Overview. Procedure. Mass Change for Organizational Assignments. Job Aid

Transcription

1 Overview All Usage Objects and Lease-out Internal contracts require an Organizational Assignment consisting of the Business Area, Funds Center, Functional Area and Fund. Usage Objects (Sites, Land/Infrastructure, Buildings, Rental Objects) attached to Lease-Outs require the Org. Assignment of the landlord, while those attached to Lease-Ins require that of the tenant. Similarly, Lease-out Internal contracts show the Org. Assignment of the tenant, representing the funding source used to pay for the contract. In the event that a large number of new objects are created (e.g. a new building with multiple floors and rooms), or a large number of existing Org. Assignments need to be changed (e.g. an existing cost center is expiring), this transaction allows the Facilities Planner/Lease Processor to update all objects at once. Objects can be selected using a variety of filters, including ID, object type, status, or Partner Selection. Target organizational assignment values are indicated for a specific date, and then on execute the mass change is checked and simulated. If simulations are successful, the changes can be saved and all objects selected are updated. **Please note in the case of Lease-Out Internals, these updates will not change the cost object on the Postings detail this has to be maintained manually. TCODES USED: REMCOABD Mass Change of Org. Assignment of Usage Objects REMCOACN Mass Change of Org. Assignment of Contracts RELEVANT TCODES: RE80 RE Navigator Procedure 1. Navigate to REMCOABD (Usage Objects) / REMCOACN (Contracts): 2. Enter in the following fields: REMCOABD (Usage Objects): A. Enter in the Business Entity/Building/Land/Rental Object IDs of the objects to be changed. If there is a range, utilize the from to fields or click on the multiple selection button to enter discrete values. Umoja Training 1/5

2 REMCOACN (Contracts): A. Enter in the Contract number(s) of the contract to be changed. Selection can also be by BE of the object attached to the lease, BP, or Object itself. Both REMCOABD/REMCOACN: B. Filter on objects which are valid on this date C. Filter on objects which are of a specific status D. (REMCOABD only) Filter on only the object types selected (BE, BU, PR, RO etc.) which fit the criteria in (A)-(C), e.g. if Business Entity is specified in (A) but Building, Land & RO checkboxes are selected here, the search results will only include BUs, PRs & ROs subordinate to the (A) BE E. For the first run, keep the Simulation box checked. After the simulation is complete, un-check and repeat the transaction again (step 7) F. Specify the date that the new object assignment is valid from G. See below G. For each component of the coding block to be changed, click on the corresponding checkbox and select from the dropdown: Umoja Training 2/5

3 i. Use Target Value Only for records with an existing organizational assignment e.g. if a cost center has expired and a new cost center must be changed. This will select all objects which match the criteria specified in (A)-(D), and overwrites with the target value specified. ii. Use Target Value Only (Overwrite Only If Initial) for records which are newly created. This is the same as option ii., but target value will only be copied if there has been no value entered prior to this change. Note: Coding block elements can be changed individually, i.e. it is possible to change only the Fund, and not Business Area, Funds Center etc. Please exercise caution if this is the case, as the entire coding block will be validated on save, and if the combinations are invalid the update will error. 3. Once all fields have been entered, click on the execute button. The returned screen will display all records which fit the criteria specified. Note that Buildings, Land and Rental Objects are available (since these were the selections made in E): If the Selection Messages button appears, this will show a log of all objects which did not fit the criteria 4. Click the check boxes under Execute to select the appropriate records: Umoja Training 3/5

4 5. Click on the Check button to check for errors: 6. Click on Simulate to simulate the mass update of the records: 7. Once simulation has been carried out successfully, click back to return to the selection screen. Deselect the Simulation checkbox and then repeat steps 3-7: 8. After simulation has been completed successfully, click on the save button at the top of the screen to execute the changes: Umoja Training 4/5

5 9. Check the log display: 10. Navigate to the objects in RE80 to double check posting parameters have now been changed: Umoja Training 5/5