Organization determination

Guys,
We basically have just one Organization within oor company. Irrespective of which transaction we use or which business partner we use, I want this organization to be picked up. Can some one suggest what would be the best org rule to use?
Ani

Hi Anil,
Create a determination rule (Responsibility Type) without container and with responsibilities of your organizatiional data.
Assign this determination rule to your org-data profile.
Assign this org-data profile to your all transcations which u use in business.
regards
satish kumar

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Followup document and organization determination

Hello,
When I create a followup document (B - Activity) of an Activity (A), the system is transfering the organization determination (sales and service) from document A to document B.
How can I avoid this?
Document B has it's own determination once you choose the Reason field. But in this case the organizations are already filled and when I choose the Reason the service organization determination doesn't occur.
Best Regards.
JM

Hi,
You need to implement CRM_COPY_BADI, method ORGMAN. Assign this correspondingly in the copy control between Activity to Activity
Regds,
David

Organization Determination not determined for CRM_IC

Our users are usually tied to multiple IC Profiles as they are tied to multiple organizations.
We have an issue with the way the responsible group get auto-populated for IR.
Lets assume we have a user Joe and he is assigned to organization A, B, C, D
When he logs in to CRM_IC he gets to select the profile tied to each organization.
If Joe select profile tied to D and creates IR we expect that the responsible group for that IR should be D.
Instead it is showing up as A which is an issue
We did following configuration to auto determine Responsible group.
1) Copied Determination rule 10000194 and changed it to Service scenerio.
2) the followed the regular configuration for partner determination by having access sequence with determination rule as copy of 10000194 with service scenerio and tied to the partner determination
I would like to know if you have come accross the same and what was the resolution.
Regards,

Raja, I executed the bsp application CRM_IC, but then the page that shows up like this (pls give me some solution) :
You are not authorized to view this page
You might not have permission to view this directory or page using the credentials you supplied.
If you believe you should be able to view this directory or page, please try to contact the Web site by using any e-mail address or phone number that may be listed on the mysapbw01:8002 home page.
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Service Organization determination

I am using CRM 3.1 for Case Management. I have created two Service Organizations under the root organization. Under each Service Organization there are Org Units which are also Service Teams. When I automatically determine Organizational unit, I am always getting the same Service Organization (which is always the Service Org with the lowest BP number). Only Service Organizations and Org Units are permitted for determination. Any suggesion are highly appreciated.
Thanks
Ravi
Message was edited by: Ravi Chundi
Message was edited by: Ravi Chundi

header level
spro-> crm->MD.,->org mang.,->org data determination->change rules and profiles ->assign org data profile to transaction type .
add ur profile under org data prifle for ur transaction profile .
item level
spro-> crm->MD.,->org mang.,->org data determination->change rules and profiles ->assign org data profile to item .

Organization determination in SIVA

Hi
When I create a service message (SIVA) there are error messages to say that none of the organization structure elements have been entered.
However, when I go the the organization screen at header or item the determination log shows only green lights (22) and one sales org unit and one service unit have been determined although the fields have not been filled in the transaction.
Has anyone had this problem before and how have they filled the organization fields?
As soon as I manually fill the sales organization unit using the single selection from F4 all the other fields are filled and my service contract is found.
Thanks
Shannon

Hi Mateus
In the error message monitor, I can see the following messages:
Header Data     Enter a sales organization
Header Data     Enter a distribution channel
Header Data     Enter an organizational unit (Sales)
Header Data     Enter a service organization
Header Data     Enter an organizational unit (Service)
Item 10     Enter an organizational unit (Sales)
However, when I go to the organization tab the determination log reads:
Organizational data determination Sales
Transaction type: SIVA
Organizational data profile: SLFN00000002
Organizational data model determination role: AC10000177
Container:
Attribute: COUNTRY, Evaluation: GB
Attribute: DIVISION, Evaluation:
Attribute: D_CHANNEL, Evaluation:
Attribute: SA_GROUP, Evaluation:
Attribute: SA_OFFICE, Evaluation:
Attribute: SA_ORG, Evaluation:
Following organizational units were found:
O 50000090 SALES
Organizational data determination Service
Transaction type: SIVA
Organizational data profile: SLFN00000002
Organizational data model determination role: AC14000164
Container:
Attribute: COUNTRY, Evaluation: GB
Attribute: SE_ORG, Evaluation:
Following organizational units were found:
O 50000091 FIRST
None of these fields are filled on the screen. I am using screen profile SRV_ABA to allow me to see the tab
I can't see why this would be when the org units are being found by the determination profile.
Thank you very much for any help you can give on this.
Regards
Shannon

Sales organization determination in BP and documents

Hi All,
We are using CRM as a standalone system. We have set organization structure with:
1. In function Tab : we have selected sales button. Also selected sales organization box with empty R/3 organization. We have selected and entered R/3 DC and Div since these are configured in CRM IMG.
2. In Attributes tab : We have selected Obj. permitted in determination with following attributes
Country India, Postal codes 400000 -500000
3. Since other attributes such as SA_Org, Tupel, division, Dist. Channel are not present in the attributes tab view, we have entered values in PP01 transaction against our Org. unit.
4. We run the HRBCI_ATTRIBUTES_BUFFER_UPDATE with necessary selection and found our organization in Buffer set up area.
Now
A)We do not get Sales Org, Div and Dist Channel in Sales area data in BP. Not in match code and in choose sales area data as well.
B)We do not see the attributes set in PP01 transaction for our organization in Organization model display for attributes tab.
C)In documents the org unit is determined correctly. Also, we get Div and Dist channel but NO sales organization is determined.
We need help in the following:
1.Please let us know, is there any setting missing and needs to be done to get the sales organization automatically in BP and Documents.
2.Why all the attributes are not displayed in the Organization structure attribute tabs. Is there any table to be maintained, program to refresh the list? Also why these attributes are not updated in Org unit once it is entered in PP01 for it.
I would appreciate and award points to the maximum to fast the response since it is critical in our project.
Thanks & regards,
Rucha Atre

Thanks Gun,
The indicator is green our organisation and object permitted in determination which helps in deterimining the org unit correctly.
We have already mentioned in our query that general attributes - Tupel, Div, Dist chan. , Sales org are not visible in the list of Org. unit and hence entered in PP01 transaction with mentioned FM run for it. Even then the sales area is not determined in BP and Documents.
How these attributes to be entered directly in org unit itself if not present?
Regards,
Rucha Atre

ERP Reference sales area usage in CRM organization determination

Hi Experts,
Our client, in its ERP applies reference sales area to reduce mater data maintenace efforts. (It manages about 30-40 division which definition is based on product portfolio basis.)
As result of this structure, in CRM business partners are created only this reference sales area level, meanwhile in the business transaction we should need information about the real division.
Is there any experiences on this area?
Thanks for your support in advance.
Anett

Go to organization management and see what kind of profile options are assigned to ur user.

CRM Organization Determination - Responsibility Profile

Hi,
I have created a new rule under the responsibility profile. When I use the wizard to create, I also specify the values for the container elements as part of the steps.
But, when I actually go to the rule using change rules, without using the wizard, I see that the initial values for the container elements empty, and the responsibilty rule does not work in a transaction untill I enter it.
Should we actually enter the values twice?
Regards,
Shwetha

Hi Shwetha,
Check whether u have maintained the Responsibility Profile to ur org data profile.
There is no need to maintain the values twice
Regards
Pavan.A

How to determine Organizational Data based on User Login

Dear all,
How to determine organizational data based on user login in Activity transaction, currently org determination is happening after entering customer number in the transaction.
We have used 'Responsibility' determination rule for this configuration. Now the requirement is to determine org data based on user login.
In Org model we have assigned user to org data through a business partner. But still org data is not getting determined in the transaction.
Please help me to trace out the problem.. your suggestions will be highly appreciated.
Best regards
Raghu ram

You just have to use other organization determination rule. In your case this would be rule 10000194 (ORGMAN_12). This determination rule delivers the responsible organizational unit of the user
User is defined as a business partner in the container attribute 'PARTNER'. If not, the system user (sy-uname) is used.
So you have to do the following:
- use this determination rule
- in BP link username with employee
- assign in PPOMA_CRM employee or user to organizational unit
This should solve your problem.

How to determine the organizational unit using activity category ????????

Hello All
We are working on CRM 7.0 , we need to have the organizational determination based on the activity category , I have put the activity category in the attribute list then I created a determination rule type responsibility and it is working fine in the simulation but after I assigned the determination rule to the transaction type the organizational unity could not be determined. I tried the BADI CRM_ORGMAN_BADI but it was not help.
Any clues regarding this issue ?
Regards
Jacopo

No answers

Partner Determination/Organization Structure

Hi,
I wanted to understand how through partner determination procedure relevant Service Team can be assigned. You can use example of Standard Service Order Transaction SRVO, Standard Partner Determination Procedure 00006, Standard Access Sequence 011 Executing Service Organization, Standard Organization determination rule 1000278 and organization structure 50004983 to explain the connection.
Thanks
Deepak

Hi Deepak,
The description of rule 10000278 says,"
This rule should be used for partner determination via the orgdata model.
It delivers on the basis of orgattribute <H>executing
service organizations</>
It is intended
- for partner determination at item level
- for service items
- when using products in the service item
Executing service organizations are all
in the orgdata model with the following characteristics:
- Service Scenario
- Indicator for executing service organization is set.
These partners are filed as partners of the partner function
category executing service organization in the
transaction.
For example, org data determination is set up in the container after
the postal code and product.
regards,
Prashant
<b>"please REWARD the points "</b> if it helps..!!

What is organization Management determination?

hi,
What is organization Management determination?
Regards,
babu

Hi babu,
Organizational Management in CRM offers you a flexible tool for handling your companyu2019s task-related, functional organizational structure as a current organizational model.
You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units.
The organization model will be especially used for organizational data determination within the CRM scenarios for marketing, sales and service.
Compared to ERP the organizational model use in CRM is more comprehensive, flexible and dynamic.
A synchronization of the organizational structure for sales and service in ERP and CRM is possible via mapping of organizational units. This is a prerequisite for a master data and transactional data integration between ERP and CRM.
organization determination means to determine organization(sales office,sales grp etc) in transactions automatically
2 types of rules in crm
1.organization model:
2.responsibility rule:
u can define these rules with the help of wizard in crm system
reward points if helpful
Thnaks&regards
kishore kumar

Determine Org from Reference Transaction

Hi,
I am struggling with a Sales/Service Process and the Organizational Determination. Hopefully someone in here knows the answer to the issue I am facing.
We would like to have ONE complaint type and in most cases create the complaint with reference to another transaction in SAP CRM 2007. As we are running both Sales and Service Processes the preceding documents could be both sales orders and service confirmations.
In case we copy a Sales Order Item into the complaint we recieve an error saying the org data doesn't match. Apparently the reason is that the complaint process is both relevant for sales and service (and therefore determined both Organizational elements on header level) while the sales order only has the sales org data. Now comes the million dollar question :
Can I inherit the Org Data from the reference transaction rather than determining it based on the "normal" rules (if created with reference) or is there another way I can overcome this issue?
Kind regards
Christian

Praveen,
I agree with you if we have 10 products.Think about maintaining 8000 products and we keep on creating products after Go-Live.I don't think it is a best solution.
I don't want to hard code any thing in the system.When ever I enter product, system should look into Product master then populate Org data under Organzation tab.
Thanks,
Ajay

Sales Office and Sales Group Automatic Determination based on the Sold to P

Hello every one
We need determine sales office and sales group based on sold to party master data in Activity Management in SAP CRM 2007.
I want to know if there is a way to do it when we save the document.
Any ideas???

hi, the sales org, office, group determination can be configure in Organization Determination.
You can choose Org Determine rule for your CRM document.
And if you feel the rule can't match your requirement, you can create a new rule, and create customize function module for the rule, you can add your determine logic in the function module to realize your requirement.

Organisational determination from two sources

Hi all,
When creating quotations we need the following information available:
Organisational Unit
Sales org
Distribution channel
Division
Sales Office
Sales Group
Most of this data is maintained on our customer masters except for Organisational Unit. Therefore, we have tried to use standard Organisation Determination Rule 14000161 (Org. Data Re. Master Data). This works quite well because all data maintained on the sold-to party is then copied to the quotation. The only problem is the Organisational Unit which is for some reason always set to the same value as the Sales Group.
Our new requirement is that we want Organisational Unit to be determined based on the employee reponsible on the quotation and his assignment in the org model. Basically, we want his/her department as Organisational Unit. All other org data (sales org, division etc.) we want to take from the sold-to party as we are doing today.
If we use standard determination rule 10000194 (User Org Unit) then we get the Organisational Unit correctly determined (and partially also sales org, distr. chnl. and division). However, Sales Office and group cannot be determined with this rule because we only assign these values to customers in our company.
So it seems I need a new determination rule where some of the org data is determined based on the logic in 14000161 (Org. Data Re. Master Data) and then Organisational Unit must be based on 10000194 (User Org Unit). But how do I go about this? Or is there perhaps a better way to do this?
I assume that if I want to combine the two existing rules I will need to also build a new function module??? And also, I do not know how to feed the rule with two partner numbers One being the sold-to party and the other being the Employee responsible.
Hope you gurus have some input. I am quite lost here.
Br,
Anders

Hi Anders,
Yes you have to achive that by creating new functions on organization
determination rule. With this assume your partners both Sold To and
Employee Responsible are entered before you save the documents,
and then you set the organization determination take place when
saving the document.
Hope this helps.
Gun.

Organization determination

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