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Function documentationDifferences in the Organizational Data in SAP ECC (SD) and CRM

 

Organizational management in SAP CRM offers a flexible tool for maintaining the company structure for different scenarios (Sales, Service and Enterprise Buyer Professional).

You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units.

This new maintenance makes new functions possible, for example, you can set the automatic determination of organizational data for the transaction using the organizational model display in Customizing.

The following overview lists the main differences in the maintenance and use of organizational data between the SAP ECC component Sales and Distribution (SD) and the SAP CRM component Organizational Data.

Features

Function / Feature

In SAP ECC (SD)

In SAP CRM

General

You maintain the sales organization in Customizing under Organization Settings.

You maintain the organizational plan for HR and Workflow independently in Business Management (Basis).

You maintain the organizational model once for all applications in CRM. Scenario-specific data in the structure is assigned by attributes to the organizational units. These attributes are passed onto subordinate organizational units.

Organizational data in Sales and Distribution is static, changes in organizational data result in major changes in Customizing.

Organizational models can be maintained and adapted dynamically.

Responsibilities are proposed from the sales area-related data from the customer master

Responsibilities are defined independently from the business partner master and are determined, if required, from the organizational model.

Sales area

when creating a sales document

  • entered manually or

  • determined using the customer master for the sold-to party

when creating a transaction document

  • entered manually or

  • determined using organizational data determination

In Customizing you set whether you wish to have a division at header level of a document in the sales area. If you decide not to use a header division you need to use a dummy division (see SAP ECC dummy division). A business partner master must therefore have data for at least one sales area with an “empty”division, so that it can be used at the header level of documents (see IMG for   Customer Relationship Management  Master Data  Organizational Management  Division Settings  ).

Distribution chain (sales organization and distribution channel)

is mandatory in sales documents

can be flagged as mandatory in Customizing (org. data profile)

Recommendation Recommendation

We recommend that you flag the distribution chain as mandatory for sales documents

End of the recommendation.

Sales organization

only one sales organization can occur in a sales document. This organization is responsible for the processing of the business transaction.

The organizational unit responsible for the document need not be a sales organization. It can also be, for example, a sales office.

You can assign business partners directly to the sales organization

Distribution Channel

is an organizational object

is not an independent object. It is an attribute that can be assigned to an organizational unit.

is defined in Customizing

can be replicated from the SAP ECC (during the initial download), or, can be defined in SAP CRM in Customizing.

Division

must be used. If a company does not use division schedule lines, a general division (“cross-division”) must be set up and used.

Use of the division can be switched off throughout the system

is defined in Customizing

can be replicated from SAP ECC (during the initial download), or, can be redefined in SAP CRM in Customizing.

is an organizational object

can be assigned to only one distribution chain and not to a sales organization.

The division is not an organizational unit, but an attribute. Several divisions can be assigned to a sales organization independent of the distribution channel.

Sales document has a sales area, therefore also a division at header level (header division).

You set in Customizing whether there is a header division. If you do not use a header division, the division only exists at item level and is always derived from the product. If you do use a header division, the header division is valid for the entire business transaction. See IMG   Customer Relationship Management  Master Data  Organizational Management  Division Settings  

Sales office

is assigned to a sales area

The sales office can be directly assigned to a sales organization.

can be assigned to a customer in the customer master.

Business partners and other attributes (for example, postal code area) can be assigned to the sales office, independent of the sales area.

Sales group

can be assigned in the sales data of the customer master to a customer as a responsible group

Business partners and other attributes can be assigned to the sales group.

Assignment of an employee to the sales group, sales office and/or sales organization takes place in personnel master via Info type 900, an employee can only be assigned to one organizational unit (sales group)

Assignment of employees to an organizational unit using positions in the organizational model This makes it possible to assign an employee to different positions and organizational units.

Recommendation Recommendation

We recommend you assign only one employee to a position, if you are also using CRM Territory Management.

End of the recommendation.

Service organization

displayed as maintenance planning plant

own entity, comparable with sales organization in Sales scenario, is responsible for processing service transactions

Determination of employee responsible (ER)

via customer master for sold-to party (or another partner in accordance with partner determination procedure)

  • via the sales area-dependent partner function Employee responsible in the BP master

  • via the BP relationship defined in the business partner master

  • via assignment in the organizational model

Organizational unit as business partner (cross-company)

not possible; a customer master record must be created for the organizational unit

possible; when creating an organizational unit, a business partner master (organization category) is automatically created.

Sales district (customer district)

is defined in the customer master and copied from there into the document

is assigned to an organizational unit in the organizational model as an attribute and, if required, is copied from the responsible organizational unit into the document.

Activities

Get to know the procedure for maintaining the organizational model. You can find further information under working with screen areas.

Get to know the concept for automatically determining organizational data. You can make the necessary settings for organizational data determination in Customizing for CRM under   Master Data  Organizational Management  .