Working with Screen Areas (SAP Library - Organizational Management in SAP CRM)

Working with Screen Areas

Purpose

You use the user interface for the view General Attributes (CRM) Change to create, display and edit organizational plans.

The user interface is divided into different screen areas that each have specific functions:

This graphic is explained in the accompanying text

Together, the search area and the selection area make up the Object manager.

In the search area you can choose between different object types.

Note

Each time you call up the General Attributes (CRM) Change view, the objects that you edited last are automatically called up, though (if appropriate) with a new date. You can continue editing the objects directly. In addition, the last user-specific settings relating to the size of the screens, and in some cases the preview period, are available again.

You can reset user-specific settings in the object manager using the report RH_DELETE_OM_USER_SETTINGS. For more information, see the report documentation.

You can reset the last object selection and the preview period using the report RH_DELETE_NF_USER_SETTINGS. For more information, see the report documentation.

Note that the reset takes place across all applications.

Prerequisites

Before you use the screen areas for the view OMATTCRM Change, you need to look at Validity.

Process Flow

A typical work process could look like the following:

In the Search area, find one or more objects that you want to display or edit, for example:

a complete organizational structure
all objects of a certain object type, positions, for example
one or more objects of a certain object type, for example, a particular organizational unit

The objects found are listed in the Selection area. Select one of these objects

by double clicking on it, if you want to display the object itself including its environment in the overview area and its characteristics in the detail area

by clicking on it, if you want to assign it to another object using drag & drop; you can assign a position to an organizational unit, for example

In the Overview area

the selected object including its environment is displayed.

According to the object type the environment can be displayed as

an organizational structure

Staff Assignments

you can, if required

switch between these representations of the object’s environment using

create, copy, assign/move/reposition, or delimit/delete new objects.

select another object

In the Detail area, characteristics of the selected object are displayed on tab pages. You can edit the characteristics of this object or add new ones, as required.

You can find details on	on the tab page
Name	Basic Data
Text (notices)	Basic Data
Assignment (positions)	Basic Data
Validity	Basic Data
Address	Address
Activated for scenarios (for example, sales, service)	Type + Attribute
organizational attributes (for example, sales organization, service organization)	Type
corresponding R/3 organizational units	Type
business attributes (for example, responsible for region x)	Attribute

Using , you can hide the detail area, so that you can enlarge the overview area. You can display the detail area again using .