SAP CRM Organizational Management
Mason Garcia
⚡ Smart Summary
Organizational management in SAP CRM maps the sales, service, and marketing structure of a company into a hierarchical organization model that drives automatic data determination, partner determination, and clearing across business transactions.
Organization model in SAP CRM
Organizational management is used to map the organizational structure of your company into the SAP CRM organization model. It enables you to:
- Map your sales, service and marketing structure in the CRM organization model
- Characterize your organizational units by organizational and general attributes
- Define rules to determine the responsible organizational unit
- Set up and maintain the company’s organizational structure and employee assignment
Using organizational structure in a business transaction enables the automatic specification of the organizational data. It is also involved in partner determination, where it supports the determination of the employee responsible in a transaction.
The following CRM application areas use organizational management:
- Business transaction: Responsible organizational units are determined automatically from the data in the transaction document
- Partner Processing: The Partner Determination procedure can be based on the organizational units involved in the transaction
- Payment card processing: Automatic determination of the organizational unit responsible for clearing
- Tax processing: Business place determination during tax processing can be based on organizational management
This application can be found through various roles like SALESPRO and SERVICEPRO. The following is the Organizational Model search view:
- The “Root Organizational Unit” button can be used to create an Organizational Model
- For example, the figure above shows a typical organization hierarchy
Organizational Unit
An Organizational Unit is the core element of the model. We select a unit to maintain the data that controls how it behaves.
Here, we can see the data relevant for the selected Org Unit or Position:
- Row (Org Unit or Position) selected
- General Data:
- Hierarchy Path: shows the path of the current unit, and is blank for the Root Organization Unit
- Description: short description of the Org Unit or Position
- Code: a key for the selected Org Unit or Position
- Address: the main address of the selected Org Unit or Position
- Functions: represents the function of the unit in the structure, so it is treated as a Sales Org, Service Org, or Marketing Org
- Allow Org. Unit to be Determined: makes the current Org Unit available for org determination
- Validity: shows the validity of the current Org Unit, and the Position validity is maintained here alongside it
- Belongs To: based on the above level Org Unit, this block shows the functionality to which it belongs
- Attributes: in this assignment block we assign values for predefined attributes, grouped as Sales, Service, and Marketing attributes
- Under an Org Unit, we can create more Org Units or Positions
Position
A Position sits beneath an Org Unit and connects the structure to people. We maintain data related to the Position under these Org Units.
- Select a Position under an Org Unit
- Within the “Position Details” assignment block we can assign a business role. This is the same role seen on first log on, so all Users assigned to the position inherit it (Sales Professional in the above case)
- We can assign Users or Employees to the Positions created in an Org Model
Other data maintained for the Position:
- We can maintain validity for the position, and it also inherits the validity from the Org Unit
- The Functional Assignment defines the business processes (Sales, Services, or Marketing) where the Position can be used. This data is inherited from the higher level Org Unit and can be maintained further for the Position
Users or Employees
With Positions defined, the next step is to populate them with people.
- To a position created in the Org Model, we can assign Users or Employees
- Select the Position to add more Users or Employees to the position
- To assign an employee to the selected position, click the employee button
- A search window pops up to look for an employee based on various criteria
Business Partner in the Org Model
Using the Personalization button in the Organization Unit assignment block, we get additional columns in the view.
- Using the personalization button, change the columns displayed
- The updated view shows the Business Partner in the Assignment Block
So we can see the Business Partner number assigned to an Org Unit in the Org Model. As business partners, these Org Units can be involved in business transactions, as shown below:
The organization is involved as a business partner within the parties involved.
