Segmentation by Sales Office on CRM 7.0

Hello Gentlemen,
Hope you guys can help me on this,
Need to implement a new infoset query for segmentation data on CRM 7.0 Web UI Segmentation applet, beacuse the std. ones do not support customer´s needs.
The customer needs to make segmentation of partners - sales reps. (BP) by sales office. I believe the best way would be using the assigment of these sales reps. to the sales organization on the PPOMA of CRM, but I cannot use the table "P1000" on 'SQ02' - any ideas or solutions?
Thanks in advance,
Regards,
Daniel Albuquerque

Hello Anup,
Great to hear from you, man !
Thanks for your help on this...your tip really helped but this table does not provide the sales office field, it just goes to Sales organization; distribution channel and divison...I need to go further on this. Another point is that it would be great if I have the sales organization description, not just the ID.
Well, hope you can help on this, my friend.
Take Care !
Daniel Albuquerque

Similar Messages

Assign as many sales groups as desired to the sales offices in CRM

Dear guru!
Can I assign as many sales groups as desired to the sales offices in CRM? Any one sales group can belong to several sales offices in ERPu2026
In this moment I have next error:
Attribute R3_SA_GRP with value 337already assigned to O 50000935.
Please help me!
Best regards,
Andrey.
Edited by: Andrey Kachko on Aug 27, 2008 11:19 AM

CRM has the possibility to change the std. assignment which is limiting you right now into a multiple assignment. You can find this functionality in spro->crm->master data->organisational management->data transfer->(the first one) something like Change Orgmodel to multiple assignment.
Be aware that there are some limitations with each setting and this change cannot be made undone. So please read the documentation on this IMG activity carefully. If you execute the report and re-load the buffer via SE38 - Report HRBCI_ATTRIBUTES_BUFFER_UPDATE you should be able to assign the office the way you want to.
Regards, Kai

Download Sales Office from CRM to CDB

Hi all,
I am trying to download the replication object DNL_CUST_S_OFFI (sales office) from CRM to CBD. However, there is no such load object available when i try to run in R3AS. I got the error There is no object definition for object when load in R3AS. May i know what is the correct adapter object name for this replication object DNL_CUST_S_OFFI?
Thanks

Hi,
Make sure Sbdoc DNL_CUST_S_OFFI is active and generate services for it using SMOGGEN. Then the data will be written into CDB tables like SMOTVKBT/SMOTVKBZ(I'm not sure about the exact one)
Then do an extract of the object DNL_CUST_S_OFFI to download the data to the client.
Goto smoeac : filter the mobile sites : Click the requisite mobile site and Start an extract : Select Customizing Objects (double click)
Now you'll get a list of replication objects : Select the bulk Replication object DNL_CUST_S_OFFI and start extract.
Tnx.

Assignment of single Sales group to multiple Sales offices not possible

Hi all,
We need to assign single sales group to multiple sales offices in CRM. When we try to assign a Sales group to more than one Sales office the first assignment between Sales group and Sales office is removed. Only the new assignment is available.
Instead of having two assignments I still only get one.
First I transfered the ECC organization as Standard backend integration. When I realize I needed multiple backend assignment I ran the Conversion to multiple assignments. However, I am not able to realize multiple assignments.
Is it not possible to realize multiple assignment if you first transfered the ECC organization as standard (single) assignment?
Please let me know how to overcome this problem.
Regards
Anders

Hello Anders,
Starting CRM 4.0 multiple hierarchy with this enhanced org data model
works the following way:
- 1 R/3 org data mapped to ONLY 1 CRM org unit.
- multiple hierarchy (1 sales office assigned to several sales org,
1 sales group assigned to several sales office) is managed in the detail
of the org unit with tab Function and with sub tab sales office
and sales group.
For example if you have following R/3 org structure:
Sales org SOr1
_ Sales office Sof1
_ Sales Group Sg1
_ Sales office Sof2
_ Sales Group Sg1
Sales org SOr2
_ Sales office Sof1
In PPOMA_CRM you have to do the following:
For the R3 mapping :
Sor1 mapped to org unit 50000001
Sor2 mapped to org unit 50000002
Sof1 mapped to org unit 50000003
Sof2 mapped to org unit 50000004
Sg1 mapped tp org unit 50000005
And for the multiple assignment
- For sales org 50000001 and 50000002 you just have to maintain in tab
function, sub tab Sales org the Distribution channel division values
- For sales office 50000003 in sub tab Sales office the assignment to
sales org Sor1 and Sor2
- For sales office 50000004 in sub tab Sales office the assignment to
sales org Sor1
- For sales group 50000005 in sub tab sales group the assignment to
sales office Sof1 and Sof2.
If you have different division distribution channel on sales office sale
group compared to the sales org you can maintain manually the values.
Or if is it always the same values you can use * value for distribution
channel division (in that case please read carefully notes
691015 and 735020 if needed)
In addition regarding report CRMC_R3_ORG_GENERATE I would like to
clarify that this report can only be used for initial download, as
written in the customzing documentation of this report (spro-CRM -
master data - org management - data transfer - Copy SAP R/3 sales
structure ) it can only be executed once and so following org
modifications have to be done manually in PPOMA_CRM.
So for this report the correct way to use it is to create all the R/3
org data in 1 shot.
If only 1 R/3 org data is already mapped to a CRM org unit in ppoma_Crm
you will have red light and so it will be impossible to create all
dependent org data.
Hoping i have been able to clarify how it works.
Regards, Gerhard

Get sales office from sales area

Hi gurus
I'm looking for a FM or METHOD for get all the sales office linked at one sales area....
somebody can help me??
regards
Marco

Hi RAJ.
thanks for your reply.
I no need the mapping trought the two system.
I need only of the mapping trought sales area and sales office in CRM....
thanks
Marco
Edited by: Menegazzo Marco on Jul 5, 2010 3:46 PM
Edited by: Menegazzo Marco on Jul 6, 2010 9:36 AM

[CRM] Change sales office from within an order

We've been trying to get the following to work... as you might guess, so far without success.
From within a CRM order, if we change the partner number for the department a check is being done whether that partner belongs to the same sales office. If that's not the case, the sales office has to be adjusted.
Since this might have an effect on authorization, the changing of the sales office has to be done in a separate job (action). In this job, I do the following:
- Retrieve data on the object
- crm_order_read for that object
- select the correct sales office
- prepare the crm_orgman structure with the new data
- crm_order_maintain with the crm_orgman and inputfields tables
- optionally commit work, bapi_transaction_commit etc.
For as far as we can see, the data is correct. However nothing is being changed. Ideally what I'd like to do is break into the process, change the object that's being processed in memory, and let the system do its job.
What we've also tried is (shame):
- Retrieve data on the object
- crm_order_read for that object
- select the correct sales office
- direct update the corresponding tables with the new values
This works, but as soon as we return control to the system, the changed values (verified, if we look at the tables the values are changed) are reset to what they were.
It's taking way too much hours for something that should be (in my eyes) a pretty simple action. Any suggestions? Thx in advance!

Hi Egbert,
Please take a careful look at the GUIDs you are using: if you are using the orgman structures, the REF_GUID is not the ORGMAN-GUID but instead the ORDERADM_H-GUID. Can you confirm if this has been checked and if it then still is not working? The COMMIT_WORK BAPI is also not necessary.
Kind regards,
Joost Janssens
PS Please reward points if this reply helped you!

Sales office data missing after patching in CRM

Hi,
We have CRM 4.0 for internet sales.
Recently, we patched our Development and QA CRM systems from SAPKU40009 to
SAPKU40016.
Immediately after the patching, we see that the Sales office information in the BP (Sales area- organization tab) is missing. We have only one Sales org and Dist channel with division not active. All the sales office belong to the same sales org. Nothing has changed w.r.t org model before and after patching and all the org units are checked for determintation.
Everything was working before the patching. Just after patching, we find the sales office information blanked out in the BP and as well as the drop down list is empty.
I can see the sales office table entries for all the BPs in CRMM_BUT_SET0140. But when ichange the BP data (for some other field) and save, the table entries get deleted as i am not able to assign the sales office any more.
We have not buffered the attributes. I tried that also and ran the report HRBCI_ATTRIBUTES_BUFFER_UPDATE, but it is of no use.
Can somebody help?
Thanks
Shankar

Hi ,
What you can do is,
Create a request for a material whose Sales Area data is missing in
CRM , and perform the request load in transaction:R3AR4.
And please check whether sales area data flows to CRM.
Put a filter in txn:R3AC1, to download single material or material
range.And before performing an initial load in txn:R3AS,please make
sure that sales area data is missing in CRM.Now, perform the initial
load in txn:R3AS.And please check whether sales area data flows to
CRM.
Check the filter settings in transaction R3AC1 for
object MATERIAL and please make sure that it would bring down all
the expected materials from R/3 along with the sales area data. I guess there is some
filter setting which is blocking it.
Please check the entries you have maintained in table MVKE - the entries
for the sales data maintained here must match with the ones maintained in the
filters.
thanks & regards,
Krishnen
Edited by: Krishnen Subramanian on Aug 9, 2011 8:47 AM

Assign CRM transaction type to a sale office

Hi,
I would like to know if I can assign transactions types to sales office in the CRM organization model, By using this, I would avoid to create security roles if I assign the users to the sale office.

Hi Pascal,
As far as security roles mainatenace for users through this is not possible and let me check on the attribute and will update you.
Thanks
Srini

Adding Sales Offices to Mini Templates CRM Enhancement

Hi,
I have a problem in CRM with mini-templates.
In the standard, you can set predefined values for Sales or shipping or other things.
The problem is that in the organizational tab, we could enter the sales office, the division and the district and we don't have those fields in the standard mini template.
In the enhancement part of the custo, we could create BADI.
I create BADI for the structure FRG0140 by copying the things from the FRG0030.
So, a lot of class and and lot of tables where created.
Now, I'm able to save my own mini-template for Org part. (Data is correctly saved).
This mini template is assigned to the template.
The problem is that the system don't put the data into the fields. It seems that the system couldn't find my data for org assignment.
Any idea about how to do?
Thank you very much,
Luis.

I have moved this question to CRM General:
[Mini-templates Enhancement (Technical);
Maybe I will get more luck.
I'll post the answer here too if I have it.
Br,
Luis.

CRM ORG is supporting only one sales group to only one sales office,

Hi Users,
CRM system is supporting only one sales group to only one sales office, not supported to multiple sales offices.
Per ex : Sales Organization     Distribution Channel     Division        South Sales Office     South Sales Group
                                     AJE                                 EX                        BP        S100                            S01
                                     AJE                                 EX                        BP     S101                             S01
                                     AJE                                 EX                        BP     S103                             S01
                                      AJE                                 EX                        BP     S104                             S01
                                     AJE                                 EX                        BP     S105                             S01
Sales group S01 assigned to sales office S100, but i need to assign my south sales group S01 to different sales offices in South region. in PPOMA_CRM is not supporting for multiple assignment.
Anyone can provide solution for above issue?

HI Denic,
I have got your point, already done all settings for enhanced.
Myside :
Under Sales, based on client requirement created as ( N E W S ) regions, under each region made 4 offices.
in SOUTH : OFFICE 1, OFFICE 2, OFFICE 3, OFFICE 4
IN NORTH : OFFICE5, OFFICE 6, OFFICE 7, OFFICE 8
IN EAST :     OFFICE 9, OFFICE 10, OFFICE 11, OFFICE 12
IN WEST : OFFICE 13, OFFICE 14, OFFICE 15, OFFICE 16
*BUT SALES GROUPS MAINTAINED ONLY 4 LIKE SOUTH GROUP, NORTH GROUP, EAST GROUP, WEST GROUP.*
IN ENHANSED ORG I HAVE MADE UNDER FUNCTION TAB IN PPOMA_CRM
FOR SALES -
> ASSIGNED SLS ORG & R/3 DIST CHAN, R/3 DIVI
   UNDER SALES --> SOUTH ---> ALREADY ORG INHERITED FROM SALES AND
          UNDER SOUTH --> OFFICE1 --> IN FUNCTION TAB SALES ORG INHERITED, SALES OFFICE           SELECTED AS OFFICE 1 AND CHOOSEN R/3SLSORG, R/3 DISTRCHN, R/3DIVI.
IN THE SAME FUNCTION TAB FOR SALES GROUP SELECTED SOUTHGROUP till THIS ITS WORKING FINE.
PROBLEM IS : -
For Office2 which is also belonged to south region, in Funtion tab inherited the sals org and assigned sales office but sales group i have to select southgroup only again for office2 also.
But system not supported bcoz southgroup already assigned to Office1.
Is there any solution inside PPOMA_CRM or we need to change the hierarchy of my client sales structure?

Sales Office, Sales group and Sales Area table of CRM BP

Hello Experts
Please give me the table name where i will get the sales office, sales group and sales area of the CRM Business Partner.
Any pointers.
Regards
DJ

Hi Jamal,
You may use table CRMD_ORGMAN
Regards,
Shaili
Edited by: shailip on Aug 26, 2009 7:44 AM

Crm tables for sales group and sales office

Hello CRM Experts,
Can any one plz. help me to find Tables for Sales Group and Sales office.
It will be really helpful if the above fields have relation to the Business Partner.
Thanks in Advance,
Regards,
Bharat.

Hi Radek,
I feel the table which you have given is the right table but in my scenario we have created sales office and sales group(in org structure) independently in CRM, so now we need to find these values from the table independently as well as with relation to BP the table which you have provided can be used for second scenario but if we want to fetch the values of all sales office and sales group which table i have to use.
One more problem for second scenario is in BP we cant able to see the sales ofice & group values which we defined in CRM, if we can save BP with sales office and group values then only we can use the table which you have given
Highly appreciable for your replies.
Thanks,
Bharat.

Replication of Sales Office and SAles group into CRM from ECC6

Hi All,
recently I added the sales group and sales office into and existing sales are in ECC6.
1. how can I replicate that sales group and sales office replicate into CRM and Assign to the same sales area
2, how can replicate a new sales area into CRM?
3. do I need to do something in Org structure..?
thanks,
Ken

Hello Ken,
You can download new sales office & sales group using Transaction code CRMC_R3_ORG_GENERATE.
After executing this transaction you can see new sales office & sales group structure.
You have to select this new sales office & group rows & generate structure. After that you have to save. While saving you can give the earlier CRM Sales Organization unit.
You can see new sales office & sles group under earlier sales organization in PPOMA_CRM.
Best Regards,
Rajendra Sonawane

How to add sales office and sales group code in Badi Order_Save?

Hi,
i have a requirement .
the concept is like this ,we have S>D>G lay out.
initially the sales office and sales group were fetching values from "G".
But my requirement is the sales office and sales group should fetch values from "D"..when the transacion is "ZGRW"..
This is in CRM platform...So how shud i assign values of D to sales office and sales area??
how to code this...
help me out
Edited by: VARUN VADNALA on Jun 25, 2009 1:35 PM

Hi Sangeeta,
As per your statement, my understanding is that the Organization Attributes are not maintained in the Customization. If all the values are properly maintained then based on the Organization Data determination, the system would have picked up the data. You can first check the Organization Structure and see all the attributes are properly maintained or not and then check whether the Object Permitted in determination checkbox is checked. Then create a Transaction and see that all the Organization data are getting filled properly.
Have a look at the following link for a complete guide to the Organization data determination customization.
http://help.sap.com/saphelp_crm70/helpdata/en/6d/5c1738453fde16e10000009b38f8cf/frameset.htm
If the Organization data customization is not meeting your requirements then you can have a second look at the development approach. Then we can have a look at the available Objects to get the desired functionality.
Hope this helps.
Thanks,
Samantak.

How to download ECC customers without Sales Office and Sales Group values

Dear all,
In SD Customer master record we enter Sales Office and Sales Group fields under Sales Area tab-->Sales Tab.
While downloading customers form ECC to CRM, How can I exclude this Sales Office and Sales Group Data from the download.
I want to download customers without this sales office and Sales group data...Kindly suggest me how can I do this.
Your suggestions will be highly appreciated.
Best regards
Raghu ram

Hi Chandrakanth,
I have removed 'Object Permitted in determination' checkbox for all Sales Offices, but still the problem persist.
I am getting following problem in SMW01 while downloading customers.
"Sales office O 50000004 sales group O 50000057 not maintained for sales area O 50000001 C5 Z0
Message no. CRM_BUPA_FRG0140204."
This problem is coming for all customers, so I though of excluding Sales Office and Sales groups from downloading.
Can we use Filters functionality for this, if so what sort of settings need to be maintained for Customer_Main object in R3AC1 transaction.
Please suggest, your suggestions will be highly appreciated.
Best regards
Raghu ram

Segmentation by Sales Office on CRM 7.0

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