Copying R/3 Sales Org structure

Can some one tell me a step-by-step process of how to copy R/3 sales structure to CRM 4.0? Please be as detailed as possible.
Thanks in advance. will reward points!
PR

Hi Mike,
It sounds strange, but I want to Know about Online Help, which you have mentioned
Is it from SAP Library, SDN, or any other
Plz do inform me because i want to Download B09 CRM Replication
Thanks in advance
Kumar

Similar Messages

  • Loading Sales Org structure in to CRM

    Hi,
    If we copy the Org Units, Position, job and persons master data from HR then do we have to copy the sales structure again from SD? Should copied HR org structure be enough in CRM?
    Can you please explain at high level step-by-step on how to get and configure sales org with positions in CRM? What we can download and what we have to configure manually in CRM?
    Thanks in advance.
    -GK

    HI,
    There are many topics about this subject. Use search on sdn.
    For example:
    CRM - HR - SD Organizational Model
    First decide wether HR or SD organization structure is being mapped, Normally SD structure is mapped to CRM org structure in organization maintaince(CRM)
    Normally the structures are borrowed from SD side of R/3 as who knows better about the sales orgaizations/sales distribution channels/sales divisions/sales offices/sales groups etc than the SD in R/3. HR's primary controlling functions are about the positions, roles and idnetification of employees. This data is replicated into CRM as BP in the roles of employees.
    Denis.

  • Sales Org. structure reallignment

    First thanks for taking the time to read this post. I would like to have your expert suggestions for the below scenario.
    In our client organization, a country is mapped as sales org in SAP, different product lines are captured in the sales division level, the country is divided into mutiple sales districts and it is captured as sales office in SAP, district is further sub-divided into mutiple territories and it is captured as sales group in the system. Customers will be created at the bottom of the sales structure.
    The business is highly dynamic and they would do geographical reallignment every year. For eg, To start with, we may have created 8 different sales offices in the system. But it could be reduced (for eg. 6) or increasted (for eg. 10)  in the next year depending on the market situation. The same could happen with the sales group also. So the underlying customers need to updated with new sales office and sales group. How can we do it easily considering the master record volume (approx. 200,000). How will it impact other areas like demand planning, allocation, pricing, commission and etc. Is there any alternate approach to handle it differently?

    Hi,
    Sales pricing, commission will be effected in case you sales office and sales group will be part of it, you need to input the condition record for the same to caluculate the pricing and commission.
    Since this is your business requirements, you have to go with it, and later you need to maintained the condition record as required.
    For demand planning is based upon creation of sales order, i don't it will impact mutch in it.
    regards
    Vivek.

  • Sales Org Structure Transport

    Hi,
    Guru's
    How can we transport the " Sales area  " structure from Dev to Qlt server ?

    Hello Mr. Gupta,
    You can transport CRM Org Structure from Development to Quality using a Report  RHMOVE30 (T COde SE38)
    Use below details
    Plan Version = 01
    Object type = O ( Transporting Org Units)  Select S = Positions
    Object ID: Org Units For Object Type O & Positions for Object Type S
    Transport: Task . Give the Customizing Transport Request Number & Tick on Transport Objects
    After Executing Save the Org Structure.
    Then import the Transport request into Quality.
    Best Regards,
    Rajendra Sonawane

  • Sales organization structure changes in COPA

    Hi All,
    My client like to change Sales organization structure like Distribution channel,division,sales office,sales group etc. and profit centers in sales orders.
    from 01/01/2011 we like to post all open sales order's settlments to new sales organization,distribution channel,division,sales office,sales group and profit centers in COPA.
    What is the best way to achieve this?
    Any help is appreciated.....
    Thanks,
    Anusha

    Hi,
    I think COPA realignment should work for you.
    If you can establish the exact relation ship between old Sales org structure  to new Sales org structure, you can design your realignment in such a way that the new sales data will reflect the new structure.
    For this,
    1.You need to select the sales documents for which you want to change the sales org.
    2. If you want to derive them again, you can do so
    3. If you want the sales org structure elements to be replaced by new ones, you can do so.
    Following a realignment, only the new assignment is known in the information system and in planning. The characteristic values valid at the time the original posting was made can only be analyzed in line item reports. Because the existing profitability segments are changed to adhere to the new assignment, all objects assigned to those profitability segments - such as sales orders or projects - and all existing SAP documents - such as billing documents or FI documents - reflect the new assignment as well.
    For more details, check the following link. [http://help.sap.com/saphelp_erp60_sp/helpdata/en/7a/4c48c64a0111d1894c0000e829fbbd/frameset.htm]
    Njloy
    Siva

  • Integrate the Org structure and employees SAP HR system to CRM via ALE

    Hi All,
    We want to integrate the organization structure and employees from mySAP HR system to mySAP CRM system. We are also aware that the same can be achieved through ALE Interface between both these systems.
    In addition to the HR Organization Structure from HR system, can we also bring over the Sales Organization Structure from R/3 using transaction CRMC_R3_ORG_GENERATE?
    1) Can someone , please let us the possible challenges which might occur when we download HR Org structure from SAP HR to SAP CRM.?
    2) What is the implication of maintaining an HR org structure and CRM Sales Org structure within the SAP CRM 52 system?
    3) Any _precautions) should we take before doing the download via ALE??
    Please get back, suitable points will be awarded.
    Regards
    Ritvij

    Hi Ritvij,
    Couple of things that spring to mind are:
    1) When you do the initial data load (PFAL) try to ensure that no one is amending the Org structure as Objects can be locked and therefore not transferred. (on one of our test loads the top level was locked and therfore all subsequent levels were just transfered and we didn't have a top level)
    2) Keep the 'forms of address' in CRM the same as the R/3 ones
    3) Keep the same Employee and Org Unit IDs but prefix with (for exmaple) EM and OU in CRM. (Through the HR integration config in CRM). This may also (apparantley) aid you if set up something like an Employee interaction centre in the future.
    I will update when other stuff springs to mind.
    Cheers
    Gaz

  • Sales Org Extension

    Hi Experts,
    I have one requirement where i need to show existing sales org , distribution channel to user , in addition to this i need to show some two additional fields  copy from sales org and copy from Distn Chnl . I need to show the existing sales org for the material being changed in the copy from Sales field  and existing Distn Chnl for that material . so that all the existing characterstics should copied to the new sales organization . please help me how to show the existing sales organisation in copy from sales organisation for a particular material . 
    if i press F4 in Copy from existing Sales org field, i need to show all the existing Sales Organisation for the material being changed as available options.
    i tried creating listbox but it didnt work. Please help me
    Thanks in advance,
    Shrikanth

    Use FM F4IF_INT_TABLE_VALUE_REQUEST to show custom search help options.
    *& Report  ZTEST_SOURAV15
    REPORT ZTEST_SOURAV15.
    TABLES: mara, marc.
    PARAMETERS: matnr TYPE mara-matnr.
    PARAMETERS: werks TYPE marc-werks.
    TYPES : BEGIN OF ty_marc ,
    werks TYPE marc-werks ,
    END OF ty_marc.
    DATA : it_marc TYPE STANDARD TABLE OF ty_marc.
    AT SELECTION-SCREEN ON VALUE-REQUEST FOR werks.
      DATA: l_i_dynpfields TYPE STANDARD TABLE OF dynpread INITIAL SIZE 0,
            l_wa_dynpfields  TYPE dynpread.
      l_wa_dynpfields-fieldname = 'MATNR'.
      APPEND l_wa_dynpfields TO l_i_dynpfields.
      CALL FUNCTION 'DYNP_VALUES_READ'
        EXPORTING
          dyname                         = sy-repid
          dynumb                         = sy-dynnr
    *   TRANSLATE_TO_UPPER             = ' '
    *   REQUEST                        = ' '
    *   PERFORM_CONVERSION_EXITS       = ' '
    *   PERFORM_INPUT_CONVERSION       = ' '
    *   DETERMINE_LOOP_INDEX           = ' '
        TABLES
          dynpfields                     = l_i_dynpfields
       EXCEPTIONS
         invalid_abapworkarea           = 1
         invalid_dynprofield            = 2
         invalid_dynproname             = 3
         invalid_dynpronummer           = 4
         invalid_request                = 5
         no_fielddescription            = 6
         invalid_parameter              = 7
         undefind_error                 = 8
         double_conversion              = 9
         stepl_not_found                = 10
         OTHERS                         = 11
      IF sy-subrc <> 0.
        MESSAGE ID sy-msgid TYPE sy-msgty NUMBER sy-msgno
                WITH sy-msgv1 sy-msgv2 sy-msgv3 sy-msgv4.
      ENDIF.
      READ TABLE l_i_dynpfields INTO l_wa_dynpfields
      WITH KEY fieldname = 'MATNR'.
      IF sy-subrc = 0.
        DATA l_matnr TYPE matnr.
        l_matnr = l_wa_dynpfields-fieldvalue.
        CALL FUNCTION 'CONVERSION_EXIT_MATN1_INPUT'
          EXPORTING
            input        = l_matnr
          IMPORTING
            output       = l_matnr
          EXCEPTIONS
            length_error = 1
            OTHERS       = 2.
        IF sy-subrc <> 0.
          MESSAGE ID sy-msgid TYPE sy-msgty NUMBER sy-msgno
                  WITH sy-msgv1 sy-msgv2 sy-msgv3 sy-msgv4.
        ENDIF.
        SELECT werks FROM marc INTO TABLE it_marc WHERE matnr EQ l_matnr.
        CALL FUNCTION 'F4IF_INT_TABLE_VALUE_REQUEST'
          EXPORTING
            retfield    = 'WERKS'
            dynpprog    = sy-repid
            dynpnr      = sy-dynnr
            dynprofield = 'P_WERKS'
            value_org   = 'S'
          TABLES
            value_tab   = it_marc.
      ENDIF.
    START-OF-SELECTION.
      WRITE: / ' this is for testing'.

  • Short Dump while copying Org structure from ERP to CRM

    Hello Experts:
    We are trying to copy the Org structure from ECC to CRM.
    We have a standard transaction 'CRMC_R3_ORG_GENERATE' to copy the the org structure from ECC or the IMG path:
    SPRO->CRM->Master Data->Organization Management->Data Transfer->Coppy ECC Sales Structure
    We have a multiple assignment scenario where each sales groups are assigned to multiple sales offices and likewise,each sales office is assigned to multiple sales org unit in ECC.
    This can be achieved by turning on the enhanced version.
    In our current business,even though the sales offices and groups are created,but are not having relavance in the business,hence while running in the sandbox system, we ran the program to copy the structures in the standard mode(default) and we could copy it without issues and create the org units for every entity in CRM based on how the number ranges are defined.
    What happens when enhanced version switch is turned on ::
    While we turn the mode to enhanced version, The system automatically::
    - enhances the Function tab page in the ppoma_crm  transaction to include a grid table, in which you maintain multiple assignments of organizational units
    - generates an extra dialog box to the Organization tab page in business transactions for you to select the relevant assignment path for the organizational unit
    - adapts the consistency check in business transactions to take into account organizational units that have been multiple assigned
    Risk factor :
    Once you have switched to the enhanced backend integration version of the organizational model you cannot return to the standard backend integration version. The system will also automatically make changes to the organizational model version in CRM Mobile Sales.
    Also this structure will happen across all the clients in the system,so unfortunately cannot try in a sandbox client also of the new environment.
    We are building our development box,so while running the above step in standard mode,the program gives a short dump due to long execution time even though we have the same amount of data as in our prototype system.
    Also, we increased the idle time value to a very high value.
    When I approached SAP OSS,I was told that it is due to the multiple assignment scenario,hence we need to switch to enhanced version in CRM before we run the copy program ( CRMC_ORG_R3_GENERATE )
    I am not quite sure if the mismatch of the scenarios between CRM and ECC could be causing this short dump as we could run it in standard mode in our prototype/sandbox environment without issues even  with the same data volume as in the new development system .
    I am looking for help from all the experts if they have come across similar issue and your recommendations/feedback if this can be corrected.
    Appreciate your guidance/recommendation on this issue.
    thanks!!

    In CRM Best Practices Building block C05 is the step by step description how to replicate Org. structure and some of employee's master data.
    Follow link - http://help.sap.com/bp_crmv12007/CRM_DE/BBLibrary/html/C05_EN_DE.htm

  • Copy R/3 Sales Structure

    Hi,
    We had downloaded the R/3 sales structure by TCode CRMC_R3_ORG_GENERATE but due to inconsistency in the data we deleted all the sales area. When we went back to the transaction to copy R/3 sales structure there is no data to be generated, so now we dont have any org. structure in CRM and there is no data for generation.
    What is the problem and how can we copy the R/3 sales structure afresh.
    Thanks & Regards
    Mukta

    Hi Paul,
    We tried deleting the buffer but may be the org unit was generated sum time back & then buffer was not activated it did not delete the org units .
    But with small tampering with the program CRM_ORGMAN_R3_ORGDATA_GENERAT we have been able to delete the org units but now a new problem has cropped up, the org unit generated are not showing the address.
    What could be this possible problem & how can we resolve it.
    Thanks
    Mukta

  • ABAB programm to copy material sales text from one sales org to another?

    Hi all,
    i'm searching for a ABAP programm to copy a material sales text from one sales org to another.
    Has anybody seen something like that before or has anybody an idea how to do this?
    Greetings & TIA
    strobbel

    @Narin
    I've tried to execute both code now over a new programm in the se38 and i get a error message from the first code (http://www.sap-img.com/abap/bapi-to-copy-materials-from-one-plant-to-another.htm).
    It's called:
    "BAPI_MARC1" cannot be converted to a character-type field.
    Could you help me to solve this?
    Sorry but i'm an absolutely newbie in things like ABAP and so on ...

  • Copy back of Prodution Error on Org Structure

    Please can any of you guru's out there help.
    We have just done a copyback from production to SR2 (QA system) and there is an error with the org structure.
    We use extended Classic Scenrio and we replicate the org structure from ECQ to SRQ. (integrated)
    All the org structure units appear when you search for them, but there is no link between any of the units, purchasing org units or groups. 
    The error we encounter when we try to  to select one level up is the following:-
    There are "no  objects superior to the current start object" .
    Please can you advise if you have ever come across this type of problem or any possible solution.
    Thanks in advance
    Sharon

    It looks infotype for the Unit relationship is missing. How did you copy back or replicate it ?
    Regards,
    Masa

  • SAP EBP: ORG structure copy process

    Hi,
    I want to copy existing Org structure of production client in Development Client and vice versa .
    Pls explain Steps to be followed
    Thanks
    Amit

    Hello Sir ,
    Thanks for your reply.
    See in my scenario the production Org structure is already in place .I have created Org structure in Development
    for pilot test purpose and want to replicate the same in production.
    There are alredy so many linkage for existing purchase org(which is not in use) but i dont want to disturb those.
    let me know the way out pls.
    Thanks& Regards
    Amit

  • Copying New Sales Orgs To Sold To Parties

    We are planning to create a new sales org. to replace an existing Sales Org.
    The existing Sales Org stay and will be run in parallel with the new sales org. until phased out.
    All Sold-To Parties under the existing Sales Org will also need the new Sales Org assigned to them.
    Is there a way of giving these Sold-To Parties the new Sales Org i.e. through a program?
    Any advice appreciated.
    Many thanks
    David

    Hi,
    CRM is used with R/3 as the back end system.
    The Sales Org assignment however is driven from CRM.
    I find it hard to believe that there is no way of creating the sales org assignment in multiple Sold-To Parties because this kind of thing must happen many times with SAP implementations where an old sales org in an old company code is superceeded with a new one.
    One action suggested to be was to change the Sales Org Number in PPOMA_CRM against the existing Sales Org and then do a CRMM_BUPA_SEND for the Sales Orgs in this Org structure, then change it back to the old number, but this sounds a tad dodgy.
    David
    null

  • Enterprise Structure -Sales Org to plant of company code

    Hi,
    My client wants Sales Org to be assigned to plant of different company code.
    While doing configuration in our development system I got warning message that Sales Org,Distribution assigned to Plant is of different company code.
    Do we have any procedure/ extra configuration required if Sales Org is assigned to plant of different company code?
    Thanks in advance.
    Regards,
    Vengata Raghavan

    Hi Raghavan,
    A plant can  be assigned to only one company code but to many combination of  Sales Orgn and Dist Chnl. The combination of Sales Orgn and Dist Chnl could belong to a different company code.
    The configuration you have done till now is correct just that the system warns the user with a message when we assign the plant to a sales orgn and dist chnl of a different company code.
    Regards
    NP

  • Sales Org assign to Plant

    Hello Everyone,
    I would need your help to confirm the following is true or clarify some doubts:
    1. I understand that Sales Org (SOrg) is assigned to Plant   , thus :  Sorg := Plant
    2. Does this also Implies : SOrg + Distr Channel := Plant? Not necessary right? For this case, its not true / an invalid assignment right?
    3. Plant is assigned to Sales Org + Distr Channel.  Is it implicit that the Reverse is true? Is it implicit that Always the reverse is true, in general, for Any other organizational unit assignment relationships?   
    I believe that Sales Org := Plant and Plant  := Sales org + Distr Channel  and the reverse of each of both relationships are not true. Please confirm.
    4. Sales Org is Assigned to Plant but Plant is not Assigned to Sales Org right? Plant is also higher level in the organizational structure than Sales Org right?
    Thanks.
    Sincerely
    Bass
    SD Newbie
    Edited by: Bass Aton on Jan 2, 2011 5:20 PM

    Hi,
    I guess this will help you
    How to Configure a New Plant in SAP?
    Plant 0001 is the SAP defaults provide for your reference.
    OX14 - Define Valuation Area (Tick one only- Once your system go live, no more changes) Most company take the SAP recommended choice - Value Material Stock at Plant level Value Material Stock at Plant or Company Level If you valuate material stocks at plant level, the plant is the valuation area. If you valuate material stocks at company code level, the company code is the valuation area. The decision you make applies to the whole client.
    OX10 - Create / Change / View Plants
    OVXB - Create / Change / View Division
    OX18 - Assign Plant to company code e.g. 0001 - 0001 - All Plants Px1 - Plant Px1 Px2 u2013 Plant Px2
    OX19 - Assignment of company code to the Controlling Area
    OB38 - Assign company code to Credit Control Area
    OMJ7 - Assign business area to Plant/Valuation area and division e.g. Plant Px1 - Business Area Bx1 Bx2 Assign Valuation area to the Business Area .e.g. Valuation area Vx1 - Business Area Bx1 Business Area Bx2
    OMS0 - Assign Factory Calendar to the Plant and Business Area The plant plays an important role in the following areas: If you want to create by copying from existing plant: 1. Copy existing plant A to new plant B. All of plant Au2019s data in throughout the IMG will be created/copied for plant B. In some cases with plant A data that is not desired. In step 3 you must go through and correct invalid entries 2. Correct address information 3. Correct data copied to plant B as plant A (a) In Sales and Distribution -> Shipping -> Picking -> Determine Picking Location -> Assign Picking Locations (OVL3), delete entry where Shipping Point = plant A and Plant = plant B and press save. (b) In Sales and Distribution -> Shipping -> Basic Shipping Functions -> Shipping Point Determination -> Assign shipping points u2013 wherever plant B is found the shipping point is plant A. This must be changed to plant B. (c) In Enterprise Structure -> Maintain Structure -> Assignment -> Sales and Distribution -> Assign shipping point to plant u2013 delete plant B shipping point from the plant A assignment. (d) In Enterprise Structure -> Maintain Structure -> Definition -> Sales and Distribution -> Define, copy, delete, check shipping point u2013 copy shipping point plant A to shipping point plant B. Correct the description in the define section of this node. (e) In Sales and Distribution -> Shipping -> Picking -> Determine Picking Location -> Assign Picking Locations (OVL3), copy plant A entry to plant B entry, changing all data to plant B. (f) Check with Reorder buying group to determine MRP controllers for new plant. Remove plant A MRP controllers from plant B, and add controllers received from reorder buying group. IMG is Materials Management -> Consumption Based Planning -> Master Data -> Define MRP controllers (g) Define special procurement. IMG is Materials Management -> Consumption Based Planning -> Master Data -> Define special procurement type. (h) OMGN u2013 Assign customer in u201CSet up stock transport order u2013 [Plant]u201D. OMGN u2013 in u201CSet up stock transport order u2013 [Purchasing Document type]u201D; an entry was created for source plant B and plant A, this entry should have a UB order type and the check box should be off. Each plant needs a plant B UB entry created. (j) OMJ3 u2013 Delete incorrect entry in print parameters. Remove entry where plant = plant B & storage location = plant A. Create entry for plant B storage location B (k) Verify entry for new plant exists in OVLT picking output (l) Verify entry for new plant is correct in VP01 4. Manual configuration (a) Create plant customer number and assign to plant in OMGN. (b) OMJ3 u2013 set correct printer for plant B (c) OPK8 u2013 Set printer for plant for list LG01. This is for production orders. (d) Output determination OVLT (set printer), In addition to above, other changes based on customization in your installation needs to be done as well. Plants Definition : /NSPRO-IMG-Enterprise Structure-Definition-Logistic General-Define,copy,delete,check plant-Define Plant (In this, we are defining plants(s) under company which is defined earlier) /NSPRO-IMG-Enterprise Structure-Definition-Logistic General-Define,copy,delete,check plant- copy,delete,check plant-F6 to copy org. object from plant 0001 to defined plant(s). Storage Location : /NSPRO-IMG-Enterprise Structure-Definition-Materials Management-Maintain Storage Location-New Entries (Define required storage location(s) under different plant(s) ) /NSPRO-IMG-Enterprise Structure-Definition-Materials Management-Maintain Storage Location-Storage Location Description---- New Entries ( enter here addresses of each plants)
    Thanks
    Anil Hooda

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