Enhanced Backend Integration Version of CRM Organizational Model

Use

This function enables you to switch your organizational model to the enhanced backend integration version, so that you can download your complete R/3 sales structure, including multiple assignments of organizational units, to your CRM organizational model.

The sales structure can then be displayed and maintained alongside your HR reporting hierarchy in the CRM organizational model, showing relationships between sales units and the HR reporting hierarchy.

This graphic is explained in the accompanying text

In your R/3 sales structure, sales group 29 has been assigned to sales offices 9 and 10. In your CRM organizational model:

In the enhanced backend integration version the sales structure is displayed and maintained alongside the HR reporting hierarchy, so both R/3 assignments for sales group 29, sales office 9 and sales office 10 can be displayed and maintained.
In the standard backend integration version of the CRM organizational model you would only see the HR reporting hierarchy, in this case sales group 29 will only be assigned to sales office 9.

Note Only sales organizations, sales offices, and sales groups can be maintained as multiple assignments in the CRM organizational model, and then only to superordinate units.

Note Organizational units only will be inherited to subordinate units during data transfer. Business attributes will not be inheirted. They must be maintained manually.

Note Divisions and distribution channels can only be maintained for sales organizational units (sales organizations, sales offices, and sales groups) and not for neutral organizational units, or organizational units that do not correspond to a sales entity. Customers who have already maintained a CRM organizational model and now wish to switch to the enhanced backend integration should be aware that data maintained for such units will be lost during conversion of the model.

Caution Once you have switched to the enhanced backend integration version of the organizational model you cannot return to the standard backend integration version. The system will also automatically make changes to the organizational model version in CRM Mobile Sales.

Integration

After installing the enhanced backend integration version of the CRM organizational model you can copy your entire sales structure from your R/3 system to CRM Enterprise.

Prerequisites

You only switch to the enhanced backend version of the CRM organizational model if you are using R/3 as backend system, and only if you want to use multiple assignments maintained in your R/3 sales structure in your CRM organizational model.

You execute the program to convert your organizational model to the enhanced backend integration version in Customizing for Customer Relationship Management under Master Data ® Organizational Management ® Data Transfer ®Convert Org. Model to Represent R/3 Multiple Assignments . For further information please see the Implementation Guide (IMG) documentation for the Cutomizing activity.

Activities

You run the program in Customizing to convert your organizational model to the enhanced backend integration version.

The system automatically::

enhances the Function tab page in the ppoma_crm transaction to include a grid table, in which you maintain multiple assignments of organizational units
generates an extra dialog box to the Organization tab page in business transactions for you to select the relevant assignment path for the organizational unit
adapts the consistency check in business transactions to take into account organizational units that have been multiple assigned

Note Apart from the above changes, functionality remains the same in the enhanced backend integration version as in the standard backend integration version of the CRM organizational model.