Org Data Determination in Opportunity

Dear All,
While Opportunity Creation, after entering the sales prospect, contact person and employee responsible and Organizational data have to be determined automatically. To achieve this what configuration settings I have to make in SPRO.
Please educate me in this scenario. Your help will be highly appreciated.
Thank you

Hi Raghu
This is based on the org determination rules which are assigned to the transaction types.
These rules are defined to pick up the responsible agent/org based on two criteria
1. Based on attributes
2. Based on responsibilities
3. Both of the above
Incase when the org is to be determined based on the attributes, then the attributes of the BP like the Countyr, Postal code are matched to the same attributes of the orgs that you have maintianed in the system and the matching orgs are available for chosing.
<b>Based on the responsibility</b>:- Incase you want the BP to be serviced based on his importance you chose agents based on the Responsibility. Eg:- If you want the Gold Card Members to be treated by different set of org than the normal customers, you can chose this rule to maintian it.
Incase you have maintained both the rules, then the union of all the orgs determined by these rules will be available in the pop.
The path to maintain these rules is
IMG> CRM> Master Data> Org Mangement> Define Rules
and then these rules need to be assigned to a profile which contains the rules to determine both sales and service orgs is done using the path
IMG>CRM>Master Data> Org Management> Define profile
and then these profiles are assgined to the transaction type using the path IMG>CRM> Transactions> Basic Settings> Define transaction types
Hope this would help.
Regards,
Rekha Dadwal
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Thanks for your reply!
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Hi,
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Experts,
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Thanks for the reply guys,
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hi
please do not get confused by the terminology of the standard solution,what you are doing by changing the scenariop from sales to marketing is actually a standard solution,
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Hi Experts,
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Multiple business roles and org data determination
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Please refer the screenshot
http://img213.imageshack.us/img213/989/cic0q.jpg

Hi Joaquin,
When the user log in he gets a pop up asking to choose a Org unit, please refer the screenshot in my previous post.
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Please refer the screenshot below
The business activity screen shows the 1st Org unit. Hence user thinks he has selected the the 2nd org unit creates a Business activity but that gets assign to the wrong org unit unless it is changed manually.
http://img528.imageshack.us/img528/2821/businessactivityscreen.jpg
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Thanks

Hi Amish,
You can assign both the sales area data for the BP . And the Bp will flow to both the ECC system and org data can be
selected manually . you can choose one among the two based on your requirment.
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Organtisational data determination for transaction type

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We are implementing the organizational data determination.
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Best regards,
Cristina

hi Cristina
you need to enhance that rule
just copy the rule to Z rule and then create containers specifying the different transaction type in the same way the original transaction is there,
else you need not do this because it is the standard behavior of rule,for every transaction type u just assign the org data profile,it will work the way u want from this
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the rule will automatically determine the org unit,because inside the container the org attributes are used, its like
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i believe u r using rule for org model
best regards
ashish

Organisation data determination

hai guys,
can any one help me how to get both the sales and service organizational data in a service transaction through org data determination.
thanks in advance
krishna prasad

Hi Krishna,
All u need to do is have 2 org determination profile with the same name but meant for different scenarios one for sales and one for service.
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Wish this helps.
Regards,
Shalini Chauhan

Organisation data determination issue

Hi Gurus,
Here i have problem regarding org.data determination where we have used standard "100094" rule ;
type-org.model category determination,
org.data is determined in transaction based on user who creates transaction .
now when user creates transaction org.data is not determined.
i checked whether org data profile is assigned to transaction or not- it is assigned.
user maintained in org. model-yes
is user assigned in employee BP data -yes
simulated in rule- yes, there if we pass user specific Employee id it shows relevant "sales org".
but when creating transaction it does not determine org.unit automatically,
more over, if we manually maintain it, we get message, sales org.unit doesnot have this attributes or
sales org. does not exist.
please help me with your experience.
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gaurav

Hi Montu,
I have used ODD of org.model type and assigned relevant rule "1000194" to only determine sales org.with distribution channel as mandatory, no sales office and group.
and has also check marked object determination in sales organisation.
user is also assigned,
BP employee data of user is also maintained.
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moreover, as we use ODD for automatic determination of organisation data in transaction so there is no point of entering it manually...
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Organization data determination based on custom partner entered in transactions

Hi Folks,
I want org data determination to happen based on a custom partner(say sales rep) entered in my transaction.Which rule is the closest so that I can apply the same.
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Hi Jaya
As your Business Partner is custom, then you'll need to create a custom Determination Rule anyway.
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I want to create org data profile in service scenario, with price determination from sales org, distribution centre , can any one help me with these

i want to create org data profile in service scenario, with price determination from sales org, distribution centre , can any one help me with these
IF I CREATE SERVICE ORG WITH SERVICE SCENARIO ORG DATA PROFILE,
MY PRICING IS NOT GETTING DETERMINED AS IT IS LINKED TO SALES ORG AND DISTRIBUTION CHANNEL THROUGH PRICING DETERMINATION SO HOW TO DO THE CUSTOMIZATION FOR THIS SITUATION
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Hi Satish,
Please assign the org det. rules to org det. profile with Sales and Service scenarios and then assign the org. det. profile to transaction type. The below screenshot is just for your reference.
Hope it would fix your issue.
Regards,

Org Data Determination in Opportunity

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