Management Reporter and organizational hierarchy

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Posted on by Kuhn

I need some help with the management reporter and the organizational hierarchy.

A customer of mine would like to post on cost centers.

I set this up as an organizational unit and then configured it as a financial dimension.

However, the group does not want the individual cost centers to be shown in aggregate, but as a group, e.g. Cost centers 0815, 0816 and 0817 are posted - but should only be reported as group "08" in the ManagementReporter.

For this reason I have set up an organizational unit "Department" 08 without creating a financial dimension, which would then have to be posteded additionally - I just want to avoid this.

The organizational unit only consists of the code "100", then also the legal entites and then the departments and the cost centers below.

If I select this organizational structure in the ManagementReporter, the correct values are not output on the department and the cost centers, but are somehow summed up according to code 100.

Which additional settings are necessary in the ManagementReporter? Do I have to pay attention to something when creating the line structure (I have limited it to two G / L accounts that have been posted as a test) or in the report itself?

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saurabh bharti 15,039 Moderator on at

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Hi Kuhn,

May be you can try creating "reporting tree" and group all the different cost center in each node and try the same.

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Ludwig Reinhard Microsoft Employee on at

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Hello Kuhn,

If you want to report on the combined group of cost centers 0815 to 0817 then you can add a range in the row or column structure - depending on how and where you want to show the total amount - that covers the cost center range 0815 to 0817.

Simply select the cost center 0815 in the 'from' field and 0817 in the 'to' field range.

If you take a look at the default row and column structures that Microsoft ships then you can find multiple examples how this setup can be realized.

Please give it a try.

If you cannot make it, post some screenprints that illustrate what you have setup.

Many thanks and best regards,

Ludwig

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Kuhn 60 on at

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Hi Saurabh,

everyone tells me to set up cost centers as an organizsational unit instead of a local financial dimension.

So I tried this but I cannot handle it in the management reporter.

My aim is to do the grouping when I create a new finacial dimension unit, e.g. a ne cost center. If I do the setup as an new organiszation unit and add it to an existing hierarchy I expect the management reporter to use this new published hierarchy in the reports (to have it automatically).

Otherwise I still have a lot do define in the MR when a new cost center is added...

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Kuhn 60 on at

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Dear Ludwig,

I saw that I can use the attributes in MR which do the grouping with the field "group dimension" of the financial dimension units. That would help me.

But as everyone suggested me to do the setup of the financial dimensions as organizational units in order to create easy reports in MR I tried to set this up but it does not work. New published structures won´t be considered. Even if I try to localize them, I receive only amounts I cannot identify.

It is a simple case:

- organizational unit to group cost centers (no setup as a financial dimension in order not to be posted on)

- cost centers (centralized table for all clients) which I want to group under the organizational unit as mentioned above

The report in MR should be analyzed both on the group dimension and the cost centers for each client.

Does anyone has an example report?

Kind regards

Nicole

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Ludwig Reinhard Microsoft Employee on at

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Hello Nicole,

The organization units that you setup are also used as financial dimensions in your account structures, is that right?

Best regards,

Ludwig

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Kuhn 60 on at

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I only setup the cost centers as financial dimensions (and define them in account structures) - based on organizational units.

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Ludwig Reinhard Microsoft Employee on at

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I see.

Yet, if they are organizational units then you should be able to see the organizational hierarchy in the management reporter.

Have you created a organizational unit hierarchy of your cost centers and published it?

Hint:

Have a look at the Microsoft Contoso companies; they have a couple of hierarchies setup that you should be able to see in the management reporter. Just try doing something alike with your cost centers.

Best regards,

Ludwig

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Kuhn 60 on at

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Dear Ludwig,

I can see the organizational hierarchy in the management reporter and linked it in the report in the field "Strukturtyp" and then "Berichtsbaumstruktur" and in field "Struktur" I put in my hierarchy. If I make changes in the organizationl hierarchy, save them and publish them, I can see the hierarchy in MR with the current published day. When I generate the report, I still have the old version of the hierarchy.

Is that basically the right way to link the organizational hierarchy to the report in MR?

In Contoso there is no report with a linked "Berichtsbaumstruktur" so I cannot analyze it.

I cannot see any benefit at this time to define cost centers as organizational units when I have to make the definitions in MR manually and not based on organizational hierarchies.

The customer and I are at that point of the configuration where we have to define whether the financial dimensions are organizational units or local financial dimensions. That is why I am analyzing the advantages and disadvantages of both alternatives.

Kind regards

Nicole

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Rahul Mohta 21,032 on at

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there is pros and con of either way

using org. hierarchy allows to manage hierarchy at one place and use it at multiple places e.g. MR, budget planning, security....etc

using Reporting tree in MR, allows wider flexibility in editing

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Ludwig Reinhard Microsoft Employee on at

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Hello Nicole,

If an existing structure has been changed and published then you would have to swap the old with the new structure in the Management Reporter, which is a manual task as you mentioned.

Before giving up on organizational units, have a look at the different purposes they can be used for (centralized payments, security, etc.) If you have no need for those features and only need it in the financial reporter then you can alternatively make use of findims only that are not linked to organizational units.

Best regards,

Ludwig

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