1: Organizational Structure

Positions to be filled

Skill-Set

Activities

AR-job

Task-List Job - Credit Management - Cash Application - Invoice Verification - ...

Integration of Organizational Management

Integration of organizational management Task distribution according to responsibility : Linking tasks with possible agents on description level oriented to jobs Dynamic task distribution at runtime : Determination of recipients based on information from the context of the workflow and the objects processed Active determination of the correct recipients and providing them with the information required High degree of transparency of business processes and their responsibilities

SAP Workflow Course Section 06-1: Organizational Structure

Engineering Change Workflow

Organization

Marketing Manager Determine objects

Electr. Electr. Product Project Quality Profit Engineer Manager Ctr Mgr Manager Engineer Manager
Check feasibility of whole Feasibility check Send change to do Electrical changes Check change

Tasks

Objects

Release change

Eng. Change Request

Eng. Change Order

Events

T e m p l a t e

Eng.Change Open

Engineering Change Management

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SAP Workflow Course Section 06-1: Organizational Structure

Example for an Organizational Chart

company structure FI-department AP-unit positions AR-unit positions Controlling department District A positions District B positions ..

Special Unit for the Purchase requisition Business PositionProcess for Controller of Plant A Position for Controller of Plant B

Special Unit for the Accounts Payable Business Process Position for Approver in company I

Position for Approver in company II

SAP Workflow Course Section 06-1: Organizational Structure

Use of Organizational Management

New
Group
Workflow refers to the current organization Automatic routing adjustments are made for employee changes or reassignments High flexibility with regard to organizational changes

Retired

Vacation

Illness

Special Tasks

SAP Workflow Course Section 06-1: Organizational Structure

Essential HR Set Up for Workflow

In Organizational Management, Simple Maintenance enables you to quickly create your initial organizational plan:
Org. Unit

Create only the basic objects and their relationships

Position

User
SAP Workflow Course Section 06-1: Organizational Structure

Features of Simple Maintenance

3 main functions
Organization and Staffing (Workflow) Create

Views

Create Organizational Unit Create Position

Organization

and Staffing
(Workflow)

Organization
and Staffing

Tasks
Tasks

SAP Business Workflow users

Human resource users

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Creating an Organizational Plan in Simple Maintenance (Release 4.6C)

Executive Board Step 1: Create the root organizational unit Step 4: Create jobs

Manufacturing

Mexico Sales Region

Step 2: Create additional organizational units Step 3: Create positions

Administrative Assistant, Sales Mexico

Administrative Assistant

Step 5: Assign tasks

February
February 1, 1996 Mr. Bob Simmons General Tech Incorporated Los Angeles, CA 56167 Dear Mr. Simmons: We have recently scheduled a training meeting to develop course material for next year. Please compile a list of possible topics by February 15th. I will be creating a priority listing for these

Step 6: Assign holders

Tasks: Word Processing, Scheduling Meetings, Answering Phones

SAP Workflow Course Section 06-1: Organizational Structure

Lisa Thompson
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Creating an Organizational Plan in Simple Maintenance (earlier release)

Executive Board Step 1: Create the root organizational unit Administrative Assistant, Sales Mexico Step 4: Create positions

Mexico Sales Region Step 2: Create additional organizational units Manufacturing

Step 3: Create jobs

Administrative Assistant

Step 5: Assign tasks

February
February 1, 1996 Mr. Bob Simmons General Tech Incorporated Los Angeles, CA 56167 Dear Mr. Simmons: We have recently scheduled a training meeting to develop course material for next year. Please compile a list of possible topics by February 15th. I will be creating a priority listing for these

Step 6: Assign holders

Tasks: Word Processing, Scheduling Meetings, Answering Phones

SAP Workflow Course Section 06-1: Organizational Structure

Lisa Thompson
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Navigation Overview
Menu:
Settings and commands

Search Area
Locate objects

Overview Area
Display / maintain object environment (structures)

Selection Area
Select objects

Detail Area
Display / maintain object characteristics

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Search Area

Look for objects

Use the search area to locate objects. Search also via relationships with other objects and store results as favorite variants.

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Selection Area

Results of search appear here for selection. Double-click desired object to bring it into Overview Area.

Results

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Overview Area

See the big picture

See overview in either list mode or as a tree structure. Double-click to reach further object characteristics in Detail Area.

In the Overview area you can switch between the oganizational structure and the staffing plan of one organizational unit.

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Detail Area
Characteristics of the object in Overview Area can be maintained here. Tab strips identify and group similar data.

Basic Data

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Undo
Undo changes by choosing Redo changes by choosing

Changes made in the Organization and Staffing Interface can be UN-DONE and RE-DONE provided the work has not yet been saved.

SAP Workflow Course Section 06-1: Organizational Structure

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Positions
Task: Approve Vacation Request

Positions are specific to your organization. Multiple positions may perform similar job tasks. Each position typically represents one employee, but may be partially filled by more than one.

Job: Supervisor

Position: Supervisor - Europe

Position: Supervisor - West Region

Position: Supervisor - East Region

SAP Workflow Course Section 06-1: Organizational Structure
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Release 4.6B: Creating a Position (1)

ICON Go to Choose Staff assignments (structure)

SAP Workflow Course Section 06-1: Organizational Structure
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Release 4.6B: Creating a New Position (2)

Choose Create and from the popup choose link double click the line Incorporates
SAP Workflow Course Section 06-1: Organizational Structure

Position --> create the new position

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Release 4.6B: Creating a New Job (1)

Select Task assignment (second choice)

SAP Workflow Course Section 06-1: Organizational Structure

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Release 4.6B: Creating a Job (2)

Choose Create and from the popup choose link double click the line Is described by
SAP Workflow Course Section 06-1: Organizational Structure

Job --> create the new job

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Release 4.6B: Creating a Job (3)

SAP Workflow Course Section 06-1: Organizational Structure

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Release 4.6B: Assigning a User (1)

Select the org. unit and choose icon go to, choose staff assignment structure
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Release 4.6B: Assigning a User (2)

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Task Profile
Organizational unit: FI department Manager-Job

Tasks:1, 2
user-1

Task: 3

Position: FI dept. head

Task: 4
Position: secretary

Job for secretary

Tasks:2, 5
user-2

Position: FI administrator-1 Job for FI- clerk

user-3

Position: FI administrator-2
user-4
SAP Workflow Course Section 06-1: Organizational Structure

Tasks:4, 6

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Organizational Structure: Unit Summary

Integration of organizational Management into SAP Business Workflow Transparency of business processes and their responsibilities

Dynamic task distribution at runtime

High flexibility with regard to organizational changes

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SAP Workflow Course

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