Organization Management
The organizational structure is very important within SAP. This is used in most of the master data like customers, products and price conditions, in transaction data like orders and in customizing settings like pricing procedure determination.
Within SAP CRM the organizational structure can be setup manually, but normally this is copied from the available SAP ECC organizational structure.
Organizational model
Organizational model is used to represent the functional structure of a Company.
· Company can be defined as a group of company codes.
· Company code can be defined as balance sheet with a unique country and currency.
· Sales organization can be defined as a logical entity which is legally responsible for all the sales activities in an area.
· Distribution channel is the path through which the product reaches the end customer.
Eg: dealers, stockiests, retailers etc.
· Division can be defined as a product line which consists products with the similar characteristics.
· Sales office can be defined as a physical entity from where sales activities are carried out.
· Sales group can be defined as a group of employees who are responsible for carryout sales activities in a sales office.
Organizational model of CRM consists of two elements.
- Organizational unit:logical unit/entity.Organization unit: Irrespective of what we are modeling, top Level Org Unit or a Regional Head Office, they are all represented using an “Org Unit”. For every organization there should be some positions or roles defined like CEO, GM, etc.
- Position : Functional Task Distribution. The second key element in SAP CRM Org Model is Position . CEO, Regional Sales Manager, Marketing Executive etc are all examples of position. Each position is filled by either a User or an Employee. As usual, you can freely define positions.
If you specify a function for an organizational unit, this information is inherited by the lower-level organizational units.
You can assign certain general attributes to organizational units when creating your organizational structure. General attributes are always related to a specific function, which means you can maintain different attributes for each function.
General attributes define the responsibilities of an organizational unit.
You can assign several attributes to an organizational unit.
You may define additional attributes for your company (table/view T77OMATTR).
Figure: Functions for Sales
The sales organization is the leading organizational unit for sales. You must always define at least one organizational unit as a sales organization in order to map standard processes for sales and service in the CRM system.
Sales offices and sales groups are used to map the internal organization.
The service team is a service group, which executes the service tasks. It is relevant for resource planning.
The service team is a service group, which executes the service tasks. It is relevant for resource planning.
You can use the marketing organization characteristic as follows:
For authorization checks: You can use the marketing organization in authorization checks, for example, to determine whether a user is authorized to change a particular campaign.
For automatically entering and checking marketing attributes: The system can use the marketing organization to make standard entries for particular fields in the available marketing planner.
For partner determination: For example, you can use the marketing organization to determine the suitable marketing manager for the assigned marketing organization and then to assign this to the campaign (on the partner tab page).
Advantages of CRM Organizational Model:
· The full structure of a company can be maintained .
· The sales offices can be created directly under sales organizations.
· Validity periods / Time stamp can be maintained.
· Flexible and adaptable.
· Positions can be maintained to which employees are assigned.
· Same structure can be maintained for both sales and service.
Process Flow:
Path :
SPRO -> SAP Ref IMG -> Customer Relationship management -> Master Data ->
Organizational Management -> Organizational Model.
(or)
Create SAP CRM Org Model using Transaction code - PPOCA_CRM
Edit/Maintain Org Model using Transaction code - PPOMA_CRM
While creating organisation unit we have four tabs those are Basic data, Address,
Functions and Attributes.
Basic data contains details like name of the organisation, description and valid period.
Address tab contains adress of the particular organisation and other details like email,
phone number.
Functions tab contains which function that particular org unit belongs to, whether it is
sales, service or marketing.
In sales we have sales organisation, Sales office and Sales group.
In service we have service organization, service team.
In marketining we have marketing organisation.
Attributes tab contains Country, Tupel, Division, etc. These fields will vary depending on
the function.
Create the organizational unit, In Basic data give the name and description and save.
To assign a CEO first we will create a position CEO and then assign the business partner. For this right click on the org unit there we can find the options create then we will get two options Organizational Unit and Position in those we will select position.
After creating position by right click and assign we can give business partner for that particular role. While creating we will get two options Business Partner and User. Business partner is the one who is related to the organization and User is the one who is on contract.
Now under this we will have sub units IDES US, IDES UK, IDES DE and different departments for different functionalities.
We can select the functionality in function tab.
Similarly for service and marketing we can assign the corresponding organizations.
