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

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Sales Area, Organizational Model and Territory Management

Dear Experts,
I'm meeting unexpected system behaviour (CRM Release 2007) during the configuration of the territory management, below the steps I have done:
1. Define a new Employee from BP transaction
2. Go to "Organizational Model", create a new position under the existing organizational unit and assign the new BP to it.
3. Go to "Maintain Territory Hierarchy", add a regional level to the existing structure, add the new BP and set the appropriate territory attributes.
4. Go to "Maintain sales area for territories from Org. Model", select the new regional level and click on "Show Sales Areas". The system shows as attributes status "Position 50000125 has no sales areas".
Where can I set the sales area for the territory?
Thanks in advanced for your help.
Kind regards,
Alberto
Edited by: Alberto Angelini on Apr 7, 2009 6:43 PM
Edited by: Alberto Angelini on Apr 7, 2009 6:44 PM

Hi,
In TCODE CRMM_TERRMAN under the tab where the positions for a territory are assigned,
check if Territory attributes are maintained. There should be SA_SALES_AREA maintained here.
Also in TCODE PPOMA_CRM under the Function Tab check whether the Sales Area for the position is maintained.
Regards,
Masood Imrani S.

Org Model structure function changing after saving also

HI,
I am new to CRM and learning CRM.i have created org model by creating marketing,sales and service structure.
everything works fine.
but my issue is when i click in service org tab and in function i am selecting service and service org.then i am going to sales org structure and click on it in function i see service is enabled where i have enabled sales before .In same case if i m scrolling through marketing and going to service structure then in service structure in function tab marketing is enabled.
Can any body tell me any functionality is available in sap CRM to restrict above structure once i have saved it .it will be as usual irrespective If I scroll to different structure.please help me regarding this.
Reagrds,
Debesh

Hi Phani,
Thanks for your reply.
I've configured in the same way that you have mentioned but still the same issue is existing.
Could anyone in the SAP SD Network assist me for the same.
Reply awaited.
Regards,
Sri...

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

Link attribute structure to the hierarchy of territory management

HI verybody
I'm working on territory management. I created the hierarchy and I defined the attributes. But now, how is possible to link this attributes to the hierarchy?
thank for your help
Stefano

found it, the structure name is WPLOG.

Mapping SAP CRM Org model to ecc Enterprise structure

Hi
SAP gurus,
I am looking for some step wise guideline for conversation of SAP CRM org model to sap ecc, I want to do the mapping. Can any one please help for required steps.
and one more thing is I tried to do this by "Convert Org. Model to Represent Multiple Assignments in SAP ECC" option in crm 5.0 but i failed, some error happened, so how can I revert back to crm org model.??
Please help, I really need this.
Thanks
Rahul

{I am looking for some step wise guideline for conversation of SAP CRM org model to sap ecc, I want to do the mapping}
I think it's not possible
{so how can I revert back to crm org model.}
Not. Please read documentation.

Territory Management Uses

Hi
Could someone tell me abt the use territory management on
top of organizational structure?
In my company, we are starting the implementation of sap crm. We are considering the use of territory management. However all attributes we would use are already maintained in the organizational model existing in R/3. Are there advantages we should consider to justify that we would have to maintain the org model and the territories?
thanks

hi
territory assignment is always at the topmost level.it is standard practice being followed in CRM
see the advantage is that when you do segmentation you can use territory for the segmentation purpose
as you said you ahve your entire org structure maintained and all the attributes assigned to it
so now you have entire thing ready ,having territory gives you the upperhand in that when you just assign attributes to the territory ,it will be automatically assigned to the entire org structure
you tell yourself that what will be more easy assigning position 100 times or assigning just 1 time so that for single assignment 100 assignment takes place
so this way territory give you useful enhancement to do your segmentation under condtion that you have your org structure ready with the attributes.
else you wont be able to use this utility.
for more info please go through this link
http://help.sap.com/saphelp_crm60/helpdata/en/b6/030950eec841d889b8ba2a78a1fcd4/frameset.htm
http://help.sap.com/saphelp_crm60/helpdata/en/45/d9fc5b8eb35709e10000000a114a6b/frameset.htm
http://help.sap.com/saphelp_crm60/helpdata/en/de/d2fab855024f8d936fea84e9b9b551/frameset.htm
http://help.sap.com/saphelp_crm60/helpdata/en/46/5b33cff36126a9e10000000a1553f7/frameset.htm
after going through these you will get to know the advantage you can get having territory in your oprg structure at the top most level

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

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

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.

CRM Org Model vs. Roles

Does anyone know the difference between creating and providing security through CRM CIC Org. Model versus handling the security through Roles

Hello Mukund,
You can execute transaction CRMC_R3_ORG_GENERATE to download the R/3 sales areas into CRM.
Only new sales organizations are downloaded with CRMC_R3_ORG_GENERATE when is executed a second time, therefore is highly recomended to execute this transaction once. You can see it in the documentation of this transaction: IMG: CRM > master data > orga. management > data transfer >Copy R/3 Sales Structure.
The download from R/3 into CRM is supposed to be one-time download and all the maintanence should be done in both systems separately.
If you have already created organizational data seperated in CRM and ECC, therefore here there are just two options: either make all necessary assignments manually in PPOMA_CRM, or delete the CRM Org Model completely and rerun a new initial load with the above mentioned transaction.
To maintain the sales organization data manually in ppoma_crm, you need to go to the organizational unit's 'Function' tab, enter the corresponding R/3 sales organization there.
As for the distribution channel and division, they should be maintained in the 'Attributes'.
Hope the above information could be helpful.
Best regards,
Maggie

CRM ORG Model Setup

Hi Gurus,
We have setup the Org Model in sync with R/3 in our Dev Client.
CRM => O 050000001 /20/00 (Sales Org/ Distribution Channel/ Division)
Corresponding R/3=> USAO/20/00 (Sales Org/ DChannel/ Division)
How do we transport it to Quality Client of CRM?
Do I have to setup the entire Org Model Again?
If any documentation/ Steps are available then it will be of gr8 help
Thanks
Mukund

Hello Mukund,
You can execute transaction CRMC_R3_ORG_GENERATE to download the R/3 sales areas into CRM.
Only new sales organizations are downloaded with CRMC_R3_ORG_GENERATE when is executed a second time, therefore is highly recomended to execute this transaction once. You can see it in the documentation of this transaction: IMG: CRM > master data > orga. management > data transfer >Copy R/3 Sales Structure.
The download from R/3 into CRM is supposed to be one-time download and all the maintanence should be done in both systems separately.
If you have already created organizational data seperated in CRM and ECC, therefore here there are just two options: either make all necessary assignments manually in PPOMA_CRM, or delete the CRM Org Model completely and rerun a new initial load with the above mentioned transaction.
To maintain the sales organization data manually in ppoma_crm, you need to go to the organizational unit's 'Function' tab, enter the corresponding R/3 sales organization there.
As for the distribution channel and division, they should be maintained in the 'Attributes'.
Hope the above information could be helpful.
Best regards,
Maggie

Listing all Ogranisation Objects under one org model

Hi
I would like to create a list of organization(s) created under one org model. I had searched for Organization model related tables , I could get all organization objects in table HRP1000 , but here I am having Ogr Objects other then my Organization Model as well.
What I am looking for
For Example : If I am having following ORG structure
ORG Root
     ORG Region 1
     ORG Region 2
          Position 1
     ORG Region 3
          Org Region 3.1
               Position 1
My objective is to find a way (Table/ Report program ) to create a list of all O Org objects under ORG Root

Olaf, JJordheim,
Thank you for quick response. Some users will have Content Manager and possibly System Administrator, User roles. I was wanting to know if there is a method we can prevent these Super users from making changes by setting
some folder parameter value.
Are you stating I should remove the Content Manager and Publisher for the Super users?
Thanks
Joe

Route org model

Hi Friends
What is Route org model where we are main ting this route org model
Plz give me the solution
Regards
Mahesh Kumar
My mail id is [email protected]

Hi Mahesh,
root org model is maintained through SPRO settings and this is done SPRO->CRM->master data->Org management.
Root org model is nothing but the parent org structure under which the remaining org structure can be maintained and this can be done through easy access.
for example you have company ABC that has sales organizations 123, 456 etc, you create the root org model ABC in spro and then can maintian the sale org 123, 456 from easy access.
Thanks and reward points if helpful
Srini

Org model/structure, territory management:

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