Transport of CRM Organizational Structure

- Hello Experts,
    Hope you guys can support me on this issue,
    Need to transport the Organizational Structure of CRM from Dev. system to QAS and then to Prd.(considering we're now on CRM version 4.0 SP09).
    If anyone could send a manual or information on this procedure, that would be great...Thanks in advance,
     Daniel

Hi Daniel,
It is not suggested to transport the organizational structure from one CRM system to the other CRM system in the same land scape.
For e.g. you have connected R/3 dev system to CRM dev system and the sales organizational strucutre is downloaded from R/3 to CRM.
You have to follow the similar approach between the R/3 QAS and CRM QAS and as well between R/3 PRD vs CRM PRD.
This is the only suggested approach that keeps all the systems in sync.
Off course, if you have maintained org structure manually in CRM dev then you can think of migrating it to your QAS system. 
Regards,
Paul Kondaveeti

Similar Messages

  • CRM Organizational Structure PPOMA_CRM

    Hi Guru
    FIRST QUESTION
    do you know if is possible and how to "transport" the organizational strucure from Develop to Quality to Production ?
    SECOND QUESTION
    Is there a tool (standard or custom) in order to change Organizational Structure without PPOMA_CRM ?
    The issue is that we have many new roll-out countries so many new position, users and so on,
    adn it is very expensive to create all "manualy".
    Can you help us ?
    Regards,
    Davide Ivanov
    [email protected]

    Hi Davide,
    In response to answer your two questions, the following:
    I do not believe it is possible to transport your organizational structure from one environment to the other. Organizational units are created in a similar fashion as business partners and hence are assigned a guid. When transporting these entities these guids must be recreated and therefore preventing your from transporting. More importantly, even if you would find a way to transport (probably using some custom coding) I would never recommend to do so as this is the basis of your CRM system and is prone to cause instabilities.
    Your second question, I would recommend either the manual approach or using some kind of CATT script to ease such tasks but based on previous response, I would again recommend to take the 'long' route while minimizing any risks in causing inconsistencies in your environment.
    Hope this helps,
    Tiest.

  • Transport of Organization Structure

    Hi friends,
    How can I transport Organization structure from one CRM system to another (eg: CRM Dev to CRM QA)?
    We are on CRM 2007
    Thanks,

    Hi Deepa,
    Yes, you can transport the Org. Model from one box to another box (eg: development to quality or quality to production) in CRM 2007. Unfortunately you can't tranport relationship between Org. Unit and business partner (employee). You have to create the relationship manually in each box.
    The following is the procedure to the transport the Org. Model from one box to another:
    SM30 -> Enter Program Name = RHMOVE30 -> Execute -> Plan Version = 1.0, Object Type = O, Object ID = select (F4) Org. Units to be transferred -> select transport objects -> task = select (F4) -> create request -> enter description -> save -> enter -> execute -> check all objects -> click on transport (in background process) -> SE09 -> select your transports -> release in background ->
    In TARGET CLIENT (eg: quality box) run the following reports:
    a) CRM_COM_ORGMAN_BUPA_INTEGRATE
    b) HRBCI_ATTRIBUTES_BUFFER_UPDATE
    c) HRALXSYNC
    Hope I have answered your question - if yes, please close the link and award the points...
    Cheers,
    Amber B.

  • Organization structure in CRM 7.0 from ECC and HR

    Hi,
    We are trying to download Org structures from ECC and HR. (CRM 7.0, HR & R/3 ECC 6.0)
    From HR
    The ALE distribution is set across the systems CRM and HR and I did the PFAL run as per the best practices BB C05. There are about 100,000 Idocs inbound to CRM system and out of which about 15K are in 51 status and the rest are in 53 status.
    Observations:
    The Organization structure from HR is not totally mapped in CRM but only a part of it is displayed in PPOMA_CRM.
    The remaining Org units are found in 'non-related objects' selection.
    All the Idocs in failure are in error "Error in subroutine read_namtb for structure  of infotype  ". When I go to the long text
    Message no. 5-109
    Diagnosis
    An error has occurred in subroutine read_namtb for structure  of infotype .
    Procedure
    Check the entry for infotype  in table T777D (structure, IDoc segment, expanded structure) and the corresponding structures.
    I am not sure which infotype needs to be checked in T777D.
    From ECC
    The CRM - ECC connectivity is set. Downloaded all the required customizing objects successfully. Switched the org model to "enhanced backend integration version " and then followed on to SPRO->CRM->Master Data->Organizational Management->Data transfer->Copy SAP ECC structure and selected all the available R/3 Organization assignments available and then selected the "generate selected lines".
    Observations:
    All the generated org units are in GREEN in SPRO but there are no assignments found in PPOMA_CRM not even in the unrelated objects
    Checked tables HRP1000 and HRP1001 from the CRM Sales org unit IDs (ex: O 5000012) created here and they are not found but the generation is in GREEN.
    I will appreciate any assistance I get here.
    << Moderator message - Everyone's problem is important >>
    Regards,
    DT
    Edited by: Rob Burbank on Oct 20, 2010 4:25 PM

    Hello DT,
    Could you please let me know the process how the problem is solved..
    even we are having the same issue like, we have downloaded the Org Model form HR to CRM system, till here it was fine.
    when we are trying to download the ECC sales structure(CRMC_R3_ORG_GENERATE) to CRM system, i have selected all the items and triggered the Gerenerated Selectd Lines, but after all the items are generating in a error with RED.
    Could you please share you knowledge, so that it will help me in figuring out the issue.
    Thanks in Advance DT. Hope you reply back.
    Regards,
    Ven

  • Transport the organizational structure of PRD to QAS

    Good Morning.
    I have the following issue, I want Transport the organizational structure of PRD to QAS. I am using the report RHMOVE30 in PRD With the following entries.
    Variant of Plan Active
    Evaluation Path --->A003
    without Test.
    without With lock.
    In the field Request/Task, I create a Request. and run the report.
    However the system not generate object into the request, only is Request and Task and not have object into.
    can anyone help me?
    Regards

    Hi,
    I tried to use RHMOVE00 to transport the organization structure.
    In the transport request i  included one Organizational Unit , the Position within , and the Owners assgined to that position.
    Then when we got the request transported to QAS from our Dev server, I am seeing that Organization Unit and Position have been transported successfully. But the Owners assigned to the Position have not been tranported, because i guess we were not able to transport the relationship between the Owner and the Position, which we are struggling to find that how to transport the relationship.
    You have also mentioned about expert Mode. But could u please tell us or guide us to some documentation on how to access the object by Expert mode.
    Thanks for your help.
    rgrds,
    Randhir Soni

  • I need to transport the organizational structure in HR

    HI everybody!
    I need to transport the organizational structure in HR,
    I ordered the Tcode RE_RHMOVE30, the release without problems but when found in the tail of I transport the sample.
    Wanted whether data within the directory or file cofile the order and not displayed.
    Any help I can give will be welcome.
    Thank you

    go to transaction code STMS_IMPORT in your production system. Refresh the import queue. If you can not see the request, go to "Extras>Other Request->add".. Enter the request number and click ok.  If you still can not find the request that means there is no datafiles and cofiles for that request or you have to bring the data file and cofiles for that request manually. This depends on your transport settings.
    But I guess you have moved the request from DEV to QAS. isn't it?..that means ...datafiles and cofiles are there.
    Edited by: Anindya Bose on Aug 18, 2009 12:32 AM

  • I need transport       organizational structure from QA to PRD

    HI everybody!
    I need to transport the organizational structure,
    I ordered the Tcode RE_RHMOVE30, the release without problems but when found in the tail of I transport the sample.
    Wanted whether data within the directory or file cofile the order and not displayed.
    Any help I can give will be welcome.
    Thank you

    Dear Manuel,
    You can use PP02 to record using LSMW for transportation of Org object. But we have created the Org structure directly in Production.
    Good Luck.
    Om.

  • Transport organizational structure

    Hi guru,
    I created an organizational structure in development and I transported it in quality but when I create a CID to link to this structure, the system give me the following message" Position not available" but in PPOSE I see the position
    COuld you help me?
    Thanks
    Regards

    Run the report RHCHECKRELATIONS through se38.
    Go through the documentation before running it. Also dont select DIRECT DELETE in the begnning.
    Study documentation before executing.
    This is what I understand from your problem.
    You have create the position or org unit in Development and while testing you have assigned these to a person.
    so for your position there is a holder relationship A 008 in IT 1001.
    Now you have moved the transport to QA and you can see this relationship but the test employee doesn't exist in QA, right?
    then use the report RHCHECKRELATIONS with plan version , object type = S and the position
    cheers
    Ajay

  • Transporting Organization structure.

    Hello Gurus,
    We need to transport the organization structure from our development box to the training box. We don't have HR implemented in our R/3 system.
    It will be really helpfull if some one can let me know the step by step procedure to transport the organization structure.
    Best Regards,
    Mahesh. J

    Hi,
    you can use report RHMOVE30 to transport the org strcutre - see thread Re: SRM Org Structure.
    You can also use ALE to move the Org Strcutre between clients - there is a document called "Set up, Transport and Copy SRM Server 5.5". You can search for this on the Service Marketplace to find it.
    Cheers
    Chris

  • Organizational structure creation

    [Organizational Structure creation using HRMD_ABA;
    Appologies if you saw this message on Friday, because I did originally post it under the general area. I was hoping that if I re-posted it under this area I might get a few more responses. I have included the one response I  got, plus my reponse, which does contain more detail about how I ran PFAL - program RHALEINI, and re poses the question about what needs to be created in SRM re an organisational structure, prior to doing an initial load using transaction PFAL.
    Many Thanks
    Claire
    I am trying to set up the organizational structure in our SRM 7.0 system using our ECC 6 organizational structure. I have created all the required distribution models for SRM and ECC 6, and have set up the switch settings in SRM. The number range settings have been set to external.
    As per OSS Note 36317, which concentrates on the initial distribution, and I am working through, I have run PFAL in ECC 6 only for object type O. The HRMD_ABA idocs have been successfully transferred to our SRM system, but all are at status 52.
    The message for all the idoc segments is:
    'You tried to create a relationship from object 01O 50000333 to object 01S 50000846. However, object 01S 50000846 does not exist or is not active in the period from 19000101 to 99991231'.
    One thing I haven't done, which might be incorrect, is create an Organizational Plan in SRM. I specifically haven't done this because I am wanting to use external numbering, and therefore thought the organizational plan would get automatically created as part of the initial distribution.
    Does any one have any idea how to resolve my problem?
    Many Thanks
    Claire
    Re: Organizational Structure creation using HRMD_ABA  
    Posted: Aug 21, 2009 6:03 PM    in response to: Claire Crosby-C...           Reply 
    Hello Claire,
    It looks like you are replicating "S". After the "O" replication you should run the "S".
    Please refer to the OSS note 934372 u201CSRM/CRM: HR integration for business partner u2013 new featuresu201D & SAP Note # 550055 EBP/SRM: New integration for business partner as well.
    Hope this is helpful.
    Thanks
    Ashutosh
    Claire Crosby-C...  
    Posts: 45
    Registered: 3/22/04
    Forum Points: 0 
       Re: Organizational Structure creation using HRMD_ABA  
    Posted: Aug 21, 2009 6:53 PM    in response to: ASHUTOSH TRIPATHI     Edit          Reply 
    Hi Ashutosh
    I intend to replicate 'S', as described in the note, but nothing has been created with my initial replication of 'O'. As per the note 363187 you are supposed to distribute type 'O' first before moving on to 'S'. Is there anything really fundamental I have missed that you are supposed to do in SRM either before or after the initial set of idocs for type 'O' are brought in?
    I have also read the other 2 notes you mention.
    Note 363187 stated:
    'Perform the following steps in the sequence given if the target system is a
    mySAP.com system (SEM, CRM, BBP/EBP):
    1. If you want to use the change pointers for later changes, activate
    them at once. During initial transport, you should not maintain the
    data in parallel in HR because the distribution takes the blocking
    mechanism into account, which can cause an incomplete initial
    transport.
    2. All objects of object type O are distributed with program RHALEINI. As
    a transfer mode, the update mode with infotype 1000 selection should
    be used.
    This way you make sure that all objects of object type O are created
    in the target system for existence checks.
    3. As previous step but for object type C.
    4. As previous step but for object type S.
    So far all I have tried to do is up to step 2.
    When running RHALEINI I have entered the following:
    Objects - Object Type = 'O'
    Reporting Period - Today is selected
    Transfer Mode - Insert is selected, with the Update Mode infotype set to 1000
    I did think making a setting under the Update Mode Infotype seemed a little odd, as I was doing an insert, but is this not what point 2 from the OSS Note is telling me to do?
    Any thoughts would be really helpful.
    Am I supposed to create a skeleton Org structure before pulling in the ECC 6 structure when I am using external numbering?
    Thanks
    Claire

    Hi Ashutosh
    I intend to replicate 'S', as described in the note, but nothing has been created with my initial replication of 'O'. As per the note 363187 you are supposed to distribute type 'O' first before moving on to 'S'. Is there anything really fundamental I have missed that you are supposed to do in SRM either before or after the initial set of idocs for type 'O' are brought in?
    I have also read the other 2 notes you mention.
    Note 363187 stated:
    'Perform the following steps in the sequence given if the target system is a
    mySAP.com system (SEM, CRM, BBP/EBP):
    1. If you want to use the change pointers for later changes, activate
    them at once. During initial transport, you should not maintain the
    data in parallel in HR because the distribution takes the blocking
    mechanism into account, which can cause an incomplete initial
    transport.
    2. All objects of object type O are distributed with program RHALEINI. As
    a transfer mode, the update mode with infotype 1000 selection should
    be used.
    This way you make sure that all objects of object type O are created
    in the target system for existence checks.
    3. As previous step but for object type C.
    4. As previous step but for object type S.
    So far all I have tried to do is up to step 2.
    When running RHALEINI I have entered the following:
    Objects - Object Type = 'O'
    Reporting Period - Today is selected
    Transfer Mode - Insert is selected, with the Update Mode infotype set to 1000
    I did think making a setting under the Update Mode Infotype seemed a little odd, as I was doing an insert, but is this not what point 2 from the OSS Note is telling me to do?
    Any thoughts would be really helpful.
    Am I supposed to create a skeleton Org structure before pulling in the ECC 6 structure when I am using external numbering?
    Thanks
    Claire

  • Organizational Structure creation using HRMD_ABA

    I am trying to set up the organizational structure in our SRM 7.0 system using our ECC 6 organizational structure. I have created all the required distribution models for SRM and ECC 6, and have set up the switch settings in SRM. The number range settings have been set to external.
    As per OSS Note 36317, which concentrates on the initial distribution, and I am working through, I have run PFAL in ECC 6 only for object type O. The HRMD_ABA idocs have been successfully transferred to our SRM system, but all are at status 52.
    The message for all the idoc segments is:
    'You tried to create a relationship from object 01O 50000333 to object 01S 50000846. However, object 01S 50000846 does not exist or is not active in the period from 19000101 to 99991231'.
    One thing I haven't done, which might be incorrect,  is create an Organizational Plan in SRM.  I specifically haven't done this because I am wanting to use external numbering, and therefore thought the organizational plan would get automatically created  as part of the initial distribution.
    Does any one have any idea how to resolve my problem?
    Many Thanks
    Claire

    Hi Ashutosh
    I intend to replicate 'S', as described in the note, but nothing has been created with my initial replication of 'O'. As per the note 363187 you are supposed to distribute type 'O' first before moving on to 'S'. Is there anything really fundamental I have missed that you are supposed to do in SRM either before or after the initial set of idocs for type 'O' are brought in?
    I have also read the other 2 notes you mention.
    Note 363187 stated:
    'Perform the following steps in the sequence given if the target system is a
    mySAP.com system (SEM, CRM, BBP/EBP):
    1. If you want to use the change pointers for later changes, activate
    them at once. During initial transport, you should not maintain the
    data in parallel in HR because the distribution takes the blocking
    mechanism into account, which can cause an incomplete initial
    transport.
    2. All objects of object type O are distributed with program RHALEINI. As
    a transfer mode, the update mode with infotype 1000 selection should
    be used.
    This way you make sure that all objects of object type O are created
    in the target system for existence checks.
    3. As previous step but for object type C.
    4. As previous step but for object type S.
    So far all I have tried to do is up to step 2.
    When running RHALEINI I have entered the following:
    Objects - Object Type = 'O'
    Reporting Period - Today is selected
    Transfer Mode - Insert is selected, with the Update Mode infotype set to 1000
    I did think making a setting under the Update Mode Infotype seemed a little odd, as I was doing an insert, but is this not what point 2 from the OSS Note is telling me to do?
    Any thoughts would be really helpful.
    Am I supposed to create a skeleton Org structure before pulling in the ECC 6 structure when I am using external numbering?
    Thanks
    Claire

  • CRM org structure from mapping to r/3

    Hello frineds....
    as i m new 2 CRM I just want to know how to
    <b>Create Organizational structure in CRM with direct mapping to SAP R/3</b>
    Thanx in advance

    Hi, Selvam
    You can maintain theirs in the org. data in the same sales office S001.
    Also don't forget for tupel.
    Tcode ppoma_crm

  • Organization Structure creation

    Hello Experts,
    We need your help and expert opinion for the below information.
    Currently we are planning to create the organization structure for our client in CRM, as the client is not planning to Implement full blown HR now. We are evaluating the impacts if HR is implemented in near future.
    In this regard can you please provide your expert opinion and inputs with respect to creating Organization structure now in CRM and implementing HR organization structure later in point of time in terms of Configuration changes, Impact on Master and Transactional data.
    Note: However HR is being partially implemented for Employee master which will be replicated to CRM in the current implementation.
    Thanks in advance.
    regards,
    KK

    Hi,
    You can go to spro->CRM->Master data->Organization management->Organisation Model->Create Organization Moodel.
    This is to create a model in CRM.But as mentioned in this thread that once you import the structure from ECC,It may change or overlap the Model that you create in SAP CRM.So beware of that.
    I hope you got the answers to both the questions.
    Please allot the points once convinced
    Puneet

  • How to modify organizational structure for workflow?

    Hi,
    What is the best practice for modifying the organizational structure for workflow? I know I can do all the changes in development and move it to production via transport system but is that always required.
    It seems tedious to transport the org plan from dev to prod every time there is a position change etc.
    And it does not allow you to change it in production since the client is locked.
    I don't even have all the users I have in production in my dev box so I can't assign the correct ones to positions. Would it mean I have to have the users in the dev box mirror the ones in production?
    Thank you,
    Sergiy

    This answer depends on the HR managment that you have there, if the HR area is a good coordinated area the best answer is to configure the system for automatic transports and pass the HR structures in this way, you can lock some dangerous infotypes in the T77TR tables and be sure that you will not have any trouble with that data. the best thing using this option is to have a specific DEV client to transport the HR structures.
    If you will not have any control between the Dev Environment changes and some people will modify in Prod and other people will make transports in a Dev environment, the best option is to open the client and modify the Org structures every time you need it.
    Refers to the SAP Press book Practical Workflow, section 5.4.2.
    Regards.

  • Organizational structure in BW

    Hi experts,
    I am new and I need to load an organizational structure of CRM to BW. Can anyone say me what I must to do?
    Regards,
    Leo

    Hi,
    As per my understanding about your question , I would like say that :Use transaction code in CRM system and then do replcation of meta data to BW system .So it will copy the Organizational structure into BW from CRM.
    With rgds,
    Anil Kumar Sharma .P

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