Data Exchange for Organizational Data 

Use

Within the CRM system group, organizational data (for example, sales organization, distribution channel) must be available in all systems in order that the exchange of master data and documents is possible. Additionally, organizational data must be maintained consistently in all systems concerned.

If you use an R/3 System with CRM, the following organizational data is transferred from the R/3 System to your organizational model in your CRM System:

·        Sales organization

·        Sales office

·        Sales group

·        Distribution Channel

·         Division

 

Default combinations of distribution channels and divisions are not transferred during this organizational data transfer. You must manually maintain them in the CRM transaction ppoma_crm (organizational model maintenance). The system automatically copies the default combinations maintained here to your CRM Customizing tables. Double maintenance is not necessary.

 

Before you transfer the data or create it manually, you must decide which organizational model you want to use in the CRM system. You can further information under Enhanced Backend Integration Version of CRM Organizational Model.

Features

To ensure that the required organizational data is available in all systems concerned, you can transfer organizational data in CRM from one system to another. The following possibilities are available:

·        Copying the sales structure from the R/3 System to CRM Enterprise

You can transfer sales areas as well as sales offices and sales groups from R/3 to CRM with one program. After transfer, it is often necessary to post-process the structure.

You can find further information under copying the sales structure from R/3 to CRM Enterprise.

·        Creating the organizational model manually in CRM Enterprise.

This can be useful, if you only wish to use a part of the sales areas from the R/3 System in CRM.

·        Distributing the organizational plan from the R/3 HR System using ALE

This can be useful if you use Organizational Management in the OLTP R/3 System, for example with SAP Workflow, and you have already created a detailed organizational model.

You can find further information under Distributing the organizational plan from R/3 HR with ALE. See also SAP Note 312090.

·        Copying the organizational model from CRM Enterprise to CRM Mobile

You can find further information under Transferring the organizational model from CRM Enterprise to CRM Mobile