SAP CRM Guide for Create and Maintain Organizational Model in SAP CRM

8/10/2019 SAP CRM Guide for Create and Maintain Organizational Model in SAP CRM

1/7

11/12/2014 SAP CRM guide for aspiring consultants - Do It Yourself: Create and Maintain Organizational Model in SAP CRM

http://dsaurav.blogspot.in/2012/03/create-and-maintain-organizational.html

Aim to share my experience and knowledge on SAP CRM with aspiring consultant, the topics mentioned in the blog are created with on

detailed and structured configuration steps with business background on SAP CRM 7.0

SAP CRM guide for aspiring consultants - Do It Yourself

Wednesday, March 21, 2012

Create and Maintain Organizational Model in SAP CRM

The Organizational model is the representative of t he company departments and units, the process roles, the employees assigned to each of these roles and the associated

hierarchy among them. The model is time dependent, enabling to plan the organizational changes under limited-time sett ing and future settings. Attributes can be maintained

within positions (e.g. Business Center Development manager) and organization units (e.g. Pacific Electric Supply), characterizing job responsibilities, validity period,

territories, addresses, currencies (if applicable), etc

Organization management is used by different CRM application areas such as business transactions, partner processing and tax determinations. The system can

automatically determine organizational data using the data available in t ransactions. For example, the business partner number, region, product, user assignment for the

organization unit (position) can be used to determine organizational data in business transactions such as standard orders and service contracts.

For our purpose, here we are considering companies where CRM integration with ECC is required. SAP CRM organization model is initially configured based on the pre-existing SAP ECC organization structure. Initial settings can be configured in order to upload the initial structure from ECC to SAP CRM.

Following is the lis t/description of key requirements for implementing organization model in a company

1. Requirement - Define / Assign Sales Distribution Entities

Mapping Requirement to SAP Business Process : There are two different levels of sett ings for sales organization:

A) Organization Model

a. Organizational Departments (Units): Attributes can be assigned to org units for additional information on these units.

b. Business Roles (Positions)

B) Basic Configuration

Entities such as company code, plant, Sales Organizations, Dis tribution Channels, D ivisions and Sales area are defined in the system. The first

steps is to configure the company code and plant

2. Requirement Define / Assign Service Distribution Entities

Service organization is the organizational unit in the service area in which services are planned and prepared. The service organization is responsible for the economic

success of a service area within an existing organizational model. There are two different settings for Services Organization

A) Service Organization Model: The service model is imported from ECC, in this level organizational unit and attributes are created and maintained.

B) Basic Configurationa. Entities such as service planning plant, work groups, and service work centers are configured to help facilitate service process, allowing a

company the means to plan and provide service to their customers.

3. Requirement Define / Assign Positions

The position represents a post that can be occupied by a person in the staff assignment of an organizational unit. The personal capacity (headcount) of an organizational unit

is represented using positions

4.

Requirement Assign Business Roles

After the organizational units and positions are maintained in the organization model, the business roles can be configured. Business roles are profiles that will determine the

user access to the system. The business roles w ill be created for org. model positions as different security access and CRM front end need to be created for different

employee roles

Maintaining the Organization Model in CRM:

Organization model helps for the following activities:

Display the sales or service structure of your organization for CRM Organizational Management.

Make changes to the organizational model or individual organizational units.

Display responsibilities and other data of your organizational units using attributes.

Display sales areas (sales organization, distribution channel, division).

Maintain Organizational Model

Create an organizational model by c reating organizational units

Display the organizational model or individual organizational units

Change the organizational model, that is, create new organizational units, and, assign, schedule or delete these

Maintain attributes for organizational units

Maintaining Attributes

1 Business Concepts

2 Configuration Steps

0 More Next Blog
http://www.blogger.com/https://www.blogger.com/next-blog?navBar=true&blogID=7897311176210585564


2/7



Maintain important data like address, validity period

Define attributes for each organizational unit of each scenario, for example, currency, region, product group

By assigning attributes, you maintain sales areas by assigning the attributes distribution channel and division to a sales organization or its subordinate organization

Restrictions

You cannot maintain attributes for the following organizational objects in CRM:

Positions

Positions inherit the attributes of the higher-level organizational unit.

Holders (employees and users)

Determining Organization Data:

Certain Organization data is mandatory while processing a business transaction. There are two ways organization data can be determined in SAP CRM. You can set these

in Customizing depending on the transaction type:

No determination

o In this case, enter the organizational data (for example, sales area) manually in the transaction. In this case create the organizational data profile in

Customizing, in which nodetermination rules have been entered. This organizational data profile is assigned to the required transaction type.

Automatic determination

o The system determines organizational data using the data available in the transaction, for example, the business partner number, region, product, or using the

user assignments for the organizational unit (using the position). You have created a determination rule in Customizing for each determination path with the

corresponding rule type.

o Define one or two determination rules in the organizational data profile for evaluating the organizational data profile of a transaction. Assign the organizationa

data profile to a transaction type.

There are two determination paths provided in the CRM system that have been characterized for the two rule types:

Rule type Responsibilities

Rule type Organizational Model

The responsibilities rule type can be used if you

want to determine organizational data for individual responsibilities

have not created an organizational model but want to create one

have a lot of organizational units and must only assign a few attributes

Use rule resolution using organizational model if you

have created an organizational model or have distributed a plan to SAP CRM and also want to use this for determining organizational data

assign a lot of attributes to the organizational units and these are to be evaluated

3.1 Define/Assign Sales and Distribution Organizational Entities

The ECC System is closely linked to the CRM System. The two systems have to be synchronized in some configuration areas, such as the organizational model.

Decide which sales areas you need to have in the CRM System, and check them in the ECC System.

A sales area consists of:

a sales organization

distribution channels

divisions

The sales areas and related data are downloaded from ECC to CRM.

Maintain Organizational Data for Sales and Service Scenarios

You can specify whether or not you work with divisions in the CRM system.If you use CRM together with an ECC System, you must always maintain a dummy division in

ECC, in order that you can exchange data (master data and documents) between systems, if you are not using a header division in CRM.

If you use a header division in CRM you do not need to use a dummy divis ion for data transfer between the ECC and CRM Systems.

Procedure

1. Access the activity using one of the following navigation options:

Transaction code SPROSAP CRM IMG menu CRM Master Data Organizational Management

Division SettingsDefine Use of Division and Dummy

Division

2. Set the indicator Division not activeif you want to work without a division.

3. Select the indicator Header divisionif you wish to use divisions at header level in business transactions in CRM Enterprise.

4. Enter a dummy division if you have set the indicator Division not active. The division that you enter here must be available in the corresponding ECC system.

Define Divisions

In this step, you can define divisions for CRM in addition to those copied from the ECC System. You normally have to maintain divisions manually only if you use a CRM

standalone system, i.e. no ECC integration is implemented. Otherwise the div isions have been copied automatically from ECC into CRM v ia the initial data replication.

Procedure

1. Access the activity using the following navigation options:

Transaction code SPRO

SAP CRM IMG menu CRM Master Data Organizational Management

Division SettingsDefine Divisions

3 Detailed Configuration Procedure


3/7



2. Choose New Entries.

3. Enter the ID and description of your central ECC division in case the division has not been replicated from the ECC.

4. You can enter additional divisions

5. Save your entries.

Define Distribution Channels

In this step, you can define distribution channels for CRM.

Procedure




Organizational Data for Sales ScenariosDefine Distribution

Channels


3. Enter 1 3 distribution channels with ID and description according to the distribution channels in your ECC system.


Define Combination of Distribution Channel and Division

In this s tep, you can define combinations of distribution channels and divisions that can be ass igned as attributes to the sales organization to define a sales area.

Procedure




Organizational Data for Sales ScenariosDefine

Combination of Distribution Channel and Division


3. Enter possible combinations of distribution channels and divisions according to your sales areas in the ECC system and your settings in the preceding activiti es.


3.2 Define/Assign Service Organizational Entities

Creating an Organizational Model (SAP CRM)

An organization model is created initially together with a root organizational unit which builds the basic node for all other organizational units.

Procedure


Transaction code PPOCA_CRM

SAP CRM IMG menu Customer Relationship ManagementMaster Data

Organizational Management Organizational Model

Maintain Organizational Model

2. Confirm the date proposed by the system or enter your own validation dates.

3. Choose Continue.

4. A root organizational unit is automatically created.

5. Maintain the following values for t his organizational unit:

Field name Value

Basic data

Organization Unit (ID) BP_COMP

Organization Unit (Description) Company BP for CRM

Address

House No/Street Enter values

Location Enter values

Postal Code Enter values

Country

Attributes

Country

6. Save your data. An ID will be automatically c reated for the root organization.


4/7




Transaction code PPOMA_CRM

SAP CRM menu Master Data Organizational Model Maintain

Organizational Model

2. Run the following steps to create the following organizational structure as an example to work with:

3.

In the sc reen areaAssignment Plan (CRM), select the root organizational unit Company BP for CRM. This object has already been created is the preceding section.

4. Mark the organizational unit and click the right mouse button and choose Create.

5. Mark the optionIs line supervisor of Organizational unit, then choose Transfer.

6. On the tab BasicDatayou have to enter the Code and a Description for the organizational unit (see screenshot above).

7. On theAddresstab, enter an address for the organizational unit. You have to enter at least City, Postal Codeand Country.8. Save your entries.

This way the organizational units for marketing, sales and service scenarios have been created.

The purpose of this activity is to create the billing unit(s) being assigned to sales orders v ia the respective sales organization when performing sales transactions.

1.

Access the activity using one of the following navigation options:

Transaction code BP

SAP CRM menu Master Data Business PartnerMaintain Business

Partner

2. Choose Create Organization.

3. In field Create in Roleselect the entry Billing Unitusing the input help.

4. On the confirmation screen choose Create.

5. Choose Grouping Y4.

6. Enter a name (for example BP Billing Unit).

7. On tab pageAddressenter a Country(for example DE).

8. Save your entries and take a note of the number of the newly created Billing Unit:

This way a billing organization unit has been created.

The purpose of this activity is to define for service and sales transactions which billing units are found from the appropriate service/sales organizations.



SAP CRM IMG menu Customer Relationship Management Master Data

Organizational Management Cross-System Assignment of

Organizational Units Assign Billing Units to Service/Sales

Organizations

2. Choose New Entriesand enter the following data:

Field Name Field Entry

ServiceOrg

ServiceOrg BP_SERVICE

Sales Org.

SOrg. BP_SALES

Bill. Unit


This way a billing unit has been assigned to each service and sales organization being necessary.

The purpose of this activity is to define which company code is determined from the respective billing unit. This applies to sales transactions and service transactions in

CRM Online that are invoiced via CRM Online, and posted as billing documents in SAP ECC Financial Accounting (FI).


Create Organizational Unit

Organizational Units Assignment

Creating a Bil ling Unit

Assigning Billing Unit to Service and Sales Organization

Assigning Company Code to Billing Unit


5/7






Organizational Units Assign Company Codes to Billing

Units

2. Choose New Entriesand select the following values (using the input help):


Bill. Unit

CoCode (e.g., BP01)

3.

Save your entries.

In this act ivity you define which business areas are determined from which service organization, sales organization, distribution channel, and division combinations. This

applies to CRM service transactions that are invoiced via CRM Online and posted as invoices in ERP FI.

The input help for business areas offers t he business areas in the R/3 system that is ass igned to the CRM Online application. If you have the SAP system number displayed

bottom right in your SAP window you see the number of the SAP system there when you use the input help for business areas.





Organizational Units Assign Business Areas to

Service/Sales Organizational Units

2. Choose New Entriesand enter the following data:


ServiceOrg

ServiceOrg BP_SRVC

Sales Org. SOrg. BP_SALES

Dchan (e.g., 01)

Division *

Bus. Area (e.g., 0001)


This way a billing unit has been assigned to each service and sales organization being necessary.

3.3 Define / Assign Positions

You assign positions to organizational units, in doing this, you also determine the tasks assigned to them. You can define a chief positionwit hin an organizational unit, to

which all other positions in the organizational unit report.


Transaction code PPOMA_CRM

SAP CRM menu Master Data Organizational Model Maintain

Organizational Model

2.

In the sc reen areaAssignment Plan (CRM), select the organizational unit, which you want to ass ign the position, for example BP Telesales.

3. Mark the organization unit and click the right mouse button and choose Create.

4. Mark the optionIncorporates Position, then choose Transfer.

5. On the tab BasicDatayou have to enter the Code and a Description for the position, e.g. POS_TSA_MGT- Manager Telesales. Set the check box Head of own

organization unit for all managers.

6. On theAreastab, you can assign the territory ID.

7. Choose the tab Functionand select your scenario, e.g. Sales or Service. Here you can select and assign, f or example, the appropriate sales and service organization.

8. Choose the tabAttributes. You will see the inherited Attributes from the organization unit.

9. Choose the button Checkfor the Consistency. The light becomes green. In other cases, choose Display search results for details.


You assign employees or users to positions; in doing this, you also determine the tasks assigned to them.

If not already done you need to create a system user for each employee (e.g., an Interaction Center Agent) in the CRM system firs t.

These system users can then be assigned to the relevant organizational unit positions.

To create a new sys tem user, choose one of the following navigation options

Transaction code SU01

SAP CRM menu Architecture and TechnologySystem Administration

AdministrationUser Maintenance Users

1. In the Userfield, enter the system user name of your agent.

2.

Choose Create(F8).

3. Enter the following data:

Assigning Business Area to Service and Sales Organization

Maintaining Positions for the Organizational Units

Procedure

Maintain Holder for Positions

Creating System Users

Procedure


6/7



Posted by D Saurav at 11:06 AM

Address tab page

Last name

First name

Function (optional)

E-mail (optional)

Logon data tab page

Initial password

Repeat password

User type Dialog

Profiles tab page

Profile Depending on your authorization concept;

For testingpurposes profiles SAP_ALL, SAP_NEW can be used.


Procedure

1.

Access the activity using one of the following navigation options:

Transaction code BUCF

SAP CRM IMG menu CRMCross-Application ComponentsSAP Business

Partner Business Partner Basic SettingsNumber

Ranges and GroupingsDefine Number Ranges

2. Choose Change Intervals.

3. Choose Insert Interval.

4. Enter the following values:

Number range From number To number ExternalY7 0000010000 0000099999 X


You want to create employees or competitors with the external number ranges in CRM. You have to define the grouping and assign the number range to this grouping



SAP CRM IMG menu CRMCross-Application ComponentsSAP Business Partner

Business PartnerBasic SettingsNumber Ranges and

Groupings Define Groupings and Assign Number Ranges


3. Enter values


Defining Number Ranges for Employees

Defining Grouping for Employees

Procedure

Recommend this on Google

4 comments:

Himabindu Alagonda December 3, 2012 at 10:26 PM

Hi Saurav,

Could you please explain how to create BP Roles and BP Role Groupings and also to maintain the relationships. I couldn't find in this post.

Thanks in advance,

Hima

Reply

sudhayadav June 3, 2013 at 7:47 PM

Dear sir Ji,

Its an excellent material for Freshers as well experience Persons. Can you send me the service related data.

I am requesting you to please share me .

Kind Regards

Sudha
http://dsaurav.blogspot.com/2012/03/create-and-maintain-organizational.html?showComment=1370314045591#c1790071246075045038http://dsaurav.blogspot.com/2012/03/create-and-maintain-organizational.html?showComment=1354602361088#c6362217818934478827http://www.blogger.com/share-post.g?blogID=7897311176210585564&postID=1276753653145391729&target=pinteresthttp://www.blogger.com/share-post.g?blogID=7897311176210585564&postID=1276753653145391729&target=facebookhttp://www.blogger.com/share-post.g?blogID=7897311176210585564&postID=1276753653145391729&target=twitterhttp://www.blogger.com/share-post.g?blogID=7897311176210585564&postID=1276753653145391729&target=bloghttp://www.blogger.com/share-post.g?blogID=7897311176210585564&postID=1276753653145391729&target=emailhttp://dsaurav.blogspot.in/2012/03/create-and-maintain-organizational.htmlhttp://www.blogger.com/profile/06975877044757087674


7/7



Home

Subscribe to: Post Comments (Atom)

Enter your comment...

Comment as: Google Accou

Publish

Preview

Reply

SAP Mobility April 1, 2014 at 9:15 AM

There are various online sources to provide you informative details on this topic, but this is one is very helpful.

Sap CRM

Reply

Sharad Avhad June 12, 2014 at 7:05 PM

Very Informative. Thank You

Reply

Simple template. Powered by Blogger.
http://dsaurav.blogspot.com/2012/03/create-and-maintain-organizational.html?showComment=1402625128804#c3983917547289609716http://dsaurav.blogspot.com/2012/03/create-and-maintain-organizational.html?showComment=1396368950304#c7227533948856303775http://dsaurav.blogspot.in/

SAP CRM Guide for Create and Maintain Organizational Model in SAP CRM

Documents

Transcript of SAP CRM Guide for Create and Maintain Organizational Model in SAP CRM