Organizational management is used for the mapping of the organizational structure of your company in the CRM organization model
This 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
Using organizational structure in business transaction enables the automatic specification of the organizational data
It is also involved in the partner determination, for e.g. it supports the determination of employee responsible in a certain business transaction
Use organizational management to:
set up & maintain company's organizational structure
maintain positions & employee assignment as per your company's structure
assign specific attributes to the organizational units
Following are the CRM application areas that uses organizational management:
Business transaction: Responsible organizational units can be determined automatically by the system based on the data in transaction document
Partner Processing: Partner Determination procedure used to determine parties involved can be based upon the organizational units involved in the business transaction
Payment card processing: It can also be used for the automatic determination of organizational unit responsible for clearing
Tax processing: Business place determination during tax processing can be based upon the organizational management
This application can be found through various roles like SALESPRO, SERVICEPRO, etc.
Following is the view for the Organizational Model search:
Organizational Model search in Web UI
"Root Organizational Unit" button can be used to create an Organizational Model
For example, following is the organization hierarchy:
Organizational Model with Org Unit and Position
Organizational Unit
Organizational Unit view in Web UI
Here, we can see the data relevant for selected Org Unit / Position:
Row (Org Unit or Position) selected
General Data:
Hierarchy Path:
It shows the path of current Org Unit / Position
It is blank in case of the Root Organization Unit
Description:
Short description of the Org Unit / Position
Code:
This can be considered as a Key for selected Org Unit / Position
Address: This is the Main Address of the selected Org Unit / Position
Functions: This block represents the function of the Org Unit / Position in the organization structure and accordingly it is considered as Sale Org or Service Org or Marketing Org
Allow Org. Unit to be Determined: This check makes the current Org Unit available to be used in the org determination
Validity: This area shows the validity of current Org Unit
Validity: Validity of Position is maintained in this area along with the validity of corresponding Org Unit in above block
Belongs To:
This data is based upon above level Org Unit
Using data from above level Org Unit, this block shows functionality to which current Org Unit belongs
Attributes
In this assignment block we assign values for certain predefined attributes
These attributes are grouped as Sales, Service & Marketing attributes
Under an Org Unit, we can create more Org Units or we can create Positions
Position
We maintain data related for the Position under these Org units
Position View in Web UI
Select a Position under an Org Unit
Within the "Position Details" assignment block we can assign a business role
This is the same role which we see on first log on to the CRM Web UI
Thus all the Users or Employees assigned to this particular position will inherit the role (Sales Professional in above case) from the role assigned to the Position
We can assign Users or Employees to the Positions created in a Org Model
Position Details in Web UI
Other data maintained for the Position:
We can maintain validity for the position
Also it inherits the validity from the Org Unit
As highlighted in above screenshot, Functional Assignment as maintained for Organizational Unit also defines the business processes (Sales, Services or Marketing) where this process can be used. This functional assignment data is inherited from the higher level Org Unit and can be maintained further for the Position
Users or Employees
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 pop-ups , to look for an employee based on various criterion
Steps to search for an Employee
Business Partner in the Org Model
Using the Personalization button in the Organization Unit assignment block we get additional columns in the view
Using personalization button change the columns displayed
Updated view shows the Business Partner in the Assignment Block
Change personalization to see Business Partner number
So we can see the Business Partner number assigned to an Org Unit in the Org Model
As business partners, we can have these Org Units involved in business transactions
We can see these Organizations involved in a business transaction:
Business Partners involved in a Business Transaction displayed in Parties Involved Assignment Block
It will be involved as a business partner. Thus we can find the involved organization within parties involved