c02 crm organizational model standalone

7/24/2019 C02 CRM Organizational Model Standalone

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SAP CRM 7.00

September 2010

English

CRM Organizational Model

Standalone (C02)

SAP AGDietmar-Hopp-Allee 1!1!0 "all#or$ German%

&'il#ing &lo() Con$ig'ration G'i#e



SAP Best Practices CRM *rgani+ational Mo#el Stan#alone ,C02 Con$ig'ration G'i#e

Copyright

/ 2010 SAP AG. All rights resere#.

o part o$ this p'bli(ation ma% be repro#'(e# or transmitte# in an% $orm or $or an% p'rpose itho't thee3press permission o$ SAP AG. 4he in$ormation (ontaine# herein ma% be (hange# itho't prior noti(e.

Some so$tare pro#'(ts mar)ete# b% SAP AG an# its #istrib'tors (ontain proprietar% so$tare(omponents o$ other so$tare en#ors.

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o$ 6&M Corporation.

@in'3 is the registere# tra#emar) o$ @in's 4oral#s in the .S. an# other (o'ntries.

A#obe5 the A#obe logo5 A(robat5 PostS(ript5 an# Rea#er are either tra#emar)s or registere# tra#emar)so$ A#obe S%stems 6n(orporate# in the nite# States an#9or other (o'ntries.

*ra(le is a registere# tra#emar) o$ *ra(le Corporation.

6?5 ?9*pen5 *S>915 an# Moti$ are registere# tra#emar)s o$ the *pen Gro'p.

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H4M@5 ?M@5 ?H4M@ an# ";C are tra#emar)s or registere# tra#emar)s o$ ";C5 "orl# "i#e "eb

Consorti'm5 Massa(h'setts 6nstit'te o$ 4e(hnolog%.

Baa is a registere# tra#emar) o$ S'n Mi(ros%stems5 6n(.

BaaS(ript is a registere# tra#emar) o$ S'n Mi(ros%stems5 6n(.5 'se# 'n#er li(ense $or te(hnolog%inente# an# implemente# b% ets(ape.

SAP5 R9;5 SAP et"eaer5 D'et5 PartnerE#ge5 &%Design5 Clear Enterprise5 SAP &'siness*be(tsE3plorer5 an# other SAP pro#'(ts an# seri(es mentione# herein as ell as their respe(tie logos aretra#emar)s or registere# tra#emar)s o$ SAP AG in German% an# other (o'ntries.

&'siness *be(ts an# the &'siness *be(ts logo5 &'siness*be(ts5 Cr%stal Reports5 Cr%stal De(isions5"eb 6ntelligen(e5 ?(elsi's5 an# other &'siness *be(ts pro#'(ts an# seri(es mentione# herein as ellas their respe(tie logos are tra#emar)s or registere# tra#emar)s o$ SAP >ran(e in the nite# States

an# in other (o'ntries.

All other pro#'(t an# seri(e names mentione# are the tra#emar)s o$ their respe(tie (ompanies. Data(ontaine# in this #o('ment seres in$ormational p'rposes onl%. ational pro#'(t spe(i$i(ations ma%ar%.

4hese materials are s'be(t to (hange itho't noti(e. 4hese materials are proi#e# b% SAP AG an# itsa$$iliate# (ompanies ,SAP Gro'p $or in$ormational p'rposes onl%5 itho't representation or arrant%o$ an% )in#5 an# SAP Gro'p shall not be liable $or errors or omissions ith respe(t to the materials. 4heonl% arranties $or SAP Gro'p pro#'(ts an# seri(es are those that are set $orth in the e3press arrant%statements a((ompan%ing s'(h pro#'(ts an# seri(es5 i$ an%. othing herein sho'l# be (onstr'e# as(onstit'ting an a##itional arrant%.

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Icons

Icon Meaning

Ca'tion

E3ample

ote

Re(ommen#ation

S%nta3

Typographic Conventions

Type Style Description

Example text "or#s or (hara(ters that appear on the s(reen. 4hese in(l'#e $iel#names5 s(reen titles5 p'shb'ttons as ell as men' names5 paths an#options.

Cross-re$eren(es to other #o('mentation.

Example text Emphasi+e# or#s or phrases in bo#% te3t5 titles o$ graphi(s an# tables.

E?AMP@E 4E?4 ames o$ elements in the s%stem. 4hese in(l'#e report names5program names5 transa(tion (o#es5 table names5 an# in#ii#'al )e%or#s o$ a programming lang'age5 hen s'rro'n#e# b% bo#% te3t5 $ore3ample5 SE@EC4 an# 6C@DE.

Example text S(reen o'tp't. 4his in(l'#es $ile an# #ire(tor% names an# their paths5messages5 so'r(e (o#e5 names o$ ariables an# parameters as ell asnames o$ installation5 'pgra#e an# #atabase tools.

EXAMPLE TEXT e%s on the )e%boar#5 $or e3ample5 $'n(tion )e%s ,s'(h as F2 or the

ENTER )e%.

Example text E3a(t 'ser entr%. 4hese are or#s or (hara(ters that %o' enter in thes%stem e3a(tl% as the% appear in the #o('mentation.

<Example text> :ariable 'ser entr%. Pointe# bra()ets in#i(ate that %o' repla(e theseor#s an# (hara(ters ith appropriate entries.

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Contents

1 P'rpose..........................................................................................................................

2 Preparation.....................................................................................................................2.1 PrereF'isites............................................................................................................

2.2 SAP otes...............................................................................................................

; Con$ig'ration..................................................................................................................7

;.1 *rgani+ational Mo#el *erie...............................................................................7

;.2 Maintain *rgani+ational Data $or Sales an# Seri(e S(enarios...............................

;.2.1 Per$orming Diision Settings ,SAP CRM........................................................

;.2.2 De$ining Diisions............................................................................................

;.2.; De$ining Distrib'tion Channels........................................................................!

;.2.< De$ining Combination o$ Distrib'tion Channel an# Diision............................!

;.; Set p 6ntegration &'siness Partner *rgani+ational Management.....................10

;.;.1 De$ining 'mber Range $or *rg &'siness Partners ,SAP CRM..................10

;.;.2 De$ining Gro'ping $or *rg &'siness Partners ,SAP CRM............................11

;.;.; Setting p 6ntegration...................................................................................12

;.;.< E3e('ting Report $or Changeoer Classi$i(ation...........................................12

;.< *rgani+ational nits..............................................................................................1;

;.<.1 Creating an *rgani+ational Mo#el ,SAP CRM.............................................1;

;.<.2 Creating *rgani+ational nits.......................................................................1<;.<.; Assigning Attrib'tes to *rgani+ational nit...................................................1

;.8 Maintaining Positions $or the *rgani+ational nits................................................1

;. Maintain Hol#er $or Positions.................................................................................1!

;..1 De$ining 'mber Ranges $or Emplo%ees......................................................20

;..2 De$ining Gro'ping $or Emplo%ees.................................................................20

;..; Creating Emplo%ees ,SAP CRM..................................................................21

;..< Assigning Emplo%ees to Positions................................................................22

;.7 *rgani+ational Mo#el 4ranslation..........................................................................28

;.7.1 4ranslating *rgani+ational nits...................................................................28

;.7.2 4ranslating Positions.....................................................................................2

;. *rgani+ational Str'(t're Che().............................................................................2

;..1 p#ating @ist o$ *rgani+ational nits............................................................2

;..2 Che()ing Settings $or Attrib'te Maintenan(e.................................................27

;..; Che()ing *rgani+ational Data Settings.........................................................27

;.! Set p &'$$ering $or Sales S(enario......................................................................27

;.!.1 Enable &'$$ering $or Sales S(enario.............................................................27

;.!.2 p#ating &'$$ers $or Sales S(enario.............................................................2;.10 *rgani+ational nits Assignment.......................................................................2

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;.10.1 Creating a &illing nit....................................................................................2

;.10.2 Assigning &illing nit to Sales *rgani+ation..................................................2!

;.10.; Assigning &illing nit to Seri(e an# Sales *rgani+ation..............................2!

< CRM "ebClient 6 Settings.........................................................................................;0

<.1 Assigning &'siness Roles to Positions..................................................................;0

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Configration !ide

" #rpose

4his (on$ig'ration g'i#e proi#es the in$ormation %o' nee# to set 'p the (on$ig'ration o$ thisb'il#ing blo() man'all%.

2 #reparation

$2$" #rere%isites

&e$ore starting ith the installation o$ this b'il#ing blo()5 please see the #o('ment QuickGuide to Installing SAP Best Practices for CRM .

$2$2 S&# 'otes

&e$ore %o' begin the installation an# (on$ig'ration5 rea# the releant SAP otes. 4hese SAPotes (ontain important in$ormation $or installation an# (on$ig'ration5 an# also (orre(tions(on(erning this b'il#ing blo().

Ma)e s're that %o' hae the most 'p-to-#ate ersion o$ SAP otes. Io' (an $in# the SAPotes on the SAP Seri(e Mar)etpla(e ,http://service.sap.com/notes .

S&# 'ote &rea Title

CRM Syste

4here are no a##itional SAP otes releant $or this b'il#ing blo().

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Configration

$$" Organizational Model Overvie*

Organiational Management in CRM o$$ers %o' a $le3ible tool $or han#ling %o'r (ompan%Js

tas)-relate#5 $'n(tional organi+ational str'(t're as a ('rrent organi+ational mo#el.

Io' (an maintain the (ompan% str'(t're in(l'#ing the positions an# emplo%ees in anappli(ation an# assign spe(i$i( #ata ,attrib'tes to the organi+ational 'nits.

4he organi+ation mo#el ill be espe(iall% 'se# $or organi+ational #ata #etermination ithinthe CRM s(enarios $or mar)eting5 sales an# seri(e.

>or #etails abo't setting 'p an organi+ational str'(t're please see the CRMstan#ar# #o('mentation.

6n the $olloing a sample organi+ational str'(t're ill be #e$ine#. 6t (onsists o$ separateorgani+ational 'nits $or mar)eting5 sales an# seri(e. Positions ill be assigne# to the

#i$$erent organi+ational 'nits in or#er to implement the $'n(tional tas) #istrib'tion o$ in#ii#'alitems an# their reporting str'(t're in the organi+ational mo#el. Emplo%ees are assigne# tothese positions as hol#ers.

4hese sample organi+ational str'(t're is essential $or all SAP &est Pra(ti(es s(enariosbe(a'se organi+ational #ata #etermination5 partner #eterminations an# eal'ations are base#

on this str'(t're.

S&# +est #ractices cstoizing settings are ,ased on the sapleorganizational odel- i$e$ in case of deviations fro this saple odel allpre.defined setting for organizational data deterination etc$ *ill not *or/$

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$$2 Maintain Organizational Data for Sales and ServiceScenarios

$2$" #erforing Division Settings (S&# CRM)

seIo' (an spe(i$% hether or not %o' or) ith #iisions in the CRM s%stem.

6$ %o' 'se a hea#er #iision in CRM %o' #o not nee# to 'se a #'mm% #iision.

#rocedre

1. A((ess the a(tiit% 'sing the $olloing naigation options

Transaction code SPRO

S&# CRM IM! en Customer Relations!ip Management Master "ata

Organiational Management "i#ision Settings "efine

$se of "i#ision and "umm% "i#ision

2. Desele(t the (he()bo3 "i#ision not act&

;. Sele(t the in#i(ator 'eader "i#& Act&5 i$ %o' ish to 'se #iisions at hea#er leel inb'siness transa(tions in CRM Enterprise ,sele(t $or SAP Best Practices for CRM .

$2$2 Defining Divisions

se

6n this step5 %o' (an #e$ine #iisions $or CRM.

#rocedre




Organiational Management "i#ision Settings "efine

"i#isions

2. Choose (e) Entries.

;. Enter the $olloing al'es

Division Description

10 e.g. Pro#'(t Diision 10

<. Io' (an enter a##itional #iisions5 b't $or the SAP &est Pra(ti(es s(enarios onl% 10 illbe 'se#.

8. Sae %o'r entries.

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$2$ Defining Distri,tion Channels

se

6n this step5 %o' (an #e$ine #istrib'tion (hannels $or CRM.

#rocedre




Organiational Management Organiational "ata for Sales

Scenarios "efine "istri*ution C!annels



Dis$ Chan$ Description

10 e.g. Dire(t Sales

20 e.g. "holesale

;0 e.g. *ther Sales

<. Io' (an enter a##itional #istrib'tion (hannels5 b't $or the SAP &est Pra(ti(es s(enariosonl% 105 205 ;0 ill be 'se#.


$2$1 Defining Co,ination of Distri,tion Channel andDivision

se

6n this step5 %o' (an #e$ine (ombinations o$ #istrib'tion (hannels an# #iisions that (an beassigne# as attrib'tes to the sales organi+ation to #e$ine a sales area.

#rocedre



S&# CRM IM! en CRM Master "ata Organiational Management

Organiational "ata for Sales Scenarios "efine

Com*ination of "istri*ution C!annel and "i#ision



Distri,tion Channel Division

10 10

<. Io' (an enter a##itional (ombinations b't $or the SAP &est Pra(ti(es s(enarios onl% the(ombination liste# in the table ill be 'se#.

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$$ Set p Integration +siness #artner Organizational

Manageent

se

>or %o' to 'se %o'r e3isting organi+ational 'nits in or#ers5 the s%stem m'st (reate b'sinesspartners $rom these organi+ational 'nits. 4he s%stem 'ses the Organiational $nit role $or theb'siness partners it (reates $rom organi+ational 'nits.

$$" Defining ',er Range for Org +siness #artners(S&# CRM)

se

>or ea(h organi+ational 'nit (reate# in the organi+ational mo#el a b'siness partner isgenerate# a'tomati(all%. >or this b'siness partners a n'mber range has to be (reate#.

6$ %o' #onJt #e$ine a n'mber range the (reate# b'siness partner ill get a n'mber thatbelongs to other b'siness partner t%pes5 e.g. (ons'mers.

#rocedre

1. A((ess the a(tiit% 'sing one o$ the $olloing naigation options

Transaction code BUCF

S&# CRM IM! en Cross+Application Components SAP Business Partner

Business Partner Basic Settings (um*er Ranges and

Groupings "efine (um*er Ranges

2. &e$ore (reating ne n'mber range interals %o' hae to #elete the SAP #e$a'lt n'mberranges.

;. Choose C!ange Inter#als.

a. &'siness partners are alrea#% (reate# $or a n'mber range.6n this (ase the al'e o$ $iel# Current num*er is higher than 0 an# a #eletion o$ then'mber range is not possible.Set the 'pper limit o$ the n'mber range ,$iel# ,o num*er to the al'e o$ $iel# Current

num*er&b. o b'siness partners hae been (reate# $or the n'mber range.

6n this (ase sele(t the n'mber range an# (hoose "elete Inter#al .

<. 6n the ne3t steps %o' #e$ine the n'mber range $or *rg b'siness partners.

8. Choose Insert Inter#al .

. Enter the $olloing al'es

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3ield 4ale Rear/s

o. I< Choose an 6D ith lea#ing KIJ

>rom n'mber 000<000000 6$ %o' 'se n'meri( al'es ma)e s're %o' a##lea#ing +eroes to the al'e 'ntil the $'ll length o$ the $iel# is rea(he#.

4o n'mber 000<!!!!!! 6$ %o' 'se n'meri( al'es ma)e s're %o' a##lea#ing +eroes to the al'e 'ntil the $'ll length o$ the $iel# is rea(he#.

C'rrent n'mber

E3t 6nternal n'mber assignment is reF'ire#.

7. Choose Insert .

. Choose Sa#e.

!. Con$irm the in$ormation in#o 4ransport n'mber range interals ith Contin'e.

$$2 Defining !roping for Org +siness #artners (S&#CRM)

se

>or ea(h organi+ational 'nit (reate# in the organi+ational mo#el a b'siness partner isgenerate# a'tomati(all%. 4he n'mber range that as (reate# in the se(tion "efining (um*erRange for Org Business Partners -SAP CRM. has to be assigne# to a gro'ping. 4hisgro'ping (an be 'se# $or sele(ting the n'mber range hen (reating a b'siness partner.

#rocedre





Groupings "efine Groupings and Assign (um*er Ranges

2. Choose (e) Entries -/0..


3ield 4ale Rear/s

Gro'ping I< 4he gro'ping m'st hae the same6D as the assigne# n'mber range

Short name *rg &P

Des(ription ,E &'siness Partner $or *rgnits

Des(ription ,DE Ges(hL$tspartner $r *rgEinheiten

'mber range I< 4he n'mber range %o' hae(reate# $or *rg &'siness Partners.

E3ternal 6nternal n'mber assignment is

reF'ire#.

<. Choose Enter&

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6nt.St#.Grping Sele(te#

E3t.St# Grping Desele(te#

Please ma)e s're that the 6D o$ the gro'ping is i#enti(al ith the 6D o$ theassigne# n'mber range.

8. Choose Sa#e -Ctrl1S..

. Sele(t a ('stomi+ing reF'est.

$$ Setting p Integration

se

A(tiate the integration o$ organi+ational 'nits an# b'siness partners an# assign the n'mber

range #e$ine# in the pre(e#ing se(tions.

#rocedre




Business Partner Integration Business Partner 2

Organiational Management Set $p Integration )it!

Organiational Management

2. Enter the $olloing al'es $or the e3isting (ombination o$ Group an# Sem&a**r .

!rop Se$ &,,r$ 4ale a,,r$ Description

HRA@? HRAC ? A(tiate HR 6ntegration

HRA@? *&P* * 6ntegration *-&P A(tiate#

HRA@? *M& 2 &'siness Partner 'mber Assignment,*rg. nit

HRA@? *S&G I< &'siness Partner S'bgro'p,*rgani+ational nit-N 'mber Range

;. Sae %o'r entries.

$$1 56ecting Report for Changeover Classification

se

A report has to be e3e('te# to (hangeoer the ('stomer (lassi$i(ation $rom $ormer CRMreleases.

4his report has to be e3e('te# on(e een in (ase o$ a ne installe# CRM s%stem.

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*therise error messages #'ring b'siness partner pro(essing ill o(('r.

6t has to be e3e('te# at this time be(a'se otherise the b'siness partners hi(hare relate# to the organi+ational 'nits are not (reate# (orre(tl%.

#rocedre

1. 4o r'n the report5 'se the $olloing naigation option

Transaction code SA38

2. Enter the report CRM3M4,BP35CAC63$P"A,E378 an# (hoose Execute -/9..

;. eep the #e$a'lt al'es an# (hoose Execute -/9..

<. 6n (ase o$ the stat's message Class t%pe B$P: no suita*le classes found no $'rthera(tions are reF'ire#.

8. 6n (ase o$ other messages5 rea# the #o('mentation o$ the report an# r'n the report ith#ea(tiate# $lag $or ,est mode.

$$1 Organizational nits

se

*rgani+ational 'nits are $'n(tional 'nits o$ a (ompan%. Depen#ing on ho tas) #istrib'tion isorgani+e# in a (ompan%5 these (an be5 $or e3ample5 #epartments5 gro'ps or proe(t teams.

Separate organi+ational 'nits $or mar)eting5 sales an# seri(e ill be #e$ine#.

4he organi+ational 'nit in sales an# #istrib'tion str'(t'res the (ompan% a((or#ing to SDreF'irements. Sales transa(tions are prepare# an# implemente# in a sales organi+ation.

Seeral sales o$$i(es or sales gro'ps or other $reel% #e$inable organi+ational 'nits (an beassigne# at loer leel than the sales organi+ation. 6t is not possible5 hoeer5 $or other salesorgani+ations to be s'bor#inate to a sales organi+ation. Io' (an assign attrib'tes to a salesorgani+ation in organi+ational plan maintenan(e. 4he sales organi+ation is then responsible$or these attrib'tesO $or e3ample5 one or more #iisions an# #istrib'tion (hannels5 a lang'age5or a postal (o#e.

6n a##ition there are organi+ational 'nit in the seri(e area in hi(h seri(es are planne# an#prepare#.>or CRM seri(e there is the attrib'te Ser#ice organiation; hi(h %o' set in organi+ationalmo#el maintenan(e on the /unction tab page. 4his attrib'te $lags an organi+ational 'nit as aresponsible organi+ational 'nit in the seri(e area. 4his means that the organi+ational 'nit is$lagge# as a s'peror#inate organi+ational 'nit in the seri(e area5 to hi(h %o' (an assigns'bor#inate organi+ational 'nits.

S'bor#inate organi+ational 'nits5 the responsible seri(e organi+ations5 report to the seri(eorgani+ation. &% inheriting the attrib'te Ser#ice organiation; the s%stem i#enti$ies thes'bor#inate organi+ational 'nits impli(itl% as organi+ational 'nits $or the seri(e area.

$1$" Creating an Organizational Model (S&# CRM)

#lease chec/ the Delta !ide C01_DeltaGuide_E_DE.doc

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se

An organi+ation mo#el is (reate# initiall% together ith a root organi+ational 'nit hi(h b'il#sthe basi( no#e $or all other organi+ational 'nits.

@og on to the CRM "ebClient ith the 'ser PO<ER3$SER .

#rocedre

1. A((ess the *rgani+ational Mo#el 'sing the $olloing naigation

S&# CRM 7e,Client en Master "ata → Searc!: Organiation Model

2. Create a root organi+ational 'nit b% (hoosing Root Organiational $nit .

;. Choose Continue.

<. Maintain the $olloing al'es $or this organi+ational 'nit

3ield nae 4ale

General&asi( #ata

*rgani+ation nit ,6DCo#e &PC*MP

*rgani+ation nit ,Des(ription &P Compan%

A##ress

Street9Ho'se o.9Street Enter al'es

@o(ationCit% Enter al'es

Postal Co#e Enter al'es

Co'ntr% QCo'ntr%N

Attrib'tes

Co'ntr% QCo'ntr%N

#lease se ID BP_C!"P and do not change this ID ntil the copleteorganizational odel has ,een aintained$

8. Sae ,Ctrl = S %o'r #ata. An 6D ill be a'tomati(all% (reate# $or the root organi+ation.

. Sae ,Ctrl = S %o'r #ata. An 6D ill be a'tomati(all% (reate# $or the root organi+ation. 4o#ispla% this 6D5 (hoose the b'tton KPersonalie= 5 moe KI"= $rom the A#aila*le Columns tothe "ispla%ed Columns an# Sa#e.

$1$2 Creating Organizational nits

#lease chec/ the Delta !ide C01_DeltaGuide_E_DE.doc

#rere%isites

4he root no#e BP3COMP has alrea#% been (reate# as #es(ribe# in the pre(e#ing se(tion.

#rocedre

1. A((ess the a(tiit% 'sing the $olloing naigation option

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S&# CRM 7e,Client en Master "ata → Searc!: Organiation Model

2. Enter the #es(ription o$ the organi+ational 'nit5 that has been (reate# in the pre(e#ingse(tion ,BP Compan% an# (hoose Searc!.

;. 6n the ie area Result 6ist 5 sele(t the lin) o$ the root organi+ational 'nit BP Compan% .

4his obe(t has alrea#% been (reate# in the pre(e#ing se(tion.<. 6n the assignment blo() Organiational $nit sele(t the root organi+ation BP Compan% an#

(hoose the b'tton Organiational $nit to (reate a ne organi+ational 'nit on the leelbelo.

8. 6n the assignment blo() Organiation $nit "etails an# the ie area General "ata enterthe Code an# a "escription $or the ne organi+ational 'nit.

. R'n the $olloing steps to (reate the $olloing SAP &est Pra(ti(es organi+ationalstr'(t're as an e3ample to or) ith

Description 8ierarchy9evel

Code 3nctions

SAP &est Pra(ti(e Compan% 0 &PC*MP

&P Mar)eting *rgani+ation 1 &PMARE4 Mar)eting *rgani+ation

&P Sales *rgani+ation 1 &PSA@ES Sales *rgani+ation

&P Dire(t Sales 2 &PS@S

&P Sales *$$i(e Central ; &PS*CE4ER Sales *$$i(e

&P Sales Call Center 2 &P6CSA@

&P Seri(e *rgani+ation 1 &PSER:6CE Seri(e *rgani+ation

&P Seri(e &a() *$$i(e 2 &PSR:

&P Seri(e 4e(hni(ians

Gro'p

2 &P4ECH Seri(e 4eam

&P Seri(e Call Center 2 &P6CSR:

&P Seri(e 6C S'pport 2 &P6CSP

4he (o#e o$ organi+ational 'nits m'st not (ontain n'mbers. *therise problemsma% o(('r #'ring the organi+ational #ata #eterminationO in parti('lar5 the s%stemma% not be able to i#enti$% organi+ational 'nits.

7. 6n ie area Address5 enter an a##ress $or the organi+ational 'nit.

Che() the #elta g'i#e $or #etails.

. 6n ie area /unctions (he() the (orrespon#ing $'n(tion ,$or e3ample5 SalesOrganiation $or ea(h organi+ational 'nit ,$or e3ample5 BP Sales Organiation.

!. Sae %o'r entries 'sing the Sa#e b'tton.

Reslt

4he ne(essar% organi+ational 'nits $or the mar)eting an# sales s(enarios hae been (reate#.





$1$ &ssigning &ttri,tes to Organizational nit

#lease chec/ the Delta !ide C01_DeltaGuide_E_DE.doc $

seIo' (an 'se general attrib'te maintenan(e to attrib'te #ata ,attrib'tes to organi+ational 'nits5hen (reating %o'r sales an# #istrib'tion or seri(e str'(t're. Io' ala%s maintain theseattrib'tes spe(i$i(all% $or a s(enario ,Sales or Seri(e.

CRM #isting'ishes beteen organi+ational an# b'siness attrib'tes

• organizational attrib'tes #e$ine the type o$ organi+ational 'nit5 $or e3ample5 hether it

is a sales organi+ation or a seri(e gro'p.

• ,siness attrib'tes #e$ine the responsibilit% o$ an organi+ational 'nit5 $or e3ample5 $or

hi(h #istrib'tion (hannels or pro#'(t gro'ps an organi+ational 'nit is responsible.

Attrib'tes (an hae one or more al'es. >or some attrib'tes5 %o' (an also enter areas ,$or

e3ample5 partner n'mbers 001 to ;00.

>or SAP &est Pra(ti(es the sample organi+ational str'(t're is prepare# $or theassignment o$ one single Sales *rgani+ation an# one single Planning Plant.

#rocedre


S&# CRM 7e,Client en Master "ata Searc!: Organiation Model

2. Enter the #es(ription BP Compan% an# (hoose Searc!.

;. 6n the ie area Result 6ist 5 sele(t the lin) o$ the root organi+ational 'nit BP Compan% .

<. 6n the assignment blo() *rganiational $nit sele(t the organi+ational 'nit5 that %o' antto maintain

8. 6n the ie Allo) Org& $nit to *e "etermined o$ the assignment blo() Organiational $nit

"etails; sele(t $iel# i$ ne(essar%. *therise this organi+ational 'nit ill not be ta)eninto (onsi#eration $or the organi+ational #ata #etermination.





. 6n or#er to maintain the attrib'tes sele(t the (reate# organi+ational 'nits one a$ter another an# (hoose Edit 6ist in the assignment blo() Attri*utes.

7. Maintain all reF'ire# attrib'tes $or all three s(enarios ,Marketing 5 Sales an# Ser#ice o$ anorgani+ational 'nit i$ ne(essar%.>or the SAP &est Pra(ti(es organi+ational mo#el maintain the $olloing attrib'tes.Most o$ the al'es (an not be pre-#e$ine# be(a'se the% are #epen#ing on the (o'ntr% oron the in#ii#'al organi+ational str'(t're. 4he entr% QP:N in#i(ates that the al'e has to

be personali+e# a((or#ing to the proe(t sit'ation.

Organizationalnit ID

Scenario &ttri,te4ale 4ale to

&PC*MP Mar)eting Co'ntr% QP:N

Re$. ('rren(% $or #o('ment QP:N

Sales Co'ntr% QP:N

Re$. ('rren(% $or #o('ment QP:N

Correspon#en(e @ang'age QP:N

Seri(e Co'ntr% QP:NCorrespon#en(e @ang'age QP:N

&PMARE4 All *nl% inherite# attrib'te al'es

&PSA@ES Sales Diision QP:N

Distrib'tion Channel QP:N

Postal Co#e 00000 !!!!!

4'pel , QP:N

&PS@S All *nl% inherite# attrib'te al'es

&PS*CE4ER Sales Region QP:N QP:N

&P6CSA@ All *nl% inherite# attrib'te al'es

/ SAP AG o$ ;2




Organizationalnit ID

Scenario &ttri,te4ale 4ale to

&PSER:6CE Sales Region QP:N

4'pel , QP:N

Diision QP:N

Distrib'tion Channel QP:N

Postal Co#e 00000 !!!!!

Seri(e Postal Co#e 00000 !!!!!

&PSR: All *nl% inherite# attrib'te al'es

&P4ECH All *nl% inherite# attrib'te al'es

&P6CSR: All *nl% inherite# attrib'te al'es

&P6CSP All *nl% inherite# attrib'te al'es

. 6n the assignment blo() Attri*utes (hoose the b'tton C!eck Consistenc% $or the(onsisten(%. E3amine the messages $or the (he() res'lts.

!. Choose Sa#e.

$$: Maintaining #ositions for the Organizational nits

se

Io' assign positions to organi+ational 'nits5 in #oing this5 %o' also #etermine the tas)sassigne# to them. Io' (an #e$ine a head position ithin an organi+ational 'nit5 to hi(h allother positions in the organi+ational 'nit report.

#rocedre

>& A((ess the a(tiit% 'sing one o$ the $olloing naigation options


?& Enter the #es(ription BP Compan% an# (hoose Searc!.

7& 6n the ie area Result 6ist 5 sele(t the lin) o$ the root organi+ational 'nit BP Compan% .

@& 6n the assignment blo() Organiational $nit sele(t the organi+ational 'nit5 $or hi(h %o'ant to a## a Position&

0& Choose the b'tton Position.

& 6n the assignment blo() Position "etails an# the ie General "ata enter the Des(ription,$or e3ample5 Campaign Manager o$ the position an# the Co#e ,$or e3ample5POS3M4,3MG, . Also a(tiate the (he()bo35 i$ this position is a hea# o$ anorgani+ational 'nit&

& Choose Sa#e.

9& 6n the area Attri*utes %o' ill see the inherite# Attrib'tes $rom the organi+ation 'nit.

& Choose the b'tton Edit @ist an# (hoose C!eck Consistenc% . E3amine the messages $orthe (he() res'lts.

>8& Choose Sa#e.

>>& 6$ %o' ant to (reate $'rther positions5 %o' hae to repeat the steps ;-10.





Maintain the follo*ing positions;

Description Code8ierarchy9evel

O,<ectType

8ead oforg$ nit

&P Compan% &PC*MP 0 *rg nit

&P Mar)eting *rgani+ation &PMARE4 1 *rg nit

Mar)eting Manager P*SM4MG4 2 Position

Mar)eting Emplo%ee P*SM4EMP 2 Position

&P Sales *rgani+ation &PSA@ES 1 *rg nit

&P Dire(t Sales &PS@S 2 *rg nit

Dire(tor o$ Sales P*SS@SD6R ; Position

&P Sales *$$i(e Central &PS*CE4ER ; *rg nit

Sales Manager P*SS@SMA < Position

Sales Emplo%ee P*SS@SEMP < Position

&P Call Center Sales &P6CSA@ 2 *rg nit

6C Manager P*S6CMSA@ ; Position

6C Agent Mar)eting P*S6CM4 ; Position

6C Agent Sales P*S6CSA@ ; Position

&P Seri(e *rgani+ation &PSER:6CE 1 *rg nit

Seri(e Manager P*SSR:MA ; Position

&P Seri(e &a() *$$i(e &PSR: 2 *rg nit

Seri(e Emplo%ee P*SSR:EMP ; Position

&P Seri(e 4e(hni(iansGro'p

&P4ECH 2 *rg nit

Seri(e 4e(hni(ian P*SSR:4ECH ; Position

&P Call Center Seri(e &P6CSR: 2 *rg nit

6C Manager P*S6CMSR: ; Position

6C Agent Seri(e P*S6CSR: ; Position

&P 6C S'pport &P6CSP 2 *rg nit

6C Agent S'pport P*S6CSP ; Position

$$= Maintain 8older for #ositions

se

Io' assign emplo%ees or 'sers to positionsO in #oing this5 %o' also #etermine the tas)sassigne# to them.

$=$" Defining ',er Ranges for 5ployees

seIo' ant to (reate emplo%ees ith separate e3ternal n'mber ranges in CRM.

/ SAP AG Page 1! o$ ;2




#rocedre


Transaction code BUCF


Business Partner Basic Settings (um*er Ranges andGroupings "efine (um*er Ranges

2. Choose C!ange Inter#als.

;. Choose Insert Inter#al .

<. Enter the $olloing al'es

'o 3ro n,er To n,er 56ternal

I7 0000010000 00000!!!!! ?

8. Choose Sa#e -Ctrl1S..

$=$2 Defining !roping for 5ployees

se

Io' ant to (reate emplo%ees ith the e3ternal n'mber ranges in CRM. Io' hae to #e$inethe gro'ping an# assign the n'mber range to this gro'ping.

#rocedre





Groupings "efine Groupings and Assign (um*er Ranges



!roping Short nae Description ',er range

56ternal 56t$ Std$!rping

Int Std$!rping

I7 CRMEmplo%ees

CRMEmplo%ees

I7 Desele(te# Desele(te#

<. Choose Sa#e -Ctrl1S..

$=$ Creating 5ployees (S&# CRM)

se

As ne3t step ea(h emplo%ee ,$or e3ample5 sales manager that ill be assigne# to anorgani+ational 'nit at a later stage5 nee#s to be (reate# as an Emplo%ee.

/ SAP AG o$ ;2




ID 5ployee>'ae ser 'ae

101<0 B'#ie Coltman 6CAGE4SA@

10200 R%an Real SER:MA

10210 &arbara @ee SER:EMP@

102;0 Matthe Carter SER:4ECH

10;00 Melanie Ri(har# M4MA

10<00 Ri(har# @ion M4EMP@

Reslt

Ea(h emplo%ee is (reate# as a b'siness partner ith role Emplo%ee in the CRM s%stem.

$=$1 &ssigning 5ployees to #ositions

#rere%isites

Io' hae maintaine# the organi+ation 'nits an# the positions ,see the to preio's se(tions.

Emplo%ees an# 'sers hae been (reate#.

#rocedre

>& A((ess the a(tiit% 'sing the $olloing naigation option

S&# CRM 7e,Clienten

Master "ata Searc!: Organiation Model Searc! Criteria

Organiational $nit

?& 6n the sear(h (riteria area (hoose >in# b% Organiational $nit .

7& Choose Searc!.

@& 6n the ie area Result 6ist 5 sele(t the lin) o$ root organi+ational 'nit5 e.g. BP Compan% .

0& 6n the *rgani+ational nit ie e3pan# the tree to the position %o' ant to assign anemplo%ee to. Mar) the Position.

& Cli() on Emplo%ee.

& Sear(h the emplo%ee b% criteria ,last name5 'ser 6D.

9& Sele(t the b'siness partner.

& Choose Sa#e.>8& Choose Back&

&ssign the follo*ing eployees to the positions ,y perforing steps 2 to ? again;

/ SAP AG o$ ;2




Organizational nit #osition 5ployee ser

&P Mar)eting*rgani+ation

Mar)eting Manager Melanie Ri(har# M4MA

Mar)eting Emplo%ee Ri(har# @ion M4EMP@

&P Sales *rgani+ation Dire(tor o$ Sales Peter Seller SA@ESD6R

&P Sales *$$i(e Central Sales Manager Benni$er Stone SA@ESMA

Sales Emplo%ee Mi(hael C'rtis SA@ESEMP@

&P Seri(e *rgani+ation Seri(e Manager R%an Real SER:MA

&P Sales Call Center 6C Manager Angela @'(ata 6CMA

6C Agent Mar)eting Mi(helle Dean 6CAGE4M4

6C Agent Sales B'#ie Coltman 6CAGE4SA@

&P Seri(e &a() *$$i(e Seri(e Emplo%ee &arbara @ee SER:EMP@

&P Seri(e 4e(hni(iansGro'p

Seri(e 4e(hni(ian Matthe Carter SER:4ECH

&P Seri(e Call Center 6C Manager Angela @'(ata 6CMA

6C Agent Seri(e Ann An#erson 6CAGE4SR:

&P 6C S'pport 6C Agent S'pport Peter &est 6CAGE4SP

/ SAP AG Page 2; o$ ;2




Reslt

/ SAP AG Page 2< o$ ;2




Description8ierarchy9evel

O,<ect TypeCode

SAP &est Pra(ti(e Compan% 0 *rg nit &PC*MP

&P Mar)eting *rgani+ation 1 *rg nit &PMARE4

Mar)eting Manager 2 Position P*SM4MG4

Melanie Ri(har# ; Hol#er

Mar)eting Emplo%ee 2 Position P*SM4EMP

Ri(har# @ion ; Hol#er

&P Sales *rgani+ation 1 *rg nit &PSA@ES

&P Dire(t Sales 2 *rg nit &PS@S

Dire(tor o$ Sales ; Position P*SS@SD6R

Peter Seller < Hol#er

&P Sales *$$i(e Central ; *rg nit &PS*CE4ER

Sales Manager < Position P*SS@SMA

Benni$er Stone 8 Hol#er

Sales Emplo%ee < Position P*SS@SEMP

Mi(hael C'rtis 8 Hol#er

&P Sales Call Center 2 *rg nit &P6CSA@

6C Manager ; Position P*S6CMSA@

Angela @'(ata < Hol#er

6C Agent Mar)eting ; Position P*S6CM4

Mi(helle Dean < Hol#er

6C Agent Sales ; Position P*S6CSA@

B'#ie Coltman < Hol#er

&P Seri(e *rgani+ation 1 *rg nit &PSER:6CE

Seri(e Manager 2 Position P*SSR:MA

R%an Real ; Hol#er

&P Seri(e &a() *$$i(e 2 *rg nit &PSR:

Seri(e Emplo%ee ; Position P*SSR:EMP

&arbara @ee < Hol#er

&P Seri(e 4e(hni(ians Gro'p 2 *rg nit &P4ECH

Seri(e 4e(hni(ian ; Position P*SSR:4ECH

Matthe Carter < Hol#er

&P Seri(e Call Center 2 *rg nit &P6CSR:

6C Manager ; Position P*S6CMSR:

Angela @'(ata < Hol#er

6C Agent Seri(e ; Position P*S6CSR:

Ann An#erson < Hol#er

&P 6C S'pport 2 *rg nit &P6CSP





Description8ierarchy9evel

O,<ect TypeCode

6C Agent S'pport ; Position P*S6CSP

Peter &est < Hol#er

$$@ Organizational Model Translation

se

6nitiall%5 the organi+ational 'nits are maintaine# onl% in English. se the $olloing pro(e#'re totranslate the te3ts o$ the organi+ational 'nits into other lang'ages.

$@$" Translating Organizational nits

#rocedre


Transaction code CRMD_TRANS_OM

S&# CRM !I en Master "ata Organiational Model ,ranslate S!ort ,ext

for Organiational $nits

2. Enter the $olloing al'es an# leae all other $iel#s empt%

3ield nae 4ale

*rgani+ational nit Sele(te#

*be(t 6D Sele(t the releant organi+ational 'nit or leae the $iel#empt% in (ase the all org 'nits hae to be translate#

Reporting Perio# All

Eal'ation Path *RGEH

So'r(e @ang'age E

4arget @ang'age Sele(t %o'r target lang'age

;. Choose Execute.

<. *n the ,ranslate 6anguage+"ependent Records s(reen5 maintain a translation $or theobe(ts names in the target lang'age.

Do not translate the $iel# O*Dect a**r .

8. Choose Sa#e.





$@$2 Translating #ositions

#rocedre


Transaction code CRMD_TRANS_OM

S&# CRM !I en Master "ata Organiational Model ,ranslate S!ort ,ext

for Organiational $nits

2. Enter the $olloing al'es an# leae all other $iel#s empt%

3ield nae 4ale

Position Sele(te#

*be(t 6D Sele(t the releant positions or leae the $iel# empt% in(ase the all positions hae to be translate#

Reporting Perio# All

So'r(e @ang'age E

4arget @ang'age Sele(t %o'r target lang'age

;. *n the ,ranslate 6anguage+"ependent Records s(reen5 maintain a translation $or theobe(ts names in the target lang'age.

Do not translate the $iel# *be(t abbr.

<. Choose Sa#e.

$$A Organizational Strctre Chec/

$A$" pdating 9ist of Organizational nits

se

R'n this a(tiit% to ma)e (hanges to the organi+ational mo#el isible $or appli(ations or)ingon the mo#el. ormall% (hanges are not isible 'ntil the $olloing #a%.

#rocedre



S&# CRM IM! en Customer Relations!ip Management → Master "ata →

Organiational Management → ,ools→ $pdate 6ist of

Organiational O*Dects

2. E3e('te the 'p#ate $or obe(t t%pes * ,*rgani+ational 'nit an# S ,Position.

/ SAP AG o$ ;2




$A$2 Chec/ing Settings for &ttri,te Maintenance

se

Che() the (onsisten(% o$ the attrib'te assignments to the organi+ational 'nits.

#rocedre1. A((ess the a(tiit% 'sing the $olloing naigation options



Organiational Management → ,ools→C!eck Settings for

Attri*ute Maintenance

2. E3e('te the (he().

$A$ Chec/ing Organizational Data Settings

seSee the #o('mentation o$ the 6MG a(tiit% $or #etails abo't this (he().

#rocedre




Organiational Management → ,ools→ Organiational "ata

Settings C!eck

2. E3e('te the (he().

$$? Set p +ffering for Sales Scenario

Some pro(esses o$ CRM nee# to hae the sales areas. 4he sales areas are represente# inthe organi+ational mo#el that %o' (an maintain ith the transa(tion PP*MACRM5 thismeans the% are not ph%si(all% store#5 b't the% are the res'lt o$ the #i$$erent (ombinations o$sales organi+ations5 sales o$$i(es5 sales gro'ps5 (hannels an# #iisions maintaine# in theorgani+ational mo#el.

"heneer a CRM transa(tion or a b'siness partner nee#s the sales areas5 the% are(al('late#5 an# this is an e3pensie pro(ess. 4o spee# 'p this pro(ess5 the sales areas areb'$$ere#.

Report HR&C6A44R6&4ES&>>ERPDA4E is 'se# to b'$$er the attrib'tes o$organi+ational management obe(ts. 4o enable b'$$ering %o' hae to maintain ie477*MA44R.

$?$" 5na,le +ffering for Sales Scenario

#rocedre


Transaction code OOATTRCUST

2. Sele(t the str'(t're no#e Scenarios.;. Che() the (he()bo3 in the (ol'mn Buffering $or the s(enario SA6E .





<. Choose Sa#e.

$?$2 pdating +ffers for Sales Scenario

#rocedre


Transaction code SA38

2. Call transa(tion SA;.

;. Sele(t the report HR&C6A44R6&4ES&>>ERPDA4E.

<. Sele(t the (he()bo3es $or "elete All Buffers an# Restructure Buffer on -"ate..

8. Choose Execute -/9.&

6n note @@": $'rther #etails regar#ing this topi( are #es(ribe#. ote %o' (analso s(he#'le a ob in transa(tion SM; to r'n this report reg'larl%.

$$"0 Organizational nits &ssignent

$"0$" Creating a +illing nit

se

4he p'rpose o$ this a(tiit% is to (reate the billing 'nit,s being assigne# to sales or#ers ia

the respe(tie sales organi+ation hen per$orming sales transa(tions.

#rere%isites

Io' are logge# on to the CRM "ebClient ith 'ser po#er_user an# passor# )elcome.

#rocedre


S&# CRM 7e,Client en Master "ata Create: Corporate Account

2. 6n the assignment blo() Account "etails enter at least the $olloing #ata

3ield 'ae 3ield 5ntry

General "ata

ame 1 Q#es(ription o$ the billing 'nitN ,e.g.5 BP Billing $nit

Main Address and Communication "ata

Co'ntr% Qreleant (o'ntr%N ,e.g.5 "E

;. Press Enter .

<. 6n the assignment blo() Roles sele(t the Role Billing $nit $rom the #rop #on list.

8. Sae %o'r entries an# ta)e a note o$ the n'mber o$ the nel% (reate# &illing nit

&P 6D

/ SAP AG Page 2! o$ ;2




Reslt

A billing organi+ation 'nit has been (reate#&

$"0$2 &ssigning +illing nit to Sales Organization

se

6n this a(tiit% %o' #e$ine hi(h billing 'nit is #etermine# $rom the sales organi+ation. 4hisapplies to sales transa(tions in CRM *nline that are bille# in CRM *nline an# then poste# asbilling #o('ments in SAP ERP >inan(ial A((o'nting ,>6.

#rere%isites

4he respe(tie sales organi+ations an# billing 'nits are alrea#% #e$ine# in the s%stem.

#rocedre




Organiational Management → Cross+S%stem Assignment of

Organiational $nits → Assign Billing $nits to Sales

Organiations

2. Choose (e) Entries -/0. an# enter the $olloing #ata


Sales *rg. Q6D o$ &PSA@ESN

S*rg. &PSA@ES

&ill. nit Q6D o$ &P &illing nitN

;. Choose Sa#e -Ctrl1S..

Reslt

A billing 'nit has been assigne# to ea(h releant sales organi+ation.

$"0$ &ssigning +illing nit to Service and SalesOrganization

se

4he p'rpose o$ this a(tiit% is to #e$ine $or seri(e an# sales transa(tions hi(h billing 'nitsare $o'n# $rom the appropriate seri(e9sales organi+ations.

#rere%isites

4he respe(tie seri(e an# sales organi+ations an# billing 'nits are alrea#% #e$ine# in thes%stem.

/ SAP AG Page ;0 o$ ;2




#rocedre




Organiational Management → Cross+S%stem Assignment of

Organiational $nits → Assign Billing $nits to Ser#iceFSales

Organiations

2. Choose (e) Entries -/0. an# enter the $olloing #ata


Seri(e*rg Q6D o$ &PSR:CN

Seri(e*rg &PSER:6CE

Sales *rg. Q6D o$ &PSA@ESN

S*rg. &PSA@ES&ill. nit Q6D o$ &P &illing nitN

;. Choose Sa#e -Ctrl1S..

Reslt

A billing 'nit has been assigne# to ea(h releant seri(e an# sales organi+ation.

1 CRM 7e,Client I Settings

$1$" &ssigning +siness Roles to #ositions

se

4he p'rpose o$ this a(tiit% is to assign b'siness roles to positions in the organi+ationalmo#el. 4h's5 SAP 'sers an# emplo%ees assigne# to a position ithin the organi+ationalmo#el are also assigne# to the (orrespon#ing b'siness role.

#rocedre

>& @og on to the SAP CRM "ebClient ith the 'ser PO<ER3$SER .

?& A((ess the a(tiit% 'sing the $olloing naigation option


7& 6n the ie Searc! Criteria enter BP Compan% in $iel# "escription an# Organiational unit in $iel# /ind *%&

@& Choose Searc!.

0& 6n the ie Result 6ist (li() on the Organiational $nit KBP Compan%= %o' sear(he# $or.

& 6n the assignment blo() Organiational $nit naigate to the a((or#ing position asin#i(ate# in the table belo.

& Sele(t the a((or#ing position5 e.g. Marketing Manager&

9& *pen the assignment blo() Position "etails an# (hoose Edit&

& 6n the ie Role Assignment; sele(t the proper role $rom the #rop-#on list.

/ SAP AG Page ;1 o$ ;2




>8& Choose Sa#e.

>>& Per$orm steps -10 $or the $olloing positions an# b'siness roles

#osition +siness Role

BP Compan% BP Marketing Organiation Marketing

Manager .

&PM4MA

BP Compan% BP Marketing Organiation Marketing

Emplo%ee.

&PM4EMP@

BP Compan% BP Sales Organiation BP "irect Sales

BP Sales Office Central Sales Manager

&PS@SMA

BP Compan% BP Sales Organiation BP "irect Sales

BP Sales Office Central Sales Emplo%ee

&PS@SEMP@

BP Compan% BP Sales Organiation "irector of Sales &PS@SMA

BP Compan% BP Sales Organiation BP Call Center

Sales IC Manager

&P6CMA


Sales IC Agent Marketing

&P6CAM4


Sales IC Agent Sales

&P6CAS@S

BP Compan% BP Ser#ice Organiation Ser#ice Manager &PSR:MA

BP Compan% BP Ser#ice Organiation BP Ser#ice Back

Office Ser#ice Emplo%ee

&PSR:EMP@

BP Compan% BP Ser#ice Organiation BP Ser#ice

,ec!nicians Group Ser#ice ,ec!nician

&PSR:4ECH

BP Compan% BP Ser#ice Organiation BP Call Center

Ser#ice IC Manager

&P6CMA

BP Compan% BP Ser#ice Organiation BP Call Center

Ser#ice IC Agent Ser#ice

&P6CASR:

BP Compan% BP Ser#ice Organiation BP IC Support

IC Agent Support

&P6CASR:

Reslt

Roles are not #ire(tl% assigne# to 'sers b't to positions in the organi+ational mo#el. sersare then lin)e# to a role b% assigning them to a position.

c02 crm organizational model standalone

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