On Organisation Model..

Hi Experts,
Is this possible to create 3 different organisation( sales, service and marketing) in a single organisation unit. If Yes, then wts the process.
Kindly reply..
Thanks..

In ppoma_crm choose your organizational unit and go to tab Function. There you will see 3 different possibilities (Sales, Service, Marketing). just swith between them and define desired flags. there are not mutualy excluded. The same is for attributes. just go to tab attributes and switch between desired scenarios and define needed attributes.

Similar Messages

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

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

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 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.

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

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

Attributes in Organisational Model vs Territory Mgmt

Hi all,
I'd like to know what is the difference between the organizational attributes and the territory attributes. For instance if I maintain the Country attribute for the function Sales scenario in an organizational unit then I have to do the same thing in attributes of the territory.
Thanks in advance ... regards Roberto

Kiran
thanks for your response. In these days I'm working on organizational model / territory mgmt.
I'm following the best practices that I found on help.sap.com about CRM 5.0.
In those documents there is only a point of view: the "Organizational Model". I'm not able to find nothing on the territory mgmt.
So it's not very clear when I have to use the territory if I found all attributes for the SALES scenario like Activity Reason, Tupel (channel, division), Country, Ref currency for document, Sales district, and so on.
Through these attributes I'm able to reach the employee (position dependent) and the BP (through these attributes).
Do you have any kind of documentation/best practices that can help me where the argument is the territory customizing?
If I use for instance the division, channel and country in the territory for the partner determination, have I to maintain the same data in the organization model for the sales attributes? If yes, what is the function of these attributes in this kind of situation (with or without R3 integration)?
Thanks in advance for the support
Best Regards,

Organisation Model in different systems

We have created Org Model manually in CRM because our R/3 structures were not the one's we wanted in CRM.
The Org Unit ID in pposa_crm in Development system is X. When we did the same thing in QA system, the Org ID is Y. Issue is that the Org IDs are different for the Sales Org in both the systems. This leads to issues with customizations like Pricing procedure determination where in -
If the Dev has Sales Org X, we cannot transport the Pricing procedure detn transport request to QA because the Sales Org in QA is Y.
Is it recommended to change the Pricing procedure detn in QA manually and in PDn subsequently?
Do we have any SAP document which states the same? If yes, can that be shared.
thanks
Tia

Hi,
This is a common problem and it is not assured that the org ids are going to be the same across multiple systems. You need to make manual correction in CRM test and production system according to the org ids
Also it doesn't give any issues with respect to R/3 because you are mapping CRM org units seperately with each R/3 system.
I have done this manytimes before. Unfortunately there is no document on this. This is a simple concept. If the transport doesn't match the required entries then we have to manually make corrections.
<b>Reward if helps</b>,
Regards,
Paul Kondaveeti
Message was edited by:
Paul Kondaveeti

Organisation model From Enhanced mode to Standard mode

Hi Guys,
if there is a program which converts organization model from Enhanced mode to Standard mode
What does it mean ?? Functionally can anybody explain me
Points guaranteed....
Rgds,
Aryan.

Sorry, that isn't a Firefox support issue. Try using a Windows support forum for help with that issue.
http://lounge.windowssecrets.com/index.php

Assignment of employee BPs' to the organisational model (t-code: PPOMA)

Hi Forum-ers,
I need to load the assignment of employee business partners to the organizational model in PPOMA (transaction). Basically, the requirement is for a load program to:
1) create positions and assign them to the organizational structure nodes
2) assign employees to the organizational structure positions
Any suggestion on the Function Module to use? Or perhaps can i use IDOC for this update? If yes, what is the "basic type" for that caters for this assignment of employee BP's to the organizational model?
Thanks in advance.

Hi Bruno,
Thanks for the info. I have tested FM CRM_ORGMAN_CREATE_REL_OBJ & i am able to create positions to the organization model.
However, assigning the employee BP to position did not work with FM OM_CREATE_NEW_RELATIONS. Here is what i've done with the FM:
PARENT_OBJ: Assign "Position" structure
CHILD_OBJ: Assign "BP" structure
VRSIGN: B
VRELAT: 270
VBEGDA: sy-datum
VENDDA: 31.12.9999
PERCENTAGE: 100.00
ACTION_INFO: blank
It did not assigned the BP to the position but instead creates another new position. Not sure why, did i left out something or does my parameter assignments are wrong?

Function module to get attribute and value from organisation model

Hi
I need a function module to get the attribute and its corresponding values set on the sales org stucture.The export parameter will be the Sales Org Id.
Please reply ASAP.
Edited by: prem kumar on Apr 16, 2009 9:37 AM

Hi Prem,
If it helps, we use FM RHGA_READ_ATTRIBUTES for that in version 4.
Kind regards,
Garcia

Organisation model update

Hi Gurus,
well here is some bizarre problem ..in CRM development server we upgraded to Enhanced version and we got some error message " is_sa_off is not invisible in sale scenario" while mapping sales office with r/3 sales office, then we checked T077MATTR and did necessary setting like checked mark "buffer" , and invisible mode.
then finally run "HRBCL_ATTRIBUTES_BUFFER_UPDATE" to delete any buffers..
the problem resolved.
And then finally we transported the T077MATTR to CRM testing server..and ran same report... but still when we try mapping it with R/3 org. units it shows same message....
and even while maintaining BP data like relationship we assign partner function with sales data..it shows message "sales org.unit does not exist".
and yes we have BP created for sales org unit.
note in CRM testing ....we are still using standard version.
Please help me resolve this issue,
Thanks,
Gaurav

Hello Gaurav,
The problem should be with t77omattot settings.
Could you please compare the settings between two systems?
For is_sa_off, the object type shoul be 'O'.
Best regards,
Maggie

How to create CRM only Sales Organisation?

Hello all,
We have downloaded our org model from R/3. We want to extend our org model in CRM with a sales organisation which does not exist in R/3. This should be possible as CRM can run stand alone but we cannot figure out how.
Does anybody have any suggestions?
Thanks and best regards,
Boris

Hello Boris
You can just add organisations (in tx ppoma_crm) to the root unit and also to lower ones in the hierarchy via right mouseclick. If some of these units are mapped to the R/3 organisation model you can do that under the tabs Function and Attributes (depending on the way your org model is set up) by assigning sales orgs, distribution channels and divisions.
You can also drag & drop existing units (read downloaded ones from R/3) there.
Keep in mind that attributes are inherited from higher org units to lower ones.
In org data determination you can then refer to all org units marked as 'relevant for determination' in the attributes tab.
Regards, Kai
PS: BTW, it is possible to have additional sales orgs marked as VKORG or VKBUR in CRM in addition to the ones exchanged with R/3 and the exchange still works. This scenario is useful i.e. when you have divisions selling 3rd party products not handled in the backend R/3.
(EDIT: PS. added)

On Organisation Model..

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