org managment

7/30/2019 org managment

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SAP CRM Training



DAY1- AGENDA

Object Types

• Object types are building blocks in an

organizational model for ex: Organizational Unit,

Position and Holder.Organizational Unit

• Organizational Unit are functional units of an

enterprise. According to how tasks are distributed

in an enterprise these can be Departments or

Groups.

ORGANIZATIONAL MANAGEMENT



DAY1- AGENDA

Positions

• Positions are concrete in an organization and

represent the functional Distribution of tasks and

the report structure in an organizational Plan.Holder

• A holder is a Natural Person and is assigned to a

Position in an Organizational Plan.

• Organizational Units are mandatory components

of an Organizational Model; Positions and Holders

can be used optionally.




DAY1- AGENDA

Dummy Division

• If the division field in the CRM system is empty, a

dummy division is given for copying data into the

R/3 system.Number Assignment

• Number assignment is allocating a set of numbers

to a particular business object.




DAY1- AGENDA

Automatic Generation

• Automatic Generation of an org model is for

automatically generating the R/3 Organizational

model in CRM.• An A.Gener. Can only be executed once, for which

no org model should exists in CRM. Finally, Only

Sales scenario can be generated whereas

Purchasing and Service are not supported.




DAY1- AGENDA

Organizational Data Determination

• Determines the responsible organizational

unit in a business transaction type Org data

determination is of 3 types• i. No automatic determination (= manual

maintenance in the documents)

• ii. Automatic determination via determination

rules of type Responsibilities

• iii. Automatic determination via determination

rules of type Org Model

•Process Flow for Configuring Org data




DAY1- AGENDA

• Create Determination rules

• Assign the determination rules to Organization

data profile

• Assign Data profile to the respective transactiontype.

• Whereas when system reads it the process flow is

iii, ii and i




DAY1- AGENDA

Organizational data profile

• Specifies how the system determines

organizational data and specifies which

organizational data is required for org datadetermination.

Organization Data Determination

• ODD occurs differently in ISA. The following two

options are available for determining

organizational data in CRM document.




DAY1- AGENDA

• i. Settings in the variant of the product catalog

• If a sales order is created in on the web, the

responsible organizational units are specified in

the variant of the product catalog.• One maintains the sales organization and the

distribution channel for the ISA order in the

variant of the product catalog.

• The division (at item level) is determined from the

product master.

• The sales office is set in the web shop.




DAY1- AGENDA

• ii. Manual order entry directly in the CRM system

• ODD is performed on the basis of the

transaction type.


org managment

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