Org Data Determination
Posted by crmQ on August 4, 2008
In R/3 SD, during Order entry, we have always wanted users to determine or select Sales Org/Dist Channel/division that is appropriate.
CRM can relieve the users of having to determine the “Org Structure” and determine that automatically. You essentially store some canned rules for organization determination and let the system run these rules to determine the the appropriate Org Structure in transactions.
Two types of rules. Generic and Specific.
In Generic Rule, called also a “organization Model” rule, you say (as an example) ” when I enter the customer, look at the country and region attributes of customer. Then with these values search organization attributes and determine the right Org Units….and then update the transaction org values accordingly”. The good thing about generic rule is, it does not require too much ‘maintenance’ unless the Logic for determination of the org structure itself is being overhauled. One disadvantage of using the generic rule is that, it does not account for typical Business Exceptions like ” though this pericular customer belongs to Belgium, John has been hanling this account from beginning and he would like it to be treated differently because the CEO of this……etc…”. Especially if there are more exceptions than generic rules, you go to Specific Rule.
Specific Rule also called ‘Responsibilities’. This is more or less ‘Hard Coding’ the responsibilty matrix and making the system look up this matrix to determine the appropriate Org Structure in transactions. The clear disadvantage is the frequent maintenance of this matrix when there are changes.
It is important to check in the Attributes section of the Organization Definition, you check the box for “Obj Permitted for Org Determination”. If this is not checked, even if the rules meet the requirements, these Org structures will not be fetched
Create these OrgDeterminationProfiles( ie Rules). Assign them to transaction types.
SPRO>CRM>MasterData>OrganizationManagement>OrgModel>Tools— Use this to check consistency. To check which determination Rule/what are the containers in the rule/what is the profile etcc.. provide transaction type and you can see how the transaction runs the Org Determination Check.
Transaction /nCRM_ORG_PROUVE
While creating or changing the transaction, go to ‘Organization’ tab and look for details to find out what rule and how the organization was determined.
