Position hierarchy in organizational model in SAP CRM

Hello,
       My project has a requirement wherein there needs to exist a reporting hierarchy between different positions. e.g. 'Sales Rep' reports to 'Sales Manager', 'Sales Manager' reports to 'Sales Head', etc. However, I have been unable to create relationships between positions in an organizational unit. Please guide me on how to achieve this.
Thanks,
Aditya Mishra

In ppoma_crm click on org unit and under right-click choose option 'Assign' and then select option 'Incorporates'.

Similar Messages

  • Unable to create position hierarchy in organization model

    I was unable to create position hierarchy in organizational hierarchy. I want to maintain position hierarchy within an organization. But SAP CRM is not allowing that. I was able to create organizational hierarchy. Please let me know, how can I maintain the position hierarchy within the same organization?
    --hari

    Hi hari,
    it is only possible to have a hierarchy with two levels on position level. Therefore you create two positions below your organization (tx ppoma_crm). At one of these positions you set the flag "Head of own organizational unit" at the Basic data tab of the position (To see this, you need to display the Details of the positions at the bottom of the screen). Now you can assign a business partner (or more)  to this position which is (are)  the Head of this unit.
    If you need a more complex hierarchy you have to use organizations to show this.
    Hope it helps!
    Kind regards
    Christian

  • Position Hierarchy Vs Organization Hierarchy

    Hi
    Our organization is position driven organization. I want to know what are the main advantages and disadvantages for Position Hierarchy and Organization Hierarchy.
    Because on top the hierarchies we will create security profiles.
    Can I have any document where I can find the comparison between both of these hierarchies.
    Thanks
    Gaurav

    No, the supervisor hierarchy is constructed simply by specifying supervisors on assignments.
    Added complexity can be added to the supervisor hierarchy in a multi assignment environment; you can then specify a 'supevisory assignment' as well but that is rare.
    It sounds like you will be invariable be drawn into using Positions. Having a 1-1 relationship between positions and employees is not unusual but be warned it can be extremely time consuming to maintain. I have been to organizations where position maintenance is virtually a full time job for a member of staff.
    If you are using Appraisals, definitely make use of the supervisor hierarchy, it is hard enough to implement correctly as it is without making it harder and trying to use the position hierarchy.
    You should be able to use the supervisor hierarchy for the OTL and iRec approval processes too but I'm happy to defer to other experts on the forum for those.

  • How to configure marketing org model in sap crm

    Hi Folks,
    I want to configure my clients marketing,sales organization structure in my SAP CRM system.Currently all these have been replicated from ECC (HR&SD) to CRM and I have to modify, enhance the structure by adding positions and users based on clients current org structure.This is my requirement.Please help and guide how to do this in my CRM sytem as I am having difficulty to figure out  which structure should be enhanced and how should the attributes be assigned.
    Regards
    Jaya

    Hi Jayalakshmi
    Try to use this guides
    C02 - CRM Organizational Model Standalone
    https://help.sap.com/bp_crmv12007/CRM_DE/BBLibrary/html/C01_EN_DE.htm
    If you want to use client org structure you can use this consolut - CRM_CSDR_ORGANIGRAPH - Buying Center

  • 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:
    <b>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.</b>
    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

  • Regarding Organization Model

    Dear Experts,
    Currently I'm working with CRM version 5. And the Org Model in SAP CRM use the SAP HR Org Model in R/3 and the replication is one way, i.e. from SAP R/3 to SAP CRM.
    Is it possible to create another organization unit in CRM if Org Model in SAP CRM used that scenario?
    I have tried to create an org unit and got run time error 'MOVE_TO_LIT_NOTALLOWED_NODATA'.
    Please advice.
    Best Regards.
    eddhie

    Hello
    I am not a law expert, but if you can create users, I am sure you can create a dummy position and assign your role there.
    Anyway, if your company doesn't allow to use the PPOMA_CRM assignment for these users, the only option you have is assigning user parameter CRM_UI_PROFILE.
    A little comment about user parameter: There is no authorization object to prevent users to modify their own user parameters. If you don't want these users to modify their own parameters via SU3, you should create a transaction variant.
    Regards
    Joaquin

  • 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.

  • B2B. Enhanced version of the CRM organizational model

    Hi,
    We use B2B with sales order. We works with standard org. structure.
    Enhanced version of the CRM organizational model.
    http://help.sap.com/saphelp_sm40/helpdata/en/32/4473211b7778428efebc865e351cb4/content.htm
    Does B2B works fine with Enhanced version of the CRM organizational model?
    Denis

    Hi,
    Enhaced backend integration - Org model is used when there is more than one "org" attribute is assigned to higher org node , e.g. two sales offices assigned to one sales org.
    In Product catalog configuration , in Catalog Variant, we can make entry for Sales org , Distribution channel & division,
    so in this case , i feel there should not be problem in B2B scenario even if we use enhanced backend integration model.
    hope it helps,
    regards,
    Prashant

  • What is Buisness partner group hierarchy in sap crm

    Hi,
    what is Buisness partner group hierarchy,what is the importence of this in sap crm
    i wanted to know the detailed documentation for Buisness partner group hierarchy
    Thanks&Regards
    kishore kumar

    hi there
    what you are saying as Business Partner Group hierarchy is actually the account hierarchy inside the BP which can be created using the Bp groups
    here it is what it is and why its important
    Account Hierarchies
    Use
    The account hierarchy allows you to map complex organizational structures of a business partner (for example, buying group, co-operative or chain of retail outlets).
    When you create a hierarchy structure, you form groups of business partners (for example, for purchasing groups). You can use them for statistical purposes and for marketing analyses.
    You can use the hierarchy for pricing. Pricing is carried out using conditions such as pricing arrangements that are stored at a higher level of an organizational structure and can be transferred to the lower levels.
    Integration
    You can transfer a customer hierarchy from SAP ECC to the account hierarchy in SAP CRM.
    For more information, see Replicating ERP Customer Hierarchies to SAP CRM.
    You can also exchange the account hierarchy with CRM Mobile Client.
    Features
    With the help of business partner groups, you can create hierarchy nodes in order to construct a hierarchy structure. For this purpose, the type of hierarchy is first determined based on the hierarchy category.
    Hierarchy structures that are created in CRM Enterprise are sales area-independent.
    The condition maintenance for pricing is integrated in the account hierarchy maintenance function.
    also see this link
    http://help.sap.com/saphelp_crm60/helpdata/en/52/cff837a9aae651e10000009b38f8cf/frameset.htm
    will clear all your doubts
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  • SQVI Report for SAP CRM Product Hierarchy and its Product

    Hi
    How to create a SQVI report for generating a list for SAP CRM Product Hierarchy which should show the outputs->Level 1, level 2, level 3 and level 4 categories and its products?
    I tried COMM_Hierarchy table and Comm_product but not able to achieve this requirement.
    or Is there any chance of getting related tables so that I could try more for this requirement.
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    Pravin

    Thanks DJ
    Is there any possibility to get a report for product hierarchy in SQVI ?
    say in SAP CRM system, the product category is maintained in COMM_HIERARCHY as
    Parent category Id->
                                    Level2 Category Id->
                                                                     Level 3 Category Id->                                                                               
    Level 4 category Id ->                                                                               
    Product Id's
    (I understood the link between Level 4 category id and product id with your info.) but not able to achieve the requirement fully.
    Is there any possiblity to achive for generateing a report?

  • 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.

  • Restore standard organizational model in CRM

    Just out of interest: if I were to convert the organizational model in CRM into an enhanced one, is there any possibility to later restore the standard organizational model, for instance via a backup?

    Just out of interest: if I were to convert the organizational model in CRM into an enhanced one, is there any possibility to later restore the standard organizational model, for instance via a backup?

  • Needed SAP CRM Data model with Object, Entity and Attribute level details

    Hello all,
                 We are working on a huge IS-U / CRM implementation and we are still in the data gathering phase. The client has a whole load of legacy systems that will be replaced with IS-U and CRM. Right now we are in the process of developing data models using Excel first and then presenting them to the client to go forward from there. For this we need to have all the business objects, entities and their attributes.
    I know about the SD11 transaction, but we don't have a CRM system yet. My colleagues have access to a German ERP system and they were able to get models for HR, FI and Asset management. I tried for the Business partner / customer in there, but the models were not proper.
    So, once again, I need the specific data models out of SD 11 for  CRM business partner. If anybody has the information, please do pass it on to me as I need them urgently. It would be a great help if somebody can do so.
    Regards
    Rajesh

    I suggest the following:
    Please, check whether the system works if you activate the implementation BUPA_F4_AUGRP.
    In addition check the notes 559662, 674869 and 782927. Maybe the notes are already implemented but you can try then the implementation of the BADI (SE19). It should resolve your issue.
    I have implemented this Badi solution before, and after activation; the search help ; nor search result list did NOT show any Business partners anymore that had an authorization group I was not allowed to see.
    kind regards
    Davy Pelssers
    SAP CRM/Security consultant

  • Organization Model download from R/3 to CRM

    Hi Guys
    We are maintaining the complex Organization model in R/3 system and we need to Download the complete organization Model from R/3 to CRM and its relevant Organization structures too. I could not found a way what is the download object to be used to download the Organization model from R/3 to CRM .
    will the Transaction CRMC_R3_ORG_STRUCTURE download the Organization model also , and what is the prerequisites for this organization model download
    Thanks in advance
    Warm regards
    Rajasekhar

    Dear Jayesh
    1) Do the ALE specific settings like creating Logical systems , Rfc destination,
    Distribution Model .
    2) Specify the filters in the distribution model as per the note 312090, 550055
    3) below link will be usefull to u
    /people/vikash.krishna/blog/2006/10/15/replicating-hr-master-data-part-1
    Warm regards
    Rajasekhar

  • Issues with Organizational Model in CRM

    Hi guys,
               We are implementing CRM 5.0 and I generated Organizational Model in system using Report: CRM_ORGMAN_R3_ORGDATA_GENERATE. This report generated organizational model with no errors. But there is a issue with org model:
    In our R/3 system same sales office are assigned to multiple sales area and same salesgroups are assigned to multiple sales office due to this in CRM when the org model generated it only assigned the sales office and sales group to sales org 1000 however sales org 2000 and 3000 left unassigned.
    eg:
    R/3:
    Sales office assigned to
    sales area: 1000   10   10 
                           001
                           002
                           003
                     2000   10   10 
                          001
                          002
                          003
    And after generation in CRM:
    Sales org: 1000
                      sales office: 001
                                        002
                                        003
    Sales org:  2000
                       no sales office or sales org assigned.
    When I am trying to create it manually then it gives me an error: "attribute_R/3_SA_ORG with value xyx already assigned".
    Did anybody faced similar issue?
    I even ran the report for to change the org model to enhanced version but it didnt helped.
    Please give your suggestions.
    Thanks
    Ankit

    Hi Ankit,
    Its common that the sales office are only assigned to the first sales organiz unit in
    CRM structure in PPOMA_CRM. The same for the sales groups that are only assigned under the first sales office unit in CRM structure in PPOMA_CRM.
    No mather, the important thing is that under Function tab > Sales office tab, for a sales office, the system has all the possible combinations for R/3 sales org, R/3distribution channel and R/3 division.
    And the same under Function tab > Sales group tab, for a sales group, that must contain the possible combinations for R/3 sales org, R/3 sales office, R/3distribution channel and R/3 division.
    In this way, you have the structure like:
    SALESORG1001
       SALESOFFICE 1100
           SALESGROUP 100
       SALESOFFICE 1200
       SALESOFFICE 1300
    SALESORG1002
    SALESORG1003
    But inside SALESOFFICE 1100 details you have something like:
    Sales office tab:
    R3 sales org | R3 DC | R3 Div
    1001              10         01
    1002              10         01
    1003              10         01
    And under Sales Group 100 you have something like:
    Sales group tab:
    R3 sales org | R3 Sales Office | R3 DC | R3 Div
    1001              1100                  10         01
    1002              1100                  10         01
    1003              1100                  10         01
    1001              1200                  10         01
    1002              1200                  10         01
    1003              1200                  10         01
    1001              1300                  10         01
    1002              1300                  10         01
    1003              1300                  10         01
    Hope it helps,
    Susana Messias

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