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Espresso SAP LT Profit Center Reorganization 11 2013
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Frank Gelbarth, 22.11.2013
Service Manager Profitcenter-Reorganisation
Profitcenter-Reorganisation im
laufenden Betrieb
Reorganization of Profit
Centers in ERP
Product Management SAP Landscape Transformation
SAP AG
SAP 2013 / Page 3
Solution Overview
Reorganization of Profit Centers
New Features Description Target Users
Reorganization
of profit centers
Reorganization scenarios Merge
Split
Change
Reorganization Scope: Current Assets
W I P
Fixed Assets
Receivables / Liablities
P&L
Change of master data, transactional data and value flow
Audit Trail
Generic framework allowing customer specific adoption
Controller (responsible
for overall
organizational model )
Line Manager / Project
Manager / Plant
Manager (responsible
for detailed
reassignments)
Reorganization Management: Defined procedure for organizational change in ERP
Reorganization Plan: Unique and comprehensive view on reorganization measures.
Financials > Financial Accounting
Benefits
Flexibility: Fast adaption of organizational structures Transparency: High data quality for Management Reporting. Compliance: Approval Steps & Audit Trail. Low TCO / TCI
SAP 2013 / Page 4
Feature: SAP Reorganization Plan provides one
unique & complete view on reorganization process
* * Take
detailed
decisions
Report
Results
Monitors Status,
Triggers
automated steps
Management
decision:
corporate
reorganization
Corporate Management
(CEO)
Defines
reorganizat
ion plan
Central Controller
Financials > Financial Accounting > Reorganization Management
Central Controller Central Controller
Plant Manager
Sales Manager
Cost Accountant Accountant
Business Value
Single point of entry for defining, triggering,
monitoring and reporting on a reorganization
plan.
Customer business challenges
Break down a management decision for a
reorganization aim into a well defined
reorganization plan.
Align all related parties, identify their specific
responsibilities, initiate and monitor all necessary
activities.
Provide the database for audit trail.
SAP 2013 / Page 5
Feature: SAP Reorganization Plan provides one
unique & complete view on reorganization process
Take detailed
decisions Report
Results
Monitors Status,
Triggers
automated steps
Management
decision:
corporate
reorganization
Corporate Management
(CEO)
Defines
reorganizat
ion plan
Central Controller
Financials > Financial Accounting > Reorganization Management
Central Controller Central Controller
Plant Manager
Sales Manager
Cost Accountant Accountant
My Company
Profit Center 2
Profit Center 3
Purchasing
Production
My Company
Profit Ctr A
Profit Ctr 2
Profit Ctr 3
Profit Ctr B
Purchasing
Production Profit Center A
Fast implementation of new organization
Low TCO / TCI
Reporting on fulfillment
SAP 2013 / Page 6
Feature: SAP Reorganization Plan provides one
unique & complete view on reorganization process
Report
Results
Monitors Status,
Triggers
automated steps
Management
decision:
corporate
reorganization
Corporate Management
(CEO)
Defines
reorganization
plan
Central Controller
Financials > Financial Accounting > Reorganization Management
Central Controller Central Controller
Plant Manager
Sales Manager
Cost Accountant Accountant
Take
detailed
decisions
Break down reorganization decision into well defined tasks
Assign decision tasks to people in charge
Monitorinig of reorganization progress
Reorg Date Reorg Completion Prior Period closing
Change orders
Period end
processes
in FI-AA, CO
Change WBS element
Change Master
Cumulative
Transfer
postings of
balance sheet
accounts
04/01 04/30
Define
Reorganization
Plan
Change cost center
SAP 2013 / Page 7
Feature: SAP Reorganization Plan provides one
unique & complete view on reorganization process
Take detailed
decision
Report
Results
Monitors Status,
Triggers
automated steps
Management
decision:
corporate
reorganization
Corporate Management
(CEO)
Defines
reorganizatio
n plan
Central Controller
Financials > Financial Accounting > Reorganization Management
Central Controller Central Controller
Plant Manager
Sales Manager
Cost Accountant Accountant
Execute tasks according to plan
Report on fulfillment
Reorg Date Reorg Completion Prior Period closing
Change orders
Period end
processes
in FI-AA, CO
Change WBS element
Change Master Cumulative
Transfer
postings of
balance sheet
accounts
Define
Reorganization
Plan
Assign
New
Profit Ctr
to
Objects
04/01 04/30
Change cost center
SAP 2013 / Page 8
Feature: SAP Reorganization Plan provides one
unique & complete view on reorganization process
Financials > Financial Accounting > Reorganization Management
Define
Reorganization
Plan
Assign
New
Profit Ctr
To
objects
Prior Period closing
Change orders
Change WBS element
Change master records
Transfer
postings of
balance sheet
accounts
Reorg Date
Change cost center
04/01 04/30
Take
detailed
decisions
Report
Results
Monitors Status,
Triggers
automated steps
Management
decision:
corporate
reorganization
Corporate Management
(CEO)
Defines
reorganizat
ion plan
Central Controller Central Controller Central Controller
Plant Manager
Sales Manager
Cost Accountant Accountant
Reorg Completion
Period end
processes
in FI-AA, CO
SAP 2013 / Page 9
Feature: SAP Reorganization Plan provides one
unique & complete view on reorganization process
Take detailed
decision
Report
Results
Monitors Status,
Triggers
automated steps
Management
decision:
corporate
reorganization
Corporate Management
(CEO)
Defines
reorganizatio
n plan
Central Controller
Financials > Financial Accounting > Reorganization Management
Central Controller Central Controller
Plant Manager
Sales Manager
Cost Accountant Accountant
Execute tasks according to plan
Report on fulfillment
Reorg Date Reorg Completion Prior Period closing
Period end
processes
in FI-AA, CO
Define
Reorganization
Plan
Assign
New
Profit Ctr
to
Objects
Change cost center
04/01 04/30
Change orders
Change WBS element
Change Master Cumulative
Transfer
postings of
balance sheet
accounts
SAP 2013 / Page 10
Feature: SAP Reorganization Plan provides one
unique & complete view on reorganization process
Financials > Financial Accounting > Reorganization Management
Define
Reorganization
Plan
Assign
New
Profit Ctr
To
objects
Prior Period closing
Change orders
Period end
processes
in FI-AA, CO
Change WBS element
Change master records
Transfer
postings of
balance sheet
accounts
Reorg Date
Change cost center
04/01 04/30
* * Take
detailed
decisions
Report
Results
Monitors Status,
Triggers
automated steps
Management
decision:
corporate
reorganization
Corporate Management
(CEO)
Defines
reorganizat
ion plan
Central Controller Central Controller Central Controller
Plant Manager
Sales Manager
Cost Accountant Accountant
Reorg Completion
SAP AG 2013 Page 11
Status Management in the Reorganization Plan
Make
Detailed
Decision
Report
Results
Management
Decision:
Corporate
Reorganization
Corporate Management
(CEO)
Defines
Reorgani-
zation Plan
Central Controller Central Controller Central Controller
Plant Manager
Sales Manager
Cost Accountant Accountant
1. Objects are selected by system
Status: Object in the Reorganization
2. Objects are assigned to experts
Status: Object Released for Object Owner
3. Object Owners enter profit center assignments
Status: Approved for Further Processing
4. Objects are reassigned to new profit centers
Status: Reassignment Successful
5. Transfer Postings for Balance Sheet Items
Status: Balance Determination Successful
Monitors Status,
Triggers
Automated Steps
Scope of Profit Center Reorganization:
Considered Objects
Material
Sales Order
Purchase Order
Payable
Receivable
GR/IR Account
Fixed Asset
Internal Order
Cost Center
WBS Element
Network
Network Activity
Cost Object
Production Order
Process Order
Product Cost Collector
Accrual Calculation Order
QM Order
Maintenance Order
and all related open processes
SAP AG 2013 Page 12
Currently Out of Scope
In SAP ERP 6.0 EhP5 the following features are out of scope:
Restatement (historical reporting under the new entity assignment)
Commitments
Real Estate objects
Accrual objects of the accrual engine
Allocation cycles in New GL
Contract Accounting (FI-CA, profit center for receivables)
Plan data (planning integration, manual entries)
G/L accounts with open item management will not be considered in reorganization;
exception GR/IR account in case the document split is activated
Sales documents with revenue recognition
ALE scenarios
The new profit center to which an object is assigned needs to be valid in the same
company code as the old profit center -> no cross company transfer posting possible
P&L postings into the reorganization period without a cost object carrying the profit center.
For more information see SAP Note 1801767
SAP AG 2013 Page 13
Derivation Hierarchy for Profit Center:
Objects Considered in Reorganization
SAP 2013 / Page 14
Objects considered in reorganization:
Person responsible has to decide about the
assignment of the new profit center on the first level
SAP 2013 / Page 15
SAP Landscape Transformation Portfolio Overview
SAP LT Requirements Leverage Sell, Buy, and Restructure
SAP 2013 / Page 16
SAP 2013 / Page 17
SAP LT Project Overview
SAP 2013 / Page 18
SAP LT Project View with Execution Plan
Access to package that contains process tree
for the reorganization process
SAP 2013 / Page 19
SAP LT - Process Tree I
Create REORG Plan,
identify affected
objects and
assign owners
Closing operations for the prior
period, completion of the
reorganization and activities after
closing the reorganization plan
SAP LT- Process Tree II
Represents the view of the Reorganization Manager
Guides him step-by-step through the complete profit center reorganization
process
Each activity in the process tree is documented
The process monitor provides information about the execution of the
reorganization (activity logs, start and end times etc.)
Process tree is automatically generated when the profit center
reorganization project in the Solution Manager system is created
SAP AG 2013 Page 20
Edit a Reorganization Plan: Basic Data
SAP AG 2013 Page 21
SAP 2013 / Page 22
Creating a Reorganization Plan:
General Restrictions
These will appear in the lists for the object
owners, to ensure that they can only use these
profit centers when they make their
reassignments!
The profit centers entered under
General Restrictions determine the scope of reorganization.
SAP 2013 / Page 23
Assign New Profit Center Assignments and
Approval for Further Processing
The object owner makes the assignment using
profit centers listed in General Restrictions Finished Materials (FERT..) are assigned
to profit center 8124
On completion, the owner sets the status to
Approved for Further Processing Central Controlling can now complete the
reorganization
SAP 2013 / Page 24
Reassignments, Transfer Postings, Finalize
Reorganization
Once the reorganization key date has been
reached, the object lists are used to document the
reassignments
The derivation hierarchy determines all items
affected by the profit center change
The assignment of a material from profit center A to
profit center B will affect all dependent objects
After successful and complete reassignment the
general ledger transfer postings are executed
Finally, the reorganization plan is closed
Project Setup and Testing Profit Center
Reorganization
Profit Center Reorganization requires the setup of a project
Appropriate testing with 1-n test cycles depending on the complexity and requirements of
the project necessary
Suitable test environment required
Test system should be a recent copy of production system
Test and production system should be on latest Support Package level
All relevant SAP notes have to be implemented in the systems affected by the
reorganization. For a list of these SAP Notes, see SAP Note 1471153)
For more information on Profit Center Reorganization, see SAP Note 1810605
SAP AG 2013 Page 25
Project Schedule Profit Center Reorganization
provide test system application testing
2013
August September October November December
Provision of SAP LT
Preparation and Blueprint
1. Reorganization in test
system Reorg date 1 October 2013
User Acceptance Test
2. Reorganization in test
system Reorg date 1 December 2013
User Acceptance Test
Reorganization in
production system
- Reorg date 1 February 2014
Kick-off
workshop
January February
2014
Sign off scenario
Test
confirmation
Legend: reorganization milestone
SAP AG 2013 Page 26
Some Key Points to Take Home
Profit Center Restructuring can affect not only the profit center assignments in your general
ledger but also all data that feeds into the general ledger (e.g., inventory postings, payables,
receivables and expense postings).
SAPs reorganization plan allows you to create a framework to select all the affected profit centers, gather sign-offs from affected managers (experts), and perform all reassignments
including transfer postings.
You can prepare for the reorganization long before the key date.
The reorganization postings are performed with reference to that key date.
Cost centers are handled by creating a new data slice for the new profit center assignment.
Other objects are not time dependent. You must be careful to ensure that all close activities
are completed properly before you start to reorganize.
Transfer Postings can be updated in the general ledger using a special document type.
A special transaction type identifies them for consolidation (transfer posting for
material, assets).
Profit Center reorganization requires the setup of a project with appropriate testing in a
suitable test environment (see SAP Note 1810605 for further details)
The new function is offered within the product portfolio of SAP Landscape Transformation.
SAP AG 2013 Page 27
Weitere Webseminare
SAP CO-PA Accelerator Rapid Deployment Solution
26. November 2013, 13.3014.10 Uhr
Planung und Hochrechnung von Kapitalanlagen
29. November 2013, 13.3014.10 Uhr
SAP 2008 / Page 29
Thank you!
Frank Gelbarth
Senior Solution Consultant
Financials & Compliance
SAP Deutschland AG & Co. KG
Hasso-Plattner-Ring 7
69190 Walldorf
www.sap.com