Predefault Account based on Org Model

Hello,
we would like to achieve that the account is predefaulted for new transactions based on the users position in the org.model.
How could we achieve this?
We thought of using organizational attributes for this.
Thanks in advance

You can use organizational model to set the info in the system, but I think there is no sap predelivered logic to populate account (if you are refering to customer) according to org. model according to your needs. But you can use badi or event to achive your requirements. To use badi, go to spro>crm>basic functions>partner processing>business add-in for partner. there do the desired coding. And after that set that badi is called in your partner determination procedure.

Similar Messages

Can TDMS transfer ORG Model in CRM

Hi,
We are planning on using TDMS to refresh CRM Organizational model from CRM PRD system to the QA system. Didn't find document about whether this can be done or not. Since Org model is part of master data and TDMS can transfer master data, assume it'll work.
Has anyone done this and can confirm? Thanks for your help in advance!
-Serine

Hi Serine,
Yes, TDMS for CRM transfers the complete org model as it is part of master data.. But reduction cant be achieved based on Org Model...
TDMS for CRM has two package types similar to TDMS for ERP..
1) Master & Configuration Data
2) Master & Configuration Data along with time sliced transactional Data
Regards,
Suman

Cubes - COPA Based Model and Account Based Model.

please search the forums before posting - the COPA models is well documented in help.sap.com and also in the forums
Hi All,
Can some one tell me the difference in Cubes based on COPA Based Model and Cubes on Account Based Model?
thanks
Edited by: Arun Varadarajan on Jan 28, 2009 8:11 PM

please search the forums before posting - the COPA models is well documented in help.sap.com and also in the forums
Hi All,
Can some one tell me the difference in Cubes based on COPA Based Model and Cubes on Account Based Model?
thanks
Edited by: Arun Varadarajan on Jan 28, 2009 8:11 PM

Account Based COPA Cost of goods sold and Revenue Split

Dear Experts,
We are using account based copa in a automobile company.
As per the requirement when a car is sold, depending on the customer request the car goes for a conversion. like adding Radio, Seat cover, etc
As per our setup we have different profit centers for vehicle and Parts(radio, seat cover etc) and in this case radio, seat cover, etc are the classes of the material vehicle(not separate material).
After the vehicle conversion there is a sales order raised which goes to profit center derived from vehicle material master.
As per the reporting requirement I need to spit the Cost of good sold and revenue by vehicle profit center and parts profit center for COPA reporting purpose
Is there any way to do this in standard SAP? Or I need an exit?
Appreciate your response and please let me know in case of any clarification.
Many thanks
Roy
Edited by: roy001 on Aug 4, 2011 4:52 PM

For those who may need an answer to this, our solution was the following:
1)       Created new types for SO, SO Item, Sched. Line, Delivery, Delivery Item, Billing type
2)       Created new Pricing procedure
3)       Created new movement type Y61/Y62 modeled after 601/602
4)       Mapped Y61/Y62 to account modifier ZAX.
5)       Mapped GBB/ZAX to the new account.
Benefits, they now have better view of the orders going inter-company. It is flexible enough to adjusting prices for intercompany separate from standard orders, even though for now it is a straight copy of cost. They are able to remove the sales/use tax, from the calculations. They are able to plan with these orders separated out. Plus, this will standardize their process for inter-company.
Hope this helps someone.
Cheers!
Rick

SEM 4.0 - BPS Planning Function - Currency Translation (Account Based) !

Hi,
Currently we are migrating from SEM 3.1 to SEM 4.0 and we are using Currency Translation (Account Based)and would like to use the same functionality, but for some reason the CT functionality is not working properly. It is throwing garbage numbers in SEM 4.0.
Is anyone out there facing similar problem on the Currency Translation (Account Based) functionality on SEM 4.0. Appreciate your help.
Thx,
Jay

Hi,
We are working on Integrated Planning(IP). We are currently using a key figure based model, where in we have 0amount, 0amocac and 0amoccc for transactional currency, controllling area currency and object currency amounts.
If we go with account based model for keyfigures, i.e by taking currency type as 00, 20, 10 , we have a problem with the currency translation functions.
Could you please let us know, how we can handle currency translation with the account based model?
Thanks,
Srini.

COPA Costed and Account based

Hi Experts,
I have running In BW, PA Costed based, and now I need activate PA accounted based extractor.
a) does somebody have any doc or how-to papers, specific about COPA Accounted?
b) can will appear any issue or problem about my current PA costed based loads?
c) how can I see with pa model (costed or account based) is running in the R/3 instalation?
Thank you in adavance!

Hi,
Costing-based Profitability Analysis is the form of profitability analysis that groups costs and revenues according to value fields and costing-based valuation approaches, both of which you can define yourself. It guarantees you access at all times to a complete, short-term profitability report.
Account-based Profitability Analysis is a form of profitability analysis organized in accounts and using an account-based valuation approach. The distinguishing characteristic of this form is its use of cost and revenue elements. It provides you with a profitability report that is permanently reconciled with financial accounting
Hope this helps
Regards,
Aparna

Transporting Org model changes (deletions) from DEV to QAS

Hi All,
We have Org model created in CRM Development server, which was earlier transported to Quality server using the report program RHMOVE30.
Now, based on unexpected changes in the requirement, in Development server we had to make some changes to the Org model, like added new org units and positions (which is fine, as we can do a delta transport), but the problem is that, we have also deleted few Org units and positions in Development server (these org units are already available in Quality), now my issue is that, how can transport these changes to Quality (is is possible delete the org units in Quality using a Transport Request).
Is there a way out to even transport the deleted entries, so the they get deleted in Quality as well.
Thanks in advance for your time.
Regards

Hello
Maybe you create a transport request including your new org structure and run report RHMOVE30. There is also a flag "delete objects" in that report that can can delete individual org units.Just enter the org unit ID and click on that flag.
Transporting org structure is very delicate. My personal advice is: If there are not too many orgs to delete and the task can be done manually in your QA system, just do it manually.
Regards
Joaquin

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

Org Model attributes

What are the attributes in Org Model used for?
Thanks

Org Determination Procedure
     Maintain determination rules. You can define new rules for both types, responsibility and organizational attributes. In both cases you can use a wizard to create the rules. You can simulate the rules created with the wizard and process them again if required.
     Maintain organizational data profile. Within the organizational data profile, you choose a scenario (for example, sales or service) for which you want to use the profile. You then assign one of the available determination rules. You can assign one rule with type responsibility and one with type organizational attributes. If you define a rule in both fields, the system finds the intersection of both quantities. Additionally, you define which organizational units are mandatory and must occur in the transaction. You can use the wizard to create and assign organizational data profiles.
     Assign the organizational data profile to one or more transaction types
Cutomizing:
IMG->Customer Relationship Management->Master Data ->organizational Management ->Organizational Data Determination ->Change Rules and Profiles->Maintain Determination Rules
Example:
     Enter determination rule 10000164 (ORGMAN_7- Det. acc. to partner at. (Reg, Country))
     choose Copy.
     Go to container tab page.
     Go to the change mode and modify the values as per your requirement on the Container tab page,
     If you want to delete an value select and right-click and choose Delete entry.
     Save the modified determination rule.
     Simulate organizational data determination based on the values in container tab page.
     Choose Simulate rule resolution and enter the attributes based on the values in container tab .
Organizational data profile maintenance
Create the new organizational data profile.
IMG->Customer Relationship Management->Master Data ->Organizational Management->Organizational Data Determination->Change Rules and Profiles->Maintain Organizational Data Profile
Example :
     Choose New Entries.
     Choose the sales scenario.
     From the list of scenarios, choose Sales.
     Use the determination rule defined in organizational model rule.
     In Organizational model rule, enter the number of the determination rule
     Fill the mandatory fields Sales Organization and Distribution Channel for output of organizational data determination.
     Select Sales organization and Distribution channel.
     Save the organizational data profile.
Thanks
Amar Reddy

Can I create and add my own customized attribute in Org.Model?

Hi,
I have a question on Org.Model. If I have to add my own attribute in the 'Attributes' tab, how can I add one.
My scenario is like this:
We are using the std Org determination based on employee responsible. But an employee may exist in more than one position in the CRM Org.structure. The ideal scenario would be to have the Org Determination talking place with a combination of Employee Responsible and the Store(customized) partner function.
Please see what guidance you experts can give me. Points will be generous.
Thanks,
John

Hi Fredrick,
I dont think this should be a problem as when a user is assigned to two different org units, and when you are using the rule based to determine org based on the user (standard rule 10000194), the system will pop up to select the relevant org (it will pop up both org units where the user is assigned) and you need to select one that is relevant to you.
This pop comes in transactions when you enter the employee responsible and if the org data profile is assigned to the transaction type.
Hope this clarifies as per my undersatnding of your requirement and reward points if useful.
Srini

Read the Org Model

Hi,
I need to read the BP assigned to a specific position on my CRM Org Model. This position is assigned to the first organizational unit of it. Could you give some functions in order to do this. I though to use HRP1000 and HRP1001 for this purpose but I can't hardcode the Position Number or Description. (This number will change in other environments.)
It's very urgent.
Regards.

Hi Javier,
You can use table HRP1000 to get a Org unit based on SHORT. If you want all the org units attached in the heirarchy, you can use Function RH_STRUC_GET with act_weigd = 'SAP_SORG'.
Example code:
SELECT SINGLE objid FROM hrp1000 INTO (i_objid)
WHERE short = i_orgdata.
IF sy-subrc EQ 0.
CALL FUNCTION 'RH_GET_ACTIVE_WF_PLVAR'
IMPORTING
act_plvar = lv_plvar
EXCEPTIONS
no_active_plvar = 1.
CALL FUNCTION 'RH_STRUC_GET'
EXPORTING
act_otype = 'O'
act_objid = i_objid
act_wegid = 'SAP_SORG'
ACT_INT_FLAG =
act_plvar = lv_plvar
act_begda = sy-datum
act_endda = sy-datum
act_tdepth = 0
act_tflag = 'X'
act_vflag = 'X'
authority_check = 'X'
TEXT_BUFFER_FILL =
BUFFER_MODE =
IMPORTING
act_plvar = lv_plvar
TABLES
result_tab = result_tab
result_objec = result_objec
result_struc = result_struc
EXCEPTIONS
no_plvar_found = 1
no_entry_found = 2
OTHERS = 3
This should give you the object ID's for all the nodes (organization, position and the holders like business partners assined to positions)
Result tab of the above function will look like this :
OT OBJID
O 50000063
O 50000064
S 50000065
O 50000072
S 50000073
CP 50000427
where O corresponds to org object, S-> position and CP-> central person number of business partner (note: when you assign business partner to the postion, it stores the person number of the partner). So you would need to use the function BP_CENTRALPERSON_GET with IV_person_id = central person number (50000427) to get the user Id or partner number
Hope this helps.
Chandrika

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

Tables for Job (STEXT)in Org model

Hi friends
Could any one please tell me the table names which stores JOB-STEXT (which is there under the position field )in the ORG model .Now my requirement is that i should get the job of the BP based on the personal number or BP.
Earlier reply would be appreciated
Thanks in advance
Rao

The function module to find the BP number for the given sales organisation is 'CRM_ORGUNIT_GETBUPA' give organization number as '50000637' instead of 'O 50000637'. you will get bp guid as out put. then you can go to BUT000 and pass the BPGUID and get BP number. else call 'BBP_BUPA_GET_NUMBER' and pass the guid, get the BP number.
You can write select SOBID from hrp1001 into table it_hrp1001 where otjid = orgid and sclas = 'BP'.
here SOBID is the field which contains BP number for that sales org. sclas field should be 'BP'.
Reward points if it helps you
Regards,
Srinivas Maddineni

Org Model & Authorization group

Hi gurus,
Can someone tell me:-
1) What is the purpose of the Org Model?
2) I need to assign Auth. Group to certain roles. Since i am more of a functional person, do I need to get the help of the basis guy to do the assigning?
3) Would the positions in the Org Model affect the assigning of roles elsewhere?

Hi Noobie,
Org model is used to map the org structure of your customer in SAP.
This is also used to divide the functions & task that a person is responsible in Org structure.
If you consider SAP scenarios like Sales , service & marketing, you would like to know the no of activties or oportunities or orders a particular branch or department has done or is responsible for.
So every transaction document will have a org data profile assigned to it which detrmines which org unit is reposnible for the transaction. Like for an business activity, you would like to know which org is responsible for the activity based on the Business partner or which service org unit is repsonible for the servicing the client if a particular BP has called.
And yes definitely position helps you determine the person in specific who would be responsible from the org unit for the transaction.
Hope this would help or you could check the org strucutre in help.sap.com
thanks and regard
Srini

BW - COPA extraction requirements for account based and costing based

Our client has a requirements of having both account based and costing based BW extraction from ECC.
Is it recommended? if yes, how does it effect BW data model?

Hi Ali Khan,
Kindly have a look at below link,
http://sap.seo-gym.com/copa.pdf
yes it's possible and it will not affect BW.
Hope this helps.
Regards,
Mani

Predefault Account based on Org Model

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