What is Org by Period, How to Access Org by Period, and How to Configure It

What is Org by Period

How to Access Org by Period

How to Configure Org by Period

What is Org by Period

Dated Hierarchies work in conjunction with Org by Period functionality. This functionality allows you to manage changes in organizational structure through acquisition, disposal, or change of parent company, and the associated changes for reporting and calculations. 

• Acquisition — Set the period from when the newly acquired company is active in the present organization. Values of the company are reported based on the period of acquisition. Settings are specific to the scenario, and you can have different calculations for different scenarios.

• Disposal — Set the period when the Company is inactive (i.e., defunct). Values of the company are stopped from the period of disposal. Settings are specific to the scenario, and you can have different calculations for different scenarios.

• Change of Parent Organization — You can create a version of the hierarchy when the parent change occurs using Dated Hierarchy. In this way you can generate reports based on older, and newer, organizational structures.

You define the ownership changes of a company in the Ownership Changes pane. This allows you to define details of change of Ownership - Acquisition Period (From), Disposal Period (To), and Ownership Changes.

How to Access the Org By Period Pane

1. Navigate to Maintenance > Hierarchy > Hierarchy Management.

2. Select the impacted leaf node from the hierarchy.

3. Click the Org By Period link.

For example, Acme Industries was a subsidiary of Acme Investments. In March 2017, majority share holding of Acme Industries was acquired by Acme Holdings, another company within the same group. Data for Acme Industries must roll up to different parents from the effective period to March 2017, with resultant data set as per figure below, with Data Acme Industries rolling up to New Parent from April 2017.

How To Configure Org By Period

1. Navigate to Maintenance > Hierarchy > Hierarchy Management.

2. Select the impacted leaf node from the hierarchy.

3. Click the Org By Period link.

4. Select Enable Org by Period Calculations.

5. (optional) Select the Change by Scenario to perform Org By Period calculations at the scenario level.

6. Enter appropriate active (From) and defunct (To) dates, as per the business case.

In Practice: From and To Dates

If From date is set to Sep-15 and To date is set to Jan-17, the start date of the calculation begins on the first day of Sep-15 and the end date is calculated on the last day of Jan-17.

In Practice: Ownership Changes

The first figure below shows a company which changed ownership from its parent company from Jan-16 to May-16, and then again from Jan-17 to Mar-17. The excerpt from a sample report in the second figure shows those ownership changes, in red font.

In Practice: Acquisition & Disposals

An Acquisition is the period from when the newly acquired company is active in the present organization. Values of the company are reported based on the period of acquisition. A Disposal is when the Company is inactive (i.e., defunct). Values of the company are stopped from the period of disposal.

Settings are specific to scenario, and you can have different calculations for different scenarios.

The Acquisition & Disposals tab shows Scenario and dates of activity or inactivity, in the From and To fields, for the company.