Organizational Management in SAP CRM Enterprise 

Purpose

Organizational Management in CRM offers you a flexible tool for displaying your company’s task-related, functional organizational structure as a current organizational model.

Displaying your service or sales and distribution structure is at the forefront of CRM. To work with the CRM system, you can simply display the organizational units that are relevant for your sales and service-related processes.

CRM organizational management has many options for linking to your organizational units.

·        The organizational units (for example, sales organization, service organization) are not already specified:

You can include your own organizational levels and leave levels out.

·        The R/3 organizational units (for example, sales organization, distribution channel, division, maintenance processing plant) can be assigned as attributes to the organizational units in CRM.

These attributes are not mandatory for planning the organizational model. However, they are required for automatically determining organizational data in documents.

·        You can activate an organization to be used for several scenarios, enabling it to be a sales organization and a service organization at the same time.

·        The organizational model is time-dependent. This enables you to plan organizational changes in the future.

·        Organizational units can occur as business partners. The system automatically creates a business partner record for an organizational unit with the organizational unit role. You can find further information under BP Role Organizational Unit.

 

There are two versions of the organizational model available to you, the standard backend integration version and the enhanced backend integration version. The standard backend integration version is the standard set-up in the CRM system and you do not carry out any activities in Customizing to install this version. You install the enhanced version in Customizing.

The following documentation is for both versions of the CRM organizational model as functionality remains on the whole the same in both versions. The few minor differences in functionality between the versions have been documented under Enhanced Backend Integration Version of CRM Organizational Model.

 

Integration

Organizational Management in CRM is based on the R/3 basis component Organizational Management and has been adapted for use in CRM and EBP.

The organizational model is based on the organizational plan in the Human Resources System.

 

The following application areas in CRM use organizational management:

Function/Component	Use
Business transaction	Automatic determination of responsible organizational units based on data in the transaction document (sales area from R/3)
Partner processing	Partner determination (Partner function Employee responsible)
Payment card processing	Automatic determination of the organizational unit responsible for clearing
Tax processing	Business place determination

Features

·        Maintain organizational model

You can display your sales and distribution, service and purchasing structure by creating and processing individual organizational objects and their links. You can also assign the object attributes specifically for the sales and service scenarios.

You can find further information on maintaining the organizational model under Maintaining the Organizational Model in CRM.

·        Organizational data profile for transaction types

You can create organizational data profiles for different transaction types, by entering mandatory fields for transactions as well as determination rules (standard roles) for organizational data determination.

·        Evaluation of attributes using document data such as the customer number, division and so on in the document.

Organizational units responsible are automatically determined using the evaluation of the assigned attributes or evaluation of the defined responsibilities.

Data Transfer

You can copy organizational data such as distribution channels, divisions and sales areas with the relevant text from the R/3 system into the CRM System.

You can distribute an organizational model (in R/3 system, organizational plan) from the R/3 System into CRM Enterprise using ALE. This can be a good idea if you are already working with SAP Workflow in R/3 and have displayed a sales structure for it.

You can display the sales structure for your R/3 System using a report in CRM Enterprise. You can find further information under Copying the Sales Structure from R/3 to CRM Enterprise and in the Implementation Guide (IMG) for Customer Relationship Management under Master Data ® Organizational Management ® Data Transfer ® Copy R/3 Sales Structure.

Customizing

You can make the settings for organizational management in Customizing under Master Data ® Organizational Management. More information can be found in the IMG for organizational management.

Restrictions

Matrix organizations cannot be displayed in the CRM System.

You have more freedom when setting up your organizational model in the CRM System than you would in application component Sales and Distribution (SD) in the R/3 system. However, to make sure that data exchange with the R/3 system works, we recommend that you use the rules for creating an SD structure from R/3 in CRM as well.

See also:

You can find basic information on organizational management in the basis documentation BC organizational management

Differences in Organizational Data between R/3 (SD) and CRM