Org management and an Org model

Hello,
What is the difference between an Org management and an Org model

Hi Iris,
Organization Management is the complete process of creating org model, setting up organizational data determination and assigning organizational data determination in the transaction.
so creating Org model is part of Organizational Management.
Regards,
Deepak

Similar Messages

Org model/structure, territory management:

Hi All,
Can some one tell breifly about Org model/structure, territory management & how tomaintain them?.
Thanks, Sudeep..

Hi Sudeep,
Organizational Management allows you to set up your companyu2018s organizational structure.
You can use this flexible tool to maintain the company structure, including the positions and employees in an application, and assign specific attributes to the organizational units. Organizational Management allows you to specify organizational data automatically in a business transaction using the organizational structure. It can also be used to determine business partners; for example, you can find the employee responsible for a business transaction.
You can further Select Determination of Data for Organization as per the following
Determination of Org Model via Organization Rule:
Determination of Org Model via responsibility
<Wizards to Create the Orgainsation Determination are available for Ease Creation of Determination Rule>
Teritorry Management
Territory Management enables you to structure and organize your sales market by dividing it into territories according to criteria of your choice (such as size, distance, revenue, products, number of visits). The organizational model reflects the internal view of your organization. The territory hierarchy reflects the market view. Changes to the territory hierarchy usually occur more frequently than changes to the organizational model. The customer base can increase or decrease and territories must be resized or reallocated to accommodate this, to ensure that a sales representative has the appropriate workload.
Territory Management enables you to structure and organize your sales market by dividing it into territories according to criteria of your choice (such as size, distance, revenue, products, number of visits). These territories are structured in a territory hierarchy.
In Territory Hierarchy you can Classify Territories as per your Requirements
For Further Details you can Refer to Link
http://sapcrm.blog.co.in/
Also Please Refer CR 100 and CR 300 for Detailed Description of the Same
Thanks and Regards,
RK

Finding department and job title of employee in org model

Hi all,
Are there any Function Modules that can find out the department and job title (such as manager, director, etc) of an employee in SRM's org model (SRM4.0)? What DB table(s) is this information stored in?
Thanks!
Jay

Hi,
You can use the FM "BBP_READ_ATTRIBUTES" to read all the attributes of a user in the org structure.
Other FM's;
CRM_EMPLOYEE_GETORGUNIT
DWP_GET_RESPONSIBLE_ORGUNITS
BBPU_GET_ORGUNIT_AND_COUNTRY
BBPU_GET_USERS_OF_ORGUNIT
BBP_OM_USR_READ_WORKPLACE_ADDR
RH_READ_OBJECT
RH_READ_INFTY
BBP_OM_STRUC_GET_ORG_FROM_POS
BR,
Disha.
Do reward points for useful answers.
Do reward points for useful answers.

Org model for sales and service

Hi,
I have an issue while creating org model, I want to maintain organization for sales and service differently under a org unit, but in service org element when I have selected service radio button and type also as service in Function tab, it is effecting for all units, even the first org unit is also changing automatically to service.
Please clarify!
Thanks and Best Regards,
Abdul

Hi Abdul,
I tried replicating what you have mentioned in your message and it is behaving exactly the same as in your case. So I dont think it will have any impact on your root org unit.
Dont tick mark any of the options i.e sales organization,Sales office or sales group for your root unit.Just create one org unit and leave as it is by saving.
When creating sales Org: Double click the the root org unit and click on "Create". Create the required sales organization(by selecting the sales scenario(radio button) and tick mark the sales organization in the funtion tab page.
Now you have created your sales organization.
When creating service organization: again double click the root org unit and click on "Create". Create the required service organization by selecting the service scenario(radio button) and tick mark the service organization.
Now you have created your service organization.
So when you select your org unit created as sales organization and switch to service scenario(radio button) and select the root org you will see the root unit also in service scenario and also you will not see any tick mark for sales/service/marketingin the root org unit.
Reward points if helpful.
Shridhar

Can I create and add my own customized attribute in Org.Model?

Hi,
I have a question on Org.Model. If I have to add my own attribute in the 'Attributes' tab, how can I add one.
My scenario is like this:
We are using the std Org determination based on employee responsible. But an employee may exist in more than one position in the CRM Org.structure. The ideal scenario would be to have the Org Determination talking place with a combination of Employee Responsible and the Store(customized) partner function.
Please see what guidance you experts can give me. Points will be generous.
Thanks,
John

Hi Fredrick,
I dont think this should be a problem as when a user is assigned to two different org units, and when you are using the rule based to determine org based on the user (standard rule 10000194), the system will pop up to select the relevant org (it will pop up both org units where the user is assigned) and you need to select one that is relevant to you.
This pop comes in transactions when you enter the employee responsible and if the org data profile is assigned to the transaction type.
Hope this clarifies as per my undersatnding of your requirement and reward points if useful.
Srini

HR and Org Model iDocs

Hi Experts
I need to do the following in CRM
1. Create Positions in the Org model
2. Relate Org Units to positions
3. Relate Central Persons to Positions and BP to positions
4. Assign users to existing BOs
So, we have tried LSMW with recordings using PP01 and PP02 but do not like this approach
We have also enabled some BAPIs but again we are not programmers so can't debug them!
We would like to do this through iDocs (called from Data Services)
I do not know what iDocs to use to do the above. Can anyone help?
Much appreciated!!
Greg Heath

I just discovered a part of the problem. In CRM the relationship between the organisation unit and its business partner gets deleted if it already exists. On next update a new business partner is created, because there is no business partner assigned to the organisation unit yet.
It would be interesting to know why the relationship is deleted. Also I am not sure that it happens to all organisation units. Furthermore the same problem exists for persons.

ICWC navigation and CRM mass Org Model assignments

Hi All
I am using CRM 4.0 and have a couple of questions.
Firstly I would like to assign users to the CRM Org Model en mass. Currently I am using PPOMA_CRM to assign users individually but this is proving tedious when I have a lot of users to assign. Is there a more efficient way to do this?
Secondly, my user account is assigned to multiple ICWC profiles thus providing me a selection list. Once I make my selection how do I return to the ICWC profile selection list without having to re-launch the ICWC. I cannot use the 'back' button on the web browser.
TIA
Mark Evans

Hi Mark,
regarding your second question I think there is no other way to change the profile then logging off and log in again.
Best regards
Gregor

Re-Synch of ERP HR Org Model with CRM

Hi All
We replicate HR Organisation Model changes from ERP HR to CRM. However, some time ago the HR distributional model was amended so that relationship data (infotype 1001) was not included in any of the group filters (BD64).
As a result we now have Org Units, Positions and Person objects that have transferred to CRM that are isolated and not linked to other objects. I need to re-synch the CRM org model. I know which filter settings I need to add for for new org model changes but how do I fix the existing org model objects that don't have the correct relationships?
Any help would be appreciated.
Thanks
Mark

I found the solution.
It's the object com.sap.caf.eu.gp.callobj.manager.SAPHRManagerResolveCO
Regards,
Gerald

Org Model in the CRM GUI

Where would I find concise help info on the organisation model. I am particularly interested on the way it should be shaped.
Kindly advise and oblige.
Regards,
Tariq

Fine, I get your point, I am partocularly keen to know about the following issues:
1. The validity dates for the org model. How and when should it be used. Every time I view it, I see it as valide from the current date to 3 month.
2. The principle to be followed in its creation should be what? I understand it as:
       a. The sales org unit should be at par with my Sales Org and / or a sales office -- i dont find the
           division being mentioned....Am I mistaken anywhere? (The division is made as "active")
       b. The position, as in General manager / Manager, forms below the sales org unit. If I have to
           maintain two positions for one org unit. Position wise they are GM's but pertain to two different
           grouping e.g. sales division. How would I go about it? Creating two different positions, say GM_1
           and GM_2 where the suffixes 1 and 2 denote the different divisions or is there any other way out.
3. I understand I can maintain several 'versions' of the org, model. If I can have a few tips on this too.
For the moment this could quench my thirst for info on the org model. Rest later as I 'digest' more..!!
Thanks in advance.

How to download org model from R/3 to CRM.

Dear Friends,
How to download Org model from R/3 to CRM. Any one tell me step by step detaily.
Regards,
Raj kumar,
08123667379

You can download organization from R3 to CRM in the following way.
go to SPRO -> Customer Relationship Management -> Master Data -> Organization Management -> Data Transfer -> Copy SAP ECC Sales Structure. This is the place from where you can replicate the sales structure from ECC. You can have a look at the IMG Implementation Guide for a more detailed information.
As for the BP not coming as an Organization, you need to activate the switch to integrate the BP and Organization functionality. The link for the same is given below:
SPRO -> Customer Relationship Management -> Master Data -> Business Partner -> Integration Business Partner-Organization Management --> Set up Intergration with Organization Management . Here you need to activate the following Switch - HRALX OBPON ON Integration O-BP Activated.

Assigning position hierarchy within Org Model

Hi,
have maintained the org model with sales org and position in crm 5.0. This position is President sales and would like to maintain General Manager under this position as a subordinate. While doing so, I get the following message:
Before you select a function, select suitable entries in the structure.
 Message no. 5W707
Diagnosis
 You have chosen a function for which a selection of suitable entries in the structure is a prerequisite.
Procedure
 Select one or more suitable functions in the structure and choose the function again. You can use the right mouse-button to display all the functions you can carry out for an entry.
What else am I missing here
Thanks
Kumar

Hi Diana,
Thanks for the inputs. I have rewarded points.
As per your mail, we could maintain two positions under single organization unit one with the 'head of org unit' check and the other without that. Now they both appear under the same org unit but they appear as two positions (only difference is that the icons are different).
What I am looking at is, Sales Org 1 should have a sub tree (arrow mark) with Mgr Director position, when I drop down this positions arrow mark, then I only I should be able to see the General Mgr's position (the GM's position should not appear parallel to the MD's position on the tree structure but should be within the MD's position)
Can we assign any position to the head position by any standard means ?
Hope you got my requirement clear, else let me know I can explain in more detail.
Thanks
Kumar

Org Model attributes

What are the attributes in Org Model used for?
Thanks

Org Determination Procedure
     Maintain determination rules. You can define new rules for both types, responsibility and organizational attributes. In both cases you can use a wizard to create the rules. You can simulate the rules created with the wizard and process them again if required.
     Maintain organizational data profile. Within the organizational data profile, you choose a scenario (for example, sales or service) for which you want to use the profile. You then assign one of the available determination rules. You can assign one rule with type responsibility and one with type organizational attributes. If you define a rule in both fields, the system finds the intersection of both quantities. Additionally, you define which organizational units are mandatory and must occur in the transaction. You can use the wizard to create and assign organizational data profiles.
     Assign the organizational data profile to one or more transaction types
Cutomizing:
IMG->Customer Relationship Management->Master Data ->organizational Management ->Organizational Data Determination ->Change Rules and Profiles->Maintain Determination Rules
Example:
     Enter determination rule 10000164 (ORGMAN_7- Det. acc. to partner at. (Reg, Country))
     choose Copy.
     Go to container tab page.
     Go to the change mode and modify the values as per your requirement on the Container tab page,
     If you want to delete an value select and right-click and choose Delete entry.
     Save the modified determination rule.
     Simulate organizational data determination based on the values in container tab page.
     Choose Simulate rule resolution and enter the attributes based on the values in container tab .
Organizational data profile maintenance
Create the new organizational data profile.
IMG->Customer Relationship Management->Master Data ->Organizational Management->Organizational Data Determination->Change Rules and Profiles->Maintain Organizational Data Profile
Example :
     Choose New Entries.
     Choose the sales scenario.
     From the list of scenarios, choose Sales.
     Use the determination rule defined in organizational model rule.
     In Organizational model rule, enter the number of the determination rule
     Fill the mandatory fields Sales Organization and Distribution Channel for output of organizational data determination.
     Select Sales organization and Distribution channel.
     Save the organizational data profile.
Thanks
Amar Reddy

Partner Determination using Transaction Type in Org Model

Hi Experts,
I am a functional consultant working on CRM 5.0 and currently customizing the partner determination procedure for transaction Lead. As per the business requirement, for all the leads created by default the system should determine a Lead Qualifier in the transaction Lead. In order to achieve this I am using rule 14000146 Orgman_14 which provides org unit for a transaction type. In the org model I am having a org unit defined as "Lead Management Dept" as well as I have created and assigned position Lead Qualifier and assigned emp to this position too. Now I have defined the sales attributes for this Org Unit "Lead Management Dept" and for the sales attribute "Transaction Type" filled in value as Y001 which is my transaction type for Lead.
The issue is that this defined attribute is not inherited by the position although this position is assigned to the above mentioned Org Unit and therefore the partner is not getting determined in the transaction. Can someone provide guidance about this issue? How to inherit this attribute to position so that the position is determined in the PDP? or any other alternative for this situation??
Thnaks and regards
Ambar Adhav

Hi,
Try transaction OOATTRCUST, scenario SALE> Attributes/Scenarios:
For PROC_TYPE attribute try to change the Inherit.Type and see how the system behaves.
Regards,
Susana Messias

Changing The Validity Dates In Org Model in CRM- User Level

Hi
How can we restrict the Validity Dates in Organisation Structure at User Level.
I need that the user should be given some specific dates ( Valid till or assigned till ) while assigning in the org. And it should be visible always in the Org Model.
We tried using Delimited Date Function, but the User gets ellapsed if the Validity is expired.With the business point of view, the requirement is that all user should be listed in Org model with respect to any dates.this would mean that if a user is terminated we would want to change the Valid till date in the Org

Hi Amrita,
Business partner number and Object ID is automatically determines by system when creating a org unit.
I dont find any configuration to create org unit with your own BP number and object ID. You have option to make repairs to the existing org unit.
Please find the below path to repair the org unit
IMG -> CRM -> Master Data -> Business partner -> Integration Business partner -Org management -> Create Business partner initially
Select the org unit and execute to get all the org units.
You can select the org units with errors /warnings and click on start repair to get automatic assignment of BP.
Hope it helps
Reward points if it helps
Regards,
Madhu

Assigning user in org model

hi,
Iam not able to assign user under the position in my org model.Am i missing on somethning? Can any one plz help me
thanks
ajay

Hi Ajay,
Right click on the Position and select 'Assign' -Select UserIf you are unable to see the users Then try following work around,
Check the Organizational Management set up
Path:SPROMaster DataBusiness Partner --Set Up Integration with Organizational Management.
1. Activate global HR integration by setting the main switch HRALX/HRAC to 'X'.
2. Activate the integration between business partners and organizational units by setting the switch HRALX/OBPON to 'ON'.
3. Activate the integration between business partners and employees by setting the switch HRALX/PBPON to 'ON'.
4. Numbers can generally be assigned in three ways when creating business partners:
a) Number is taken as before from the general internal interval for number range object BU_PARTNER.
b) Number is taken from the special internal interval for the object.
c) Number is taken from HR and given a prefix. A special external interval is used, which has to be defined as XX00000000 to XX99999999, where XX stands for any two letters.
Number assignment is set for organizational units using HRALX/ONUMB, and for employees using HRALX/PNUMB.
The number range object for all switch values is BU_PARTNER, the interval being dependent on the switch value. The internal standard interval is used for switch value 1, for switch values 2 and 3 the interval is defined by the switch HRALX/OSUBG or HRALX/PSUBG. For switch values 2 and 3, a grouping also needs be created for these intervals using transaction BUC2.
To enable the system to connect the grouping and the number range interval, the name of the grouping must be exactly the same as that of the corresponding number range interval. The name of the grouping is in the first column of the table.
If you choose number assignment type 3 for business partners with the role employee (switch HRALX/PNUMB = 3), create the switch HRALX/PSUBG manually in table T77S0.
5. If you would like users to be informed by e-mail when errors occur, the recipient can be defined in switch HRALX/MSGRE (0=No messages, 1=Workflow administrator is notified, 2=User receives mail, 3=Both are informed).
6. If addresses are required to generate business partners correctly, the switch HRALX/OADRE must be set to 'X'. The standard address to be assigned to every organizational unit without its own address can be defined using HRALX/OADBP.
To create a standard address, create a business partner with an address and then enter this business partner's number in the switch.
7. If qualifications for employees are also to be transferred, the switch HRALX/PQUAL must be set to 'X'.
Effects on Existing Data
If you have already transferred employees from a connected HR System in an earlier CRM Release and have now upgraded, the relevant employees (personnel numbers) must be transferred again to the CRM System by initial distribution. This enables important employee information to be stored in the target system, and changes to be transferred correctly to the business partner master records.
Regards,
Satish Mathala

Org management and an Org model

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