Organizational Model Determination Rule

Hello !
I am looking for an organizational model determination rule which is looking for the Org Unit of the given employee responsible. Could anybody help?
Maybe a little more explanation. I created a partner determination procedure which looks for the employee responsible via the business partner. The system should then look for the organizational unit in the org model, which belongs to the employee responsible. Therefore I need an organizational model determination rule.
Thanks a lot!
Astrid

Hi Prajit ,
We want to determine Org 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 to that particular position.
When employee resposnsible is changed Org unit (Service ) should be changes .
Please suggest solution.
Thanks & Regards,
Anup Reche

Similar Messages

  • Organizational Model Determination by Responsability

    Hi experts:
    I have the complain scenario. Depends of the Complaint's Reason is the organizational model responsible.
    I tried to create a Determination Rule of the Organizational Model by Responsibility to evaluate the Code Group of the Catalog Type C1.
    When I create the responsibility in the Container It allows me to add the Structure and the Field that I want to evaluate and an initial value if I want.
    I am using structure: CRMT_6305_SRV_SUBJECT_UI
    Field: CODEGRUPPE
    But when I try to create the Responsibility the system throws an error: "XX-XXX-XXX It is not valid input value".
    I have to do anything else to allow create the responsibilities??.  Itu2019s missing to active something? or I was using a wrong  structure.
    Thanks in advanced!
    Sussie.

    Hi Prajit ,
    We want to determine Org 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 to that particular position.
    When employee resposnsible is changed Org unit (Service ) should be changes .
    Please suggest solution.
    Thanks & Regards,
    Anup Reche

  • Organizational data determination for mkt. activities

    We need organizational data determination for mkt. activities created from campaigns. In CRM we have only the Marketing part of  the clients organization, using Marketing scenario in PPCOMA_CRM.
    If we leave org. unit field of activity blank, the activity has a red error light.
    The responsable person is the one from the campaign. It is responsable of en Marketing unit (that was assigned to campaign).
    The possible solutions for our cliente could be 1) org data determination from preceding document or 2) org data determination from the Mkt organization of the responable person.
    Concerning 1) There is no "natural" way to assign the preceding
    document (campaign). Am I right?
    Concerning 2) The only way to determine the an unit, was choosing Organizational Model Determin. Rule 10000148 to perfile ZDUOCTEST and later changing the scenario of rule 10000148 from sales to marketing. This obviosly is not standard. As rule and perfile now have diferent scenarios. What would be the standard solution?
    Thanks for help.
    Cristina

    hi
    please do not get confused by the terminology of the standard solution,what you are doing by changing the scenariop from sales to marketing is actually a standard solution,
    as an activity is generated in response to the campiang or survey being submitted,and it is always a sales scenario ,since further activity application is in martketing scenario ,so what you are doing is changing the scenario from sales to marketing so that from those activities tyou can generate the org data,this is the standard and it goes this way only
    if you want to work other way around then just use the preceding document access sequence in the scenario like then you have to use the campaign data instead of the activity generated in response to the campaign,
    best regards
    ashish

  • What are the two different rules for organizational data determination

    What are the two different rules for organizational data determination???

    Hi
    1) Rule type Responsibilities
    want to determine organizational data for individual responsibilities
    have not created an organizational model but want to create one
    have a lot of organizational units and must only assign a few attributes
    2) Rule type Organizational Model
    You would use rule resolution using organizational model if you
    have created an organizational model or have distributed a plan to SAP CRM and also want to use this for determining organizational data
    assign a lot of attributes to the organizational units and these are to be evaluated
    Regards
    Manohar

  • Determining Organizational Model information for a BP

    I am currently working on a report development where there is a requirement to show both Territory and Organizational Model information.
    For Territories, it's a simple matter of using the available function modules to determine a Sales Person and their area for a particular customer post-code. Finding similar information for a Service Engineer maintained in the Organizational Model is proving very difficult.
    Is anyone aware of any functional modules i could use to determine this information using just BP information (i.e. post code, partner number, etc)??
    I understand that i would have to determine the Sales Area information before being able to fetch the Service Org, Team, Territory etc information. Having searched for function modules within CRM and on multiple forums, i haven't found a way of doing this.
    This is the first time i've worked on Organizational models so any help would be very much appreciated.

    Hi Indi,
    I dont know about what kind of data you require, but i think this FM would be useful
    CMS_BUPA_ORGDATA_GET_BL.
    Also for details of an org can be obtained for a CRM_ORGMAN* any of the FM.
    Regards
    Sidd

  • Partner determination rules in sales documents

    Good afternoon Experts
    I'm trying to determine responsible agents in a quotation document by using a rule with responsibilities
    ( in the access sequence of the responsible agent partner function). 
    Could someone please confirm how the rule container gets filled?  
    If the rule is based on a post code my understanding is that the post code of the sold
    to party is passed to the rule container and the responsible agent gets
    determined. Passing the post code to the rule container should be in this case hardcoded.
    What happens though if I need to determine the responsible agent based on another
    piece of information like "sales order type", "client tax classification" .
          -  How does the system know how to fill the rule container?
         -   Do  I need to create a new organizational attribute ? 
    On Sap help I've found :
    "If you use rule resolution using responsibilities, you do not have to assign
    attributes in the organizational model, other than the attributes distribution
    channel and division; these are necessary for showing the sales area."
    Where does the sales area come in for partner determination when using rules with responsabilities ? Is there a mechanism like sold to party/document -> sales area -> organisational attribute => attribute passed to rule container? 
    Any input would be appreciated.
    Best regards
    Razvan Zainea 

    Hi Razvan,
    you can use rules in your partner determination access sequence. Most attributes are filled in document processing for the rule container.
    You mentioned postal code. This is filled from the main partner of the document. The main partner of a sales order is the sold-to party, of an opportunity is the prospect, ....
    If you like a different main partner you can do this via process type customizing (field 'partner function ORG').
    If you need to fill your own container values you can use CRM_ORGMAN_BADI method CRM_ORGMAN_ATTRIB_VALUE_FILL.
    Or as mentioned by Shanto you can use your own logic with COM_PARTNER_BADI.
    Best regards
    Marion

  • Organizational Data Determination

    Hello!
    I have a transaction type with a organization data profile using rule 10000144.
    When I create a document, the system doesn´t determine sales organization and distribution channel, but determines the organizational Unit correctly.
    The BP used was created in just one sales area.
    Does anybody know what could be the problem????
    Thanks a lot.
    Susana Messias

    Hello,
    I check my organizational model, and all organizational units are checked in consider for determination.
    The organizational units have the R/3 sales org assigned, and the attribute Distribution channel, Division and Tuppel (combination of Distribution channel and division) filled correctly.
    Do you remember anything more?
    Regards,
    Susana

  • Organizational Data Determination Doesnu2019t work

    We create stand alone Organiztional Model with Sales Organization, Sales Office, Sales Group structures.
    We have applied the SAP Note 1061972 and also weu2019ve been schedduling the  HRBCI_ATTRIBUTES_BUFFER_UPDATE report.
    We have in all levels of the organizational model the check u201Cconsider in determinationu201D.
    When we assign the Sales Area to the BP, we donu2019t have any problem whit that; we can see all the possible Sales Area.
    The problem occurs when we create business documents; the Organizational Data Determination doesnu2019t work in any rule for example the Rule:  10000144 u201CSales areas incl. master datau201D.
    Thankou,

    Hi Oscar,
    I had similar issue a while ago.
    Steps taken to check the issue:
    1. Check the attributes of the sales office / sales group for determination. Eg. Postal Code / Country. etc
    2. Check if the correct org. determination rule is given in the Transaction Type
    3. Check for org. determination rule in the standard Transaction type and see if it is working good.
    4. If the BP is sold-to-party check and see if the Sales area data is maintained.
    Please let me know if the steps are of any hepl to you.
    Smiles
    Naveen

  • Organizational Data Determination - Dristribution Channel & Division

    Dear all,
    I have a question regarding organizational data determination.
    Defining a determination rule, I have the possibility to provide my custom FM that should perform an automatic organizational data determination. The FM offers the possibility to return a table containing all organizational units that are currently wanted/allowed.
    However, what I would like to do is, to restrict the choice list to a number of combinations of org unit + distribution channel + division. I don't want the system to display a popup containing all distribution channel-division combinations from the org model. I would like to restrict this set according to my custom logic.
    The question is: Is this possible at all? If yes, how?
    Many Thanks
    Martin

    Hello Robert,
    I'm sorry I don't quite understand what you meant. Maybe my requirement is not yet clear.
    Everything you explained was already done by myself. The problem I face is an ugly popup I would like to get rid of. This popup shows al the combinations of channel and division for the determined org unit. However, I would like to show only those combinations that are valid for the current customer.
    As far as I understood, the only "return" value of my FM is the actor_tab. The ac_container seems to be treated like an importing parameter. I don't think modifying the contain within the FM would affect anything - right?
    An example:
    After my FM is executed the actor_tab contains only one value, say it is a sales office. The customer in scope has only one asignment for this sales office, channel and division are also defined there.
    It seems like the system would now evaluate which channels and divisions are valid for that sales office. Therefore it checks the functions in the org model. In my case, the result is a quite big list.
    I would like to restrict this list to the channel and division defined for the current customer.
    How can I do that? Any ideas? Am I totally wrong with my view on this?
    Thanks in advance & best regards
    Martin

  • 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

  • CRM - HR - SD Organizational Model

    We are integrate CRM and HR in part of the organization management.
    Organizations and persons transfer from HR to CRM periodically via IDOCs. Ok.
    We use persons in the activities.
    Now in the business activities we want determine the organizations as Responsible Organizational Unit (Sales) and Sales Office.
    But, I dont know how I can implement both HR and SD-organization model in CRM???

    Denis
    i think there would be only one organizational data store in CRM. You can opt to bring either the Sales Organization structures or the HR structures into CRM, but they will be stored in one source only. Then you can build your rules around this data to determine during the business transactions.
    As Brad pointed out, normally the structures are borrowed from SD side of R/3 as who knows better about the sales orgaizations/sales distribution channels/sales divisions/sales offices/sales groups etc than the SD in R/3. HR's primary controlling functions are about the positions, roles and idnetification of employees. This data is replicated into CRM as BP in the roles of employees.
    So the best practice is sales structures from SD and employees from HR.
    reward if you like.

  • 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

  • Need advise on how to model this rule

    Hi,
    I got stuck in modelling some rule. I will try to paint the picture using some example:
    Assume the following entities (and relations)
    the child (the children)
         the toy (the childs toys)
    the cupboard (the cupboards)
    I would like to construct a boolean saying that all children can store their most favorite toy in the best cupboard
    What I have tried so far:
    I have inferred a relation for the best cupboard.
    I also inferred a relation for the most favorite toy of a child.
    Now I get stuck. What should be the way to do this? Is it possible? I have the feeling I am missing something. It might be versy simple, but I am relative new to OPA.
    Any help is very much appreciated.
    Cheers,
    Han Joosten

    Hi Han,
    When I first had a go at this, I had several inferred relationships and it got complicated, so I tried to simplify it down to minimal inferred relationships. Here's what I did...
    Entities and Relationships
    Containment Relationships
    Global --> one-to-many --> the child (relationship text: the children)
    the child --> one-to-many --> the child's toy (relationship text: the child's toys; reverse text: the toy of the child)
    Global --> one-to-many --> the cupboard (relationship text: the cupboards)
    Inferred Relationships
    the cupboard --> many-to-many --> the child's toy (relationship text: the cupboard's toys)
    Note: Before you can write rules associating two different entities, you need to set up a relationship between them in the Properties file.
    Rules
    Determine the best cupboard...
    I made up a number attribute 'the cupboard's priority'. The best cupboard is the one with the lowest priority number, i.e. the cupboard with priority 1 beats the cupboard with priority 2.
    the cupboard is the best cupboard if
    the cupboard's priority = the priority number of the top cupboard
    the priority number of the top cupboard = InstanceMinimum(the cupboards, the cupboard's priority)
    If you wanted to reverse the priority logic so that the highest number is the 'best', use InstanceMaximum instead.
    Determine the favourite toy...
    Similar approach with the toys:
    the child's toy is the favourite toy if
    the child's toy's priority = the priority number of the child's top toy
    the priority number of the child's top toy = InstanceMinimum(the child's toys, the child's toy's priority)
    Put the favourite toy of each child in the best cupboard...
    Write a membership rule to associate the child's toys and the cupboards:
    the child's toy is a member of the cupboard's toys if
    the cupboard is the best cupboard and
    ForScope(the toy of the child)
    the child's toy is the favourite toy
    Procedural rules to tie it all together...
    The rules above do all the tricky logic work. If you want a Global level rule which ties it all together, you could add procedural rules, e.g.
    the appropriate cupboard has been determined for all the favourite toys if
    ForAll(the children, the child's favourite toy has been determined) and
    ForAll(the cupboards, it is known whether or not the cupboard is the best cupboard)
    the child's favourite toy has been determined if
    ForAll(the child's toys, it is known whether or not the child's toy is the favourite toy)
    Test case
    I tried the following test scenario, which worked as expected.
    Inputs
    Child: Bart
    Toys: Krusty Doll (priority 1), Television (priority 2)
    Child: Lisa
    Toys: Saxophone (priority 1), Malibu Stacy (priority 2)
    Cupboard: Cupboard A (priority 1)
    Cupboard: Cupboard B (priority 2)
    Results
    Cupboard A is the best cupboard
    Instances of 'the child's toy' associated with Cupboard A: Krusty Doll, Saxophone
    Cupboard B is not the best cupboard
    No instances of 'the child's toy' associated with Cupboard B.
    Further comments
    If each child can have multiple 'favourite' toys (all of which can go in the best cupboard), then make 'the child's toy is the favourite toy' a base level attribute. Any toy where 'the child's toy is the favourite toy'=true will be associated with the best cupboard, i.e. Cupboard A in the scenario above.
    Depending on what else you need to do, it may be worth creating an inferred relationship for 'the child's favourite toys', e.g.
    the child's toy is a member of the child's favourite toys if
    IsMemberOf(the child's toy, the child's toys) and
    the child's toy is the favourite toy
    Cheers,
    Jasmine

  • Problem to assign BP in organization model

    Hi sap
    I have configured the service desk in solution manager.
    I create my organization model from transaction ppoma_crm.
    Now I think that I must assign business partner to organization units (first level support, second level support ..) but I can't do it.
    Anyone know can please tell me if exist a document that show step by step procedure to create a oranization model, assign business partners and cretate automatic assigment of message?
    thanks in advance
    best regards

    Hi Giovanni,
    have a look at /people/dolores.correa/blog/2007/10/06/service-desk-support-team-determination
    Regards

  • Problem in Org determination rule

    hi all,
    i have postal codes assigned to the org model as attributes,(ie) the org unit is responsible for that postal code only, i have created org determination rule by selecting the postal code as an attribute, i have created bp in which i have mentioned one of the postal code which is in the org model,
    when i run transaction i need only the org unit to be picked and shown based on the postal code mentioned in the BP , now it is showing all the orgunits which i dont need,
    please suggest me what setting i have to do.
    its urgent

    Hi shalini,
    while simulating the rule in pfac, i am able to get the correct org unit for the pincode, while running the transaction my problem is still the same getting all org units in the pop up, i am sure i have correct org rule assigned to org profile and profile to transaction.
    to be clear, my requirement is, for a transaction type, i have defined prt functions "customer" and 'employee responsible' in UI interface setting of prt detr procedure. here the employee responsible should not be the user creating the transaction. this should be the org unit "sales group" which is having certain pincodes assigned in org model, the same value which is populated in sales group field should be populated in 'Emp responsilbe' field in UI of transaction type.
    here my first problem is i am getting all the org units for the selection when running the transaction, where user doesnt know which org unit should be selected for the customer belonging to the particular pincode.
    if i get value sales group field how can i get this value populated to Employee responsible field in UI
    suggest me how can i achieve this.
    ITS URGENT

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