Lead Org determination from Employee responsible

Hi,
We are creating leads by executing campaigns. Now when leads are created, Sales org is determined from user who has logged into the system, however I want to change this. Sales org in lead should be determined by employee responsible.
I am not sure which org determination rule should be used and if there is any other customization that has to be done along with this to resolve this issue.
Please help.
Thanks,
Bhushan

Is there a standard rule for this...with some of my research i feel like this can be achieved with Org determination rule 10000194 and Partner Function ORG = Person Responsible.
I would like to know other impacts if I change my current Partner Function ORG from Activity Partner to Person Responsible. Will it affect Partner Determination Procedure??
Regards,
BJ

Similar Messages

Org Model determination from Employee Responsible

Hello friends,
I have to derive the Org responsible base on the Agent for the Service scenario. I am using the Detremination Rule ORGMAN_22 for this purpose.
I have created the Org Data Profile with this rule and have assigned it to the transaction.
But still the organization is not determined.
Can anyone please let me know if i am missing a step.
Thanks,
Vipul.

Hi Vipul,
In Organization Model ( TR: ppoma_crm), there is a check box "Object Permitted in Org. Determination" which determines whether the org. unit will be used in the org. determination or not. Check whether the check box is checked for your org. unit. Also check whether you have defined the required attribute in your rule ( Business Partner in this case) in your org unit
Let me know if this works..!!!
Best Regards,
Vishant
Edited by: Vishant Jain on Aug 12, 2008 8:33 AM
Edited by: Vishant Jain on Aug 12, 2008 11:08 AM

Responsible Organisation determination by Employee Responsible

Hi Experts,
In our scenario the sales representative is assigned via the relationship to the business partner. When creating an activity or opportunity the responsible organizational unit should be determined from the partner function employee responsible in the transaction (which get determined from the BP relationship). Does anyone know how to achieve this.
There is a rule available to the determine organizational unit from the user logged in but no specific rule for scenario described above. The challenge thus is to modify the input of the container for this new rule so it gets populated with the BP of the employee responsible instead with the BP of the user .
Detailed:
Master Data
Customer Y has Sales Manager Y
Transaction
Customer Y
Employee Responsible: Y
=> Determine responsible organizational unit from employee responsible Y.
Best Regards,
Erik

Hi Oliver,
Also for Organisation determination some steps are required.
1. Creat organisation model with division and distribution channel, sales org and sales office
2. In BP (org) for sold to party or Sales prospect enter the required data in sales area data tab. with division and distribution channel.
3. Go to SPRO >IMG>CRM>Master data>Organisation>org determination>define rule
ther u have to specify the structure of org model. And most important is Attribute set it as per your requirment.(e.g.partner no)
4. Go to SPRO >IMG>CRM>Master data>Organisation>org determination>define responsibilty
5.creat org data profile e.g. ( z_orgpro_oppt)
6. Add this profile in transaction type.in Go to SPRO >IMG>CRM>Transaction>Basic settinf Define transaction type
7. Add the Partner determination profile having Emp responsible with unique Access sequence ( it would be " data from org" )
8.In Easy Access open the same transaction (e.g. opportunity)
9. putt BP No in sold to party
As u enter the BP No in which u have enter the sales area data it will generate the Pop Up regarding Orgnisation , select one whatever is required
again it will display another PopUp i.e combination of Sales org + division+distribution channel.
select one
Now It will generate PopUp of Emp responsibble select one who is actually responsible.
Result:--
It will automatically populate the data in basic data tab and in organisation tab.
<b>Reward points if it helps!!</b>
Best regards,
Vikash.

Determine the employee responsible based on the territory structure

Hi all ,
System should automatically determine the employee responsible based on the territory structure.
Get the Employee Name and Employee Region Name
Are they standard programs or BAPI's to achive this?
Thanks,
Anitha.

Hi Anitha,
You can try using partner determination procedure ,where in for partner function employee resposnible define access sequence with the source as "CRM_PARTNER_M-- Business Partner from Territory management".
Also check few notes:
1428285
1399843
1423950
Hope this helps.
Rgds,
deepa

Org determination from Sales area

Guys,
Here's the scenario..we have downloaded all Org structure from R/3. I need the sales org, sales office & group to be determined from the sales area maintained in the BP master data. Currently all BP's have only one Sales Area assigned.
The structure looks like this ..
XY10 - Sales Org Unit
   XA01 - Sales Office
        XG01 - Sales Group
        XG02 - Sales Group
I have checked all of them as Object Permitted in determination. (well if I don't ..then they are not available for selection while maintaining sales area data for BP). I am using the standard Rule '10000144' (Sales area Inc Master Data'). the problem is automatic Determination is failing because its proposing all the Sales offices & sales group as well for Sales Org.
How do I make it to select the one Sales Org only? the same determination should also work when I create and replicate a Sales order from R/3.
Another issue. When I did a consistency check(For Obj permitted in determination) for the Sales office(XA01), I get a error "Attribute IS_SA_ORG can only be assigned once within the assignment hierarchy".
Any suggestions on how to overcome the above issues?
(Note: I am already aware of the buffer update report 'HRBCI_ATTRIBUTES_BUFFER_UPDATE' and I run it every time I make any change.)
Thanks,
Reddy

Guys,
I have created my own rule and it works sucsessully. i still have the consistency check for one of the Sales Office.
Here's my new problem. When I download the sales order from R/3, it determines the Sales Org but is unable to determine Org unit. (If you look in Org tab of sales order, the Sales Org & Org Unit are two different fields). I looked at the log and found that for some reason its finding more than one Org unit!
I tried to create a new Order in CRM with the same BP and the rule works perfectly and only one org unit is found. So for some reason the rule evaluation fails for downloaded orders
Is there any note or setting that I am missing?
Would appreciate any help in this regard.

Redetermine Org Data when Employee responsible Changed

Hi,
In my project we need to redetermine the org data when the employee responsible is changed.
With Regards,
Selvam T

hi,
one idea to solve this might be to use the event framework to capture the partner change and then call the CRM_ORGMAN_MAINTAIN_OW FM to change the organizational data. A call of CRM_ORGMAN_DETERM_INITIAL_EC might also do the trick, but I've never done that myself so far.
Hope that points you in the right direction.
Regards,
Hendrik

Sales org determination from product catalog

Let's assume we have 2 sales areas required in CRM: sales org/distribution channel = 1000/10 and 1000/30, they need to share the same product catalog but have some personlized views for different customers.
Therefore, for the product catalog, I intend to maintain 2 variants distinguished by different distribution channel, and maintain some views specific to different customers.
In web shop, I flag the "catalog search (b2b internet sales)" option, but I wonder how is the catalog determined?if the catalog can be determined by choose one from list, how is the catalog variant determined by the logon internt user, i.e. how to determine the sales area by known BP(from internet user), as 2 sales area may be both assigned to the same BP?
If I unflag the "catalog search (b2b internet sales)" option, only 1 catalog variant can be set, does it mean I
have to create different web shops to assign different catalog variant for my scenario?
Patrick

Hi Patrick,
Sales Organisation are covered by the variants.
You have to define several views. The views relates subsets of the catalog ( areas and items) to BP. You are free to relate views to BP list or you could also use target groups, which you could define with segmentbuilder.
To identify what a customer will see, the standard will collect every view the Contact person and the Business Partner is related to.
Variants from all cataloges, to which the user is related via the views, will be filtered according to Language and maintaned Sales Organisation for the both Business Partner.
If there are more than one Catalog-Variants is shown to the Shop user by the so called SelectCatalog.jsp.
Correctly spoken it is a variant selection (and so the sales Org is determined), and since exactly one catalog is related to a variant, they call it catalog selection.
The union of all catalogobjects ( areas and items) which are related to that identified views will be presented to the customer ....
Hope this helps.
Regards
Chris.

Partner determination based on Employee Responsible for Sale Office

Hi,
In our Project We triggering work flow from lead to sales manager. The Sales Manager is assigned to sales office. We used access sequence CH08 to determine the sales manager in Partner determination but the work flow is triggered to Employee responsible for Sales Group.
The access determines the Employee responsible for org unit and sales group is selected as org unit in lead document. So the employee below the sales Group is selected in sales manager in Partner determination.
Can any one suggest how to select employee from Sales Office in Partner determination.
With regards
Selvam T

Hi,
I created my own role and modified a standard FM.

Emp. Responsible Determination From Service Organization To Comp Transn

Hi Experts,
Can you tell me how to determine the Employee Responsible Partner Function from Service Organization to Complaint Transaction.
The Scenario is we are not maintaing Emp Res for BP, rather we are maintaining the Emp. Res ( Ex Service Tec ) for a particular Service Org. When ever we are creating a Complaint we will enter BP ID of Sold to party and with that all other Partner functions can be determined. But I want to determine the Emp Res from the Org Unit which the customer has been assigned.
Currently I am working on 6.O Version.
Can u pls help me in fixing this issue its Urgent!!
regards,
Sarangamath
Hi Experts ,
Can you help me in this issue!!
Edited by: Sarangamath on Dec 20, 2011 12:16 PM

Hi,
If i understand correctly you want to determine the Exe service tech as the employee responsible in the transaction based on the service org determined in the transaction.
In practice, generally the service order are created by the user who is responsible for it, so the user himself is the employee responsible.
However you can built your own logic in COM_PARTNER_BADI by creating a new Z access sequence and assigning it to the employee responsible partner function. You need to read the position of the service org and determine the BP assigned to that position from various tables.
Regards,
PP

Employee responsible determination

We have a partner determination procedure for sales orders. Within this procedure, the partner function "employee responsible" is determined with the access sequence "CH08: Organizational data: Employee of Responsible Organizational Unit". This is working properly when creating a sales order in CRM, but it isn't working when creating a sales order in R/3 and transferring it to CRM (even though the responsible organizational unit is determined correctly). Do you know how to determine the employee responsible in CRM sales order when creating an R/3 sales order?

Hi Nattero
Could please tell us what logic u have used for determinig
Organization model.We have created an
organization.Organization determination has to be
happened based on the Transaction type.Which is
happening,that not a problem.
We have assigned Employee Responsible for deferent
organization.Now when we run transaction "Business
Activity" we are able to get org determination
automatically.But "employee responsible" is not
reflecting.We have configure Partner determination
processing(pdp).Select source as organization model in
partner determination.
Actually what we need is determination of "employee
responsible" in transaction activity based on
organization.
Thanks in advance
U r response will be rewarded with points
Regards
imran

User as Employee Responsible in a Sales Document

<b>Hi,
User has been created as an employee in HR with a personnel number.
Partner determination has Employee Responsible as a Mandatory function in Customer Master and Sales Document.
How to link the User who creates a Customer/Sales Document to the Employee Responsible?</b>

what is the need of linking the guy who is going to enter the sales order and the employee who is responsible for sales(in partner function).
If your requirement is that the same guy creates the order, then you need to create the roles and a security profile accordingly.
Thanks

Implement Org determination for Service Orders

Hello Freinds ,
My Client is implementing the service order with WebIC2005 with the following scenarios.
Service orders created Manually.
Service Orders created from completed sales order automatically.
Could any one possibly suggest the best practice of implementing org determination for the above scenarios.
Is it a correct practice to determine sales org for manual creation of Service Order.
For Automation process is it not correct have sales org determined from sales order.
How to determine Org Determination in WebIC service order Link?
Thanks & regards
Amar

Hi Amar,
You cant assign two diffrent org determination for same transaction type.
Its always better to determine the org at transaction type level. But wehn you are creating service order from sales order , you can set the rule in Copy control whether to copy the org or not.
Hope this helps.
Regards
Arun Kumar

Sales Org determination based on Employee responsible for Opportunity

Hi,
How can i do the sales org determination based on the Employee reponsible for opportunity. Currently it is happend on employee responsible but when i change the employee responsible the organization data is not getting changed.
Please help me in this regard.
Thanks
Naveen

Hi,
The sysytem wont accept ur procedure,
The system determines the process as
When u enter a prospect, the syetem determines the organisation based on attributes ,which in turn pick up the employee responsible from that particular organisation.
Hope ur solution is solved if so reward me.

Determination of Business partner as employee responsible.

Hi Forum,
                 Is there any functionality to determine the employee for the partner function 'Employee responsible' automatically in the activity ,lead & Opportunity transactions? The particular employee to be determined is neither maintained in the prospect as contact or Account responsible nor in transactions.
Maximum points would be rewarded for helpful answer.
Thanks in Advance
Regards,
Basavaraj Patil

Hi Rekha,
                    Thanks for the reply,
   System is not picking from the current document i,e Opportunity.It is picking & assigning it from Org Unit. There are 6 persons(employees) assigned for that position(Regional Manager).
When the Rule 10000162 is simulated for resolution for the particular org unit,Sytem shows following employees with Agent Id's as below,
CP     50000019     RAM     Ram Kumar
CP     50000020     0000010001     rahul sinha
CP     50000021     HARERAM     Hareram Nayak
CP     50000128     RAJESH     Rajesh m
CP     50000129     AMANDEEP     amandeep s
CP     50000130     MUKESH     mukesh a
Out of the above list system is assigning Fisr persom Ram kumar to the action triggered in Opportunity,But Ramkumar is not employee responsible in Opportunity.
But when same activity is created manually ,system gives above the option to select from the above list of employees.
Regards,
Basavaraj Patil

Employee responsible is not determined in partner determination- Transaction

Hi Experts,
Partner determaination in Activity. Eg : Sold to party :1001051, Employee id : 80007 and sales employee id: 80005.
under BP Sold 1001051 has relationship employee responsible 80007 relationship is maintained.
In the org model under the Sales org postion sales employee : 80005 is assigned.
we have created a partner determination procedure with partner functions 10 as Sales employee with category employee and relationship category as Bur011 as employee responsible and partner funciton 20 as employee with the same category and relationship category.
In the PDP we hace created acccess sequnece with 10 CRM_partner_org data with the rule configured to get the sales employee.
Access sequence 20 as CRM_Partner_business partner relationship to get the employee relationship from BP.
When we create the activity the partner determination is happening and under the partners tab we find the
sales employee = 80007
Employee = 80007
Now in the partner determination access sequnce 10 is not working, system is filling up the value of employee 80007 in the sales employee feild.
we have checked the rule and simulated the rule, we are getting the correct result of the postion and the agent -user assignment as 80005. but when we create a activity it is skipping access sequence 10 and by default fills up the value from the BP relationship Employee responsible 80007(employee) to the sales employee partner function.
If we are having 2 persons as employee in BP, the partners are filled twice. for example : Sold to party :1001051, Employee id : 80007, 80006 and sales employee id: 80005.
in Partner assignment block we are getting output as, it is not takind sales employee id 80005.
sales employee = 80006
sales employee = 80007
Employee = 80006
Employee = 80007
Please help me with a clue how to fix this issue.
Regards,
Karthik

Hi Karthik,
You can proceed with debugging the access sequences. The access sequences are hit via BADI : COM_PARTNER_DETERM and the implementation to chose is with the filter = source name.
Eg: CRM_PARTNER_DETERM_C for relationship based access.
/Hasan

Lead Org determination from Employee responsible

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