CRM Organizational Management

Does anyone have experience with a function which allows one to maintain the org structure in CRM? There's a ton of CRM_ORGMAN* functions but documentaion is sparse. I'd appreciate it if someone can lend a hand.
Thank you
Josh

Please see also :
Note 1812632 - Enhanced Org. Model - How to maintain multiple assignments – principle of multiple hierarchy
and KBA 1824183 - How buffer report HRBCI_ATTRIBUTES_BUFFER_UPDATE can be used in 24/7 operative systems

Similar Messages

Organization Fail in CRM Organization Manager

Hi all
in Crm organization manager my organization status is fail but i can browse my organization
I have a problem?

Please check the import log file, log file most likely to be located
the folder %appdata% \Microsoft\MSCRM\Logs
so open windows explorer on front end server and type " %appdata%
\Microsoft\MSCRM\Logs " in address bar, check latest updated log file and it will provide you more details regarding the failure.
MayankP
My Blog
Follow Me on Twitter

SAP CRM Organization Managment

Dear All,
I was creating an organization unit through transaction ppoma_crm but the problem I am facing is that the system is not creating the BP ID of organization unit created neither the relationship is employee of created for the employees assigned to that organization unit.
Please suggest.

Hi
Hope you have done the number range <-> grouping setting in SPRO.
SPRO > Cross Application Components > SAP Business Partner > Business Partner > Basic Settings > Number Ranges and Groupings > Define Groupings and Assign Number Range
Hope this will be useful
Regards

Enhanced backend integration version for Organizational management

Hello everybody,
We are thinking about enhacing backend integration for Organizational management because we have Sales office in ERP sales assigned to several sales organizations.
Reading the library information we understand that several offices can be assigned to the same organizational unit as well as the text sais:"enhances the Function tab page in the ppoma_crm transaction to include a grid table, in which you maintain multiple assignments of organizational units "
Example:
CRM Org Unit 50000--->Sales Office 1000
--->Sales Office 1001
What we need is to Know if Several CRMOrganizational Units can have the same Sales office or sales Gruoup.
Example:
CRM Org Unit 50000--->Sales Org 1000
CRM Org Unit 50001--->Sales Office 1000
CRM Org Unit 50010--->Sales Org 2000
CRM Org Unit 50011--->Sales Office 1000
Is this second example possible with the enhacement?
Thanks in advance
Marga Ribes

Hi Marga,
we have the same problem. The sales office is assigned multiple in ERP - the download of the common used sales areas (Report: CRM_ORGMAN_SALES_BUND_DOWNLOAD) doesn't create any datarecords in the table SMOTVKBZ.
Which report do we have to execute in order to download the valid assignments maintained in ERP?
Thanks in advance
Reini

BAPI to create OrgUnit or Position in Organizational Management (ppome)

Hi,
does an function module exits to create an OrgUnit or Position in the Organizational Management in ECC 6.0?
Is there a similar fm like CRM_ORGMAN_CREATE_REL_OBJ as in CRM?
Or can I also insert just an entry in Table for Infotype 1000 and 1001(Relationships) to add an Object to the OrgManagement?
regards,
hans

Did you find out how to do this?
I am looking for the same, but I also need a "Remote enabled" BAPI/RFC
Thanks

ERP Reference sales area usage in CRM organization determination

Hi Experts,
Our client, in its ERP applies reference sales area to reduce mater data maintenace efforts. (It manages about 30-40 division which definition is based on product portfolio basis.)
As result of this structure, in CRM business partners are created only this reference sales area level, meanwhile in the business transaction we should need information about the real division.
Is there any experiences on this area?
Thanks for your support in advance.
Anett

Go to organization management and see what kind of profile options are assigned to ur user.

What is organization Management determination?

hi,
What is organization Management determination?
Regards,
babu

Hi babu,
Organizational Management in CRM offers you a flexible tool for handling your companyu2019s task-related, functional organizational structure as a current organizational model.
You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units.
The organization model will be especially used for organizational data determination within the CRM scenarios for marketing, sales and service.
Compared to ERP the organizational model use in CRM is more comprehensive, flexible and dynamic.
A synchronization of the organizational structure for sales and service in ERP and CRM is possible via mapping of organizational units. This is a prerequisite for a master data and transactional data integration between ERP and CRM.
organization determination means to determine organization(sales office,sales grp etc) in transactions automatically
2 types of rules in crm
1.organization model:
2.responsibility rule:
u can define these rules with the help of wizard in crm system
reward points if helpful
Thnaks&regards
kishore kumar

CRM Grants Management - Grantor Implementation

Hi
We need implement CRM Grantor Management for grantors. We have actually the following sap systems and components:
1.SAP CRM 2007 u2013 CRM Application Server ABAP
Component Version:   SAP CRM 6.0
2.SAP ENH PACK 4 FOR SAP ERP 6.0 u2013 Public Sector Accounting with the following components:
Component Version:   SAP ECC 6.0
EA-PS 604 SAPK-60403INEAPS - SAP Enterprise Extension Public Services
IS-PS-CA 604 SAPK-60403INISPSCA - IS-PUBLIC SECTOR CONTRACT ACCOUNTING
FI-CA    604 SAPK-60403INFICA   - FI-CA
SAP_APPL 604 SAPKH60403         - Logistics and Accounting
We do not have a SAP Netweaver 7.0 BI but I have BW component in the CRM and ERP
CRM -> SAP_BW 700 0020   SAPKW70020 SAP NetWeaver BI 7.0
ERP -> SAP_BW   701 0003   SAPKW70103 SAP Business Warehouse
and we have the component
BI_CONT 703 0014 SAPKIBIIQ4 - Business Intelligence Content
Is it enough to configure the Grants Management for Grantor?
Please, I need to know if we need install aditional components. Exist an aditional Public sector industry CRM package to install in the CRM 2.007 system?
Thanks in advanced.
OMM

For CRM is fine..Should be great if you have CRM 7.
Can you see this standard transaction type in your IMG:?
GAG     Grantor Agreement     SAP Standard Grantor Agreement     BUS2000271 Grantor Agreement
GAP     Grantor Application     SAP Standard Grantor Application     BUS2000270 Grantor Application
GCL     Claim     Claim     BUS2000272 Complaint
GCR     Change Request     Change Request     BUS2000270
Also review if you have SPRO> Industry-Specific Solutions> Public Sector > Grantor Management in SAP CRM.
You can use the standard with business role "CRMGRMPRGMAN"
Regards,
Lyda

Standard way of Handling Escalation process in CRM Complaint Management

Dear experts,
What is the standard way of mapping Escalation process in SAP CRM Complaints management?
We need to escalate the complaint to next level if it is not resolved with in the a specific time.
How can we configure this scenario in SAP CRM. Please help me to solve this issue. Your help will be highly appreciated.
Thank you
Raghu ram

Hi Arup,
We are setting up a Complaints Mgmt system for our client.
They have a very standard process of handling complaints.
The complaints are created in the system and assigned to a CR Agent. The CR agent then forwards to the respective department for investigation. Once the investigation is compelete the department sends it back to the CR who then decides whether the Complaint is justified or not.
If it is justifed and there is a money refund involved then there is a limit to what the CR agent can approve. If its more than his limit somebody from higher authority needs to approve it. My quesiton to you is:
- How is the complaint assigned to the CR agent. Do I need to replicate the Org strucutre from HR into CRM? If yes, then once I have the org structure where do I do the CR assignment?
- Secondly how does the CR agent assign the complaint to other department for investigation. Is this through CRM Complaint Activity or there is another way for it?
- Third once the investigation is complete and the required department needs to send the feedback how will this be sent back to the CR for making the final decision. Is there a workflow?
- Finally how can we setup the cap limits like if there is a money refund to the customer from the complaint then if the the amount is between 0 and 500 a CR should be able to approve it, if the amount is between 500 - 1000 the manager should be able to approve it, how can this be setup?
Many thanks
AA

Organization Management Interview Questions and Answers Extremely Urgent

Hi,
Please let me know Organization Management Interview Questions and Answers. MOST MOST URGENT
Please do not post Link or website name and detail response will be highly appreciated.
Very Respectfully,
Sameer.
SAP HR .

Hi there,
Pl. find herewith the answers of the questions posted on the forum.
1. What are plan versions used for?
Ans : Plan versions are scenarios in which you can create organizational plans.
     In the plan version which you have flagged as the active plan version, you create your current valid organizational plan. This is also the integration plan version which will be used if integration with Personnel Administration is active.
     You use additional plan versions to create additional organizational plans as planning scenarios.
As a rule, a plan version contains one organizational structure, that is, one root organizational unit. It is, however, possible to create more than one root organizational unit, that is more than one organizational structure in a plan version.
For more information on creating plan versions, see the Implementation Guide (IMG), under Personnel Management  Global Settings in Personnel Management  Plan Version Maintenance.
2. What are the basic object types?
Ans. An organization object type has an attribute that refers to an object of the organization management (position, job, user, and so on). The organization object type is linked to a business object type.
Example
The business object type BUS1001 (material) has the organization object type T024L (laboratory) as the attribute that on the other hand has an object of the organization management as the attribute. Thus, a specific material is linked with particular employees using an assigned laboratory.
3. What is the difference between a job and a position?
Ans. Job is not a concrete, it is General holding various task to perform which is generic.(Eg: Manager, General Manager, Executive).
Positions are related to persons and Position is concrete and specific which are occupied by Persons. (Eg: Manager - HR, GM HR, Executive - HR).
4. What is the difference between an organizational unit and a work centre?
Ans. Work Centre : A work center is an organizational unit that represents a suitably-equipped zone where assigned operations can be performed. A zone is a physical location in a site dedicated to a specific function.
Organization Unit : Organizational object (object key O) used to form the basis of an organizational plan. Organizational units are functional units in an enterprise. According to how tasks are divided up within an enterprise, these can be departments, groups or project teams, for example.
Organizational units differ from other units in an enterprise such as personnel areas, company codes, business areas etc. These are used to depict structures (administration or accounting) in the corresponding components.
5. Where can you maintain relationships between objects?
Ans. Infotype 1001 that defines the Relationships between different objects.
There are many types of possible relationships between different objects. Each individual relationship is actually a subtype or category of the Relationships infotype.
Certain relationships can only be assigned to certain objects. That means that when you create relationship infotype records, you must select a relationship that is suitable for the two objects involved. For example, a relationship between two organizational units might not make any sense for a work center and a job.
6. What are the main areas of the Organization and Staffing user interfaces?
Ans. You use the user interface in the Organization and Staffing or Organization and Staffing (Workflow) view to create, display and edit organizational plans.
The user interface is divided into various areas, each of it which fulfills specific functions.
Search Area
Selection Area
Overview Area
Details Area
Together, the search area and the selection area make up the Object Manager.
7. What is Expert Mode used for?
Ans. interface is used to create Org structure. Using Infotypes we can create Objects in Expert mode and we have to use different transactions to create various types of objects. If the company needs to create a huge structure, we will use Simple maintenance, because it is user friendly that is it is easy to create a structure, the system automatically relationship between the objects.
8. Can you create cost centers in Expert Mode?
Ans. Probably not. You create cost center assignments to assign a cost center to an organizational unit, or position.
When you create a cost center assignment, the system creates a relationship record between the organizational unit or position and the cost center. (This is relationship A/B 011.) No assignment percentage record can be entered.
9. Can you assign people to jobs in Expert Mode?
10. Can you use the organizational structure to create a matrix organization?
Ans. By depicting your organizational units and the hierarchical or matrix relationships between them, you model the organizational structure of your enterprise.
This organizational structure is the basis for the creation of an organizational plan, as every position in your enterprise is assigned to an organizational unit. This defines the reporting structure.
11. In general structure maintenance, is it possible to represent the legal entity of organizational units?
12. What is the Object Infotype (1000) used for?
Ans. Infotype that determines the existence of an organizational object.
As soon as you have created an object using this infotype, you can determine additional object characteristics and relationships to other objects using other infotypes.
To create new objects you must:
     Define a validity period for the object
     Provide an abbreviation to represent the object
     Provide a brief description of the object
The validity period you apply to the object automatically limits the validity of any infotype records you append to the object. The validity periods for appended infotype records cannot exceed that of the Object infotype.
The abbreviation assigned to an object in the system renders it easily identifiable. It is helpful to use easily recognizable abbreviations.
You can change abbreviations and descriptions at a later time by editing object infotype records. However, you cannot change an objects validity period in this manner. This must be done using the Delimit function.
You can also delete the objects you create. However, if you delete an object the system erases all record of the object from the database. You should only delete objects if they are not valid at all (for example, if you create an object accidentally)
13. What is the Relationships Infotype (1001) used for?
Ans. Infotype that defines the Relationships between different objects.
You indicate that a employee or user holds a position by creating a relationship infotype record between the position and the employee or user. Relationships between various organizational units form the organizational structure in your enterprise. You identify the tasks that the holder of a position must perform by creating relationship infotype records between individual tasks and a position.
Creating and editing relationship infotype records is an essential part of setting up information in the Organizational Management component. Without relationships, all you have are isolated pieces of information.
You must decide the types of relationship record you require for your organizational structure.
If you work in Infotype Maintenance, you must create relationship records manually. However, if you work in Simple Maintenance and Structural Graphics, the system creates certain relationships automatically.
14. Which status can Infotypes in the Organizational Management component have?
Ans. Once you have created the basic framework of your organizational plan in Simple Maintenance, you can create and maintain all infotypes allowed for individual objects in your organizational plan. These can be the basic object types of Organizational Management organizational unit, position, work center and task. You can also maintain object types, which do not belong to Organizational Management.
15. What is an evaluation path?
Ans. An evaluation path describes a chain of relationships that exists between individual organizational objects in the organizational plan.
Evaluation paths are used in connection with the definition of roles and views.
The evaluation path O-S-P describes the relationship chain Organizational unit > Position > Employee.
Evaluation paths are used to select other objects from one particular organizational object. The system evaluates the organizational plan along the evaluation path.
Starting from an organizational unit, evaluation path O-S-P is used to establish all persons who belong to this organizational unit or subordinate organizational units via their positions.
16. What is Managers Desktop used for?
Ans. Manager's Desktop assists in the performance of administrative and organizational management tasks. In addition to functions in Personnel Management, Manager's Desktop also covers other application components like Controlling, where it supports manual planning or the information system for cost centers.
17. Is it possible to set up new evaluation paths in Customizing?
Ans. You can use the evaluation paths available or define your own. Before creating new evaluation paths, check the evaluation paths available as standard.
18. Which situations require new evaluation paths?
Ans. When using an evaluation path in a view, you should consider the following:
Define the evaluation path in such a manner that the relationship chain always starts from a user (object type US in Organizational Management) and ends at an organizational unit, a position or a user.
When defining the evaluation path, use the Skip indicator in order not to overload the result of the evaluation.
19. How do you set up integration between Personnel Administration and Organizational Management?
Ans. Integration between the Organizational Management and Personnel Administration components enables you to,
Use data from one component in the other
Keep data in the two components consistent
Basically its relationship between person and position.
Objects in the integration plan version in the Organizational Management component must also be contained in the following Personnel Administration tables:
Tables                    Objects
T528B and T528T     Positions
T513S and T513     Jobs
T527X                    Organizational units
If integration is active and you create or delete these objects in Organizational Management transactions, the system also creates or deletes the corresponding entries automatically in the tables mentioned above. Entries that were created automatically are indicated by a "P". You cannot change or delete them manually. Entries you create manually cannot have the "P" indicator (the entry cannot be maintained manually).
You can transfer either the long or the short texts of Organizational Management objects to the Personnel Administration tables. You do this in the Implementation Guide under Organizational Management -> Integration -> Integration with Personnel Administration -> Set Up Integration with Personnel Administration. If you change these control entries at a later date, you must also change the relevant table texts. To do that you use the report RHINTE10 (Prepare Integration (OM with PA)).
When you activate integration for the first time, you must ensure that the Personnel Administration and the Organizational Management databases are consistent. To do this, you use the reports:
        RHINTE00 (Adopt organizational assignment (PA to PD))
        RHINTE10 (Prepare Integration (PD to PA))
        RHINTE20 (Check Program Integration PA - PD)
        RHINTE30 (Create Batch Input Folder for Infotype 0001)
The following table entries are also required:
        PLOGI PRELI in Customizing for Organizational Management (under Set Up Integration with Personnel Administration). This entry defines the standard position number.
        INTE in table T77FC
        INTE_PS, INTE_OSP, INTEBACK, INTECHEK and INTEGRAT in Customizing under Global Settings ® Maintain Evaluation Paths.
These table entries are included in the SAP standard system. You must not change them.
Since integration enables you to create relationships between persons and positions (A/B 008), you may be required to include appropriate entries to control the validation of these relationships. You make the necessary settings for this check in Customizing under Global Settings ® Maintain Relationships.
Sincerely,
Devang Nandha
"Together, Transform Business Process by leveraging Information Technology to Grow and Excel in Business".

CRM Loyalty Management & Coupon Management

Hello All,
Can anybody please tell me if standard content, for SAP CRM - Loyalty Management & SAP CRM-Coupon Management, available? If yes, can you please give me the link for the same.
Regards.

HI ,
Try the below links from SAP help
http://help.sap.com/saphelp_nw70/helpdata/en/17/8bf86fc45cfa46ae5d2d21aec67929/frameset.htm
http://help.sap.com/saphelp_nw70/helpdata/en/17/8bf86fc45cfa46ae5d2d21aec67929/frameset.htm
http://help.sap.com/saphelp_nw70/helpdata/en/55/2b9a3d35cf6f53e10000000a114084/frameset.htm
Regards,
Sathya

CRM Loyalty Management

Hi,
My company is a retailer and we are new to CRM Loyalty Management.
Want to knw some standard scenarios.
Thanks
Barry

Greetings Gleb,
i am new in Loyalty management, the link you provided is very useful and we trying to explore it. Thank you lot.
could you help us further with some documentation, if you have implemented Loyalty Management in your case.
Thanks
Cheers,
Savaridasan

Configuration of Organization Management

Dear all,
I have to configured Organization management with start. Can you please mentioned the steps involved in configuration of OM.
Thanks.
Regards,
Hassan

Hi,
OM config starts with defining number ranges and before that create a plan version.
number ranges you can define for all the om objects like S P O C K.
remaining all you can start with builiding block ( meaning creating org structure).
there are different interfaces to create the same...
let us know any other question if you have.
good luck
cheers

Best Practice For SAP CRM Case Management

Hi,
Could someone please point to best practices for CRM Case Management. I have lokked all over and I found all the best practices except for case management.
Your assistance will be appreciated.
Martin

Hi Martin,
I was just working on case management and there is no best practice documentation but the following link was most helpful.
http://help.sap.com/saphelp_nw04/helpdata/en/5c/5d79287a9afc47a62e5197b582cc97/frameset.htm
Let me know if you need further assistance.

What is the Best way to connect CRM Case Management with EP-KM?

Hi Gurus,
We will implement a Case Management in CRM 7.0 EHP2 and EP 7.31 with KM.
The Client needs Clasifications and Search of the documents in Case Management, the number of documents could be 1,000, 000 aprox...
I thing are 2 options :
1) The documents are stored in CRM Repositories, and KM access him, (I know this is posible using WebDAV repositories), but I do not know if this could affects in some way the process in Case Management. And if CRM repositories can store the huge volume of documents.
2) The documents are stored in KM Repositories, and CRM access him.
     -¿Is this posible?.
     -¿CRM can access the documents without problem?
     -How can store the documents to KM on line from CRM Case Management?
What is the best solution?.
Please Help.
Best regards.

Hello quinstar,
It sounds like you would like to use either your Personal HotSpot to AirPrint from your MacBook Pro or use an Airport to do so without internet access to the home. According to the following Featured Discussion you very well may be able to use AirPrint with Personal HotSpot:
HT4356 Can I use personal hotspot as wifi to connect printer?
https://discussions.apple.com/thread/4007254
Also, the Airport products to not need an active internet connection to set up a home Wi-Fi connection so that is another option as well.
Thank you for using Apple Support Communities.
Take care,
Sterling

CRM Organizational Management

Similar Messages

Maybe you are looking for