Business Unit In CRM

Hi,
What is a Business Unit (BU) from a CRM perspective.
plz state this with an eg.
Thnxs

Hi Suman
Really does depend on the business itself but in general a Business Unit would be an Organizational Unit.
An example of this would be as per transaction PPOMA_CRM
Level 1 - ABC Group
Level 2 - ABC Sales
Level 3 - ABC Sales Northern Region
Level 3 - ABC Sales Western Region
etc
Level 2 - ABC Service
Level 3 - ABC Service Northern Region
Level 3 - ABC Service Western Region
etc
The Organizational Units can go deeper if you wish.
Under each final level would be your Positions and under then associated Holders.
Hope this helps.
Regards
Arden

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Show reports based on business unit in crm 2013

Hi,
I have two reports Partner Report and Manager Report. I have created two business unit Partner and Manager. I want to show Partner report to Partner Business unit as like Manager report show only Manager Business unit. Please tell me how is it possible?

Hi,
Assign business unit level read access to your entity for which you have written the Report.
Assign the respective business unit to the user, in your case assign business unit Partner to user Partner
and business unit Manager to user Manager
Also use filtered view in your report if it is SSRS report.
Regards
Ayaz

Disable Business Unit Using C# Dynamics CRM 2013

Hi All
I am trying to disable Business Unit but unable to do that.
Following is the code sample I am using to disable Business Unit.
BusinessUnit bu = OrganizationService.Retrieve(BusinessUnit.EntityLogicalName,
BusinessUnitID, new ColumnSet(new String[] { "name", "businessunitid", "parentbusinessunitid", "isdisabled" })).ToEntity<BusinessUnit>();
OptionSetValue state = new OptionSetValue(1);
OptionSetValue status = new OrganizationSetValue(2);
SetStateRequest request = new SetStateRequest()
EntityMoniker = bu.ToEntityReference(),
State = state,
Status = status
OrganizationResponse oResponse = OrganizationService.Execute(request);
I have set the default Status code and state values as described in this technet
site.
I get no exception but still Business Unit is not disabled.
Kindly suggest any workaround or solution.
Thank you in advance.
Rizwan Ahmed. Software Engineer - Microsoft Lync | Exchange | SharePoint | Blackberry Enterprise Server | .NET

your code is correct and work (I tested it inside a CRM Online instance)
you can rewrite in this way:
EntityReference buReference = new EntityReference("businessunit", BusinessUnitID);
SetStateRequest request = new SetStateRequest()
EntityMoniker = buReference,
State = new OptionSetValue(1),
Status = new OptionSetValue(2)
OrganizationResponse response = OrganizationService.Execute(request);
My blog: www.crmanswers.net -
Rockstar 365 Profile

Business Unit Security Access

I have created a Child Business Unit that has a Parent Business Unit. The Child Business Unit has a team associated with it. The team has members that are all in the Business Unit.
I have restricted access in the security role so that Read access on Entity A is set to Business Unit.
My problem is that when a User from the Busines Unit I have created views the entity they can Read records of people in the Parent Business Unit but I only want them to see records for the Child Business Unit which they are a member of.
Anyone know how to resolve this?
Thanks.

If the issue is with a user from the child BU seeing records in the parent business unit, it is likely a security role issue and you may wan to check the users' security role. In CRM, if more than one security role is being compared (and in this case there
are at least 2, 1 with the team, and the other with the user record) the role with the highest privileges will be taken. Not the most restrictive as some people may think. So my guess is that the user security role has org level read privileges.
You may also consider checking of there is any sharing being done with the record in the child business unit. A user could have easily shared a large chunk of records with one or more users in the parent business unit. If this is the case, you
will need to unshared them one at a time which is time consuming. You may also find a third party tool on Codeplex that will do the unsharing or you may be able to create a console app if you have someone with coding skills.
If the issue is with user seeing related records to the entity, such as seeing emails (that they shouldn't see) of others related to the an account record (that they are allowed to see) for example, this could be the result of inheritance.
I have seen this before going back to CRM 4.0. There is an older document for CRM 4.0 that covers this in depth. I don't have it on hand, I haven't reviewed it in at least 2 years, and I'm not sure if they have anything updated for the
newer versions. Not sure it this applies, since it sounds like the issue is with lower business units seeing parent BU records.
Jason Peterson

Multiple business units - authorization issue

Hi folks,
I'm wondering does anyone have experience dealing with an organization comprised of many different business units all using CRM 2007.
We are looking to find information on how best to configure the system to handle this with regards to authorizations. For example if division A needed visibility on certain areas of division B's information is this easy to configure and how would one go about doing it?
Bit of a vague question I know but any help would be gratefully received.
Thanks,
bubbleabu

Hi,
Yes its possible.
Solutions is: As per my experience you have to create a Business Role. (EX: If you have 3 Units under your organization) Every Unit u have to create a Business Role and you have to maintain Role Cofig., key After done Role Cofigar you have to assign to Business Role.
Role Cofig., - IMG->CRM->UI Frame work->UI framework Definition ->Define Role Configuration Key
You assign role configuration keys to business roles in the IMG:
Customer relationship management > Business roles > Define business roles
Thanks
Krishna Mohan

Duplicate detection rule by business unit

Hi there,
Our CRM is used by multiple business units and they have different requirements for duplicate detection rules. For example, BU A would like to detect exact duplicate on Email Address 1 only, and BU B detects duplicates on Mobile only but allows duplicate
email address 1.
I have User 1 in BU A and owns the Email Address 1 duplicate check rule. Then I have User 2 in BU B trying to create a record with duplicate Email Address 1 and the Email Address 1 duplicate check rule fired. The Security role of User 2 allows
CRUD access to Duplicate Detection Rule at business unit level.
How do I configure so that only Mobile rule is fired for User 2, and only Email Address 1 rule is fired for User 1?
Thanks,
Henri

Hello Henri,
OOB duplicate detection is global setting and in case you will use it - the same rules would be used for all users in all BUs. To solve your problem you will have to develop own solution to implement your scenario.
Dynamics CRM MVP/ Technical Evangelist at
SlickData LLC
My blog

Report of all sales orders for a business unit

I am analyzing revenue, and I would like to run a report that would list all sales orders and the value of those orders in a particular business unit.
I require the value of each and every sales contract during a certain period. Can I run a report that lists all sales contracts opened during a particular period?

Hello,
from the standard SAP menu, under: "Logistics --> Sales and Distribution --> Sales --> Information System --> Orders" you can find some transactions reporting sales orders lists, such as VA05 or SDO1, which perhaps could fit your requirements. Otherwise you can create a query to merge the tables containing the information that you need. As of my knowledge there's not an organizational level called "Business unit" in SAP, so you should check if in the transaction mentioned above the field you use to identify the "Business unit" is available.
Hope to be useful.
Best regards,
Andrea

Questions on setting up PeopleSoft FIN AP Business Unit for India with TDS

Hi,
Does anyone here have some advice for me on how to handle AP transactions for a business unit set up for India with TDS (withholding) and statutory reporting.
We are configuring AP BU for India in our existing database which has other BUs for other countries not using withholding. For India the way we understood on statutory is that all invoices must be recognised for withholding at the time of invoice entry or payment which ever ealiest. For PeopleSoft we always have to create voucher before we can make mayment so the earliest occurace will be at voucher entry that withholding should be deducted (at voucher post).
The problem that we are encountering is that if we have prepayment invoice, we can use prepaid voucher to record this. However, when we receive the final invouce and entered into PeopleSoft the voucher post reversed the original withholding lines and recreate in the final invoice with final invoice amount. This could be in different period. As for the India rule the way we understood this is that the entries that created at prepaid should not be reversed, also those withholding might already be paid to the goverment in prior period before receiving the final invoice. The final invoice should have withholding calculate just for the difference of the invoice balance.
Our other problem is on the statutory reporting that all transactions should be recorded in that particular period. Our current setup has AP close period at the end of each month which means we cannot enter invoices raised in previous period or have adjustments put in the period that already closed.
Any help and advice on how companies that has India AP business unit deal with the above mentioned issues are much appreciated.
Thank you.

Thanks Marc Sachdeva.
I don't mean where to set up withholding. I have alredy configured all withholding details and everything works fine in AP.
However, as India statutory comes in, I'd like to know how other companies handle cases like accounting entries for transactions in specific period if your system has AP/GL closed periods. Normal cases would be put entries in the next accounting period. But as my understanding on the Indian rules is that withholding must be recorded at the time of entering the invoice. So how should adjustment be made.
Another thing is the prepayment invoices, using PeopleSoft Prepaid voucher would cause the accounting entries for withholding lines to be reversed and then re-recorded when posting the final invoice (that matches with the prepaid). I would like to know how companies are dealing with such case as the TDS lines could be revsersed and recalculate in different accounting period. Also if the period that it revsered the TDS % could have changed and when the reverse happens it will recalculate withholding based on the new rate for the whole of invoice amt.
For example an invoice of 10000 INR, 50% is to be recorded and paid in advance so raise the invoice of 5000 INR in Feb. TDS is 10%.
- So vendor will be paid 4500 and 500 is for withholding.
- In April then receive final invoice of 10000 INR, record into PS as 10000 but matched to prepaid so the remaining invoice is 5000. withholding rate in Apr is now 15% so 15% should be applied to the remaining invoice of 5000 INR. As the prepaid voucher option reversed withholding lines and recalculate with final invoice total so the withholding to be deducted is calculated at 15% = 1500 (10000 * 15%).
- As the prepaid invoice withholding might have already been paid in March before the rate changed, the final invoice should have withholding of 750.
I'm not sure if my understanding of recording withholding for India is correct and whether it really needs to be recorded in the month that invoice is raised. As the way I understood and have been told it has to be recorded in that month. I.e. invoice received on 30 April must be entered into accounting period of April. Our business close AP/GL about a week before the end of month so if we receive invoice on 30th April but our AP/GL already closed on 25th Apr then 30th Apr invoice should go to May accounting period. As statutury requirement is to record this into April. How does anyone handle this?
Thanks.

To Get the list of sales orders for a Business partner in CRM.

Hi all
Is there any Function module or BAPI to get the Sales orders for a Business partner in CRM. I know there is a BAPI to get the list of sales orders for a customer in ECC, but I donu2019t know how to get the list of sales orders for a Business Partner in CRM.
Can anybody tell me if there is an inbuilt function module or BAPI available?
If not how can I pick the sales orders of a business partner in CRM? Between which tables should I apply a join and write SELECT statement to get list of sales orders for a business partner in CRM.

Hi Jessica,
Try CRM function module CRM_BUPA_READ_ORDER_OBJECTS.
You'll get a table with the documents associated to that partner, where you can work on.
Kind regards.

I have a query relating to creation of Business Partner in CRM

Hi Group,
I have a requirement that, I need to created a Business Partner in CRM by using a BAPI. I don't have an idea of which BAPI to be used for doing this.
So please kindly provide me the details of the BAPI to fulfil this requirement.
I need your valuable suggestions on this issue.
thanks in advance.
Regards,
Vishnu.

Vishnu,
You can use 'BAPI_BUPA_CREATE_FROM_DATA' to create BP's in CRM .
Look under CRM General&Framework forum,search for this BAPI you get tons of threads with examples.
Thanks,
Thirumala.

Mapping between ICProfiles in CRM 5.0 VS Business role in CRM 7.0

We're upgrading CRM Webclient UI from CRM 5.0 to CRM 7.0. As per Upgrade Master Guide, there is listing of Migration activities. We're working on Migration Activities for IC Profiles in CRM 5.0 to Business Role in CRM 7.0.
Please advise us how to do mapping to set up Business Profiles on the basis of IC Profiles in CRM 5.0
Thanks,
Saeed

This issue has been resolved. MAy be closed.
This is manual mapping process

Initial Load of IS-U business partners to CRM - wrong business partner cat

Hi Gurus,
when donwloading CUSTOMER_MAIN from R/3 to CRM
Where is determined that the business partner in CRM should be created in the business partner category 'Person'?
We have the problem that all our business partners in CRM are now 'Organizations' (but were sold-to-parties in R/3 with account group DEBI)
PIDE - setting is:
R/3 account group DEBI ---> classisifaction 'B' ('Customer')
In the customizing of the business partner roles for the role type CRM000 (and for all the others) Organization, Person and Group is all allowed by default.
The download itself and the number ranges work fine.

The reason for the problem is unknown but a workaround is to first initial load BUPA_MAIN instead of CUSTOMER_MAIN, then the right business partner category is taken by the system

Difference between SAP Business Workflow and CRM Workflow

Hello guys,
Is there any difference between SAP Business Workflow and CRM Workflow?
Are there others workflows types in SAP?
In all SAP Workflow Courses (BIT600, BIT601, BIT603, BIT610) only was talked about SAP Business Workflow, and nothing about CRM Workflow.
Thanks a lot!
Kleber

Hello Kleber,
There is not much of the differance between CRM workflows and SAP Business workflows..
Workflows are esentially part of Basis (BC) components and hence its the same across all SAP products as all these products have components of Basis(BC) in them...
To Conclude, SAP Busines workflows and CRM workflows are the same things... However when you work on CRM, the BOR objects would be belonging to CRM and not to ECC... However conceptwise , there in no change at all.. If you learn BIT100......, you can also work on CRM workflows..
Regards,
Anand

How to set up Pymnt Method for different business units

Hi,
Can anyone shed some light as to how to set up P Method in FBZP in a way that one type can be identified according to its Business Unit?
To clarify, FBZP is currently set up in a repeated way:
Pymnt Methods:
T - Transfer - Business Oil
S - Transfer - Business Engineering
V - Transfer - Business Equipment
A - Boleto - Business Oil
N - Boleto - Business Engineering
C - Boleto - Business Equipment
As you can see, we are repeating same payment method as it is needed for business to identify which business unit this refers to.
Is there a way of setting up only one type of Transfer and one type of Boleto and how this will categorize the type of Business Unit ??
Any input is welcome
Regards
Roger

Hi Roger:
How about some enhancement on F110? The logic would be something like read all the proposal lines, group by profit center and then re-assign the payment method based on profit center. There are couple of user exits available starting with RFFOX###, depending on the payment method and the program you using.
Something similar to substitution rules user exit.
Not sure if there is any other standard configuration to combine lines by profit center.
Thanks.
Rahul

How to Capture Multiple Cost centres and Business Unit information in a project?

Dear Experts,
With the help of UDA functionality in project super responsibility, I have captured Cost centre and Business unit information and this info will be used/reflected in CC and BU segments of all transactions gets recorded against that project.
Now, our user wish to have multiple cost centres and business units to be tracked in the same one project. How is this feasible? Below example describes my requirement in a summary, please advise.
An Indirect project is created when a defect on a machine reported from client's customer and all subsequent activities (purchases, travel to customer site to analyse and troubleshoot, purchases for any in-house analysis etc..involves costs spending internally) in resolving that defect/project involves 6 to 7 different departments (Sales, Tech Support, Quality team etc.,who actually work/travel and spend costs against project until defect resolution). And, each of the above departments will have 1 dedicated owner (project owners) to manage that project and each of these 6 or 7 owners owners will have their own cost centres (eg: 2345 - Sales team) against which they wish to see their transactions (travel, purchases during defect resolution) globally.
So, all I want to know is how can I make one single project to accommodate multiple cost centresand business unit information to be assigned using UDA? Please let me know if I am not clear.
Regards
Venkat

I think you should use the expenditure organization on the transaction itself to derive the CC/BU. Have AA lookups and define AA rules where you look at a Exp Org to BU or Cost Center to derive accounting.

Business Unit In CRM

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