Exercise Introduction

In this exercise, you will be creating some of the organizational structures for the fictitious Fitter Snacker company—a manufacturer of snack bars. Fitter Snacker has two products, the NRG-A and NRG-B bars. The NRG-A bar touts “Advanced Energy,” while the NRG-B bar touts “Body Building Proteins.”

Multiple versions of the Fitter Snacker Company have been configured in SAP ERP system Depending on which class you are in, you will be assigned to a particular client in an SAP system. In SAP, the term ”client” has a different meaning than the typical usage of client in the computer world. In the beginning, while not technically correct, the easiest way to understand the SAP usage of client is to think of a client as a separate database. Information in one client, say client 503, is not accessible from other clients. When you log into the SAP system, you have to choose which System/Server you are logging into, then when you log in to that particular server, you have to specify which client you are using.

Within each client in the system, there are 100 copies of the Fitter Snacker data. You have been assigned to one of these sets of data. On your SAP System User ID sheet, you have been given the system and client your account is on. You have also been given a Data Set Number, which tells you which set of data you should be using within your client.

IT IS CRITICAL THAT YOU USE ONLY YOUR DATA SET. FAILURE TO DO SO WILL CAUSE YOU PROBLEMS AS WELL AS OTHERS IN YOUR CLASS.

All of the data in the Fitter Snacker database begins with a Data Set Number. For example, the NRG-A bars are entered as 00 NRG-A, 01 NRG-A, 02 NRG-A, etc. This will allow you to use the search function in SAP to find your particular snack bar. In the instructions that follow, the pound symbol (##) will be used to represent the Data Set Number. For example, in creating a purchase requisition, the instructions will ask you to search for your materials using ##*. You will need to replace the ## with your Data Set Number. For example, if you are data set number 09, then you will be searching using 09*, and you will find all materials that begin with 09.

The screen shots in the instructions were created using Data Set Number 00, which is reserved for instructors. Do not use Data Set Number 00 in any transactions.

1. Creating Organizational Structures

To create an organizational structure, follow the menu path:

Human Resources (Organizational Management (Organizational Plan (Organization and Staffing (Create

Which will produce the following pop-up window:

[pic]

This window allows you to set the validity period for the organizational structure you are about to create. The SAP ERP system will provide default values of the current date for the start date and the end of the year 9999 as the end date. Note that there will be a Y10K problem with the SAP ERP system!

Click on the enter icon ([pic]) to accept the default values, and you will get the following screen:

[pic]

This screen allows the user to build the organizational structure. The screen starts with a blank organizational unit to be defined. Enter ##FSHR and ## Fitter Snacker Organization under the basic data tab, then click on the Account assignment tab:

[pic]

The default Controlling area Kostenrechnungskreis 0001 is not the correct one for our Fitter Snacker company, so we need to click on the Default Value Customizing icon ([pic]) to change this. Clicking on the icon allows the controlling area to be changed. Enter the following data:

[pic]

then click on the save icon ([pic]) to save the current structure.

Next, right-click on ## Fitter Snacker Organization in the upper window, then select Goto(Organizational Structure from the pop-up menu:

[pic]

The Fitter Snacker organization is broken down into two areas: a manufacturing group and a headquarters group. To create the manufacturing group, click on the ## Fitter Snacker Organization in the upper window, then click on the create icon:

[pic]

Click on ## Fitter Snacker Organization, then click on the create icon:

[pic]

The SAP ERP system has added a new organizational unit. Enter the following basic data:

[pic]

The Fitter Snacker Manufacturing Group has three personnel areas: Receiving, Warehouse and Production. We will create the Production personnel area first. Make sure that the ## Manufacturing Group is selected, then click on the Create icon:

[pic]

Enter the following basic data :

[pic]

Enter the organizational unit data, then click on the “Account assignment” tab:

[pic]

In many fields in the SAP system, a search icon will appear when the field is selected. This allows the user to call up a detailed search tool to find possible entries for the field. If the value for a field is entered using the search function (rather than by typing), it is more likely to be a correct value—or at least a value that exists in the SAP system.

Click on the search icon ([pic]) to call up the following search window:

[pic]

Enter ##FS for Controlling area and Company code so that the system finds your controlling areas, then click on the enter icon to produce the following pop-up window:

[pic]

Double-click on P010 to select the Production cost center, then click on the save icon ([pic]).

Next, we want to create the position of manager for this personnel area. Right-click on ## Production, then select Goto(Managerial Assignment from the pull-down menu:

[pic]

Next, select ## Production then click on the create icon:

[pic]

which will produce the following:

[pic]

After entering the description for the production manager positions, click on the Account assignment tab, then enter the following information:

[pic]

Enter ##FS for “Company code” and “Personnel area”, then click on the save icon ([pic]) to save the current structure.

2. Displaying and Printing the Organizational Structure

First, we need to establish the printer connection for your user account. To set up the SAP ERP system to do printing, use the following menu path from the pull-down menu at the top of the window:

System(User profile(Own data

[pic]

Click on the Defaults tab of the Maintain User Profile screen:

[pic]

Enter LOCL for Output Device to select the local printer, which will be the WindowsTM default printer and check Output immediately and Delete after output, then click on the save icon ([pic]).

To print the organizational structure, right-click on ## Production, then select Goto(Organizational Structure:

[pic]

Next, click on Up One Level icon twice to see the whole organization:

[pic]

Finally, click on the expand node icon:

[pic]

This will display the complete organizational structure:

[pic]

Click on the print icon ([pic]) and the following screen will appear:

[pic]

Click on the print icon again to start the printing process. You will probably get the following screen:

[pic]

After clicking on the enter icon () you should be returned to the report screen and a message like the following should be displayed at the bottom:

[pic]

The SAP ERP system will also open window that will contain details of the print job:

[pic]

When your print job is complete, you can close this window.

Be sure to neatly print your name on a printout of the Organizational Structure to hand in.

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Enter 00PROD and 00 Production, then click on the Account assignment tab

Click on enter to accept dates

Right-click on ## Fitter Snacker Organization, then select Goto(Organizational Structure

Click on the print icon again

Click on the enter icon

Enter LOCL for Output Device, and check Output Immediately and Delete After Output, then click on Save

Click on the expand node icon

Click on the Up One Level icon twice

Enter ##FS for Company code and Personnel area

Make sure ## Production is selected, then click on the Create icon

Enter ##PRODMGR and ## Production Manager for the position, then click on the Account assignment tab

Double click on P010, the Production cost center

Make sure ##FS is entered for the Controlling area and Company code, then click on the enter icon

Click on the Master cost center field to call up the search icon ([pic])

Right-click on ## Production, then select Goto(Managerial Assignment

Make sure ## Manufacturing Group is selected, then click on the Create icon

Enter ## MANU and ## Manufacturing Group for Organizational unit, then click on the save icon ([pic])

New organizational unit added under ## Fitter Snacker Organization

Click on ## Fitter Snacker Organization then click on the create icon

Select ## Fitter Snacker for the Controlling Area from the pull-down list, then enter ##FS for company code and ##FS for Personnel area

Click on the Account assignment tab, then click on Default Value Customizing

Organizational unit details

Organizational hierarchy

Enter ##FSHR and ## Fitter Snacker Organization for the new organizational unit name and description, then click on the Account assignment tab

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Human Resources Organizational Structures