Maintaining the Organizational Model in CRM
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
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
(when working on Organizational Model from Change Organizational
Model
in Customizing) 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
Note
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 SAP CRM.