CRM - HR - SD Organizational Model

We are integrate CRM and HR in part of the organization management.
Organizations and persons transfer from HR to CRM periodically via IDOCs. Ok.
We use persons in the activities.
Now in the business activities we want determine the organizations as Responsible Organizational Unit (Sales) and Sales Office.
But, I dont know how I can implement both HR and SD-organization model in CRM???

Denis
i think there would be only one organizational data store in CRM. You can opt to bring either the Sales Organization structures or the HR structures into CRM, but they will be stored in one source only. Then you can build your rules around this data to determine during the business transactions.
As Brad pointed out, 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.
So the best practice is sales structures from SD and employees from HR.
reward if you like.

Similar Messages

  • Restore standard organizational model in CRM

    Just out of interest: if I were to convert the organizational model in CRM into an enhanced one, is there any possibility to later restore the standard organizational model, for instance via a backup?

    Just out of interest: if I were to convert the organizational model in CRM into an enhanced one, is there any possibility to later restore the standard organizational model, for instance via a backup?

  • Organization Model download from R/3 to CRM

    Hi Guys
    We are maintaining the complex Organization model in R/3 system and we need to Download the complete organization Model from R/3 to CRM and its relevant Organization structures too. I could not found a way what is the download object to be used to download the Organization model from R/3 to CRM .
    will the Transaction CRMC_R3_ORG_STRUCTURE download the Organization model also , and what is the prerequisites for this organization model download
    Thanks in advance
    Warm regards
    Rajasekhar

    Dear Jayesh
    1) Do the ALE specific settings like creating Logical systems , Rfc destination,
    Distribution Model .
    2) Specify the filters in the distribution model as per the note 312090, 550055
    3) below link will be usefull to u
    /people/vikash.krishna/blog/2006/10/15/replicating-hr-master-data-part-1
    Warm regards
    Rajasekhar

  • Issues with Organizational Model in CRM

    Hi guys,
               We are implementing CRM 5.0 and I generated Organizational Model in system using Report: CRM_ORGMAN_R3_ORGDATA_GENERATE. This report generated organizational model with no errors. But there is a issue with org model:
    In our R/3 system same sales office are assigned to multiple sales area and same salesgroups are assigned to multiple sales office due to this in CRM when the org model generated it only assigned the sales office and sales group to sales org 1000 however sales org 2000 and 3000 left unassigned.
    eg:
    R/3:
    Sales office assigned to
    sales area: 1000   10   10 
                           001
                           002
                           003
                     2000   10   10 
                          001
                          002
                          003
    And after generation in CRM:
    Sales org: 1000
                      sales office: 001
                                        002
                                        003
    Sales org:  2000
                       no sales office or sales org assigned.
    When I am trying to create it manually then it gives me an error: "attribute_R/3_SA_ORG with value xyx already assigned".
    Did anybody faced similar issue?
    I even ran the report for to change the org model to enhanced version but it didnt helped.
    Please give your suggestions.
    Thanks
    Ankit

    Hi Ankit,
    Its common that the sales office are only assigned to the first sales organiz unit in
    CRM structure in PPOMA_CRM. The same for the sales groups that are only assigned under the first sales office unit in CRM structure in PPOMA_CRM.
    No mather, the important thing is that under Function tab > Sales office tab, for a sales office, the system has all the possible combinations for R/3 sales org, R/3distribution channel and R/3 division.
    And the same under Function tab > Sales group tab, for a sales group, that must contain the possible combinations for R/3 sales org, R/3 sales office, R/3distribution channel and R/3 division.
    In this way, you have the structure like:
    SALESORG1001
       SALESOFFICE 1100
           SALESGROUP 100
       SALESOFFICE 1200
       SALESOFFICE 1300
    SALESORG1002
    SALESORG1003
    But inside SALESOFFICE 1100 details you have something like:
    Sales office tab:
    R3 sales org | R3 DC | R3 Div
    1001              10         01
    1002              10         01
    1003              10         01
    And under Sales Group 100 you have something like:
    Sales group tab:
    R3 sales org | R3 Sales Office | R3 DC | R3 Div
    1001              1100                  10         01
    1002              1100                  10         01
    1003              1100                  10         01
    1001              1200                  10         01
    1002              1200                  10         01
    1003              1200                  10         01
    1001              1300                  10         01
    1002              1300                  10         01
    1003              1300                  10         01
    Hope it helps,
    Susana Messias

  • B2B. Enhanced version of the CRM organizational model

    Hi,
    We use B2B with sales order. We works with standard org. structure.
    Enhanced version of the CRM organizational model.
    http://help.sap.com/saphelp_sm40/helpdata/en/32/4473211b7778428efebc865e351cb4/content.htm
    Does B2B works fine with Enhanced version of the CRM organizational model?
    Denis

    Hi,
    Enhaced backend integration - Org model is used when there is more than one "org" attribute is assigned to higher org node , e.g. two sales offices assigned to one sales org.
    In Product catalog configuration , in Catalog Variant, we can make entry for Sales org , Distribution channel & division,
    so in this case , i feel there should not be problem in B2B scenario even if we use enhanced backend integration model.
    hope it helps,
    regards,
    Prashant

  • Number range of BP in the Organizational Model

    Hi
    I created in the transaction PPOCA_CRM my Org.Model when i save de data the system assign a number of BP to the unit, but i have two different Number Range; one to create BP's type 3 that is internal range and the second one i want to use for de Organizational Model but when i save de data the system assign the first one. (Note that the second one is internal too)
    Do you know any transaction where i could configure what number range the system have to take when i create the Organizational Model??
    Thanks in advanced
    :P

    Hi Susana,
    Unfortunately there is no unique transaction that allows the system to distinguish between CRM Organizational Unit and Business Partner assignments. Transaction BUCF is the transaction that you would go to create the number range assignments to busines partners. Whatever range you designate as the Internal Standard Grouping will be used to assign Org Unit BP Numbers as well as other business partners that utilize internal number assignment. What happens is that once you designate an internal standard group assignment in CRM that number range will be used for all assignments whether that is for Business Partners, Org Units, etc. You do not have the option to create multiple Internal Standard Group references.
    If you have a requirement to assign a unique number range to an Organizational Unit different than the business partners you create, some development will be necessary. I'm not sure how complex this will be, but I can imagine it won't be easy as you are restricted to only one internal standard grouping. Hope this helps.
    Gil

  • Business Partner in Organizational Model Missing

    Hi
    I have added an Org Unit in Development Server and the ID and BP number is generated.
    I have Transported from Dev to Quality server by using RHMOVE50 to move the org unit.
    The Org unit and ID are transported successfully but the BP number is missing.
    Note: Earlier for all other Org Units in Qulaity the BP Number exist.
    Please prove me solution and points will be rewared.
    Thanks and Regards
    Masthan

    Hi,
    Apart from the above steps given by others you can also follow these steps as they did work in my scenario, this generally take some hours for the system to generate the BP ids so its better to schedule these activities in the evening so that when the Ids would be visible the next day I dont know whether this is a standard but this did happen in my case as i had to create the org structure twice so i had this experience twice.
    Scenario when the buffering is not done and the Business partner id is not getting created in ppoma_crm
    Check Settings for Attribute Maintenance
    Check the consistency of the attribute assignments to the organizational units.
    1. Access the activity using the following navigation options:
    Transaction code SPRO
    SAP CRM IMG menu Customer Relationship Management  Master Data  Organizational Management  Organizational Model  Tools  Check Settings for Attribute Maintenance
    2. Execute the check.
    Organizational Data Settings Check
    See documentation of the IMG activity for details about this check
    1. Access the activity using the following navigation options:
    Transaction code SPRO
    SAP CRM IMG menu Customer Relationship Management  Master Data  Organizational Management  Organizational Model  Tools  Organizational Data Settings Check
    2. Execute the check.
    Setup Buffering for Sales Scenario
    Report HRBCI_ATTRIBUTES_BUFFER_UPDATE is used to buffer the attributes of organizational management objects. To enable buffering you have to maintain view T77OMATTR.
    Enable Buffering for Sales Scenario
    1. Access the activity using the following navigation option:
    Transaction code OOATTRCUST
    2. Select the structure node Scenarios.
    3. Check the checkbox in the column Buffering for the scenario SALE.
    4. Choose Save.
    Update Buffers for Sales Scenario
    1. Access the activity using the following navigation option:
    Transaction code SA38
    2. Call transaction SA38.
    3. Select the report HRBCI_ATTRIBUTES_BUFFER_UPDATE
    4. Select the checkboxes for Delete All Buffers and Restructure buffer on Date.
    5. Choose Execute (F8).
    In note 737315 further details regarding this topic are described. Note you can also schedule a job in transaction SM36 to run this report regularly.
    Hope this helps.
    Regards,
    Amit

  • Customer name is not updating in Organization model

    Hi All,
    One employee  is created with the name "test customer" in ECC and it is assigned to organization model in CRM. After that the the employee name is changed fom test customer to __customer test. Now same changes is updating in CRM but not updating in Organization model?
                                  can you plz tell me why the employee is not updating in Organization model?
    Edited by: prajesh24 on Jun 16, 2011 11:08 AM
    Edited by: prajesh24 on Jun 16, 2011 11:32 AM

    Hi
    The changes to the business partner data flows through the middleware in run time.
    But if you assigned the user with some initial name as XYZ. Then change the name of the business partner to X1Y1Z1, then you need to remove the earlier entry in the name of XYZ and assign the new entry X1Y1Z1 manually.
    As a standard, it will not update the name in the organisational data in CRM.
    Hope this will be helpful.
    Regards

  • How to transport organization model

    Hi Experts...
    how to transport organization model from development server to testing server in CRM FUNCTIONAL MODULE.
    Thnx..

    Hi ,
    Refer to this thread:
    [Transport of Organization Structure;
    Cheers, Satish

  • Change organizational model

    Hello,
    at the beginning of CRM in our company we created an organizational model. There we have a hierarchy with sales organisation --> sales buro --> sales group.
    Now we have a new office in another country. For the new office we have to create a new sales organisation, four new sales buro and four new sales group.
    I find the posibility to create these in SPRO --> SAP Reference IMG --> CRM --> Master Data --> Organizational Management --> Organizational Model --> Change Organizational Model.
    If I create a new instance here it gets the next available ID.
    In the PCUI fields these instances are sorted of the ID. Is there any possibility to achieve that the new sales organisation appears between the existing sales organisations?
    Thanks for your help!
    Regards
    Philipp

    Hi,
    whatever the orgn you have created  select that and under that create this orgn.
    I hope this works
    Regards,
    Madhuri

  • BP number in Organization model

    Hi experts
    When we will creating new organization structure along with Org Id BP # will be coming automatically
    I would like to know what are the settings need to be done for this.
    becoz now when i am creating in my production server now it is not displaying BP # for newly created Org model
    Many thanks
    Vinay

    Hi Vinay,
    Go to IMG> CRM>Master DataBusiness PartnerIntegration Business Partner-Organization Management--Set Up Integration with Organizational Management.
    Here you have to set up:
    HRALX HRAC X
    HRALX OBPON ON
    HRALX ONUMB 2
    HRALX OSUBG and here the no range for ur org.
    Apart from the above steps, follow the steps given below as they did work in my scenario, this generally take some hours for the system to generate the BP ids so its better to schedule these activities in the evening so that when the Ids would be visible the next day.
    Scenario when the buffering is not done and the Business partner id is not getting created in ppoma_crm
    Check Settings for Attribute Maintenance
    Check the consistency of the attribute assignments to the organizational units.
    1. Access the activity using the following navigation options:
    Transaction code SPRO
    SAP CRM IMG menu Customer Relationship Management  Master Data  Organizational Management  Organizational Model  Tools  Check Settings for Attribute Maintenance
    2. Execute the check.
    Organizational Data Settings Check
    See documentation of the IMG activity for details about this check
    1. Access the activity using the following navigation options:
    Transaction code SPRO
    SAP CRM IMG menu Customer Relationship Management  Master Data  Organizational Management  Organizational Model  Tools  Organizational Data Settings Check
    2. Execute the check.
    Setup Buffering for Sales Scenario
    Report HRBCI_ATTRIBUTES_BUFFER_UPDATE is used to buffer the attributes of organizational management objects. To enable buffering you have to maintain view T77OMATTR.
    Enable Buffering for Sales Scenario
    1. Access the activity using the following navigation option:
    Transaction code OOATTRCUST
    2. Select the structure node Scenarios.
    3. Check the checkbox in the column Buffering for the scenario SALE.
    4. Choose Save.
    Update Buffers for Sales Scenario
    1. Access the activity using the following navigation option:
    Transaction code SA38
    2. Call transaction SA38.
    3. Select the report HRBCI_ATTRIBUTES_BUFFER_UPDATE
    4. Select the checkboxes for Delete All Buffers and Restructure buffer on Date.
    5. Choose Execute (F8).
    In note 737315 further details regarding this topic are described. Note you can also schedule a job in transaction SM36 to run this report regularly.
    Hope this helps.
    Regards,
    A S

  • Organization Model Before Data Replication

    Dear SRM Gurus,
    System:- SRM5.0 EBP5.5
    I am stuck in CRM-Middleware, data replication from R/3 to SRM.
    Can i still prepare ORGANIZATION MODEL, before replicating data.
    Best Regards,
    ANIL RAJPAL.

    Dear Yann,
    I have replicated Product categories from one R/3 site.
    a) Am using SRM5.0 EBP5.5, should i run report to get vendors into PPOCV_BBP ?
    b) In PPOMA_BBP - in attributes VALUE field is GREY - i cant put any entry in it ? have i missed any config ?
    Best Regards,
    ANIL.

  • Sales Area, Organizational Model and Territory Management

    Dear Experts,
    I'm meeting unexpected system behaviour (CRM Release 2007) during the configuration of the territory management, below the steps I have done:
    1. Define a new Employee from BP transaction
    2. Go to "Organizational Model", create a new position under the existing organizational unit and assign the new BP to it.
    3. Go to "Maintain Territory Hierarchy", add a regional level to the existing structure, add the new BP and set the appropriate territory attributes.
    4. Go to "Maintain sales area for territories from Org. Model", select the new regional level and click on "Show Sales Areas". The system shows as attributes status "Position 50000125 has no sales areas".
    Where can I set the sales area for the territory?
    Thanks in advanced for your help.
    Kind regards,
    Alberto
    Edited by: Alberto Angelini on Apr 7, 2009 6:43 PM
    Edited by: Alberto Angelini on Apr 7, 2009 6:44 PM

    Hi,
    In TCODE CRMM_TERRMAN under the tab where the positions for a territory are assigned,
    check if Territory attributes are maintained. There should be SA_SALES_AREA maintained here.
    Also in TCODE PPOMA_CRM under the Function Tab check whether the Sales Area for the position is maintained.
    Regards,
    Masood Imrani S.

  • Determining Organizational Model information for a BP

    I am currently working on a report development where there is a requirement to show both Territory and Organizational Model information.
    For Territories, it's a simple matter of using the available function modules to determine a Sales Person and their area for a particular customer post-code. Finding similar information for a Service Engineer maintained in the Organizational Model is proving very difficult.
    Is anyone aware of any functional modules i could use to determine this information using just BP information (i.e. post code, partner number, etc)??
    I understand that i would have to determine the Sales Area information before being able to fetch the Service Org, Team, Territory etc information. Having searched for function modules within CRM and on multiple forums, i haven't found a way of doing this.
    This is the first time i've worked on Organizational models so any help would be very much appreciated.

    Hi Indi,
    I dont know about what kind of data you require, but i think this FM would be useful
    CMS_BUPA_ORGDATA_GET_BL.
    Also for details of an org can be obtained for a CRM_ORGMAN* any of the FM.
    Regards
    Sidd

  • Update organizational model from ERP

    Hi experts!
    I have a requirement for which the organizational model in CRM needs to be updated according to the updated one in ERP.
    Is there an automatic delta update?
    I am a newbie in CRM so any documentation concerning the Organizational Model Customizing would be very helpful.
    Thank you all in advance!!

    Hi Grigoria.
    CRM only allows one first download of SD structure from R/3/ECC into CRM. Any changes in the organizational model on R/3 side (new sales office, new sales group, new combination allowed of distribution channel, division, etc) needs to be done manually on CRM side.
    This is being in this way since first CRM releases and doesn't seems that SAP is going to create any new procedure to change this. I guess it's tecnically difficult because of these information on CRM side is as master data records.
    Regards,
    Susana Messias

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