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Function documentationOrganizational Data in Transactions

 

Organizational data is shown on its own tab page in transactions.

Prerequisites

The Org.data tab page is only displayed, if you have assigned an organizational data profile to the transaction type in Customizing for Organizational Management. You can find more information in the Implementation Guide (IMG) for Customer Relationship Management under Master Data -> Organizational Management.

If the tab page is not shown, this means that the system does not create organizational data at the corresponding level (header or item).

Features

You can change the organizational data in the document, or enter new data if the fields are empty.

  • The input help is context-sensitive in the organizational data fields.

    For example, if you enter sales organization O 5000333 – LW 1000 and then display input help for the distribution channel field, only distribution channels assigned to sales organization 0 5000333 – LW 1000 in the organizational model, are displayed.

  • If you enter the data manually, the system checks whether this combination of organizational data is maintained in the organizational model.

    The system checks, for example

    • whether the attributes distribution channel and division are assigned to the sales organization

    • whether the subordinate units (sales office, sales group, service group) are assigned to the corresponding organizational unit.

  • If the fields for organizational data are completed in the document, and you make changes in the document, there is no new organizational data determination.

See also:

Organizational Data Log