SAP CRM 7.

0
Detailed View

SAP CRM 7.0 SFA Organizational Management

1. 2. 3. 4.

Overview Organizational Structure Organizational Data Determination Further Information

SAP 2008 / Page 2

What Is Organizational Management?

Organizational Management allows you to display your companys functional organizational structure as a current organizational plan:

Display sales/service/marketing structure Characterize organizational units by organizational and general attributes Define rules to determine the organizational unit responsible

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Aim of Organizational Management

You never have to think about your organizational data when you create a document!
For example:

An activity (sales call) is created in a call center

The system automatically determines the sales office and the salesperson responsible for the client by using the post code of the clients address.

SAP 2008 / Page 4

Advantages of Organizational Management

Flexible Time

organizational units are not already specified

dependent plan organizational changes in the future and extendable

Adaptable One

structure for sales and service units able to take the role of a business partner

Organizational

SAP 2008 / Page 5

Example of an Organizational Model

Linwood worldwide Linwood Europe Linwood America

Linwood Great Britain Office London Office Manchester

Linwood France Office Paris

Linwood USA Office California

Group 1
SAP 2008 / Page 6

Group 2

Organizational Objects
Objects used for the design of organizational management when creating an organizational model
Organizational unit: Functional unit of a company
Linwood Great Britain Office Manchester Sales organization

Sales office

Position: Functional task distribution of individual items and their report structure in the organizational plan

Group 1 Sales manager Kate Kimbell

Position

Holder

SAP 2008 / Page 7

Scenarios

Possible applications in which the organizational unit is valid

With the scenario you can control which attributes are available and which properties they have. You can use one organizational structure for different applications.

SALES

SERVICE

SAP 2008 / Page 8

Attributes
Organizational Attributes
Define the type of an organizational unit Assign one or more organizational attributes to an organizational unit For example: Sales organization Sales office Sales group Service organization

General Attributes
Define the responsibilities of an organizational unit Assign several general attributes to an organizational unit For example: Country Division Distribution channel Postal code

You always maintain these attributes specifically for a scenario.

SAP 2008 / Page 9

Sales Organizational Attributes

Sales organization

Organizational unit in sales that structures the company according to sales requirements Responsible for the success of a sales area

Sales office

SALES

Responsible for sales of specific products and services in a particular area

Sales group

Group of sales employees responsible for processing specific products or services Forms different areas of responsibility in a sales office

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Service Organizational Attributes

Service organization

Organizational unit in the service area in which services are planned and prepared Responsible for the success of a service area

SERVICE
Executing service organization
Organizational unit to which service employees are assigned according to tasks or other criteria Performs service tasks at customer sites (for example, service technician group)

SAP 2008 / Page 11

General Attributes Examples

Organizational Unit: Scenario:
Org. attribute: General attributes:

O 50001243 Sales
Sales office

Office Manchester

Distribution channel: Country: Region:

10 GB CH, GM, LA

Scenario:
Org. attribute: General attributes:

Service
Service organization Country: Region: GB and DE -

SAP 2008 / Page 12

General Attributes Remarks

General

attributes are always maintained specifically for a scenario. Attributes can have one or more values. Intervals can be entered for some attributes.
The

system reads the values of the attributes and uses them, for example, to find the organizational units responsible for processing a particular business transaction. are passed on to the subordinate organizational unit (but they can be overwritten). attributes for the sales and service scenarios are delivered with the standard system.

Attributes

Predefined

SAP 2008 / Page 13

Example of an Organizational Structure

= Sales Org.
Country GB Distr. chan. 12

O 50001000 Europe

= Sales Org.
Country FR Distr. chan. 10

O 50001100 Great Britain

O 50001200 France

O 50001110 Office London = Sales office

Sales org.: O50001100 Region LO Distr. chan. 12

O 50001120 Office Manchester = Sales office

Sales org.: O50001100 Region CH, GM, LA Distr. chan. 12

O 50001250 Office Paris = Sales Office

Sales org.: O50001200 Distr. chan. 10

SAP 2008 / Page 14

Overview Organizational Management

How to define the organizational management:
Step 1

Define the organizational structure (Create: customizing; change: customizing or master data) Create organizational units and positions Assign organizational and general attributes

Step 2

Make the customizing settings for automatic determination of organizational units in transaction documents

Wizard

Step 3

Automatic determination in the transaction (done by the system)

Order
Sales org. O 50001243

SAP 2008 / Page 15

1. 2. 3. 4.

Overview Organizational Structure Organizational Data Determination Further Information

SAP 2008 / Page 16

Setting Up the Sales Structure in CRM

Define Organizational Units: O 50002100 Europe
= Sales org.

O 50002101 Great Britain

= Sales office = Sales office

O 50002104 Office Manchester Sales Group 1

= Sales group

O 50002105 Office London

Sales Group 2
= Sales group

SAP 2008 / Page 17

Sales Structure Additional Levels

You can define organizational units between the levels that have equivalents in SAP R/3:

O 50002100 Europe
= Sales org.

O 50002101 Great Britain Regional group England

= Sales office = Sales office

O 50002104 Office Manchester Sales Group 110

SAP 2008 / Page 18

O 50002106 Office London

Sales Group 120

Working with Screen Areas

Org. Model Hierarchy

Basic Data

Validity Period (Basic data)

Address Details

Validity Period (Address data)

Org. Unit Functions

SAP 2008 / Page 19

Working with Screen Areas (cont.)

Org. Determination

Org. Attributes

SAP 2008 / Page 20

Assigning SAP CRM Sales Organization to SAP ECC Sales Organization

Assignment of the SAP CRM Sales Organization to the SAP ECC Sales Organization is available in the IMG Customizing transaction /SPRO
SAP 2008 / Page 21

Creating a New Root Organizational Unit

Choose the New Root Organizational Unit icon

SAP 2008 / Page 22

Creating Subsequent Organizational Units/Positions

Click on the New Organizational Unit icon to create a New child Org. Unit

Click on the New Position to create a New Position

SAP 2008 / Page 23

Assigning Business Role to a Position

SAP 2008 / Page 24

Assign Business Attributes for Sales (Standard Back End Integration Version)
Details for organizational unit Sales Group 1:
Attributes

Scenario
Name Distr. Channel Country Key Region Division Currency Postal code Product group Partner number Value 10 GB GM 01 GBP

Sales
Value to

Assign business attributes to your organizational units Attributes can have one or more values Intervals can be entered for some attributes

07

SAP 2008 / Page 25

Assign Business Attributes for Sales (Enhanced Back End Integration Version)
Details for organizational unit sales group 1:
Attributes

Scenario
Name Distr. channel Country key Region Division Currency Postal code Product group Partner number Value 10 GB GM 01 GBP

Sales
Value to

Assign all other business attributes to your organizational units Attributes can have one or more values Intervals may be entered for some attributes

07

SAP 2008 / Page 26

Set Up the Service Structure in CRM

Define your organizational units and assign organizational attributes:

O 50002100 France
= Sales org. = Service org. = Service org.

O 50002101 Paris

O 50002201 Strasbourg O 50002208 Service Group 009

= Executing service org.

O 50002205 Service Group 007

= Executing service org.

SAP 2008 / Page 27

Assign Business Attributes for Service

Details for organizational unit service group 009:
Attributes

Scenario
Name Country key Sales district Region Industry sector Last name Postal code Product number Partner function 6000 Value FR

Service
Value to

Assign business attributes to your organizational units Attributes can have one or more values Intervals can be entered for some attributes
9999

SAP 2008 / Page 28

Define and Assign Positions

Define and assign holders to the organizational units: O 50002101 Great Britain

= Sales office Distr. chan. 10

O 50002104 Office Manchester

S 50000815 Sales manager BP Winter John Winter

Sales Group 1
= Sales group Division 07

S 50000820 Sales representative BP Summer

US Summer
SAP 2008 / Page 29

Assign Employees/Users to Positions

Select a Position, and click on Add Employee to assign an Employee to the selected Position
SAP 2008 / Page 30

Select a Position, and click on Add User to assign a User to the selected Position

Delimiting an Organizational Unit/Position

Select the record that you would like to delimit, and click on the Delimit button.

SAP 2008 / Page 31

Validity Concept
An enterprises organizational plan is constantly under-going change. Organizational management allows you to edit the organizational structure according to key dates:
When you define an organizational object, you enter a validity period:

Valid from 01.01.2007

Valid to Unlimited

When you assign objects and object characteristics, you specify the period in which the assignments are to be valid:

Assignment as of 01.02.2007

Assignment until 31.12.2007

When you display the organizational plan or object, you enter a key date and preview period:

15.01.2007 + 3 months

SAP 2008 / Page 32

1. 2. 3. 4.

Overview Organizational Structure Organizational Data Determination Further Information

SAP 2008 / Page 33

Organizational Data in Transactions

Sales Order Org.data

Sales org. GB Distrib. channel 12 Sales office London Sales group

No determination
You can enter the data manually in the document. The system checks whether this combination of organizational data is maintained in the organizational model.

Automatic determination
The system determines the data automatically according to customizing settings. Data can also be changed or added manually.

SAP 2008 / Page 34

Automatic Organizational Data Determination

The system can use the attributes assigned to the organizational structure to determine the organizational units: Transaction:
Sales order Sold-to Huber

Business partner master data:

Huber: Country: GB Region: GM

Org. structure with attributes: O 50001200 Great Britain

Determined organizational data:

Sales org.: GB Sales office: Office Manchester Distr. channel: 12 Respons. org. unit: Office Manchester

O 50001250 Office Manchester

= Sales office Sales org.: O50001200 Region GM Distr. chan. 12

SAP 2008 / Page 35

Flexible Starting Point for Organizational Data Determination

The partner function for starting the organizational data determination can be defined in customizing for each transaction type.

SAP 2008 / Page 36

Responsible Organizational Unit

The responsible organizational unit is determined by the system. The organizational unit is in charge of the business transaction and can also be held responsible for it. The other organizational units in the document are derived from the responsible organizational unit.

Organizational data: Sales org.: Sales office: Distr. channel: Great Britain Office Manchester 12 Derived from the attributes of the responsible org. unit Found via organizational data determination

Responsible org. unit: Office Manchester

SAP 2008 / Page 37

Organizational Data Log

Standard order
Org. data Sales org. 50001200 Distrib. ch. 12 Sales office 50001205 Sales group

Organizational data log

Sales order
Org. data
Org. data determination Transaction type TA Org. data profile 00001 Sales org. O 50001200

Indicates how the system has determined the organizational data Can only be displayed in the create or change mode

SAP 2008 / Page 38

Organizational Data Determination at Header Level

Standard Order
Header: Org. data Sales org. 50001200 Distrib. ch. 12 Sales office 50001205

Transaction type: Standard Order (TA)

Organizational data profile with determination rule(s):

Specifies how the system determines organizational data Specifies which organizational data is required

SAP 2008 / Page 39

Organizational Data Determination at Item Level

Organizational data on item level may not differ from that in the header (except division)

No individual data determination on item level

Organizational data copied from the header Division derived from the product

No organizational data on item level

Assign organizational data profile without determination rule to item category

No organizational data profile assigned to the item category

SAP 2008 / Page 40

Overview Organizational Data Determination

Transaction type Organizational data profile

System
Rule type Responsibilities

Customizing settings

Determination rules Rule type Organizational attributes

Determination according to the attributes of the organizational units

Responsibilities can be assigned directly

Only organizational units necessary no attributes, no organizational plan necessary

Define organizational plan and maintain attributes

SAP 2008 / Page 41

Rule Type Responsibility Example

Determination rule, type responsibilities: Attribute

Partner name

Value
A ... to K ...

Responsible
Org. unit O 50002314 (Sales Office 1)

Standard order
Customer: Becker Product: AS1234

Attribute: Partner name

Standard order
Header:
Org. data

Becker: A... to K...

Sales org. 50001200 Distrib. ch. 12 Sales office 50002314

SAP 2008 / Page 42

Rule Type Organizational Attributes Example

Determination rule, type Organizational Attributes:
Attribute:

Region
Standard order Header:
Org. data

Standard order Customer: Becker Address: M13 9PL Product: AS1234

Attribute: Region

Region: GM
= Sales office Sales org.: O50002300 Region: GM Distr. chan. 12

Sales org. 50002300 Distrib. ch. 12 Sales office 50002314

O 50002314 Sales office Manchester

Definition of organizational unit with attributes

SAP 2008 / Page 43

Customizing Checklist

Step 1

Define determination rules:

Rule type responsibilities Rule type organizational attributes

Wizard for creating determination rules

Step 2

Define organizational data profile:

Choose a scenario Assign determination rules Determine which organizational data is obligatory

Wizard for creating and assigning organizational data profiles

Step 3

Assign the organizational data profile to transaction type(s) or/and item category(ies)

SAP 2008 / Page 44

1. 2. 3. 4.

Overview Organizational Structure Organizational Data Determination Further Information

SAP 2008 / Page 45

Further Information

SAP CRM - Roll-Out Map https://portal.wdf.sap.corp/go/crm-rollout-map SAP CRM - Ramp-Up Knowledge Transfer (RKT) http://service.sap.com/rkt-crm SAP CRM Demo Portal http://crmportal.wdf.sap.corp:1080 SAP CRM WiKi https://wiki.wdf.sap.corp/display/SAPCRMHub/Home SAP CRM - Help Portal http://help.sap.com/crm SAP Public Web http://www.sap.com/crm

SAP 2008 / Page 46

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SAP 2008/ Page 47