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

Working with Screen Areas

Purpose

You use the user interface of view OMATTCRM Change to create, display and process organizational plans.

The user interface is divided into various areas, each of which fulfills 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 OMATTCRM 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 screen, 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 concept

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 subordinate objects is displayed:

In CRM the assignment plan is integrated in the organizational structure so that the positions and owners of these positions for each organizational unit can be displayed in the structure.

you can, if required

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

select another object

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

Using This graphic is explained in the accompanying text , you can hide the detail area, so that you can enlarge the overview area. You can display the detail area again using .