Maintaining the Organizational Model in CRM 

Use

You want to

·        display the sales or service structure of your organization for CRM Organizational Management.

·        make changes to the organizational model or individual organizational units.

·        display responsibilities and other data of your organizational units using attributes.

·        display sales areas (sales organization, distribution channel, division).

Activities

You can execute the following activities on the General Attributes (CRM) screen:

Maintain Organizational Model

·        You create an organizational model by creating organizational units

·        You display the organizational model or individual organizational units

·        You change the organizational model, that is, create new organizational units, and, assign, schedule or delete these

·        You maintain attributes for organizational units

There is further information on working with the General Attributes (CRM) view under working with screen areas.

Maintaining Attributes

·        You maintain important data like address, validity period

·        You define attributes for each organizational unit of each scenario, for example, currency, region, product group

·        By assigning attributes, you maintain sales areas by assigning the attributes distribution channel and division to a sales organization or its subordinate organization

There is further information on maintaining attributes in CRM under general attribute maintenance.

Please note, when maintaining organizational units in the CRM organizational model, the Type tab page in the Human Resources System has been renamed the Function tab page in the CRM system.