General purpose | Maintain organizational structure and organization properties. An existing company (which is always the top-level organization) can be divided into smaller units - sub-level organizations, e.g. based on geographical, functional or administrational allocation. |
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Sending transaction (?) |
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/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/611516424, https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/611778561
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Object assignment (?) | Object ORGINFO and ORGLEVELALLOCATION must be added to https:/ |
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/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31952609 for a given company |
The ‘Our organization’ node is not reflected in SAP FSM, it’s an artificial informational entity.
Table of contents
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Create a new organization
To create a new organization below an existing entity, select a chosen entry and click the ‘Add organization’ button, as shown below.
Enter the organization’s ID, and then its name and description. Make sure the Organization’s status is set to ‘ENABLED’ and its validation dates are maintained.
Company data
Each company is an organization but not all the organizations are companies, therefore the ‘Company data’ block can be edited only for actual company entries. Currently, this block serves the same function as transaction https:/
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/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31953211.
Transfer to SAP FSM
New or changed organizations should be transferred to SAP FSM with transaction https:/
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Organizational structure must be sent in two steps. In the first step for the Company ID and in the second one for the parent ID which corresponds to the Company ID. Without the first step, the organizational structure on FSM side is incomplete and does not work properly.
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/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/611516424. To transfer all the sub-organizations being part of a given company (which is always the top-level organization), fill the ‘Company ID’ and check the ‘Include child Organization IDs’ field.
After transfer, all the organizations can be found in the SAP FSM Admin module of a given company, tab ‘Organizational Levels’.
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Deletion
Deleting an organization results in deletion of all its sub-organizations. This is communicated by a message box displayed after clicking the ‘Delete organization’ button.
Transport organization structure
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Option Selected organization hierarchy can be transport to another systems. The option ‘Transport’ under Report menu allows to open window with request:
Additionally, user can easily select properly structure for transport by right-clicking on the single organization level. The option ‘Select hierarchy’ automatically mark a whole structure within parent company.
Further customizing
Maintain permission settings in SAP FSM
User Policy Groups permissions in SAP FSM should be customized to apply to objects in the same organization level (or objects in the same and child organization levels). It should be done for each relevant CRUD action of each relevant object type.
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User allocation
Users meant to be affected by organizational structure should be assigned to a specific organization and role in transaction https:/
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/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/975601665, view Organization Level allocation.
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Object assignment
Objects meant to be handled within an organizational structure unit (and by users assigned to a specific organization) should be assigned to a plant, sales area or personnel area (depending on an object) using the organization’s ID as Company ID.
See:
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/PACG/ECM_SAASG - Sales Area Assignment
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/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31952576
https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31952565
https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31952587
The example below shows the CUSTOMER object and specified sales area assigned to organization 1400 - a sub-organization of company 1 (transaction https:/
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/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31952565).
Transfer a relevant customer to SAP FSM by using transaction https:/
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/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/38175125 and filling the ‘Company ID’ field with Organization ID (1400). Since organization 1400 is not top-level, its ID will be put only in the ‘ORGLEVEL’ field of the outbound idoc’s control record. The ID of the company to which the organization belongs will be stored in the ‘COMPID’ field.
Organization assignment of the transferred object can be additionally checked in Query API, field orgLevel.
