CRM Organisation Model datasource

Hi gurus,
can anybody please suggest me what are the datasources for extraction of Organisation Model from CRM? points will be rewarded for helpful answers.

Hi there,
I encountered the same problems and I was told to read note no. 681722.
The problem isn't solved yet because I'm dealing with it only now but probably this note helps you, too.
It seems you do need datasource 0CRM_HR_PA_OS_1 because the extractor 0CRM_ORGUNIT_HR01_HIER does not deliver e. g. the relation between org unit and user (at the moment I interpret user as "employee"). 0CRM_HR_PA_OS_1 delivers it via transaction data. As I interpret the note you need the transferrules for this datasource and a relevant CRM InfoCube which I have not identified so far.
The note says that one has to extract the relevant master data via 0CRM_ORGUNIT_HR01_HIER, 0CRM_ORGUNIT_TEXT and 0CRM_ORGUNIT_SALES_ATTR ...
Hope it helps.
Regards,
Doris.

Similar Messages

CRM Organisation Model

Dear All,
I am working on a project where the Organisation model has already been set up and is now in production. The set up by the previous phase has not been done correctly (model is different in every client!) and I am now trying to find a way to correct the model for our phase. Bearing in mind that the production system does have transaction records using the current org model, can I create a new plan version and then transport to all clients? Will existing transactions continue to reference the previous model? Has anybody any experience of cleaning up this kind of mess! Any help much appreciated.
Thanks,
Dav

hi there
since u said that u want to begin afresh and want the same set up in all clients
just delete the existing org model in all clients if they don have any further usability,after u delete the org model manually
run this report
HRBCI_ATTRIBUTES_BUFFER_UPDATE
it will refresh ur org buffer and all those previous instances will get deleted
also run the t code for indeaxing the org
CRMD_INDEX_OM
and there give object type as O
it will clear all the stuff ,then u just transport ur new version in all the clients,also when u create ur new org model try through the FM not manually.
best regards
ashish

Mapping SAP CRM Org model to ecc Enterprise structure

Hi
SAP gurus,
I am looking for some step wise guideline for conversation of SAP CRM org model to sap ecc, I want to do the mapping. Can any one please help for required steps.
and one more thing is I tried to do this by "Convert Org. Model to Represent Multiple Assignments in SAP ECC" option in crm 5.0 but i failed, some error happened, so how can I revert back to crm org model.??
Please help, I really need this.
Thanks
Rahul

{I am looking for some step wise guideline for conversation of SAP CRM org model to sap ecc, I want to do the mapping}
I think it's not possible
{so how can I revert back to crm org model.}
Not. Please read documentation.

Attributes in Organisation Model.

Hi all,
I have a general question regarding the Attributes in Organisation Model.
For example: when we Set the attribute of a country to GB or US. It inpact it would
bring...?
Regards,

Hi Usman,
I have used attributes to generally identify the Org Unit.
If you set the country attribute as US, you can check in your implementation for this attribute value and perform the desired function.
Hoep this helps!
Regards,
Saumya

CRM Org Model Load

Is there a standard SAP program or function module to load the CRM Organizational model data from Excel? How can we load the CRM Organizational model data from Excel?
Currently we are doing it manually using the transaction -
PPOMA_CRM - Maintain Organizational Model.

Hello,
A standard report exists for this purpose : RHALTD00 .
1. You can also see sdn thread :
how to use report RHALTD00..Please help
2. Read the documentation against this report
3. Search with this report name in sdn/help portal and you will get more info.
Regards,Khan.

Facing problem in adding attributes for sales in organisation model

hi i am murali
for my organisation model in sales organisation i want to add division and distribution channel attributes.when i am in ooattrcust
transaction,i found that they were in invisible maintenance and i am not able to change them.please help me

Hi,
Please read:
Orgmodel-- Attributes
1. Goto T. Code: SM30
2. Enter T77OMATTR for Table/View and click Maintain Button.
3. Now Double click on Attributes. Here create your oun Attribute by copying an existing one / Create a New Entry.
Here you also have setting like Multi Values, Default Values etc.
4. After creating New Attribute, double click on Scenarios and select your required scenario then click on Attributes/Scenarios.
Here you include your newly created Attribute. Here you also have important settings like Inheritance Type, Reg Attr etc.
Alternatively you use T.Code OOATTRCUST instead of SM30.
Once this customization is done you can see your attribute in the Org Model Customization(T. Code: PPOMA_CRM).
HRBCI_ATTRIBUTES_BUFFER_UPDATE
Denis

How to run the setup tables in CRM for 0CRM_LEAD_I datasource.

Hi all,
How to run the setup tables in CRM for 0CRM_LEAD_I datasource.
what is the tcode and steps to follow.
Thankyou.

you dont have to do set up tables for 0CRM_LEAD_I.
run the init infopack in BW and then subsequent delta's

Determining Partner in Lead transaction thru Organisation model

Hello,
I need to determine responsible employee in lead transaction thru Organisation model that I have created . Now I dont want to use the attributes of the organisation as we have some constraints in that I need to determine a partner out of the assignment I have done in Organisation model. eg If BP "0001" is assigned to Org unit A as employee(Holder of a position) is it possible for me to determine the same employee in lead transaction as Employee responsible if I give the input of org unit A in the transaction? If yes pls let me know the steps for doing the same.
Thanking in anticipation.
Ambrish

In SPRO Customer Relationship Management > Master Data > Organizational Management > Organizational Data Determination >Wizard for Organizational Data Determination > Create Determination Rule of the Responsibility Type.
There, you assign a name, scenario (Sales or service) and select an attribute for example: SA_RESPORG Responsible organization, then assign Organization unit. After you assign profile to transaction type Lead.
Regards

User not integrated in the organisation model

Hi gurus,
i am not able to integrate user into organisation model.when i use USERS_GEN,T-code to assign ,it shows action cancelled.pls let me the reason and solution.
message no:BBPU_MEssages001

Hi Kalai,
To assign your user to the organizational model:
1. Create your own business Role
a. Call transaction PFCG and copy std profile to Z profile.
b. Execute Transaction CRMC_UI_PROFILE
c. Copy business role say SALESPRO to ZSALESPRO incl. all related objects and assign your created PFCG role.Press the skip button if you get en error message.
2. Assign your created business role to organizational model
a. Call transaction PPOMA_CRM
b. Search organizational unit by u2018Structure Searchu2019 and browse the organization you need to add to.
c. Create a new position and save your changes.
d. Assign your created business role to the new position.
Mark your position and select in the main menu Go To -> Detail object -> Enhanced object description
On tab u2018Activeu2019 select u2018Business Roleu2019 and create a new infotype.
Enter your created business role and save.
3. Assign your user to the organizational model
a. Go back to the organizational model or follow steps 2.a to 2.b again.
b. Mark your position and assign your user to this position. On the popup select u2018Holderu2019 .
c. On the search help select tab u2018User by address datau2019 and search for your own user
d. Save your settings and relaunch the WebClient UI (call transaction BSP_WD_CMPWB, select CRM_UI_FRAME as component and press u2018Testu2019-button) to test your changes
Hope this helps!
Regards,
Saumya

CRM Org Model vs. Roles

Does anyone know the difference between creating and providing security through CRM CIC Org. Model versus handling the security through Roles

Hello Mukund,
You can execute transaction CRMC_R3_ORG_GENERATE to download the R/3 sales areas into CRM.
Only new sales organizations are downloaded with CRMC_R3_ORG_GENERATE when is executed a second time, therefore is highly recomended to execute this transaction once. You can see it in the documentation of this transaction: IMG: CRM > master data > orga. management > data transfer >Copy R/3 Sales Structure.
The download from R/3 into CRM is supposed to be one-time download and all the maintanence should be done in both systems separately.
If you have already created organizational data seperated in CRM and ECC, therefore here there are just two options: either make all necessary assignments manually in PPOMA_CRM, or delete the CRM Org Model completely and rerun a new initial load with the above mentioned transaction.
To maintain the sales organization data manually in ppoma_crm, you need to go to the organizational unit's 'Function' tab, enter the corresponding R/3 sales organization there.
As for the distribution channel and division, they should be maintained in the 'Attributes'.
Hope the above information could be helpful.
Best regards,
Maggie

CRM ORG Model Setup

Hi Gurus,
We have setup the Org Model in sync with R/3 in our Dev Client.
CRM => O 050000001 /20/00 (Sales Org/ Distribution Channel/ Division)
Corresponding R/3=> USAO/20/00 (Sales Org/ DChannel/ Division)
How do we transport it to Quality Client of CRM?
Do I have to setup the entire Org Model Again?
If any documentation/ Steps are available then it will be of gr8 help
Thanks
Mukund

Hello Mukund,
You can execute transaction CRMC_R3_ORG_GENERATE to download the R/3 sales areas into CRM.
Only new sales organizations are downloaded with CRMC_R3_ORG_GENERATE when is executed a second time, therefore is highly recomended to execute this transaction once. You can see it in the documentation of this transaction: IMG: CRM > master data > orga. management > data transfer >Copy R/3 Sales Structure.
The download from R/3 into CRM is supposed to be one-time download and all the maintanence should be done in both systems separately.
If you have already created organizational data seperated in CRM and ECC, therefore here there are just two options: either make all necessary assignments manually in PPOMA_CRM, or delete the CRM Org Model completely and rerun a new initial load with the above mentioned transaction.
To maintain the sales organization data manually in ppoma_crm, you need to go to the organizational unit's 'Function' tab, enter the corresponding R/3 sales organization there.
As for the distribution channel and division, they should be maintained in the 'Attributes'.
Hope the above information could be helpful.
Best regards,
Maggie

Update an organisational model from an Excel file.

Hi,
I have made an extraction of an existing organisational model in an excel file.
Is it possible to update the existing organisational model or create a new one from the excel file?
Any standard program or function module that can help me to do it.
Thanks,

Hi,
I think two interesting FM could be
BBPU_CREATE_ORGUNIT_AND_BUPA (O creation)
BBP_UPDATE_ATTRIBUTES (PPOMA attributes)
I hope this help
Jorge

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

Can someone explain how Groupware fits into the CRM mobile model?.

Can anyone explain how Groupware fits into the CRM mobile model?.
Also we have the client console on the laptop, but it looks very basic. My understanding is that it's supposed to be able to download sales details before going on the road, is that correct, or have I misunderstood something?.
Jason

Hi Jason,
For Groupware integration try looking at
http://help.sap.com/saphelp_crm50/helpdata/en/74/49af3ab73dc363e10000000a114084/frameset.htm
For Client Console functionality refer to
http://help.sap.com/saphelp_crm50/helpdata/en/9d/a7443bc6054d4ee10000000a11402f/frameset.htm
Regards,
Gervase

CRM license model

Hi Expert,
Couple month, My customer has purchased 2 CRM licenses, in License Administration it shows
"CRM Service User (Standalone) = 2 licenses and CRM Sales User (Standalone) = 2 licenses".
We assigned both CRM Sales User and CRM Service User to the same person.
B1 Info = V2007A SP00 PL47
The two users have full authorization but they can open only report, couldn't do any transaction. Anyone is facing the same problem?
Today, we requested 2 CRM licenses to test but in License Administration shows only CRM Service User (Standalone) = 2 license.
According to CRM license model we should have both "CRM Service User and CRM Sales User" but we only have CRM Service User. Any reasons behide it?
Thank you in advance

Hi,
It is a little bit confused when going though your posting. How many licenses have you requested so far?
Thanks,
Gordon

CRM Organisation Model datasource

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