A CONCISE LAB GUIDE FOR HANDS ON

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SAP HCM ORGANIZATION MANAGEMENT FOR NOOBS

A CONCISE LAB GUIDE FOR HANDS ON

REHAN | SAP HCM ORGANIZATION MANAGEMENT FOR NOOBS | JANUARY 17, 2016

1
 PREFACE
The intention of the author is to make this book an assistance which comes handy for the beginner
aspirants of SAP HCM to understand and grasp the subject matter. As the author felt during the
learning phase the need of some assistance that could be helpful for a rigorous yet simplified course
material. Ample care has been taken for the technicality of the subject in the era of fast track crash
courses to be at par with the subject by the pulse of the course.

Having learnt from several professional tutors and websites to get to the roots of the subject where
not a lot was elucidated to the author. Hence the need was felt.

The author has put forth his practice and has captured every step of the process that he performed
technically with elucidated steps, diagrams and screenshots with a perception of acquainting with
the basic know how of the subject especially for the ones who are or intended following this book.

Though, there is a lot of material with screen shots on websites on a large scale, the author
confidently felt the need of this book as a great help available online and in print keeping in mind the
ones at the beginners level.

This book is not a humongous heap of theoretical sheets but a straight lab guide which the author
felt would be of a good help for the first timers to practice with all ease.

The Author expresses his heartiest gratitude towards his family and friends who have been a great
source of inspiration and support without which the guide would not have been possible.

The author whishes immense gain of knowledge and great success in their endeavors of learning
process for all the followers of the book. Start with expectation and end with a satisfaction.

2
Contents

1. CREATING ORG STRUCTURE IN ORGANIZATION & STAFFING MODE ............................................. 4

2. CREATING ORG UNIT PO13 ........................................................................................................ 33

3. CREATING ORG STRUCTURE IN EXPERT MODE ............................................................................. 42

4. CREATING JOBS ............................................................................................................................. 45

5. CREATING POSITION ..................................................................................................................... 56

6. CREATING WORK CENTER ............................................................................................................. 61

7. FINDING A POSITION ..................................................................................................................... 67

8. CREATING A TASK & A TASK CATALOG ......................................................................................... 73

9. PLAN VERSION............................................................................................................................... 79

10. COPYING PLAN VERSION ........................................................................................................... 91

11. CUSTOM RELATIONSHIPS.......................................................................................................... 98

12. EVALUATION PATH.................................................................................................................. 107

13. NUMBER RANGE MAINTENANCE ............................................................................................ 119

3
 1. CREATING ORG STRUCTURE IN ORGANIZATION & STAFFING
MODE
This is by far the most convenient method to create an org structure. Not only you can create a
structure but also you can create jobs, positions, tasks, work centers and relate the supra mentioned
categories just by a few clicks. Unlike the expert mode or the simple Maintenance method, you dont
have to go to the navigation menu every time and select org unit to create org unit and then go back
to select position to create positions etc. Every thing is on the same screen.

I am about to show you how to create an org unit along with positions and their reporting
structures, jobs and work centers and then I will also show you the org structure in display mode of
simple maintenance which we created in organization and staffing mode.

Let us take a look at the navigation menu

Follow the navigation structure until #5 and double click on #6. You will see the screen as in the
following image.

4
#1 is the date that you are creating the structure on, make sure that is the current date

#2 is the green tick mark which you will click on.

You will be then navigated to the following screen when you click on the green tick mark.

5
FIRST THINGS FIRST! This screen may vary from my version to your version of the software
depending on the version you have. I am assuming that it is the same on your soft wares as well.

Now, let me introduce you to the screen.

#1 is the go to button

#2 is the create button

#3 is the copy button

#4 is the assign button

#5 is the delete button

#6 is the one level up button

#7 is the display evaluation path button

#11 is the save button

This might not make any sense to you right now, but when you practice it simultaneously, there is
nothing like it! By the way I didnt mention points 8, 9 & 10 in the above list as we are about to deal
with those numbers now.

Now, if you check #8 in the above image it says new organizational unit. And then check #9 and #10.
Do you reckon anything? No? Never mind dont whack your heads.

#9 is the abbr of the org unit (#8) and #10 is the name of the org unit which we are about to create.

DOUBLE CLICKS ARE THE ESSENCE

When you are creating a branch of an org unit you will double click on head branch of

When you are creating a position in an org unit you will double click on the branch of

When you are creating a work center you will double click the position

When you are creating a job you will double click the position.

Double click to what?

Only to select that org unit or position that you want to work on.

6
So let us proceed.

#1 is the abbr

#2 is the name of the org, when you finish typing in the box #2 hit enter and then click on save
button which is the #3.

After you hit enter and click on save button you will the screen as shown in the image below

7
What you see in boxes #1 and #2 is the result of pressing enter. You must have noticed that new
organizational unit has changed to xyz corp. Now click on save. When you click on save the screen
remains the same. Dont panic if you dont see any screen changes.

Take a look at the image below

Select the org unit marked as #1 in red by double clicking on it

Click on create marked as #2 in red

8
 When you click on create you will see a pop up which reads as Choose relationship in the
above image

In that pop up, you can either double click on #3 and click on #5 or you can single click on #4.
This is basically giving you 2 options to create an org unit.

Take that decision of clicking once or twice and proceed to see the following screen as shown in the
image below

Notice #1 and #2 that is your new org unit.

#3 and #4 is where you have to type the abbr and the name and hit enter and click on save button.

When you click on save you will see the screen as shown in the image below

9
In the above image the box in red is the branch of that you just created.

Now let us go ahead and create a manager and a few executives.

As in the image above, double click on #1 and confirm that you have double clicked on #1 by looking
at #2.

Click on create which is marked in red as #3.

Choose relationship window pops up

Either, click once on position which in the red box marked as #4 and then click on #5

10
Or click once on incorporates which in the red box marked as #4.

Take a look at the image below

#1 is the new position that you are about to create

#2 is the abbr and the name of the position

#3 is the check box which when you click makes that position head of the org unit as you can see

#4 is the staffing status which you can select based on the requirement.

Check the following image

11
Like in the image above, type in the boxes in red marked as #1, #2 and hit enter.

When you hit enter, you will see #5 as the position

You can check #3 if you want to make the position (that you are creating) as the head of the org unit.

#4 is optional. Let us select vacancy occupied or put on hold

Click on save marked as #6

You will see the following changes on the same screen as shown in the image below

12
#1 is the position

#2 tells us the xyz Corporations phase 1is the line supervisor of xyz manager which also means xyz
manager reports to xyz Corporations phase1

#3 tells us that xyz manager is the chief of xyz Corporations phase 1

This technically means that one position can do 2 things at a given point of time

1. A position reports to either an org unit or another position

2. The same position can manage an org unit at the same time.

#4 is job which is not assigned. Let us proceed and give the jobless a job. Lol

And also let us give the needy a work center

13
As shown in the above image, first double click on the position highlighted and marked as #1 so that
it is selected.

Then right click on the position #1

Click on goto marked as #2

And then click on Task Assignment marked as #3.

You will see the following change on the same screen as shown below in the image

14
As shown in the above image, select the position (marked as #1) by double clicking on it.

Click on create marked as #2

Choose relationship window will pop up

Click once on either job (#3) or then click on #5

Or click once on is described by #4

The image below shows the following change

15
In the boxes #1, #2 & #3, you will see new job already mentioned.

Delete everything in the box #1 and type xyz_mgmnt

Delete everything in the box #2 and type Management

Hit enter.

When you hit enter you will see #3 as Management

Click on save marked as #4.

When you click on save you will see that our jobless manager now has a job called management as
shown in the image below

16
Let us now give this guy a place to work i.e. work center

Take a look at the image below

17
Be on the same screen

Select the position marked as #1 by double clicking on it

Click on create marked as #2

Choose relationship window will pop up

Click on incorporates marked as #3 which exactly before work center.

You will the changes on the screen in the image below

Click in the boxes marked as #1 & #2 and type the abbr and the name of the work center

18
Hit enter

When you hit enter you will see that #3 will change to the name of the work center that you input

Click on save #4.

Hither to, we have created an org unit head branch of

Then we gave a branch of to it

Further we assigned a position to it

Then we gave that jobless position a job

And we also gave that guy a work center to work.

Phew! That was a great job done.

Now lets add a few more employees as executives and well make them report to the manager and
then finally well look at our hard work in simple maintenances Display mode.

So lets go ahead and reach the root org unit which is nothing but xyz organizations. This will look
like in the image below.

Please note that you will have to click on blue left arrow like in the image below

Until you see this section of the screen as shown below

19
Please note that the blue left arrow is grayed out indicating that we are where we exactly want to
be.

Now, take a look at the image below

20
#1 Double click on the org unit to select it

#2 Click on create

#3 Click on incorporates.

Observe the changes in the image below when you click on #3

Click in the boxes #1 & #2 and type in the position abbr and the name

Hit enter

#3 changes from new position to xyz executive

#4 is the check box you can click on if you want to reflect this position as a staff

#5 is the job which is not assigned yet

Click on #6 and change the staffing status to Vacancy occupied or put on hold

21
Click on save #7

You will see the changes as shown in the image below

#1 is double click on the position to select it.

Right click on the position

Click on goto #2

Click on Task Assignment #3

You will see the changes as shown in the image below

22
Double click on the position and select it as shown in #1

Click on create #2

Choose relationship window pops-up

Click on is described by marked as #3

Above actions are followed by the ones shown below in the image

23
Type the abbr and the name of the job in the boxes #1 & #2

Hit enter

When you hit enter, #3 changes from new job to Execution

Click on save marked as #4

Now let us get back to the root org unit and check if we have our new executive with a job

24
Looks like he is appointed. But does he have a job?

Let us double click on the executive and check

Yes, he has a job now. Great job!

Now let us add 3 more executives for his company.

Look at the image below

25
Make sure that the executive is selected (by double clicking on it) #1

Click on copy marked as #2

Copy object window pops-up

Change the number of copies to 3 marked as #3

Click on the green tick mark marked as #4

Take a look at the image below

26
Great! The lonely executive is now being accompanied by 3 new executives

For your satisfaction double click on every new executive you now have and you should see that
they all have a job as Execution.

We will now proceed to make these 4 executives report to the manager.

For that let us head to the root org unit as shown below

27
Double click on the manager and select it marked as #1

Right click on the manager

Click on goto marked as #2

Click on Reporting Structure marked as #3.

Look at the image below

28
Make sure you select the manager by double clicking on it marked as #1

Click on Assign marked as #2

Choose Relationship window pos-up

Click on is line supervisor of marked as #3

You will see the following change

The position window in the above image pops-up

Click in the search term box as highlighted in red and type the name of the position or the org units
name in which the positions are already created and hit enter.

Let us type xyz* and hit enter.

29
You will see the pop up as shown in the image below

Select the executives marked as #1

Click on the green tick mark marked as #2.

30
You will reach back on the change shown in the image above.

Click on save marked in red.

Now you have an org unit, a manager, his job and a work center for him, 4 executives and their jobs
and they all report to the manager.

Now go to simple maintenance and click on display.

Type org units name followed by the asterisk (*) hit enter

You will get a pop-up

Select your org unit.

Click on staff assignments

You have your complete structure there.

Click on the hats to know what the hat is about.

31
The above image is your org unit.

Below is the reporting structure

Have fun practicing

32
 2. CREATING ORG UNIT PO13

The above image illustrates the navigation to create an org unit.

1. Click on Human Resources

2. Click on Organizational Management
3. Click on Expert mode
4. Double click on Organizational Unit.

When you double click on Organizational Unit, you will be navigated to the screen shown in the
image below

33
Now when you reach this screen, Delete the Organizational Unit highlighted and marked as #1 and
hit enter, make sure the date highlighted in red and marked as #2 is either Current date or
01.01.2015 and make sure to recheck that the info type names: Object and Relationships are not
checked as shown in the image below

Please note in the above image that #1 is now blank, #2 has a changed date (current date), and #3
has info types boxes unchecked. Select Object which is highlighted in red and marked as #4.When
you make sure of these 4 changes then click on #5 which is CREATE

34
When you click on create you will see the screen as shown in the image below

In the screen shown in the above picture, you will have to give an abbreviation of your org units
name that you are creating in the box highlighted in red and marked as #1 and the complete name
of your org unit in the box #2 and then click on save marked as #3. You will be navigated to
Essential Relationship Relationships screen when you click on save. That screen is shown in the
image below.

On the screen shown in the above picture, click in the box marked as #1 and click on cancel marked
as #2

Need to know: The reason we did the above step of clicking in the box marked #1 and then clicking
on cancel is we are creating an org unit and this org unit is supposed to be the boss of everything

35
that falls under it, making it not answerable to or not reporting to any org unit in the structure. So,
when you do the above shown steps you will have the Boss ready. Further we will see how to relate
other org units and positions to the org unit we created. For now your org unit is ready.

Creating org unit and making it report to the main org unit

This part of creating another org unit in a structure and relating it (making it reports to or line
supervisor of) to the other org unit is similar to what we have done in creating an org unit.
Technically, creating an org unit here is same as we did before until allowed relationships or
relating it to org unit comes into picture.

Anyway, as we know how to create an org unit, we will proceed with relating a new org unit in the
structure to the main org unit.

Take a look at the image below and read the description below the image.

We all know how do we reach this screen, in case you wonder how? Please check the very first 4
images

36
Understand that earlier we created Sap corporations and now we are creating another org unit
called Sap corporations Hyderabad, which is nothing but Sap Corporations branch.

Now, #1 is the abbr of the branch org unit that we are creating, #2 is the complete name of the br.
Org unit and #3 is the save button that youll have to click on after steps #1 & #2

When you click on save button, you will be navigated to the screen shown in the above image,
where Allowed relationships is highlighted and marked in red and that is exactly where you will
click on this screen.

IMPORTANT: Most of us think that clicking on this button is mandatory, please get these notions
cleared, it is totally optional. This is an alternate method to relate an org unit to another org unit
in a structure. And moreover even if you click on that button and allow a relationship, you will
ultimately come back to the ID of related object box and assign a relationship which will cost you
10 seconds more. However, Let us proceed and work on how to assign a relationship.

So, that you have clicked on Allowed relationships you should be on the screen shown below in
the image.

37
The image shown above is actually not a screen but a pop-up that gives you restrictions in assigning
relationships. As you can see the selected in yellow and highlighted in red is the option that you will
have to double click on to make the org unit we are creating report to the org unit we created earlier

When you double click on that multi-colored option in the image above, your screen should look like
in the image below

#1 is the relation that you want the org unit you are creating to have with the org unit you have
created earlier

#2 is Org unit for obvious reasons, and that being you are creating an org unit.

38
What I would you to notice here is, even when you double clicked on that A 002 reports to option,
you still need to type in ID of related object.

In the image below I created another org unit and I assigned to it a relation without using Allowed
relationships and even that worked.

Without clicking on allowed relationships I went to ID of related objects and typed hcm* and
system knew what exactly I am asking it to do and as you can see in the image the abbreviation and
the Name are there in the boxes respectively.

Now go ahead and click on save.

When you click on save you will the screen shown in the image below

39
Look at the 2 highlighted boxes in the above image. The 1st red box on the top describes the 2nd org
unit we created (hcm module Hyderabad).

The 2nd red box shows that it is an object (org unit) and it has relationship(s).

That is it! You have created an org unit and also you have made it report to the org unit you had
created earlier.

Let us confirm the job you just did!

Get back to the 1st screen of the software and double click on display or type ppos_old in the data
browser and hit enter.

You will see the screen in the image below

40
Type in the org units name u created earlier as shown and highlighted in the image above and hit
enter you should see pop-up on that screen shown in the image below

Select the org unit by double clicking on it and you should be able to see the screen shown in the
image below

Well, the image is self-explanatory

You just proved that clicking on Allowed relationships is not mandatory but optional.

Have fun practicing

41
 3. CREATING ORG STRUCTURE IN EXPERT MODE

Maintain Organizational Unit

1. Change the date to 01.01.2015

2. click on object
3. click on create

Create Object

1. Object abbn: xyz_inc OR xyz_org Or xyz_corp

2. Object name: xyz incorporations OR xyz corporations OR xyz ltd
3. Save (Ctrl+s)

The next screen is ESSENTIAL RELATIONSHIP-RELATIONSHIPS

Click the relation box and click on cancel (F12)

MAINTAIN ORGANZATIONAL UNIT

Delete the numbers in the box that says Organizational number

CREATE OBJECT (F5)

1. Object abbn: organizations name_city (EX: skybag_lon)

2. Object name: skybag London
3. Save (Ctrl+s)

ESSENTIAL RELATIONSHIP-RELATIONSHIPS

1. ID of related object: type xyz* (EX: sky* for skybag) and hit enter

Select the name of the organization from the box that pops up saying ENTRIES FOUND

EX: SKYBAG UNITED KINGDOM

Save (Ctrl+s)

The next screen is MAINTAIN ORGANIZATIONAL UNIT

Delete the numbers in the box that says Organizational number

CREATE OBJECT (F5)

1. Object abbn: organizations name_city (EX: skybag_HMP)

2. Object name: skybag Hampshire
3. Save (Ctrl+s)

ESSENTIAL RELATIONSHIP-RELATIONSHIPS

1. ID of related object: type xyz* (EX: sky* for skybag) and hit enter

Select the name of the organization from the box that pops up saying ENTRIES FOUND

EX: SKYBAG UNITED KINGDOM

Save (Ctrl+s)

42
 POSITION PO13
MAINTAIN POSITION

1. Position : delete whatever is in the box

2. Click on create

3. Object abbn: skybag_mgr

4. Object name: skybag manager

5. Save (Ctrl+s)

ESSENTIAL RELATIONSHIP-RELATIONSHIPS

1. Click on Allowed relationships

2. You will see a box that pops up with a list of information
3. Select belongs to organizational unit
4. Type sky* (or the first 3 letters of the organizations name followed by asterisk(*) )
5. You will see a box that pops up saying ENTRIES FOUND
6. Select Skybag London
7. Save (Ctrl+s)

MAINTAIN POSITION

1. Position : delete whatever is in the box

2. Click on create

3. Object abbn: skybag_engr

4. Object name: skybag engineer

5. Save (Ctrl+s)

ESSENTIAL RELATIONSHIP-RELATIONSHIPS

1. Click on Allowed relationships

2. You will see a box that pops up with a list of information

3. Select reports (line) to Position

4. Type sky* in the box that says ID of related object and hit enter

5. Select skybag manager from the box that pops up as Entries found

6. Save (Ctrl+s)

MAINTAIN POSITION

1. Position : delete whatever is in the box

2. Click on create

3. Object abbn: skybag_exe

43
 4. Object name: skybag executive

5. Save (Ctrl+s)

ESSENTIAL RELATIONSHIP-RELATIONSHIPS

7. Click on Allowed relationships

8. You will see a box that pops up with a list of information
9. Select belongs to Position
10. Type sky* in the box that says ID of related object and hit enter
11. Select skybag engineer from the box that pops up as Entries found
12. Save (Ctrl+s)

WORKCENTER
Maintain work center
1. Click on object
2. Create

Create Object
1. Object abbn: sk123
2. Object name: sk1,line 6, system4
3. Save (Ctrl+s)

Maintain Work center

1. Click on relationships
2. Create

Create relationships
1. Click on Allowed relationships
2. You will see a box that pops up with a list of information
3. Select belongs to Position
4. ID of related object: sky*

44
 4. CREATING JOBS

There are two ways to create a job:

1. Expert mode
2. Simple maintenance.
Please know that no matter what number of jobs you create and what method you select to create
a job, job(s) doesnt show up in the org structure. This is a kind of psychological procedure that we
apply to the org structure for our satisfaction.

So, let us get started with creating a job in EXPERT MODE.

We all know the navigation, yet, please take a look at the image below

Follow the sequence and double click on job highlighted in red and marked as #5

When you double click on job you will be navigated to the screen shown in the image below

45
On the screen shown in the above image, the box highlighted in red and marked as #1 has to empty,
so if there is anything in that box, click in it and delete everything and make it empty.

The box highlighted in red and marked as #2 is the date box, make sure it appropriate.

When the date is appropriate select object, which is highlighted in red and marked as #3.

And finally click on create, highlighted in red and marked as #4

You will be navigated to the screen shown in the image below when you click on create

In the screen shown in the above image, you will have to type in the object abbr and the object
name like in the image above highlighted in red and marked as #1 & #2.

46
When you finish typing the object abbr and the object name click on save which is highlighted in red
and marked as #3.

That is it, Job is created.

Now, if you already have a position and you just followed the above steps and created a job, and if
you want to relate the position you had with the job you just created, follow the following steps.

Moving on, when you click on the save button on the screen in the above image, you will be
navigated to the screen shown in the image below and like I said, follow the steps to relate a
position to the job you created.

Make sure that #1 and #2 are remained as they are, what you will have to do is click on the
relationships box highlighted in red and marked as #3 and then click on create marked as #4

You will be navigated to the screen in the image shown below

Click on allowed relationships as shown in the image above. A window pops-up with a list, double
click on Describes position from that list as shown in the image below

47
The reason you will select describes position is because of the thumb rule:

A job describes a position and a position describes a job

So, when you double click on the highlighted red box in the above image, you will see the screen
shown in the image below,

Notice that even after allowing relationships to the position, the box marked in red is still empty. You
will have to type in the position that you want it to be related to the job.

That can be done in 2 ways:

1. Either type in the position you know that exists in the org unit
2. Or type in the org units name followed by asterisk (*).

In the image below you will see that I typed the name of the org unit followed by asterisk (*)

48
Now when you hit enter after typing the org units name, and if you have only 1 position, it will
automatically take up that position. However, if you have more than 1 position, it will throw up a
pop-up of all the positions available leaving it to your discretion to select the appropriate position.
Anyway let us get back to the position we were relating to the job. You will see in the image below
that when I had hit enter it auto-populated the ID of related object, abbreviation and name.

See that? There is no window pop-up. Now when the highlighted red marks #1, #2 and #3 are auto-
populated, simply click on save highlighted in red and marked as #4.

Your job in Expert mode is ready and also you have assigned a position to it.

CREATING JOB IN SIMPLE MAINTENANCE

Creating a job in simple maintenance is a little tedious and a lengthy process. I suggest you follow
expert mode, yet, you should also know how to create job in Simple maintenance.

49
I am assuming that you have an org unit ready, because we are going to create a position 1st and
then create jobs and also we will learn how to assign a job to a position

So, lets us begin and go to PPOM_OLD in the data browser or follow the navigation path in the
image below.

Follow the sequence in the above image and double click change marked as #6

If you already see an org unit there, dont panic, click on exit or hit Shift+F8 and then you should be
navigated to the screen shown in the image below

50
On the screen shown in the image above, click in the box, delete those numbers and type your org
units name followed by asterisk (*) and hit enter. A window pops-up with a list of org units, select
your org unit from that list as shown in the image below

When you select your org unit like marked and highlighted in the image above, you will be navigated
to the screen shown in image below.

As in the image above you can see 2 org units are already reporting to Elvs Organizations.

Now you will do two things here: 1st create a position and 2nd, while creating a position you will
create all the jobs needed as in management, leading, executing, supervising and administrating.

And to do that click on the org unit marked as #1 and then click on staff assignments marked as #2

51
When you click on staff assignment, select the org unit again which are marked as #1 and then click
on position marked as #2 in the image below.

When you click on positions a window pops-up like in the image below.

When you click on create jobs you will see another window popping up like in the image below. Type
in the jobs that you want to create like the jobs marked in the red box as #1 and click on save
marked as #2

52
When you click on save, that is it, jobs are created! Now, you are going to assign those jobs to the
positions that you either already have or by creating positions if you dont have any positions.

So, when you click on save, you will be navigated back to the pop-up window where you clicked on
create jobs. However there are a few changes that you will need to make to assign those jobs to
the positions and creating positions simultaneously.

If you concentrate a little you will notice that a major portion of your job is done, all you have to do
here in the screen shown in the above image is make some changes and you will have your job,
position and even number of positions ready.

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It is always better to create positions in the ascending order, from a higher position to a lower
position(s)

In the box marked as #1 change the org units name to your org units name followed by asterisk (*)
marked as #1,

Another window will pop-up, in that window select the job highlighted in red and marked as #2.

Take a look at the image below

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In the pop-up shown in the above image change the abbr to the position marked as #1, change the
name to the position marked as #2 and then click on save marked as #3

In the screen shown in the above image, click on the folder marked in red as #1 and #2 will be
expanded automatically. That is all, you have created jobs and a position, if you want to create
another position in the same org unit, click on that org unit and repeat the procedure by clicking on
positions and continue. Also you can add number of positions in the pop-ups. Have fun practicing

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 5. CREATING POSITION

There are 2 methods is creating position

1. Expert mode
2. Simple maintenance
I am going to help you in creating a position in expert mode as you will see how to create a position
in simple maintenance when you will read the notes for creating a job

Let us see how to create a position in Expert mode

Follow the sequence and double click on position highlighted in red and marked as #5

When you double click on position, you will be navigated to the screen shown in the image below

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Make sure that you click in the box highlighted in red and marked as #1 and delete if there are any
characters in it.

Make sure that you check the date and make it appropriate if needed as shown in #2

Click on the object button highlighted in red and marked as #3

Click on create as shown in the above image marked as #4.

When you click on create you will be navigated to the screen shown in the image below

When you reach the screen shown in the above image, type in the position that you want to create
like in the image marked as #1 & #2.

After you finish typing the name of the position in the respect boxes, click on save which marked as
#3 in the above image

Clicking on save is the last step in creating a position.

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However, if you want to go ahead and make that position report to an org unit, follow the steps
below.

When you click on save, you will be taken to the screen shown in the image below

Click on allowed relationships when you reach this screen and a prompt pops-up as shown in the
image below

Before you click on allowed relationships in the application, please read the following:

The very 1st position that you create irrespective of Expert mode or Simple maintenance, it goes as
an object though the structure will take it as a position, yet you will have to assign that very 1st
position that you create as belongs to organizational unit.

Take a look at the image below

Double click on the highlighted option in red in the above image and you should see the screen
shown in the image below

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Notice that #1 is S denoting a relationship of position with the org unit

And #2 is still blank.

Here in #2 you will have to type the name of your org unit as shown in the image below

On the screen shown in the image above, you will have to type the name of the org unit followed by
an asterisk (*) and hit enter as shown in #1

A prompt pops-up in which you will have to select to the org unit to which you want the position to
be related to as shown in #2

When you select the org unit or when you double click on the org unit you will see something like in
the image below

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Notice that #1 has the ID, #2 and #3 are now the org units that you wanted to assign the position to.

Click on save which is marked in red as #4 and you have your position ready and also you have
assigned it to a department.

Thats all about creating a position and assigning it to an org unit.

Have fun practicing

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 6. CREATING WORK CENTER
In order to create a work center, you need to have an org unit and a position already in place, so that
it comes handy to relate it to the position.

Double click on the work center as highlighted in the image below

When you double click on work center the following screen comes up

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In this image u need to follow the numbers in the sequence.

1. U need to delete the numbers in the box adjacent to work center and make it empty and hit
enter. Hitting enter is mandatory.
2. Click on box before object as shown as #2 in the image above.
3. Click on create on the top left.

When you click on create, you will be taken to create object screen. Like in the image on the next
page

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Now, you will have to type in the name for the workcenter ( the abbr and the object name which is
upto your discretion. Please take a look at the image below for an example.

I have highlighted the sequence in the below image.

I have typed wks_inc_cntr in #1 which is nothing but the abbreviation for the work center for the
incubation center for my imaginary company (you can give it any abbreviation depending upon your
thoughts and ideas.

#2 is the full name for the object (description of the work center). In the image I have typed work
center for incubation center which is again the unit of my company.

#3 is the SAVE button which you will have to click on after typing in the abbreviation and the full
object description.

Now below is the image of the screen that you will be navigated to when you click on save

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When you reach this screen after clicking on save, follow the number sequence in the image below.
Remember not to change anything except following the sequence in the following image. Because,
what you are going to do here is going to relate to a position. So just 2 click on this page is half way
though in creating a work center.

#1 is click on box which is exactly before Relationships.

#2 is click on create.

When you click on create you will be navigated to the next screen which is shown below

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So here is what you have got to do in sequence on this screen. Of course in the image below

Click on allowed relationships without clicking anywhere else or without making any changes

After clicking allowed relationships a window will pop up named Restrictions. Now, Work center is
restricted to a position or in simple words work center belongs to a position. So, select (double click)
the highlighted option in the pop up shown in the image below.

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When you double click on the highlighted option in the restrictions pop up, you will be taken back to
create relationships screen. In the same screen, click in the highlighted box (ID of related object)
and type in your companys position or the first 3 initials followed by an asterisk (*) ex: dir_c4* (this
is my companys position) and hit enter

In the image above I had typed robtcs* and I had hit enter, as I only had one director for that Org
unit (Robotics) it automatically filled in the abbreviation and the name of the position for which we
are creating the work center. This was #1. If you have multiple positions already created, then on
typing Id of related object it will give you a pop up asking which position is the work center for?
Select that position and click #2 which is the save button. And you have your work center ready.

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 7. FINDING A POSITION
It is imperative to understand that if anything that is possible in real time then that is also possible in
HCM. It is all about perceiving the correct perception.

Hammering the keyboard on repetitive practice is fine, but what matters is what new did you learn
with that repetition?

If I give you a position from an org unit and ask you to tell me the following things about that:

1. Which org unit does it belong to?

2. Who does it reports to?
3. What is its job?
How would you find the answers to it?

Baffled? Panicked? Wondering? Confused?

Dont be, because the answer lies partly in the question itself.

Lets continue with the question I asked earlier for example.

Every now and then we come to the 1st screen when we log in or when we press that back key over
and over to reach that very 1st screen. There, is the answer.

Let us say S-50010552 is number assigned to an executive reporting to a manager who in turn
reports to an org unit.

No wait! A picture is worth a thousand words. So let me take you to the pictorial representation.

Before we move on, note this down in your note pad:

1. The org units name is SanDisk

2. It has a branch in India
3. In India it has its production plant
4. Production plant has a production manager
5. Production manager is the line supervisor of production supervisor
6. Production supervisor is the line supervisor of production executive.
Keep the question in mind while I give you the presentation.

So let us head straight to the 1st screen.

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So, this is the 1st screen. Now let us recollect the question.

We need to find everything about a position.

Position, is the key word. Now, the above image is the 1st screen and I am sure you do see position
on that screen. If you dont, no worries I have highlighted that in the image below.

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Ah! There is the position that we were looking for. Let us go ahead and click that to see what the
next screen is?

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Let us rewind a little, what was the org unit?

San disk.

But why are we talking about the org unit when we need to find details about the position?

Because, the details of the position that we need to find out is the position that is in that org unit.
Clear?

Great! So now, in the box marked as #1 let us type the abbr of the org unit and hit enter which will
give us a list of positions. But which position are we finding the details about? Production executive.
So we will select production executive, then we will click on relationships box marked as #2 and then
finally we will click on overview marked as #3

Need a picture? Take a look in the image below

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In the image above, I typed snd* and I hit enter as shown in the mark #1

Then, I am going to select any one of the 3 production executives listed in the pop-up.

Take a look on the image below

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Position and Abbr. marked as #1 has changed to an object Id and the abbr.

Click on relationships box marked as #2 and then click on overview marked as #3

#1 is who we are talking about i.e. the production executive (S)

#2 is who he reports to i.e. the production supervisor (S)
#3 is the org unit he belongs to i.e. production (O)
#4 is what his job is i.e. his job (C)

Likewise, pick up anything like a work center or an org unit and try to explore. The only thing you will
have to keep in mind is where do you search???

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 8. CREATING A TASK & A TASK CATALOG
Thumb rule: Task describes position and position is described by a job.
Here I am going to display images in a sequence so that it would be quick for us to follow the format

We all know how to open the screen to create a task catalogue, however you find task catalog under
expert mode or you can type in PFCT in the data browser on the top left corner. Once you either
type PFCT or hit enter or double click task catalog under expert mode, the below image is the first
screen you will see:

The clock with a green check mark is highlighted in red in the above image. This is the execute
button. Click on this button when you reach the TASK CATALOG screen.

1. Click on Task and

2. Click on Create, which are highlighted In the following image

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After you click on Create, a CREATE TASK window will pop up like in the image below

In this box, there are 2 columns 1st is the abbr Column and 2nd is the Name column

Type the task in the boxes in the respective columns and click on save like in the image below

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When you click on save, you will see the task created by you on the top of the list marked as #1 in
the image below.

And when you that your task now exists in the list, click on the task and then click on change marked
as #2 in the image below

Now, you will be directed to maintain task screen. There are only 2 clicks to be clicked in this screen.

1. Select relationships which is highlighted in red in the image

2. Click on create.

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DO NOT panic if you dont see a green check mark adjacent to the word relationships while you are
practicing this.

After you click on create, you will be navigated to Create Relationships screen.

Here comes our favorite button ALLOWED RELATIONSHIPS. Meaning, when you reach this screen
that reads as create relationships click on allowed relationships as shown in the image below

A restrictions window pops up, select Describes position as shown in the image

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On selecting Describes position, Restriction window will be gone taking you back to the create
relationships screen. In this screen, click in the box next to ID of related object and either type the
position that you want the task to be assigned to or search for ready position if you have already
created.

Like in my case I have this director who is ready to manage the management task so I typed dir*
like in the image below

So when I hit enter I get a list of available directors or positions available with that name. However,
we need to make sure that which manager belongs to the Org unit we created and which is the one

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we are assigning or relating the task to. I knew which manager was to be related so I selected the
one highlighted in the image below and then clicked on the green check mark.

When you click on the green check mark and if the position you selected was appropriate then you
should see the position assigned to the task and related as shown in the image below and marked as
#1.

Click on save marked as #2 and thats all.

Have a fun practice.

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 9. PLAN VERSION
Launch SAP Software and sign in using the respective user id and password
When u sign in you will see this page

Now on the top to the left you can see a Green tick mark which is followed by a search box, for your
reference I have highlighted it with a red box in the image below

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Now in the search box that is highlighted type SPRO and hit enter.
When you type SPRO and hit enter you will reach the following screen
Click on SAP Reference IMG (the highlighted box in the image below)

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When you click on SAP reference IMG, you will be taken to the screen that will read as DISPLAY
IMAGE.
In this screen scroll down and look for PERSONNEL MANAGEMENT Click on the arrow which is
exactly before the highlighted Personnel management (again, as highlighted in red in the image
below)

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When you click on Personnel Management, you will see Global settings in personnel management
as in the image below, click on the arrow of Global settings in Personnel Management.

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Then click on the arrow of Plan version Maintenance, as in the image below

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Click on the Clock with a green check mark of Maintain Plan Versions, as in the image below

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The next screen is Change view plan versions: overview. Click on New Entries which is
highlighted in the image below

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The next screen is about the new entries which is actually blank like in the image below

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Click in the box below PV (it turns into color yellow) and type in desired plan version abbn in the box
under pv and a plan version description in the box under Plan version like in the image below.

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Also in the image above I have marked 2 numbers as (1 & 2) meaning, first click in the boxes and
type the abbn and plan version description and second, click on save. If you dont click on save (as in
the mark 2) it may ask you to save the changes or may not ask you leaving there a catch. So, better
click on save.

The Next screen is definitely about what comes up when you click on save

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Click on the Green check mark and it will take you back to the Display img screen. Of course, like
in the image below

Now, click on Set Active Plan Version as in the image above and you will see the next screen as in
the image

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Click in the highlighted box in the above image, delete that number and type in the abbn of the plan
version you want to create and hit enter. You will see a pop up click on the Green check mark, and
either you type in the data browser right there on the same screen OR you can go to the 1st screen
and type pso0 in the data browser box, and check to find that your plan version is active and
current. However, seeing is believing so please check the image below

ALL the best

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 10. COPYING PLAN VERSION
There are 2 ways to copy a plan version.

1. Copy mode: In this mode, object(s) is/are simply copied without any filtering.
2. Compare mode: In this mode object(s) is/are copied but when it is asked to copy it searches
for any relationships available and then copies.

Copy mode is plain and simple which I am about to show you which should be easy for you all to
practice.

COPY MODE

To begin with, we all know the first screen that shows up when we log into the software. Navigation
is pretty simple. Here is the picture below to navigate to copying plan version via copy mode

Pretty easy, click on tools, then click on plan version and then double click on RE_RHCOPL00 Copy

Before you click on #3, I have attached an image below and highlighted an icon in red. That icon is a
button to create a new session. Make sure you click that so that you can have an org unit ready in
that new session. And again, you have to have an org unit ready to copy its plan version to another
plan version

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Now that we all are ready with an org unit in different session (window) and copy mode in another,
lets begin.

Above is the image of the screen in copy mode

#1 is your current plan version

#2 is the org unit you want to copy to a new plan version

#3 is the object ID of the org unit that you want to copy

#4 is the Target plan version to which you want to copy the org unit

#5 is an option test which you can check or uncheck before you execute the copying

#6 on the Top is the execute button that you will have to click 4 times to copy the org unit.

Please check the image below and its description

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I presume this image is self-explanatory, however, if you check #3, this is not copied yet. This was a
test run. Now if you press the back button and uncheck the test box and click execute 4 times, you
will see the following screen.

Now the above image shows that the copy is successful, however, you have to copy each and every
org unit individually.

This was Copying a plan version through Copy mode.

COMPARE MODE

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#1 is your current plan version

#2 is the org unit you want to copy to a new plan version

#3 is the object ID of the org unit that you want to copy

#4 is the Target plan version to which you want to copy the org unit

#5 is the execute button which you will have to click once to copy the PV

When you click on execute you will see a pop-up as in the image below

Click on the highlighted green check mark and you will see the following screen

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There is a folder icon before O 50010532 click on it to close that and then click on highlighted mark
in red as #1 Click on transfer highlighted in red and marked as #2

You will see the following screen

This means that the compare mode has checked for the object IDs 050010533 and 050010534 in RQ
plan version, the mode did not find these object(s) or relation(s) in RQ plan version. So now we will
have to note down these object IDs and go back to the 1st screen of compare mode replace the
object ID and copy again. Like in the image below

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If u check #1, I have replaced the object ID by 50010533

And when I click on execute (marked as #2) you will see the following screen

Click on the green check mark as highlighted in red, and the following screen shows up

Now the light is red, so select that light by clicking on it and click on transfer

We have to keep going back and replace the object IDs that are not found by the compare mode and
execute again till the light turns to green. You may see the light as yellow in the process as well. It
simply means to continue till the light goes green.

After you make sure that everything went well, go back to expert mode and go to create org unit
and change the plan version to which you were copying the plan version and then in the object ID

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field type the org units name and hit enter and you should see that your org unit was copied from
one plan version to another plan version like in the image below

Thats all about Copying Plan version via compare mode.

Have fun practicing

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 11. CUSTOM RELATIONSHIPS
Creating custom relationship and assigning them to subtypes of 1001.

It is very important to understand that reports to, belongs to, line supervisor of are sub types of
1001

Creating Custom Relationship:

NAVIGATION:

Type SPRO in the data browser which is seen on the first screen when you sign in the software as in
the image below and hit enter.

Then click on the SAP reference img which is highlighted in red in the image below

When you click on SAP reference IMG, scroll down to personnel management and follow the
navigation in the sequence marked in the image below

After clicking on #5, click on the clock with a green check mark which is exactly before Maintain
Relationships.

When you click on maintain relationships clock with a green check mark, you will be navigated to
the screen which will read as change view LINKS: OVERVIEW. This is basically the screen where

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you will see all the possible relationships that you can or you may want to assign to your customized
relationship. This screen will look like in the image below. When you reach this screen click on new
entries which is highlighted in red in the below image.

When you click the highlighted new entries, it is obvious that you will be navigated to the screen
where you can create a new entry. However, this screen is named as new entries: overview of
added entries

BEFORE WE PROCEED: What we are doing here is creating a custom relationship as we all know, but
it is important to know that to whom are we exactly assigning this custom relationship to?

Well, in this example lets say we have an org unit xyz and we have its 2 branches. One branch is the
head branch and the other one in some place is its branch.

Let me make it simple, our org unit is Fennel corp and this is the head branch and fennel corp has a
branch in Malaysia.

TO THE POINT: We are about to proceed and assign a custom relationship between Fennel corp
(head branch of) and Fennel corp Malaysia (branch of).

ONE MORE THING: The relationships are of 2 types as we all know

1. Bottom up: denoted as A is actually an ascending relation, which precisely means the
branch of reports to the head branch of.

2. Top down: denoted as B is in fact a descending relation, which actually means the head
branch of is the line supervisor of the branch of.

So, below is the image where you will be navigated to when you click on entries. And I have also
filled in the necessary areas to create a custom relationships which you will see them as marked and
highlighted in red.

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Although the image is self-explanatory, here is the description

#1 is the org unit

#2 is the relationship

#3 is also the relationship and

#4 is the save button which you will click on when you have filled in the areas marked and
highlighted in red as 1, 2 & 3.

So now when you click on the save button there will be a prompt that will pop-up on which you will
see Green check mark (highlighted in the image below), Please click on that.

So when you click on the green check mark you will be taken back to the new entries screen, where
we filled in the relationship, relationship bottom up and relationship top down. On this screen select
the relationship and click on allowed relationships as highlighted in red in the image below.

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Please note that mark #1 in red is selected. Make sure you select it and then double click on Allowed
relationships.

Now, when you double click on Allowed relationships you will see the following screen in which we
will only click on new entries again as shown in the below image.

Look at the image below and then read its description below the image

In the above image, I have typed everything that you see in the highlighted red boxes in sequence
starting from #1 to #8. DO NOT confuse yourselves with the letter O in the boxes 1, 4, 5 & 8 with
number zero.

Now that you have typed in everything is sequence in the respective fields hit ENTER. And when you
hit enter, you will the details have been auto populated like in the image below highlighted in red.

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If you look at boxes 1 & 2, they have been auto populated. Now go ahead for 3 and save it.

Great job! You just maintained a relationship.

Let us proceed to give it as a subtype. And for that we will have to get back to the screen in the
below image which appears when you type SPRO in the data browser and its name is Display IMG.

#6 is what you have to click on

When you click on the clock with a green check mark which is highlighted in red and marked as 6,
you will see the screen in the image below. In that screen click on new entries which is highlighted in
red.

Look at the image below and then read its description CAREFULLY

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Fill in the boxes marked in the numbered sequence till #6

Please know that BAT is my company. Dont lose yourself. Just go on

When you have filled in 1, 2, 3, 4, 5 and 6, hit enter 3 times

While you are hitting the enter key 3 times you will that FOTYPE NAME has been auto populated
and you will see RED boxes appearing around inftyp numbers 1001during the hit enter 3 times
process. DO NOT STOP and finish hitting enter 3 times and now click on #7 which is our favorite
SAVE button.

You will see a prompt popping up, click on the green check mark. Feel free to click on that without
any hesitation. Like in the image below

Go ahead and grab something to drink or eat, I am sure this is made easy yet a freaking out process
because we are not done yet. Haha, actually we are about to complete the process. Dont worry it is
going to be a piece of cake.

So let us go ahead and finish this.

When you click on the green check mark on the prompt that popped up. You will be taken to New
Entries screen again, where you will have to select the 1st info type and double click on time
constraint as shown in the image below

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Remember, once you are done with time constraint on the 1st info type, you will have to come back
to the above shown screen and repeat the time constraint process for the 2nd info type.

Let us proceed with the 1st info type by selecting it and double clicking on time constraint. You will
see the below shown screen, click on new entries on the same screen which is highlighted in red

When you click on new entries like in the above image you will see the following image. Please bear
in mind that I have filled in the boxes marked in Red, else, when you click on new entries you will
find those boxes empty. Look at the image below and read its description

#1 is the letter O

#2 is the info type that you will have to type in as 1001

#3 is relationship type (A) followed by the org units abbr making it look like abat

#4 is the time constraint Number, which you will fill as 3 for obvious reasons and

#5 is the save button. Please dont wait, and click that button.

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#6 is the back button which you will have to click on 3 times and you will reach the screen below

When you click back button 3 times, you will reach the screen shown above. On this screen select
the 2nd info type and double click on time constraint. Because now we are assigning time constraint
to the 2nd info type. You will see the screen in the image below, click on new entries which is
highlighted in the image below

You will reach the screen shown in the image below. Please bear in mind that I have filled in the
boxes marked in Red, else, when you click on new entries you will find those boxes empty. Look at
the image below and read its description

#1 is the letter O

#2 is the info type that you will have to type in as 1001

#3 is relationship type (b) followed by the org units abbr making it look like bbat

#4 is the time constraint Number, which you will fill as 3 for obvious reasons and

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#5 is the save button. Please dont wait, and click that button.

That is all about creating custom relationships and giving them a time constraint.

Let us go ahead and confirm that whatever we did actually worked.

1. So well go to 1st screen and type PO10 (Create org unit)

2. Type you org units abbr followed by asterisk(*) and hit enter

3. Select your org unit by double clicking on it

4. Click on relations

5. Click on create

6. Relationship type/relationship should be filled as B in the 1st box and the abbr of your org
unit in the 2nd box. For example (BBAT) and hit enter

7. Type O in the type of related object

8. Type the abbr of your org unit followed by asterisk(*) EX: bat* and hit enter, you will see a
window pop up select the branch by double clicking on it and you should see that it really
worked.

9. Click on save

10. Click on relationships and click on overview and there is your hard work looking back at you

Have fun Practicing

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 12. EVALUATION PATH
Laying a path between the indirectly related objects to get their information is called as Evaluation
path.

NAVIGATION:

Type SPRO in the data browser and hit enter

Click on SAP reference IMG

Scroll down and click on Personnel Management and follow the sequence like in the image below

Click on the clock with a green tick mark highlighted as #4 and you will be taken to the screen shown
in the image below and when you reach that screen click on new entries on the screen highlighted in
red

When you click on new entries you will be taken to the screen shown below, also I have filled in
details in the box highlighted in red and marked as #1.

When you are done typing in that box, hit enter twice and then click on save. Take a look at the
image below

107
After you click on save, you will see a prompt that will pop-up click on the green check mark on that
prompt as shown in the image below

Please note that the request box is empty in the prompt pop-up in the above image as I got the
software installed very recently. You can ignore the empty boxes in the above image.

So, when you click on the green check mark, you will be navigated back to the new entries screen
where you will have to select the entry that you had already created (highlighted in red and marked
as #1) and then double click on Evaluation path which is highlighted and marked in red as #2 shown
in the image below

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When you click on #2 you will be taken to the screen which looks like in the image below, all you
have to do is to click on new entries on that screen

On clicking new entries you will be navigated to the following screen which is shown below, I have
also filled in the details required except Relationships name. Please remember priority is to be filled
in with an asterisk (*). And when you are done typing in the details on sequence, Hit enter 3 times
and then click on save.

When you click on save you will be taken back to the screen shown below in the image

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Evaluation Path is now ready, we will have to go ahead and check on an existing org unit. Now that
you all have an existing org unit I am going to take you further. However, if you dont have an org
unit ready do not panic. Create a quick and a short org unit with only three following things

1. Org unit
2. position
3. Work center. If you are pretty much familiar with the short keys on the software it should
not take more than 5 minutes for you to create an org unit mentioned supra.
So, moving on when you have an org unit ready, go to PO10 (or create org unit) and type the name
of the org unit in the box next to organizational unit as shown in the image below.

Now when you type the name of the org unit, it will give u the list of every org unit matching with
that name (if any other org unit exists), select the one you think has an indirectly related object (in
this case we are working on work center).

Look at the image below for an example

After you select the org unit, select relationships and click on overview so that you get to know how
many positions you have got there.

Take a look at the image below to clarify your confusion (if any)

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Remember, we are looking for a work center. Let us keep an eye on work center.

So now, when you click on overview you should see something like in the image below

The above image shows that #1 is standing between us and our goal and of course the hard work we
have been doing. LOL, no, it means exactly what it looks like, that there is an object which could
have a work center assigned to it. So let us copy that Object ID highlighted in red and marked as #1
and go back to the Maintain Organizational Unit page by clicking on that #2

Now that we are on that screen let us type or paste the object ID and click on relationships and then
click on overview like in the image below

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So here in the image above we see that there is a position, so lets check with that position whether if
has a work center assigned to it or not by either copying the related object id highlighted in red and
marked as #1, clicking on back button highlighted in red and marked as #2, go back to create
position and then pasting it in the Position box followed by clicking on relationships and then lastly
clicking on over view like in the image below

When you click on over view you should see all the available relationships like in the image below

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Vola! There you go, you found a work center!!

Now, there should be a way to find out the list of work centers in a given organization. Correct?
However, please remember, the related object highlighted in red is a work center of an org unit
Rehan Quadri India whose object ID is 50004226 (keep your org units Object Id on the back of
your mind).

So now we are to find out the work centers available. For that we will go to the screen named PPSS.
You can type this directly in the data browser on the 1st screen on the software or you can follow the
navigation mentioned below:

NAVIGATION:

1. Human Resources
2. Organizational Management
3. Organizational Plan
4. General Structures
5. PPSS Display

When you are on the display structure screen, fill in the details and hit enter, and you should see
something like in the image below

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Now when you finish typing in the details, hit enter and if everything went fine and you did what
exactly was needed to be done, you should see the next screen similar to the image below

And if you see something similar like this, click on the folder and you should see something like in
the image below

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There you have your work center

Now if you dont want a position to be displayed and if you only want an org unit and the work
center, then go to maintain evaluation path again like in the image below

You will reach the screen shown in the image below

In the screen shown in the above image you will find a positions button at the bottom which will
look precisely like in the image below, click on that button

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Type as shown in the box highlighted in red and marked as #1 and click on #2

When you click on the green check mark, you will see a screen which is shown below

Look at O-S-A is highlighted in yellow, select that and double click on Evaluation path

You will to navigated to the screen shown in the image below, all you have to do is to check that
SKIP box which is highlighted in red and click on save

You will see a prompt, click on the green check mark

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Now go back to the 1st screen and type PPSS in the data browser

Type everything as it looks in the image below except your Object Id and date (as my object Id and
date are different)

Hit enter and you should be navigated to a screen which is shown in the image below

Now you have the org unit and the work center without the position in between.

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Thats all about Evaluation plan with and without the position in between.

Hope this makes your practice easy.

Have fun practicing

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 13. NUMBER RANGE MAINTENANCE
VERY IMPORTANT: To work on Number range maintenance, First create a new plan version so that
you the abbr of it. Lets say I have my own plan version XY then I can go ahead and assign number
ranges to the objects of my plan version like XYA where XY is the plan version and A is work center,
likewise XYS where XY is Plan version and S is the position and XYC where XY is the plan version and
C is the job.

Again, it is VERY IMPORTANT to create a plan version first (which I have already shown you in my
previous notes).

So let us start with Number Range maintenance.

NAVIGATION:

SPRO (IN DATA BROWSER)

The above representation is about the navigation for reaching to the screen where we will be
executing number range maintenance.

The screen in the image below is seen when you click on Set up Number Assignment for All Plan
Versions. Now, #1 shown in the image below is to be left blank, however, click in that box marked
as #1 and hit enter twice and click on #2 which is the save button.

And then #3 i.e. back button or press F3.

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When you press back button you will reach the Display IMG screen shown below

Click on the highlighted option in the image below

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Click on the highlighted Maintain Number Ranges, and you will see the screen in the image below.
And click on the highlighted New entries.

When you click on new entries you will see the screen in the image below and click in the highlighted
area in red, and type in the subgroup according to your plan version already created

EX: XYA, XYS AND XYC each below one another.

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Check the image below for an example, how ever, in the below example AZ is my plan version and
the letters A, S and C are workcenter, position and job

When you are done typing the subgroup click on save like in the image below marked as #2

And then click on back marked as #3

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When you click on back button you will reach the screen in the below image. When you reach that
screen, look for your subgroups created (as shown in the image below marked as #1) by you and
select all of them and click on Number range maintenance marked as #2 in the image below.

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Click on Number range maintenance and you will see the screen as shown in the image below

VERY IMPORTANT: The red marked as #2 changes automatically for the range to be assigned. All you
need to concentrate on is to be careful about the external and internal number ranges that you
assign as they CANNOT be deleted once they are assigned as a range. I suggest you select small
ranges of about 10s like 20000001 20000010.

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FYI: These number ranges should have 8 digits only.

Now, when you click on change intervals highlighted in the above image, you will see the screen like
in the image below

Click on Interval as shown in the image above

You will see a pop-up windows as shown in the image below

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#1 is you have to type ex in the box below No

Then type in the range as in I did

#2 is to check that Ext box, it is mandatory to check that box

#3 is to click Insert.

Click and insert and you will see the next screen which is shown below

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In the above Image you can see that we have created External number range is assigned which
ranges between 50000001 and 50000010 and also the box below Ext is also checked. This is marked
as #1.

Click on Interval again as highlighted and marked as #2 in the above image.

When you click on interval the same window will pop-up which will read as insert interval. See the
image below

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#1 Type in in the area below the box No, type in the range as in the image above.

#2 DO NOT CHECK THAT BOX

#3 Click on Insert.

When you click insert you will the screen as in the image below

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Click on save as highlighted in the image above.

You will see a pop-up when you click on save. That pop-up window is shown in the image below

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In this pop-up click the green check marked which is highlighted in the above image.

When you click on that green check mark, you will be navigated to the screen where you started to
assign the number range. That screen is shown below.

Notice that #1 has automatically changed to AZC. If you scroll up and check it AZA when we started
assigning the number range. So you dont have to manually change the subgroup, it is auto-change.

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Now that you see AZC or your Subgroup simply continue assigning the number ranges by clicking on
intervals marked and highlighted as #2. Continue this until you have assigned number ranges to all
you subgroups.

Thats all about Number Range Maintenance.

Hope it makes your practice easy.

Have a Fun Practice.

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