Sales Organization data in CRM

Hello,
We have around 1000 Sales Organizations in a CRM Standalone system that have now to be set in a new CRM system, but we do not have intentions of integrating the two systems. What we are doing is manually taking the data into an excel sheet. But this is rather time consuming in PPSMA_CRM transaction.
Is there a way to directly get the data in an excel sheet from the above transaction? We do not intend to use a BAPI or a custom development for the same.
Would appreciate any help.
Regards
Priyanka

Hi Priyanka,
You can transport the Complete Org from your existing system to the other.
For doing the same use program SE38 , RHMOVE30.
This program can be used to complely transfer your org model.
I am sure we cant upload org from a excel fiel.
Regards
Arun Kumar
Rewards Points if it helps.

Similar Messages

Replication of Sales organizational data to CRM

Hi All,
I am jus out of cocoon in this CRM world.
My query is I run report CRMC_R3_ORG_GENERATE to replicate Organizational data From ERP to CRM but i dont see any data on the screen. This obliviois ther are lots of things missing probably to call ECC transactions. My RFC is set and working I can say this because Solution manager is working fine. Can some one help me with some guesses that I should look into or what are the prerequisites to replicate data from ERP to CRM.
Thank you.

Hi,
please check the documentation within the IMG! furthermore see thread
Org. Unit replication from R3 to CRM and search within the SDN, there should be several
threads regarding this report!
Best regards, Gerhard

Sales Order data from CRM

Hi all,
I want to upload Sales Order data from CRM to BW with DataSource "0CRM_SALES_ORDER_I".
The upload fails due to missing information that are needed in the first update rule of the Sales ODS "0CRM_SALO". In this update rule some formulars on data field level are created that require this information.
Examples of fields that are not delivered from the CRM:
0CRMLREQSCH     L. Req. Deliv. Date
0CRM_DLVSCH     Last Delivery Date
0CRMPAVSCHW     MAD (Requested)
0CRMPAVSCHC     MAD (Confirmation)
0CRMPGISCHW     Pl. GI Date (Req.)
0CRMPGISCHC     Pl. GI Date (Conf.)
So what is to do? Enhance the extractor or are there alternatives.
Cheers
jb

Hello jb,
Were you able to resolve your problems with Sale Order?
      thanks,
          dmitriy.

Using of sales orders data in CRM in Trdade promotion managemnet?

hai
can we use the sales orders data in CRM for the cubes Trade promotions management in BW-BPS for calucating the uplift volume?
can any body tel me how this uplift volume calculates.

Hi Kallis ,
Refer this
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/com.sap.km.cm.highlightedcontent?documenturi=%2flibrary%2fbiw%2fs-u%2ftrafficLightsforTradePromotion.pdf
or just search for Traffic lights for Trade Promotion on home page of SDN with options as all to get the PDF version.
Assign points if it helps
Cheers
Raja

Assign sales organization data in product in CRM

Hi Gurus,
I need to assign/ delete the sales organization in a product which has been downloaded from ECC in CRM. It seems that we cannot change the data in "sales and distribution tab" unless making the SET TYPE editable.
Only 3 SET TYPES in the "sales and distribution" tab can be made editable by adding them in the table CRMC_PRD_CHANGE.
CRMM_PR_SALESA, CRMM_PR_SALESG and CRMM_PR_SALESG
Does someone have any idea of how to add a sales organization in a product that comes from ECC in CRM ??
Thanks for your help,
Jeff

Hi Jeff,
I am afraid whether one will be able to edit a product which is downloaded from R/3 to CRM. All the changes should be done in ERP and the same will be downloaded via delta download.
Please have a look into the following thread:
Products in CRM doesn't have Sales and Distribution Data
It might help you. Hope this helps!
Regards,
Chethan

Sales Organization data in Account Fact Sheet

Hi All.
We are working on SAP CRM 7.0 EHP2.We need to show account factsheet on Account Overview page in IC-Agent Role.
We are using account factsheet BP_ACCOUNT_FS.In this account sheet,data is not populated or not able to select the org data in view " Sales Organization Selector".same data is appearing in Account Overview page.
Please help us in this issue.
Regards,
Urvashi

Hi All.
We are working on SAP CRM 7.0 EHP2.We need to show account factsheet on Account Overview page in IC-Agent Role.
We are using account factsheet BP_ACCOUNT_FS.In this account sheet,data is not populated or not able to select the org data in view " Sales Organization Selector".same data is appearing in Account Overview page.
Same type of issue (Account Shipping data, Account Sales data, Account Billing Data etc is not coming in factsheet)was posted eariler and status of post is resolved but solution is not given.
Please help us in this issue.
Regards,
Urvashi

Transport Sales Area Data from CRM to R/3

I have created a function module within DSAVE event in BDT so the Sales Area BILLING BLOCK REASON could be updated with a fixed value according to the Sales Area selected by the user.
That worked all right using the standard function module CRM_BUPA_FRG0100_SAVE (within the event), but the real problem is the once you save the new Business or modify it, it does not replicate in R/3 (using Middleware).
I discovered that the function I've created runs after the COMMIT that save the data in the Data Base Tables and also send the information to R/3.
I also tried DSAVC event but I had the same result.
Does anyone has the clue to make the information be sent with the rest of Partner data?
Thank you in advance.
Mariela

Hi,
You can upload products to R/3 from CRM system but you cannot upload organizational model from CRM to R/3.
To upload products from CRM to R/3 do following settings:
Execute transaction: SMOEAC
Select site view and expand site R/3.
Create a R/3 site by specifying the RFC destination of the same while creating new site.
Create a subscription from publication: Material(MESG)
Assign the newly created subscription to R/3 site.
save settings.
Best Regards,
Pratik Patel
<b>Reward with Points!</b>

Issue regarding sales area data in CRM standalone system

Hi Guys,
Currently we are working CRM 5.0 portal standalone system. we have defined a division and assigned it to Organization Structure. But when the user tries to assign the sales area in account management the system gives 2 options like
1.sales organization distribution channel and division
2.sales organization distribution channel and division(as blank)
now the user wants only with the combination of sales organization and distribution channel. Is there any way by which the sales araea without division can be deleted. so that it does not appear in Account managemnt sales area .
Regards
Basavaraj Patil.

Hi Patil,
I couldn't check on my system at the moment.
But I just wonder if this has something to do with Dummy division.
Check that on SPRO (setting for master data org model, there is Dummy Division setting)
Hope this helps.
Gun.

Function to get the organization data in CRM

Hi All,
How to get the org data in CRM .
Eg; getting all the sales org assigned to a user
Thanks ,
Naval Bhatt.

Dear Naval,
Refer to DB view CRMV_BP_FRG140. It will show up all the Sales Org/Office/Grp assigned to the Business Partner.
Hope this helps.
Thanks
Vishal

Prospective Account Sales Area Data on CRM Online

Hi Experts,
I am using CRM2007 SP4, and i am trying to assign Sales Area Data to a Prospective Account on CRM Online. However, unlike a reqular Sold-to account (CRM000) there does not seem to be a Sales Area Data Button where the Sales Area can be maintained for a Prospective account.
The BP Role for the Prospective account is BUP002.
It only seems possible to maintain this through the Web Client. Is there anyway which the Sales Area can be assigned to a Prospective Account through CRM Online.
Any assistance would be appreciated.
Thanks,
Jonathan

Hi Sasha,
I've been checking it in our system (CRM 6.0). The field Price group (cust) from ECC (KNVV-KONDA) gets standard replicated to field Price Group (Cust) on the billing tab of customer data (BP).
No additional customizing or development is needed.
The field is stored in: CRMM_BUT_SET0030-PRICE_GROUP
regards,
Wim

No sales area data in CRM

Hello,
When we download BP or product for R/3, the sales area data are not available in CRM.
We checked :
- in the org model, the flag 'object relevant for determination'
- programs HRBCI_ATTRIBUTES_BUFFER_UPDATE and CRM_ORG_INDEX_CREATE
But no effect.
What we noticed is table CRMD_ORGMAN empty.
Any advice?
Thanks
Regards,
Fred

Hello Frederic,
I also maintained the table T77OMATTR to activate buffering for Service and Sales.
Next I ran the report HRBCI_ATTRIBUTES_BUFFER_UPDATE .
The job runs, but on our system (development and quality) the job is finished after only 4 to 5 seconds, which seems a bit to fast in my eyes.
do you have any idea which tables are being filled by the report?
and has anyone an idea about the time it takes in average to run the report HRBCI_ATTRIBUTES_BUFFER_UPDATE ?
thanks for a reply
davy

CRM: PFCG Roles restricted based on Sales Organization

Hi,
I have a requirement in SAP CRM 7.0 to create roles restricted based on Sales Organization(locations). We have two Sales Organization XXX and YYY, for which users need to be restricted. I have used the following objects for this regard.
CRM_ORD_OP, CRM_ORD_LP, CRM_ORD_PR, CRM_ORD_OE, CRM_BP_SA
Every user has assigned a sales role in which the above objects are deactivated and separate roles with values to the objects, with respective Sales Org values for the objects CRM_ORD_OE, CRM_BP_SA been provided. I have assigned these roles to respective users (User A with XXX, User B with YYY) based on their sales org locations. These users are positioned in the Organizational Model (PPOMA_CRM) under their respective Sales groups as per the requirement for the object CRM_ORD_LP, and authorization to this object is restricted to A for CHECK_LEV (Your Own Sales Organization). We use * for the objects CRM_ORD_OP and CRM_ORD_PR, as we do not control these.
After restricting all these, we do not find that the result not appearing as we expect, that is, restricting the sales organization data. We need all accounts, all activities, all opportunities, all leads, all campaigns etc. should be restricted by Sales Org, but when we search for accounts, activities, opportunities, leads, campaigns, we get result list with all data without any restrictions. I even checked the following forum, http://forums.sdn.sap.com/thread.jspa?threadID=1579211, which talks about the same kind of issue, but as I have already using the same objects for the restriction, it didnt help me much. I tried deactivating object CRM_BP_SA as it is not discussed on the forum, also tried CHECK_LEV=A,B,C,D,E for object CRM_ORD_LP, but all results the same.
Additional Info: When tried to create a project, with user A who is authorized for XXX, normally it would pick up the Sales Area Data for the project from the user (meaning User A from the XXX Sales Org.), but I get an error message: Enter a sales org, enter a dist. channel and enter an org unit etc. Even when I search for leads, it displays a list of data, when I click on any, it issues the error message: Enter a sales org, enter a dist. channel and enter an org unit (Sales) etc
Is that we miss any object restriction that is not restricting these objects properly or is it any customization missing? Please advice.
Thanks in advance.
Regards,
Shahul Hameed M
BASIS Consultant

Hi Shahul,
I have a similar requirement as of yours. I have maintained auth values, in role as below:
CRM_ORD_LP
03       ACTVT
A        CHECK_LEV
*         PR_TYPE
CRM_ORD_OE
03       ACTVT
11       DIS_CHANNE   ( the user is assigned to this dstrbtion channel in org structure)
          SALES_GROU
          SALES_OFFI
SO1   SALES_ORG
          SERVICE_OR   ( the user is assigned to this sales org in org structure)
And, when I try to display the LEADs in CRM UI ...I still get the display of LEADs belonging to all sales orgs.
And my trace record for CRM_ORD_LP is....
CHECK_LEV    ' blank '
PR_TYPE          LEAD
ACTVT               03
that means, it is not considering the auth value ' A ' for auth field CHECK_LEV
Could you please let me know ...how you have achieved this restriction . Is there anything , i m missing here?
Thank You

CRM - Bapi for creating relationship between BPs with sales area data

Hi
I am looking for BAPI for creating relationship between business partners with sales area data in CRM 5.0.
Example - I would like to create relationship type CRMH03.
Bapi BUPR_RELATIONSHIP_CREATE does not allow for maintaining sales area data (Sales org, distribution channel, division).
Does anybody know such a bapi?
Regards
Radek

Hey Radek,
I am actually looking for the same functionality. Were you able to find a solution although no one replied to your question in this thread? If so, it would be very helpful for me to know. Maybe you have to combine more BAPIs in order to add the organization information to the relationship. But I have no idea how.
Best Regards
Mirko

Tables in CRM- Sales Area Data

Hi,
We have downloaded the Customer Master from R/3 to CRM system. Initial Load was successful and delta is also working fine. We are getting the R/3 sales area data in CRM system when we open a BP.
But here our issue is, we could not locate the sales area data in any of these below CRM tables -
CRMD_ORGMAN
CRMM_BUT_FRG0081
CRMM_BUT_FRG0080
This data we require for BW purpose, Can anyone help me where I can get this data?
The Bdocs coming from R/3 to CRM contains complete sales area data.
Thanks&regards,
kalyan

It depends on the tab you have maintained for sales area.
CRMM_BUT_LNK0011 holds the sales area data for the sales tab on the screen.
CRMM_BUT_LNK0021 holds the sales area data if the shipping tab is maintained.
Similarly if the billing tab is maintained, you ll find the data within the CRMM_BUT_LNK0031 table.
I hope this helps.
Regards,
Gaurav Gera

Sales Area Data isnt replicating from CRM to ECC

Hi Gurus,
We are replicating some BPs of certain groupings from CRM to ECC.
We performed all steps relevant for this task mentioned in Best Practice u201CMaster Data Replication C03u201D. After performing the
steps results are as follows:
u2022     BP General Data is replicating without any trouble.
u2022     When registering sales area data in CRM and trying to get this replication to ECC we see that the BP Sales Area data isnu2019t replicated.
Monitoring SMW01.
The BDOC BUPA_MAIN ended with the following error:
Messages for business partner 0007000362: Fill in all required entry fields
Action already taken:
After reading this message I have reviewed the mandatory fields per Account Group in ECC and mapped them with the CRM ones. Even this changes I still can get sales area data in the ECC BPs replicated.
Is there something I am missing here.
Thanks for your help.

Hi,
Regarding debugging from CRM to R3. Please follow the below steps.
There are 2 methods to debug the Business Partner (BP).
First Method:
1)     In CRM, Go to SM59 -> ABAP Connections => The ECC client -> See if the saved user (in logon details) that is used to connect to ECC from CRM is a Dialog user.
2)     You can use transaction code SU01 to check User Type of User.
3)     Deregister the Queue through SMQS.
4)     Make changes to BP.
5)     Go to SMQ1, Select the Queue name Double Click 2 times then select the Tool bar (Debug LUW).
Second Method:
1)     Put a break point in Function Module SMW3_MFLOW_UPDATETASKBDOC.
2)     Create a BP and before save, type /h to activate debug, Mark update debugging option.
3)     When stops in Function Module u201CSMW3_MFLOW_UPDATETASKBDOCu201D you must be sure to set header-dbgmode = 'X' this will make the BDoc stay stopped in SMW01.
4)     Go to SMW01 and type /h and process the BDoc.
5)     Put a breakpoint in Function Module u201CCRM_UPLOAD_AFTER_MAP_HANDLERu201D and be sure to change LV_SYNCHRON = 'X' this will allow you to connect in ECC.
If the variable LV_SYNCHRON does not have any value, then it will work as background task, if the value is filled with the value u2018Xu2019, then it will allow debugging in R3.
And another point to be noted here is, the user type of the R3 should be Dialog User. If the user is not dialog, then it will not connect with R3.

Sales Organization data in CRM

Similar Messages

Maybe you are looking for