Show TOC

Component documentationOrganizational Management in SAP CRM


Note Note

You can access the organizational model on the WebClient UI. You can also launch the application via Customizing, by choosing Start of the navigation path Customer Relationship Management Next navigation step Master Data Next navigation step Organizational Management Next navigation step Organizational Model. End of the navigation path The settings you have to make to use organizational management in both user interfaces are the same.

However, the organizational model application available on the WebClient UI is leaner than the one available via Customizing. For more information, see SAP Note1404805Information published on SAP site.

End of the note.

Organizational Management in CRM offers you a flexible tool for displaying your company’s task-related, functional organizational structure as a current organizational model.

Displaying your service or sales and distribution structure is at the forefront of CRM. To work with SAP CRM, you can simply display the organizational units that are relevant for your sales and service-related processes

CRM organizational management has many options for linking to your organizational units:

  • The organizational units (for example, sales organization, service organization) are not already specified: You can include your own organizational levels and leave levels out.

  • The SAP ECC organizational units (for example, sales organization, distribution channel, division, maintenance processing plant) can be assigned as attributes to the organizational units in CRM. These attributes are not mandatory for planning the organizational model. However, they are required for automatically determining organizational data in transactions.

  • You can activate an organization to be used for several scenarios, enabling it to be a sales organization and a service organization at the same time.

  • The organizational model is time-dependent. This enables you to plan organizational changes in the future.

  • Organizational units can occur as business partners. The system automatically creates a business partner record for an organizational unit with the organizational unit role. You can find further information under BP Role Organizational Unit.

Note Note

There are two versions of the organizational model available to you, the standard backend integration version and the enhanced backend integration version. The standard backend integration version is the standard set-up in SAP CRM and you do not carry out any activities in Customizing to install this version. You install the enhanced version in Customizing

Note that in order to use the enhanced backend integration version of organizational management, you need to assign each CRM organizational unit to an R/3 organizational unit. You do this when you create or change an organizational model, under the Function tab page for the organizational model. Here, when you define your organizational unit, you must also fill the corresponding R/3 organizational data fields.

For more information about configuration, see SAP Solution Manager.

End of the note.


The Organizational Model in CRM is based on the SAP ECC basis component Organizational Management and has been adapted for use in CRM and EBP.

The organizational model is based on the organizational plan in the Human Resources System


  • Maintain organizational model. You can display your sales and distribution, service, and purchasing structure by creating and processing individual organizational objects and their links. You can also assign the object attributes specifically for the sales and service scenarios. You can find further information on maintaining the organizational model under Maintaining the Organizational Model in CRM.

  • Organizational data profile for transaction types. You can create organizational data profiles for different transaction types, by entering mandatory fields for transactions as well as determination rules (standard roles) for organizational data determination.

  • Evaluation of attributes using transaction data such as the customer number, division, and so on, in the transaction. Organizational units responsible are automatically determined using the evaluation of the assigned attributes or evaluation of the defined responsibilities.

Data Transfer

You can copy organizational data such as distribution channels, divisions, and sales areas with the relevant text from SAP ECC into SAP CRM.

You can distribute an organizational model (in SAP ECC, organizational plan) from SAP ECC into SAP CRM using ALE. This can be a good idea if you are already working with SAP Workflow in SAP ECC and have displayed a sales structure for it.

You can display the sales structure for SAP ECC using a report in SAP CRM. You can find further information under Copying the Sales Structure from SAP ECC to SAP CRM and in Customizing documentation, under Start of the navigation path Master Data Next navigation step Organizational Management Next navigation step Data Transfer Next navigation step Copy SAP ECC Sales Structure End of the navigation path.


You can make the settings for organizational management in Customizing, by choosing Start of the navigation path Customer Relationship Management Next navigation step Master Data Next navigation step Organizational Management End of the navigation path.


Matrix organizations cannot be displayed in SAP CRM.

You have more freedom when setting up your organizational model in the SAP CRM than you would in application component Sales and Distribution (SD) in SAP ECC. However, to make sure that data exchange with SAP ECC works, we recommend that you use the rules for creating an SD structure from SAP ECC in SAP CRM as well.

More Information

You can find basic information on organizational management in the basis documentation

BC organizational management

Differences in Organizational Data between SAP ECC (SD) and CRM