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

Similar Messages

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

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 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

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

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

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.

Employee resposnsibles Org unit Determination (Employee is assigned to Org Unit)

Hi ,
We want to determine Org unit based on employee responsible but not on basis of USER.
Employee responsible will be assigned to a particular position in Organization .
We want to determine Organization unit where Employee is assigned .
When in transaction Partner Function employee responsible is selected then Organization unit to which employee is assigned should get determined.
When employee resposnsible is changed Org unit (Service ) should change .
Please suggest solution.
Thanks & Regards,
Anup Reche

Hi
first u need to do the filter settings in object BUPA_MAIN to stop the employee replication to R3.
When u create the no. ranges in r3 u can remove the filter so that the process will continue.
Regards
Manohar

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

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

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

RE: ORG Model

Hi
I am new to SAP CRM
i want to know is there a difference between ORG Model in SAP R/3 and SAP CRM and what are the steps involved for the replication for the org model between R/3 and CRM
Thanks

Hi,
normally the setup is the same, but the CRM org model is tightly integrated with the rest of the CRM functionalities. This means for example that for an organizational unit, a business partner is created which can be integrated towards MSA.
Best way to replicate the org model is from HR to CRM. an ALE scenario is available for this. Take a look at OSS note 550055. It details all the steps involved.
If you still want to replicate from R/3, take a look in the CRM customizing under "organizational management".
Kind regards,
Michael.

Org Model determination from Employee Responsible

Similar Messages

Maybe you are looking for