Use Standard Utilities to Transfer OM Data Between Clients and from Legacy Systems

  • by Janet McClurg, SAP HCM Platinum Consultant, SAP
  • April 15, 2005
Functional experts can use standard R/3 programs that don’t require ABAP resources to transfer organizational data between clients or to create large amounts of new organizational data in a client.
Key Concept
R/3 provides standard programs that you can use to move existing organizational management objects and infotypes across clients and to load new OM objects and infotypes. They do not require ABAP programming, so a functional consultant can do this. You can also use them post-implementation to update or synchronize OM data within development and test clients. Requirements for their use include configuration of a logical file name and location and use of Excel spreadsheets to load new data.

My SAP customers often ask if there is any way to move the organizational structure in their R/3 systems from one client to another. This requirement occurs for two main reasons within the life cycle of an SAP Human Capital Management (HCM) implementation project.

First, during an SAP implementation project, an organizational structure may exist in the production client prior to go-live of the HCM system. This can occur if a company has created an organizational structure for non-HR specific processes, such as workflow processing for the user object. In this case, when the HCM project begins, the team may want to duplicate the existing production organizational structure in a development client or clients. Another scenario is that the final organizational structure has been moved to production shortly before go-live to be maintained there until the cutover date. In this case, duplicate maintenance is required for all other clients or the organizational structures will not be identical.

If you need a copy of the production organizational structure in a test client (to support a new application implementation, regression testing, development testing, etc.) and you have not maintained this client, you can use the process described here to extract and transfer the production organizational structure to a test client or clients. It is desirable to have the development and test clients contain a copy of the true production org structure, but manually maintaining all development and test clients is usually not a high priority once the production system is in use.

Janet McClurg

Janet McClurg is an SAP Platinum consultant specializing in the Human Capital Management application. She has worked for SAP for 12 years, the last eight in the platinum consultant role. Janet’s areas of specialization include Enterprise Compensation Management, Performance Management, Organizational Management, Personnel Administration and Succession/Career Planning.

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