Org Model determination for BP

Dear SAP experts,
We are using SAP CRM 7.0 and want to apply the Org Model determination by creating a new BP in WEB UI.
As we defined a Rule in PFAC (based on POSTCODE_1 and COUNTRY), is it possible to "execute" this rule by using a standard Function Module or Class Method?
The scenario is quite simple:
- The Country/Postcode attributes are defined for the Org Unit
- A Custom Rule is defined
While creating a BP (on SAVE) a Function Module will be called:
Thiis function should read the custom rule and its associated attributes,
then read the corrispondent values (Postcode/Country) of the Business Partner
and apply the determination based on the custom rule.
The result would be the associated Org. Unit.
Pratically is what the "Simulate" button does in the PFAC transaction.
Any idea if there is already standard FMs to achieve this?
Best Regards
Diego

Hi Denis,
I would say, yes, we plan to activate the buffering.
Once more, I´m looking for a clean way to:
1.Reading Container Attributes (COUNTRY/POSTCODE_1) of a Determination Rule (ZRule)
maybe RH_GET_HRS_CONTAINER
2.According to the attributes (for example COUNTRY) prepare a WHERE condition
3.Determine the attributes values for a BP (executing the query with the the WHERE condition above)
4.Execute the Rule (SALE scenario) to determine the Sales Group
CRM_ORGMAN_ORGOBJECTS_FIND_1
5.Check the Org Model Hierarchy to read the Sales Org / Sales Office associated to the Sales Group.
Any help is welcome
Diego

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

BADI in Org model determination..

Hey Gurus..
We determine the org model(service org,service team , etc) by the zipcode of the sold to.User just needs to enter sold-to.
I am in pocess of understanding the configurations done in the system in order to implement this.
I would like to know the way to determine which BADI is trigerring for this org determination.
Thanks

Hi,
Its not a BADI which is triggering the determination. It is function module which is attached in the rule definition. U can view the rule definition in Tcode: PFAC.
This Rule is inturn attached to the org profile.
If u wish to change the determination, all u need to do is decide on the parameter to be passed, and change the logic accordingly in the function module.
There is one BADI also available CRM_ORGMAN_BADI and its method
CRM_ORGMAN_DETERM_INITIAL may be of some help.
Regards,
Shalini Chauhan

FM to simulate the org model determination - sales group and sales office

Hi
I am looking for a FM to get the organization profile details which on sales order Organization tab.
I want to pass BP# and order type as input and get the sales group, sales office.
I tried using 'CRM_ORDER_MAINTAIN'' but with no luck. (May be I am not using it correctly )
Please suggest any a way to achieve this .
Thanks in advance
Swapnil

Hi Swapnil,
U can Simulate in the orgdata rule itself from the following path mentioned below--
SproCRM-Master Data-Organizational Management----Organizational Determination-
Change rules and profiles.
Enter the Rule -ORGMAN_14 and click on display-
Click on simulate rule resolution icon next to Change icon
mention the Partner number and click on execute test icon or F8. You will get the list of sales office and
sales groups. you will also get the FM details in the rule itself. Revert me for any other clarifications.
Regards
Pavan.A

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

Org model by State & Zip code - ORGMAN_7 - set default if no entry

Orgman_7 10000164 works well for us. But if no country, state, zip code is found it errors as no org object is found.
How can I set a default org if no country state zip is found?
in CRMC_ORGPROF I set 10000164 as the org model determination rule, then I tried to create a responsibilitiy rule based on document type and added the document type as an attribute in the org model but did not work.
Thanks,
Glenn

Hi Ashish,
    In PPOMA_CRM for the organizational elements that represent our sales offices we maintain the Country, State, & Postal Codes (some have hundreds of entries as some states have multiple sales offices in territory, but a single sales office controls a single postal code).
     A new customer calls our ICWC and we create a new BP, using ORGMAN_7 works well when the state & zip code exist as an attribute. It finds that sales office and sales org it is assigned to.
     If no entry is found, then the ICWC user gets numerous error messages all related to no organization being found. If an order is created it fails to pass to R/3 until we correct the document. Usually done in the GUI as there is no place in the ICWC to update the sales org.
     Basically looking to have a dummy office get found if no entry is found in ORGMAN_7. This would allow the order to pass to R/3 and then we could more easily work entries that his the dummy office (update PPOMA_CRM when a bad zip or state combo is entered.) Sometimes is a typo on the user in creating the BP record.
Thanks,
Glenn

How to configure the org data determination rule, resp,and profile

Hi ,
Iam doing an Roll out project. I this i need to do the org data determination for this new co code .with out disturbing the existing one , I had already replicated all the master datas like material, customer, pricing,equipment from ecc to crm.
Now i want to determine the org data determination for this new comapny code with out affecting the existing one .
Could any one can help me on this.
Your answer will be really appreciated.
Thanks in Advance.
Mustafa

for this u have to maintain the rules profiles and attach this to transaction type for header or item category
documentaion is there
spro ->MD->org managment ->org data deter -->change rules and profiles

Org Modeler 3.0 - Adding Analytics

Hi,
To what extent can we add analytics using org modeler. For example: Could we add something like total salary for an org unit?
Or are we confined to just being able to change the selection criteria to object counts? I know that Nakisa provides one for Org unit Count, but i'm curious how much flexibility we have with the tool wizard provided.
thanks.
JB

Hi Jamie,
You can configure the analytics that are available in the Scenarios.xml file. You can add as many as you like, although there is no where clause. For example, I have added some that sum up the total values of Job Evaluation per OrgUnit. You can "change" the analytic available in order to create new analytics.
If you want to use your own data you need to get the data defined in your scenario from your AppResources.xml. You may need to use linked data elements to get all the data from different data elements into one "master" data element used by the scenario. Alternatively you can just add your new data to one data table in the downloadSchema.xml. Once your fields are in your "master" data element(s) you can then map these in ImportFields.xml. You also need to define them in data element in the XML file for your scenario.
Good luck!
Luke

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

Org.data determination is possible for product scenario

org.data determination is possible for based on product scenario in transaction like for BP ? how can we do this? Pls guide me?
Thanking u in advance.

Hi
Marketing Organization
The marketing organization is an attribute of marketing plans and campaigns. It is part of the SAP organizational model that enables you to define how your company structures responsibilities in its marketing activities. You use the marketing organization to map the marketing logical enterprise structure to the organizational units in your company.
The marketing organization has the following attributes:
Product category
Country
Reference currency
You use these attributes to describe the marketing organization. For example, if you base your organizational units on brands, you can use the product category for the brand.
The marketing organization can be completely different from the sales organization or the service organization in CRM.
Marketing organizations are relevant for campaigns and marketing plans only. They are not relevant for trade promotions or deals. Consequently, the Marketing Org. field is available for campaigns and marketing plans only.
You can use the marketing organization attribute for:
Authorization checks
You can use the marketing organization in authorization checks, for example, to determine whether a user is authorized to change a particular campaign.
There are no marketing-specific authorization objects for the marketing organization. You can add authorization checks on the level of the marketing organization by using standard Organizational Management structural authorizations, or authority object PLOG. You can go down to the level of user name to build the authorization environment. To make settings for the structural authorizations, see Customizing for SAP Web Application Server, under Application Server Business Management SAP Business Workflow Authorization Management Structural Authorizations .
Automatic entry and checking of marketing attributes
The system can use the marketing organization for providing default entries to certain fields in Marketing.
Partner determination
For example, you can use the marketing organization to determine the appropriate marketing manager for the assigned marketing organization, and assign it to the campaign (on the Partner assignment block).
Workflow routing
You can assign a marketing organization to a campaign, and then start a workflow based on the attributes of the campaign. For example, you change the status of a campaign with a particular product category to For Approval. The system routs a workflow item to all users who are assigned to a marketing organization with this particular product category.
Cost planning
Cost planning enables you to split key figures across multiple dimensions. For example, you can use the marketing organization to distribute the costs of a campaign across several marketing organizational units.
Reporting
You can use the marketing organization in reporting. For example, you can measure the success of a particular organizational unit.
Regards
Manohar

Change Log / List for Org model

Dear All,
We are facing unknown changes in Org model every now and then. How can we trace out the change log or Change list for changes done in PPOMA_CRM transaction?
Help me if some notes are there in this regard. I am unable to find any from my side.
Regards,
Rajesh

closing the question as no responses were there

Number range for org model

Hi,
Can i give the BP number range as external for the org units created in org model, so that i can give an external number while creating the org unit in the org model.
thanks,
Sarat.

Hi Sarat,
Any Org unit created in the Org model will be created as BP and you can give the number range.
What i suggest is go to best practises in help.sap.com and select C02_BB_Configurationguide_en and this has the details how you can give the number range and grouping.
Thanks and reward points if helpful
Srini

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

Re-Org/Update Program for Route determination

Hi
does anyone know if there is a Re-org / Update program for Routes ?
I have added new routes, against Shipping conditions from NO and SE to many Western European Countries , and would like to update Sales orders/ deliveries with these new routes
Many thanks for your advice
Tony

Hello Tony
For the orders, if you have configured 'Define New Route Determination By Delivery Type', then route redetermination takes place during delivery creation and finds the new route. So I would say don't bother about fixing the orders.
Just ensure you have configured these 2 items in IMG:
LE/Shipping/Basic Shipping Functions/Routes/Define New Route Determination By Delivery Type,
and
LE/Shipping/Basic Shipping Functions/Routes/Define Allowed Actual Route By Proposed Route.
That leaves open deliveries which are not PGIed to be taken care of.

BP number is missing for org units in org model

Hi Guys,
I have created org model in PPOCA_CRM and saved it CRM7.0. But BP numbers did not get generated for org units which I have created.
Can any one suggest me what is the reason and what needs to be done in order to get BP numbers for already created org units in PPOCA_ CRM or PPOMA_CRM.
Thanks for you help,
JM

Go to CRM IMG->Cross Application components->SAP Business partner->Business Partner->Number Ranges and Groupings->Define Groupings and Assign number ranges.
There check if any number range is defined with the "Int Std grouping" . If it is not define it.
and in SM30 for "T77S0" for entries HRALX/OSUBG assign a number range.

Org Model determination for BP

Similar Messages

Maybe you are looking for