Org structure determination in Fund Plan

Dear Gurus !!!!
While creating Fund Plan i am getting error of Sales Org Determination. I still could not understand
why this error is arising here ? Further if i will define Org.Determination Rule in customization then on which Transaction Type i should assign ?
Kindly guide me how i can resolve this problem.
Thanks

Hello,
please refer to the online help:
Funds Plans - Marketing Resource Management - SAP Library
The organization data is determined from the employee responsible. If the employee is not assigned to a sales org, the same needs to be entered manually. The funds plan needs to be created for a certain sales org. This is mandatory data similar to the planning period and the currency.
If you plan to integrate funds management in trade promotions you will find some useful information in the following doc:
Funds Management Integration in CRM Trade Promotion Management
I hope this information helps to solve your issue.
regards,
Johannes

Similar Messages

Determination matrix for Org Structure

Hi,
The Org structure determination is a very critical step in setting up the ECC system. Is there a tool / standard questionnaire that can be used to create a determination matrix so that the org structure can be designed based on the requirements captured in this matrix ?
Would appreciate if the forum can share any such details.
Thanks

Hi,
In the ASAP Methodology, there was a R/3 Structure Modeler that seems to correspond to what you want.
The tool was supposed to be used in the Business Blueprint phase.
IMHO the decisions for structuring of the organization structure will be taken indeed during the Business Blueprint phase of the implementation.
The common sense says: Start small (by default one Sales Organization, one plant, one Distribution Channel, etc.) and depending on you requirements you will find that you need to extend the organizational structure.
It is critical to understand the impact in master data of defining an extended organization structure, because you will need to maintain the master data afterwards.
Example: If you create different divisions, you will have to create the customer in each division, but not the material (because each material has a unique division). In Sales, will you use common distribution channels and/or common divisions?
My recommendation: Document this decision in the Business Blueprint (Word document) and justify the reasons for defining the enterprise structure and the philosophy behind it.

Plan version and org structure

Dear all,
As the company is planing to change/expand it's org structure, they created a new org structure. Someone said that, we can do future planing in by creating a dummy org structure and once it's approved, we can make it as original and will keep the old org structure for reference. And to activate the new org structure, we need to create a new plan version.
So my question is,
1. How to assign/link the new org structure to the new plan version? How can we make sure that the new changes (eg. any new joinee) will effect only in the new org structure and not in the old org structure?.
2. How to transfer the old org structure details to the new org structure?
Regards
ET

Hi Thomas,
You can copy your active org structure through Tcode (RE_RHCOPL00 - Copy) then in Table T77S0 make the Plogi - Plogi switch as 02 that is your alternate plan version. Then through PSO0 you can set this plan version.
Hope this helps.
Shrikant

Agent Determination with Org Structure without HR

We are currently on SAP 4.7 without the HR component. Our tech area would really like us to implement our first workflow where agent assignment is determined from an org plan. This workflow is a very simple workflow and actually only involves 2 people (one clerk and one manager).
If I build a very simple structure for this particular department, how easy is it to add on additional levels, both higher or lower, at a later date that will accomodate future workflows without effecting the existing one?
Thoughts?

Thank you Ramki and Sivarajendren,
I guess I'm still struggling with the best way to determine agent assignment given our circumstances (no HR) and the simplicity of this workflow. (Recap of workflow - investigation and approval of corp refunds done by person # 1. If refund > $500, needs approval from person #2).
The tech area wants me to create a simple org plan but not assign any users to it and then transport it all clients. Then in each client, we can assign users which would accomodate our testing with different id's than in prod. The workflow would then assign to a position not a userid. The advantage is that when people leave, the org plan must be maintained not the workflow.
I've thought about using responsibility rules but ultimately, you are assigning a userid to a rule which still needs maintenance if a user leaves.
I've also thought about using activity groups but the way we use them at our location isn't appropriate in this circumstance. Our activity groups are so broad it would give too many people access to workflows.
Lastly, I've thought about creating a custom Z table with the userid's in it and calling a function module to determine agent assignment. This actually sounds intriguing but again, someone would need to maintain the userid's in the table. Also, what's the best kind of key for the table - taskid?
One of our dilema's is that IT management does not want to give anyone authorization to change a WF templete in prod. So I must create the WF templete with the correct assignment in our dev system and then transport it to our prod system.
Then there's the whole issue about who will be doing any maintenance. Since we don't have an HR component at this time (hopefully sometime in the next 5 years), HR won't maintain an org structure.
See how complicated this is becoming? I'd appreciate any insight.
Joanne

So Can I determine the business partners linked to user based on the assigned role and org. structure?

Hello, I am working on a SAP CRM 7 Sales implementation and we are implementing leads and opportunity scenarios. The current business organization model is that there multiple vertical and horizontal departments. This is typical matrix structure. This organization has done the segregation of its clients based on the verticals so every clients belongs to at least one or more Vertical department but Horizontal departments can contact all the clients. In the same way sales executives are also either belonging to one or more Verticals or Horizontal departments? Horizontal sales executive can create leads for any clients available in the system but a Vertical sales executive can only create lead only for the client belongs to his vertical and assigned to him. This can be achieved by creating organization structure and business partner relationship.
Now the problem statement is that few sales executives need work for both some Verticals and Horizontals at the same time. But requirement is that they should be able to do the both roles with single user id but multiple roles. So when sales executive is creating leads his vertical department, he should only be able to select clients assigned to his Vertical only but when he is creating lead for Horizontal department, he should be able to select any clients.
So Can I determine the business partners linked to user based on the assigned role and org. structure?
Please let me know if this is not clear also note we are only using CRM WebUI no SAP ePortal.
Thanks a lot your help in advance.
Regards
Sudesh Sharma

Thanks, Tahir
my problem has solved
Kind Regards,
Faisal

Shoppingcart Approver Determination(Org Structure)

hi Gurus,
I am working on class scenorio SRM 4.0 Version project.my problem is described as mentioned below.
User is creating a shopping cart with the value 5500 Euro.In the Org Structure User manager(Manager A) has the approver limit as 5000 Euros.So based on shopping cart value IT should goto Next Level manager(Manager B having approval limit 10000 Euro).
System determined correct Manager(Manager B).But User has added the " Add Approver" option in the shoppingcart and replaced with Manager A saved the shopping cart. Finally Manager A has approved the shopping cart.
My question is Manager A having the Approval Limit 5000 but he approved the work item of User shopping cart value 5500.
Is it standard process or any bug in the SAP SRM.
Or any OSS note to resolve the issue...
My Client reported like that how system allowed above the shopping cart approver to Manager A.
Is it behaving Farward Work Item and that time system wont check the Apprver limit know....
Please correct me my assumption is wrong...
Please reply me as soon as possible.
Regards,
Satish.

Hi
You must implement the Dynamic Spending LImit Approval in SRM
You should use Expression 0B_SC_SPENDLIMAPPR02 for the Event at this Process Level.
Then use BADI Implementation /SAPSRM/BD_WF_SC_RR_MANAGER for agent determination.
BADI Implementation /SAPSRM/BD_WF_CONFIG_SC_SL for creation of Dynamic Process level.
In other words, activate the above to badi Implementations and use the RR_MANAGER in the parameter for Agent determination in process level config.
This will work as follows:
Expression will evaluate whether the Previous approver or Creator of the SC has SL more than SC Value or not. If not, System creates a dynamic process level and assign the first approver. Then again it re-evaluate the BRF expression and figure out if the first approver had SL more than the SC value, if not, system determines next approver and creates a new process level dynamically. This process goes on until SC is covered with a manager with enough spending limits.
I hope this will help you sorting out your issue around SL Approvals
System wont allow you to remove the approvers which ve been picked by Workflow. Only Manually added approvers can be removed
Regards
Virender Singh

Org.data determination is possible for product scenario

org.data determination is possible for based on product scenario in transaction like for BP ? how can we do this? Pls guide me?
Thanking u in advance.

Hi
Marketing Organization
The marketing organization is an attribute of marketing plans and campaigns. It is part of the SAP organizational model that enables you to define how your company structures responsibilities in its marketing activities. You use the marketing organization to map the marketing logical enterprise structure to the organizational units in your company.
The marketing organization has the following attributes:
Product category
Country
Reference currency
You use these attributes to describe the marketing organization. For example, if you base your organizational units on brands, you can use the product category for the brand.
The marketing organization can be completely different from the sales organization or the service organization in CRM.
Marketing organizations are relevant for campaigns and marketing plans only. They are not relevant for trade promotions or deals. Consequently, the Marketing Org. field is available for campaigns and marketing plans only.
You can use the marketing organization attribute for:
Authorization checks
You can use the marketing organization in authorization checks, for example, to determine whether a user is authorized to change a particular campaign.
There are no marketing-specific authorization objects for the marketing organization. You can add authorization checks on the level of the marketing organization by using standard Organizational Management structural authorizations, or authority object PLOG. You can go down to the level of user name to build the authorization environment. To make settings for the structural authorizations, see Customizing for SAP Web Application Server, under Application Server Business Management SAP Business Workflow Authorization Management Structural Authorizations .
Automatic entry and checking of marketing attributes
The system can use the marketing organization for providing default entries to certain fields in Marketing.
Partner determination
For example, you can use the marketing organization to determine the appropriate marketing manager for the assigned marketing organization, and assign it to the campaign (on the Partner assignment block).
Workflow routing
You can assign a marketing organization to a campaign, and then start a workflow based on the attributes of the campaign. For example, you change the status of a campaign with a particular product category to For Approval. The system routs a workflow item to all users who are assigned to a marketing organization with this particular product category.
Cost planning
Cost planning enables you to split key figures across multiple dimensions. For example, you can use the marketing organization to distribute the costs of a campaign across several marketing organizational units.
Reporting
You can use the marketing organization in reporting. For example, you can measure the success of a particular organizational unit.
Regards
Manohar

PR to PO conversion - Issue from Org structure

Dear all
I have configured following Org Structure in 4.6C.
Plant: z101 is assigned with company code:xxxx
another
Plant: z201 is assigned with Company code:yyyy
and centralised purchase organisation is used.
I have created a PR belongs to plant:z101.So its based on company code:xxxx
when I referring that PR to create PO and but entering the plant as z201........ system is allowing me to create.
when I display the PO,its shows the plant as z101 for that line item but company code is become yyyy.............
I really wondering .........how the system is allowing.....
any suggestions?

i think you have created your companyes by copying the data from company code 1000. so first conferm that you have assigned them same charts of account like INT.
now, Goto
IMG --> Materials Management --> purchasing --> valuation and Account determination --> Account determination --> Group together valuation area
Here you have to group (cluster your different plants) with the same key like 001.
Now make a po.
if not works tell me

Org Structure chosen within HR report

I hope I have this question in the right forum. Within a HR report built using the Logical database PNP, you can choose a Report Category that will will allow you to choose 1) Further Selections 2) Search Helps, 3) Sort Order 4) Org Structure. These are buttons at the top of the selection screen.
My question relates to choosing the Org Structure and if the user selects multiple Org Units when clicking on the Org Structure button. The PNP logical will take care of selecting the correct employees based on the Org Units selected.
Is there a way, when the program is executing to determine what the user chose from this Org Structure tree? It's not the PNPORGEH parameter on the selection screen.
Thanks
John

Nevermind. I wasn't looking hard enough.

Mass move of HR org structure

Hi,
Can anyone help me with the process we should follow for a mass change in the HR org structure?
We would like to move a few org units, and all the people within them to a new Org unit, this has a different company code, and cost centres. What process should we follow?
Move Org management org structure on specific date?
change the cost centres to the new ones.
Then transfer each employee in Personnel administration to the correct Personnel area/subarea?
Thanks,
Dianna

Hi,
Have you tried to create a new plan version with the proposed changes. Once you create this then change the plan version to active. This might be more helpful rather than doing amendments for the current plan version.
Regrds,
Tara

Questions regarding HR Org Structure replication from ECC to SRM

Hi Experts ,
We have SRM7.0 ( SP08) with ECC6 ( Ehp4) having Classic Scenario .
I managed to replicate entire HR Org Structure from ECC system to SRM system. I replicated O (Organization), S( Postion) and P ( Person), which successfully created O, S and CP in SRM with BP for O and US...Refered Note 934372, 312090, 550055 and help link on SDN./wiki.....etc
Now I have below questions in mind.
1. In SRM we requiers Org unit for Company Code, Purchase Organization and Purchase Group...which we set in FUNCTION tab for the requiered Org Unit with Checkbox and value of it and Logical system.....but in HR Org strcuture we do not have such Org Unit....so how to manage/create such these Org Units ( i.e.Company Code, Purchase Organization and Purchase Group ) ?...
Do I need to create these Org unit manually in SRM in PPOSA_BBP ? If yes, can I create these Org Unit above or between these replicated HR Org Units or I need to created it separtly in paralllel to these HR replicated Org Units?
2. If above I do, then what will impact on the delta /change replication from HR integraion ?
3. In ECC HR org Structure there are hundres of employee, out of that I just wanted to send the Postion ( we have postion based security in HR) whom only SRM Role had assigned . How it can be acheived ?
Will appricaite detail reply/suggestions
Thanks
NAP

Hi ,
Initially when I repliacted P of HR Org Struture it sucessfully craeted BP in SRM and was CP in Org Structure.
But suddenly , what happned don;t know, when I replicating Employees (P) in SRM , it is assigning to respective Postion (S), but BP is not creating in SRM and in the USERS_GEN for this User, its postion and ORg Unit to whom it assigned is giving below error
Determination of connections to object 'BP' of 'CP' '00000015' failed
Message no. BBP_UM_UI036
I checked all this as per Note 550055, 934372..etc....checked respetcive setting in table T77S0...I checked address alos....but no any clue......IDoC in SRM posting sucessfully....
Can anyone please suggest what should be the cause and solution of it ?
Thanks
NAP

Uploading new Org Structure when old one exists?

Good day,
I m faced with the following scenario:
There is an org unit with the following no assignment:
O --> 00001 to 09999
S --> 100001 to 199999
P --> external number assignment
Now only S P and O are being used.
The client wants to correct the current org structure.
They wanted to reorder the org units numbering.
It was demonstrated to them in QAS client that this will entail deleting the object and relations to give the object a different number and in OM, the relations are important not the object ID.
The client is working on Org Units in batches and cannot get all the information ready at one time and cannot wait for the final data upload in PRD.
Thus, they have instructed us to go with new numbering for Org units from 1001 .... onwards so that upto 100 they are not touched.
And we have been asked to start uploading ORg Units in batches, firstly in QAS clients and then in PRD.
What r the consequences of having 2 numberings for the same object in OM?
Is it possible to have a plan version and an active version of Org Structure in SAP? If so, what are the limitations in terms of object validity?
Kindly advice.
Thanks and regards,
Archana.

Marisa,
Looks like your purchasing org has purchaing org and purchaing group assigned together in the function tab.
Purchaing org details should be maintained one level below your root org. In fucntion tab for ONE COMPRAS maintain your purchasing org details. DONOT MAINTAIN PURCHASING GROUP TOGETHER.
Maintain purchaing group to the org unit where all your users are. I.e org unit compratoes...something like that !!!
Also maintain relevant responsibilities for product categories in purchasing group and for purchaing org...in the extended atributes maintain the product categories.
Your company code looks ok.
This should fix your problem.
Assign points if your problem is solved
Thanks,
Sundeep

Mass user movement from one org. unit to another in SRM org. structure

Hi,
Is there any way by which i can move mass users from one organisational unit to another in SRM org. structure..
there is a thread available in SDN but it is not conclusive. it talks abt using a FM: BBP_USER_CHANGE_ORG
BR
Bharat M

Bharat-
I am assuming that your requirement is to move mass users from One Org node to another. Ex One Plant Org node to Another plant Org node.
If my assumption is correct then, please follow the below steps.
1) Go in to the change mode of Org Plan using T-code PPOMA_BBP
2) Using shift key, select all the users that you need to move.
3) Drag and Drop the selected users to the desired Org node.
If the user IDs are not in sequence then you can use Ctrl key to select the relevant user ID.
Let me know if you have any questions.
If the answer is helpful, please reward points.
Regards,
Upendra.

Wrong Org unit determination when a user is assign to multiple Org unit

Hi Experts,
I have a user who is assigned 3 org units. All the three fall under the same parent of Org unit.
Now when the user logs in & executes the tcode CIC0, she gets a pop up asking to selet a Org unit out of the 3 available option.
No matter what the user selects, system always pick the first Org unit ignoring the selection made by user.
We are using SAP CRM 4.0 win client version.
I went through the below link but this did not have any solution
Multiple business roles and org data determination
Please help!!!
Please refer the screenshot
http://img213.imageshack.us/img213/989/cic0q.jpg

Hi Joaquin,
When the user log in he gets a pop up asking to choose a Org unit, please refer the screenshot in my previous post.
No matter what he selects, it the first Org structure gets assigned.
Please refer the screenshot below
The business activity screen shows the 1st Org unit. Hence user thinks he has selected the the 2nd org unit creates a Business activity but that gets assign to the wrong org unit unless it is changed manually.
http://img528.imageshack.us/img528/2821/businessactivityscreen.jpg
Is it because they both have the same profile

Org Model determination for BP

Dear SAP experts,
We are using SAP CRM 7.0 and want to apply the Org Model determination by creating a new BP in WEB UI.
As we defined a Rule in PFAC (based on POSTCODE_1 and COUNTRY), is it possible to "execute" this rule by using a standard Function Module or Class Method?
The scenario is quite simple:
- The Country/Postcode attributes are defined for the Org Unit
- A Custom Rule is defined
While creating a BP (on SAVE) a Function Module will be called:
Thiis function should read the custom rule and its associated attributes,
then read the corrispondent values (Postcode/Country) of the Business Partner
and apply the determination based on the custom rule.
The result would be the associated Org. Unit.
Pratically is what the "Simulate" button does in the PFAC transaction.
Any idea if there is already standard FMs to achieve this?
Best Regards
Diego

Hi Denis,
I would say, yes, we plan to activate the buffering.
Once more, I´m looking for a clean way to:
1.Reading Container Attributes (COUNTRY/POSTCODE_1) of a Determination Rule (ZRule)
maybe RH_GET_HRS_CONTAINER
2.According to the attributes (for example COUNTRY) prepare a WHERE condition
3.Determine the attributes values for a BP (executing the query with the the WHERE condition above)
4.Execute the Rule (SALE scenario) to determine the Sales Group
CRM_ORGMAN_ORGOBJECTS_FIND_1
5.Check the Org Model Hierarchy to read the Sales Org / Sales Office associated to the Sales Group.
Any help is welcome
Diego

Org structure determination in Fund Plan

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