Organizational Model in SAP

You can use organizational management to set up the company’s organizational structure

Using this flexible tool, you can maintain the company structure, including the positions and employees in an application, and assign specific attributes to the organizational units.

Note:The organizational model in CRM is based on the ERP basis component Organizational Management and has been adapted for use in CRM.

Note:The organizational model is based on the organizational plan in the human resource system.

Aim of organization Management:

The following application areas in CRM use organizational management

Business Transaction

Partner processing

Payment card processing

Tax processing

Note: The organizational structure in the CRM system can be different from the structure in the ERP system.

Organizational Objects

Organizational objects are used for modeling an organizational plan. They can be linked to hierarchies to form functional relationships in the organizational plan for your company.

There are two types of organizational Objects

Organizational Units form the basis of an organizational plan. Organizational units or functional units of a company, the organizational units may be departments, groups or project teams.

Organizational Positions show the functional task distribution of individual items and their report structures in the organizational plan, Positions are concrete items in a company which can be occupied by holders.

Functions for Sales:

The sales organization is the leading organizational unit for sales;

Note: you must always define at least one organizational unit as a sales organization in order to map standard process for sales and service in the CRM system.

Functions for Service:

The service team is a service group, which executes the service tasks; it is relevant for resource planning.

Functions for Marketing:

Authorization checks

Partner Determination

Workflow routing

Cost Planning

Reporting

How to define organizational management

Step 1:

Define the organizational structure (create: customizing, change, customizing or master data)

Create organizational units and positions, assign organizational and general attributes.

Step 2:

Make the customizing settings for automatic determination or organizational units in transaction documents.

Step 3:

Automatic determination in the transaction (performed by the system)