Organization Structure Definition—Exercises

Basic Data Setup

Registration of Organization Levels

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality. Organization levels are a mandatory element of organization unit definition.
Note: If someone already finished this lesson course, the organization levels might be already defined. In that case, follow to the next exercise.

Windows:
Organization Levels

1. Open the Organization Levels window
2. Open the Define Organization Levels activity diagram for step-by-step instructions.
3. Register following organization levels.

   Organization Level Name	Organization Level Rank
   Company	1
   Division	10
   Department	30
   Unit	40

Main Exercise

Purpose: The purpose of this lesson is to create two company structures and a matrix organization structure.

This is the first lesson in the series that will lead to the creation of a simple, but functional organization setup. Complete all lessons in the right order, as every following lesson uses data defined in previous lessons. The complete setup will consist of two companies sharing a single task group in form of a matrix organization.
To avoid data duplication, lessons use company names:

• Company 1

• Company 2

You should select your own 2 companies and follow the rest of the steps as if they were Company 1 and 2.

If you choose to work on already existing companies, ignore other elements of organization structure and focus on defining your own elements.

Remember to use activity diagrams. There, you can read step-by-step instructions on what to do. When necessary, you will be given a link to relevant activity descriptions. It is also a good idea to have the Define Organization Structures process model open at all times.

Windows:
Graphical Organization Structure

Company 1 Organization Structure Definition

1. Select the structure ID of the first company.
2. Open the Define Organization Structure activity diagram for step-by-step instructions.
3. Define the organization structure. The list of organization units you have to define is in the table below. You will have to repeat steps 3-10 for every organization unit.
   
   Validity periods for all units last from 2013-01-01 to 9999-12-31. For Organization Codes you can use full unit names or abbreviations.
   
   Note: Structure root is the topmost element of the organization structure. It will be placed on the top of the graphical object structure. It will have the same name as the company you selected.

   Organization Unit	Parent Unit	Org Level Name
   Management	structure root	Company
   Logistics	Management	Division
   Finance	Management	Division
   Distribution	Logistics	Unit
   Warehouse	Logistics	Unit
   Accounting	Finance	Unit
   Controlling	Finance	Unit

4. Open the Define Property Codes for Organization Units activity diagram for step-by-step instructions.
5. Follow the steps to define following data:
   Employees of Logistics and Distribution units have tablets as working tools.
    

Company 2 Organization Structure Definition

1. Select the structure ID for the second company
2. Open the Define Organization Structure activity diagram for step-by-step instructions.
3. Define the organization structure. The list of organization units you have to define is in the table below. You will have to repeat steps 3-10 for every organization unit.
   
   Validity periods for all units last from 2012-07-01 to 9999-12-31. For Organization Codes you can use full unit names or abbreviations.

Matrix Organization Structure Definition

1. Open the Create Matrix Structure ID activity diagram for step-by-step instructions.
2. Create a Matrix Structure ID. Set the Org Level to Root.
   Note: To avoid data duplication, the exercise does not give you a structure name.
3. Open Define Organization Structure activity diagram for step-by-step instructions.
4. Define the structure with the following data:
   Validity periods for all units last from 2012-07-01 to 2012-07-01. For Organization Codes you can use full unit names or abbreviations.
   
   Create only one unit: Task Group A. Connect it to the topmost root unit

Connecting the Structure to Companies

1. Open the Link Matrix Structure to Companies activity diagram for step-by-step instructions.
2. Connect the matrix structure you created to Company 1 and Company 2.