Organizational Management Actions

Organizational Management
Actions
Applies to:
SAP ECC 6.0. For more information, visit the Enterprise Resource Planning homepage.
Summary
This document will show you the steps needed to configure Organizational Management Actions. Just like
the well-known Actions in Personnel Administration, sequences of logically connected infotypes belonging to
Organizational Management facilitate the maintenance of Organizational Chart information.
Author:
Adriana Petrescu
Company: Emeritis Belgium

Created on: 05 November 2010
Author Bio
Adriana Petrescu is working as a SAP HCM Consultant for Emeritis Belgium. She has 4 years of
experience in SAP HCM, with emphasis on Personnel Administration, Organizational
Management, Recruitment, Appraisals with Concurrent Employment and Romanian Payroll.
Adriana Petrescu is a SAP Certified Solution Consultant Human Resources - Management &
Administration with mySAP ERP 2005.
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Organizational Management Actions
Table of Contents
Introduction ......................................................................................................................................................... 3
Pre-configuration steps ....................................................................................................................................... 3
SAP Configuration steps ..................................................................................................................................... 3
Maintain Personnel Actions ............................................................................................................................ 3
Step 1: ......................................................................................................................................................................... 3
Step 2: ......................................................................................................................................................................... 4
Step 3: ......................................................................................................................................................................... 4
Step 4: ......................................................................................................................................................................... 4
Step 5: ......................................................................................................................................................................... 4
Step 6: ......................................................................................................................................................................... 5
Step 7: ......................................................................................................................................................................... 5
Step 8: ......................................................................................................................................................................... 5
Step 9: ......................................................................................................................................................................... 5
Step 10:........................................................................................................................................................................ 6
Step 11:........................................................................................................................................................................ 6
Step 12:........................................................................................................................................................................ 6
Step 13:........................................................................................................................................................................ 7
Step 14:........................................................................................................................................................................ 7
Validating the Configuration steps ...................................................................................................................... 8

Related Content ................................................................................................................................................ 10
Disclaimer and Liability Notice .......................................................................................................................... 11

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Introduction
This document will show you all the steps needed to configure the Actions for Organizational Management
infotypes. You can group in sequences the infotypes belonging to Organizational Management in order to
facilitate the administration of Organizational Management objects. You can create different actions with all
the data needed for Creating an Organizational Unit/Position/Task/Work center. Other actions can reflect the
infotypes needed when Changing the existing data. The same steps can be followed in order to do actions
for Training and Event Management (Create external instructor) or for Talent Administration (Create
qualification)
Pre-configuration steps
Make a list with all the Actions that you need and the infotypes and their subtypes that you want to include in
each action. Furthermore, you can specify the Plan version and the Planning status for the infotypes that you
want to manage.
Note: Follow the SAP recommendation for the Customer specific Action number range.
SAP Configuration steps

In order to be able to run the Organizational Management Action you need to follow certain configuration
steps.
SPRO: Personnel Management -> Organizational Management-> Basic Settings-> Maintain Personnel Actions
Maintain Personnel Actions

In this configuration step you are given action templates by SAP. You can study them in order to get ideas
about what can be done in the system.
Step 1:
To begin with, select one Action line and copy it
This way you will not start from zero with your own action.

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Step 2:
Change the name of your action into 001 Create Job Custom Action
Step 3:
You will be asked to choose the objects to be copied. Select
Step 4:
You will see a message on the screen announcing you how many Infotype dependent entries have been
copied:
Press the
icon to move to the next step.
Step 5:
You will see a confirmation message on the left side of the screen
confirming that you only copied the infotypes for one action.

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Step 6:
You are back in the initial screen. However, the name of the action disappears.
Write it again
Step 7:
Save your entries and add your customizing to the Change request.
Step 8:
Choose the newly created action and select Actions (individual maintenance)
Step 9:
On the screen you can see the copied infotypes and subtypes. You can modify these according to your
needs (you already made the list of infotypes and subtypes in the Pre-configuration steps.)
In our case, the standard action has more infotypes than we need. We delete the ones that are
unnecessary. And make additional changes if needed. Save the action.

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You return to the initial configuration screen. You have to link the action with a transaction.
Note: If you perform Steps 10 to 13, you will end up with an error.
Step 14 is one of the correct solutions to link the Action with a Transaction code.
Step 10:
You can see the standard settings:
We want the 001 Create Job Custom Action to be the default action for PQ03.
Step 11:
Change the Default Action
Step 12:
Save

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Step 13:
You will get an error message:
Step 14:
You need to maintain this customization in T77S0.

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Validating the Configuration steps

You need to validate the configuration steps before user testing.
Access transaction PQ03 and create one Job for testing the infotype sequence.
First infotype

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Second infotype
After saving the second infotype, you come back to the initial screen. On the left side of the screen you will
see a confirmation message.
You can continue now customizing other actions.

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Related Content
Organizational Management
Organizational Management Action
Organizational Management Wiki
For more information, visit the Enterprise Resource Planning homepage

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Disclaimer and Liability Notice

This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not
supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade.
SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document,
and anyone using these methods does so at his/her own risk.
SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or
code sample, including any liability resulting from incompatibility between the content within this document and the materials and
services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this
document.

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Company: Emeritis Belgium

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