Creating the Organizational Model Manually in
CRM
It may be useful in the following cases to create the organizational model manually in CRM Enterprise:
· You use CRM without an R/3 System as a back end.
· After automatic transfer with the program for copying the R/3 sales structure, it would be complicated to post-process the organizational model.
· You do not wish to use the program for copying the R/3 sales structure for other reasons.
Before creating the organizational model in CRM, you have carried out the following activities:
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1. You have analyzed the sales structure of your R/3 System and decided which sales areas, which sales offices and sales groups you require in CRM Enterprise. You can find the R/3 sales structure in the IMG of the R/3 System under Enterprise Structure ® Definition ® Sales and Distribution.
2. You have decided whether you are using divisions in the CRM System. If you are not using divisions, you have switched off the use of divisions in Customizing for CRM under Master Data ®Organizational Management ® Division Settings ®Define Use of Division and Dummy Division.
3. You have transferred the required distribution channels and divisions, if required, with the initial data transfer. You can find further information under Replication of Customizing Objects.
In order to create an organizational model in CRM Enterprise according to the example of the sales structure in R/3 Sales and Distribution (SD), proceed as follows:
You can find more information on creating the organizational model under Creating objects.
You can also assign distribution channels and divisions to organizational units below a sales organization (for example, a sales office). The system then reads the sales area with the higher-level sales organization.
You can find further information on the function of the dummy division in the corresponding IMG documentation.
You can enhance this organizational model in order to likewise display your Service and Purchasing processes.
You can also use this organizational model for the implementation of workflow management.
See also:
Copying the sales structure from R/3 to CRM Enterprise