Setting Up the Employees Component (SAP Library

Setting Up the Employees Component

Purpose

You use this process to set up the Employees component for the Mobile Sales System or the Mobile Service application.

Process Flow

Settings for the Employees Component

Using CRM Online:

Create an employee record:

You create an employee record by entering the employee’s personal and work related details.

Define the organization hierarchy:

An organization hierarchy depicts the order in which various organizational units and positions are arranged in your company. You define an organization hierarchy by creating organizational units and positions and then creating relationships between them.

Organizational units: They are functional units of a company. Depending on how a company is organized, the functional units can be departments, groups, or project teams. Organizational units form the basis of an organization hierarchy. For more information, see Organizational Unit.

Positions: The functional task distribution and the report structure in an organizational plan are termed as positions. Positions are designations held by an employee or user in a company. For example, the sales manager for Europe. For more information, see Positions.

Assign an employee to the organization hierarchy:

The employee hierarchy in the Mobile Sales System or the Mobile Service application will be displayed only if you have assigned an employee to a specific position in the organization structure. This position can either be a:

Header position
Normal position

By assigning an employee to a position, you can show how an employee is placed in the organization. All the employees associated to an organization unit report to the employee in the Header position in the organization hierarchy.

Using Admin Console:

Assign a Site ID.

If a Site ID is not available, you need to create one. For more information, see Creating, Changing or Deleting Sites.

A site is a physical dataset that exists outside the consolidated database (CDB). It is a receiver or supplier of data for the replication defined on the CRM Server. There are different site types one such is a mobile client.

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Sites must be first created in the Administration Console.

Create a user name and password for the employee and assign them to the site.

Subscribe to the employee data subscriptions.

Only a bulk subscription for Employees is possible. Only those mobile clients that have subscribed to the respective publication can receive employee data.

Subscriptions determine the distribution of data to clients based on previously defined publications. The assignment of a subscription to one or more clients triggers the actual replication of data.
Publications are defined as data containers in which data is gathered together logically.

Create a User by Employee subscription for more users to access the mobile client application.

Using the Mobile Sales System or the Mobile Service application:

Define the logical address:

During customization, you can customize the Mobile Sales System or the Mobile Service application to automatically generate the sales document number for any sales or service document created.

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This number generation is done using Cross-Component Settings ® Number Generation of the Mobile System Maintenance application.

The logical address of an employee is prefixed to the number generated for the sales or service document. This acts as a unique identifier for the sales document created by a specific employee. Each employee can only have one logical address. You may change the address at any point of time. The sales or service document considers the latest logical address that is defined for an employee.

Example

There are two employees in a given sales area, who sell different products. If there is a customer who orders both products, each employee will have the same customer’s details on their mobile client (e.g. prospective customers, activities, etc.). However, the sales document number enables you to identify the individual orders created by the employee.

Assign a calendar template to an employee:

The calendar template enables you to define the employees working and non-working time-range. You may or may not assign an employee to a calendar template.

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Only one calendar template can be assigned to an employee.

A calendar template is created and maintained in Calendar Template function of the Cross-Component Settings component of the Mobile System Maintenance application.

Settings:

You may maintain specific settings for a sales or service document.

Result

Using the Employees component in the Mobile Sales System or the Mobile Service application

You can now view the following:

Employee details
Employee hierarchy

You can maintain the following:

Employee details: You can modify or add more details to an employee record. Additionally you can also modify your logical address.

For more information, see Maintaining Employee Details.

Password for the Mobile Sales System or the Mobile Service application: You can reset your password for the Mobile Sales System or the Mobile Service application at any point in time.

For more information, see Password Maintenance for User Profiles.

Sales areas: You can maintain sales area information for employees.

For more information, see Maintaining Sales Areas for Employees.