CRM Organization Model: Configuration Guide

Contents

CRM Organization Model .......................................................................................................... 2

1 Purpose .............................................................................................................................. 2
2 Configuration ...................................................................................................................... 2
2.1 Organizational Model Creation................................................................................. 2
2.1.1 Defining Divisions ................................................................................................ 2
2.1.2 Defining Distribution Channels ............................................................................ 2
2.1.3 Defining Combination of Distribution Channel and Division ................................ 3
2.1.4 Defining Use of Division and Dummy Division .................................................... 3
2.1.5 Creating Number Ranges for Org. Business Partners ........................................ 4
2.1.6 Defining Groupings .............................................................................................. 4
2.1.7 Assigning Number Ranges .................................................................................. 5
2.1.8 Setting up Integration with Organizational Management ..................................... 6
2.1.9 Executing Report for Changeover Classification ................................................. 6
2.1.10 Creating Organizational Units .............................................................................. 7
2.1.11 Assigning Tax Classification to Specified BP for Organizational Unit ............... 11
2.1.12 Maintaining Positions for the Organizational Units ............................................ 11
2.1.13 Assigning Business Role to Position ................................................................. 12

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CRM Organization Model: Configuration Guide

CRM Organization Model

1 Purpose
The purpose of this document is to describe the general configuration steps required to
manually set up the configuration within the system landscape that has already been
installed using the corresponding installation or configuration guides for installation.

2 Configuration
The following section describes the complete settings for this building block.

2.1 Organizational Model Creation

2.1.1 Defining Divisions
Procedure
1. Access the activity using the following navigation options:
Transaction code SPRO

SAP CRM IMG menu Customer Relationship Management  Master Data 

Organizational Management  Division Settings  Define
Divisions

2. On the Change View “Divisions”: Overview screen, choose New Entries.

3. On the New Entries: Overview of Added Entries screen, make the following entries:
Division Description

<division> Refer to division of O2C Division

S/4HANA

4. Choose Save (Ctrl+S).

2.1.2 Defining Distribution Channels

Procedure
1. Access the activity using the following navigation options:
Transaction code SPRO

SAP CRM IMG menu Customer Relationship Management  Master Data 

Organizational Management  Organizational Data for Sales
Scenario  Define Distribution Channels

2. On the Change View “Distribution Channels”: Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, make the following entries:

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CRM Organization Model: Configuration Guide

Dis. Chan. Description

<distribution channel> Refer to O2C Distribution Channel

distribution channel of S/4HANA

4. Choose Save (Ctrl+S).

2.1.3 Defining Combination of Distribution Channel and
Division
Procedure
1. Access the activity using the following navigation options:
Transaction code SPRO

SAP CRM IMG menu Customer Relationship Management  Master Data 

Organizational Management  Organizational Data for Sales
Scenario  Define Combination of Distribution Channel and
Division

2. On the Change View “Combination of Distribution Channel and Division”: Overview

screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen ,make the following entries:
Distribution Channel Description Division Description

<distribution channel> O2C Distribution Channel <division> O2C Division

Created in step Defining Created in
Distribution Channels step
Defining
Divisions

4. Choose Save (Ctrl+S).

2.1.4 Defining Use of Division and Dummy Division

Use
With this activity you check if the division settings are maintained. If this is not the case the
organization determination does not work properly.

Procedure
1. Access the activity using the following navigation options:
Transaction code SPRO

SAP CRM IMG menu Customer Relationship Management  Master Data 

Organizational Management  Division Settings  Define Use of
Division and Dummy Division

2. Check the following values.

If the values are not maintained please maintain them as follows:

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CRM Organization Model: Configuration Guide

Parameter Value
Division not act. <empty>
Header Div. Act.
R/3 dummy divsn. <empty>

3. Choose Enter.
4. Save your entry and choose Back twice.

Result
You have added the required settings for the organization determination.

2.1.5 Creating Number Ranges for Org. Business Partners

Use
Define number ranges for Organization Business Partner in CRM system. Before doing this,
please check in S/4HANA system to get an unused number range interval. If the given
interval is already used, please change it accordingly and also do the same change in
S/4HANA.

Procedure
1. Access the activity using one of the following navigation options:
Transaction code BUCF

SAP CRM IMG menu Cross-Application Components  SAP Business Partner 

Business Partner  Basic Settings  Number Ranges and
Groupings  Define Number Ranges.

2. Choose Insert interval.

3. Enter the following User action and values:
User action and
Field name Remarks
values

No. XN

From number 1800000000

To number 1899999999

Current number

Ext

4. Choose Insert (Enter).

5. Choose Save (Ctrl+S).
6. Confirm the information window Transport number range intervals with Continue (Enter).

2.1.6 Defining Groupings

Use

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CRM Organization Model: Configuration Guide

Create groupings for business partner in CRM system.

Procedure
1. Access the activity using the following navigation options:
Transaction code SPRO

SAP CRM IMG menu Cross-Application Components  SAP Business Partner 

Business Partner  Basic Settings  Number Ranges and
Groupings  Define Groupings and Assign Number Ranges

2. On the Change View “BP groupings”: Overview screen, choose New Entries (F5).
3. On the New Entries: Overview of Added Entries screen, enter the following User action
and values:
Field name User action and values Remarks

Grouping XN

Short name Org. BP

Description (EN) Org. BP

Number range

External

4. Choose Save (Ctrl+S).

5. Select a customizing request.

2.1.7 Assigning Number Ranges

Use
Assign number ranges defined in previous step to groupings.

Procedure
1. Access the activity using the following navigation options:
Transaction code SPRO

SAP CRM IMG menu Cross-Application Components  SAP Business Partner 

Business Partner  Basic Settings  Number Ranges and
Groupings  Define Groupings and Assign Number Ranges

2. On the Change View “BP groupings”: Overview screen, make the following entries:.
Grouping Short name Description Number External Int.Std. Ext.Std
Range Grping Grping

XN Org. BP Org. BP XN Deselect

ed

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CRM Organization Model: Configuration Guide

3. Choose Save (Ctrl + S).

4. Select a customizing request.

2.1.8 Setting up Integration with Organizational Management

Procedure
1. Access the activity using the following navigation options:
Transaction code SPRO

SAP CRM IMG menu Customer Relationship Management  Master Data  Business
Partner  Integration Business Partner-Organization
Management  Set Up Integration with Organizational
Management

2. On the Change View “System Table“: Overview screen, make the following Entries:
Group Sem.abbr. Value abbr Description

HRALX OBPON ON Integration O-BP Activated

HRALX HRAC X Activate HR Integration

HRALX ONUMB 2 Business Partner Number Assignment (Org. Unit)

HRALX OADRE X Address Necessary for Business Partner?

HRALX OSUBG XN Business Partner Subgroup (Organizational Unit)

3. Choose Save (Ctrl+S).

2.1.9 Executing Report for Changeover Classification
Use
A report has to be executed to changeover the customer classification from former CRM
releases.

This report has to be executed once even in case of a new installed CRM system.
Otherwise error messages during business partner processing will occur.
It has to be executed at this time because otherwise the business partners which
are related to the organizational units are not created correctly.

Procedure
1. To run the report, use the following navigation option:
Transaction code SA38

2. Enter the report CRM_MKTBP_ZCACL_UPDATE_30 and choose Execute (F8).

3. Keep the default values and choose Execute (F8).
4. In case of the status message Class Type BUP: No Suitable Classes Found no further
actions are required.

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CRM Organization Model: Configuration Guide

5. In case of other messages, read the documentation of the report and run the report with
deactivated flag for Test mode.

Result
You have successfully executed the report to changeover the customer classification from
former CRM releases.

2.1.10 Creating Organizational Units

Use
You create organizational units structure in the step.

Procedure
1. Access the transaction using one of the following navigation options:
Transaction code PPOCA_CRM

IMG menu Customer Relationship Management  Master Data 

Organizational Management  Organizational Model  Create
Organizational Model

2. On the Create root organizational object dialog box , make the following settings and
choose Continue (Enter).
Field name User action and values

Valid from <today>

To <valid to date>

3. On the General Attribute (CRM) Create screen, in the part of Details of Organizational
unit New organizational unit, tab page Basic data, create the following settings:
Field name User action and values

Organizational unit O2C_COMPANY

<Description> SAP O2C Company

4. Choose Address tab page, create the following settings:

Field name User action and values

Subtype Main address

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CRM Organization Model: Configuration Guide

Field name User action and values

House no/street <street / house no.>

City <city>

Postal code <postal code>

Country <country>

Region <region>

5. Choose Function tab page, choose Sales.

6. Choose Attributes tab page and make the following settings.
Field name User action and values

Attributes tab page

Attribute Maintenance Sales

Scenario

Partner number *

Obj. Permitted in X
Determination

7. Choose Save.
8. Choose the root organization you just created and choose Create. On the popup Choose
Relationship dialog, choose Is line supervisor of.
9. In the part of Details of Organizational unit New organizational unit, tab page Basic data,
create the following settings:
Field name User action and values

Organizational unit O2C_SALES

<Description> O2C Sales Organization

10. Choose Address tab page, create the following settings:

Field name User action and values

Subtype Main address

House no/street <street / house no.>

City <city>

Postal code <postal code>

Country <country>

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CRM Organization Model: Configuration Guide

Field name User action and values

Region <region>

11. Choose Function tab page, choose Sales and set flag for Sales Organization. And make
the setting:
Field name User action and values

SAP ECC Sales Org. <ECC Sales Org.>

12. Choose Attributes tab page and make the following settings:
Field name User action and values

Attributes tab page

Attribute Maintenance Sales

Scenario

Obj. Permitted in X
Determination

Country <Country>

Ref. currency for document <Currency>

Distribution Channel <ECC Distribution Channel>

Division <ECC Division>

Correspondence Language EN

Postal Code 00000 (Value) 99999 (Value to)

13. Choose Save.

14. Choose the created O2C Sales Organization and choose Create. On the popup Choose
Relationship dialog, choose Is line supervisor of.
15. Repeat step 9 to 13 with the following data to create O2C_SHOP under node
O2C_SALES.
Field name Value

Basic data tab page

Organizational unit O2C_SHOP

<Description> O2C Sales Office

Address tab page

Subtype Main address (default value)

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CRM Organization Model: Configuration Guide

House no/street <street / house no.>

City <city>

Postal code <postal code>

Country <country>

Region <region>

Function tab page

Sales X

Sales office X

SAP ECC Sales Office <ECC Sales Office>

Attributes tab page

Attribute Maintenance Scenario Sales

Obj. Permitted in Determination X

16. In the tab Attributes you will see the inherited Attributes from the organization unit.
17. Repeat step 9 to 13 with the following data to create O2C_GROUP under node
O2C_SHOP.
Field name Value

Basic data tab page

Organizational unit O2C_GROUP

<Description> O2C Sales Group

Address tab page

Subtype Main address (default value)

House no/street <street / house no.>

City <city>

Postal code <postal code>

Country <country>

Region <region>

Function tab page

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CRM Organization Model: Configuration Guide

Sales X

Sales group X

SAP ECC Sales Group <ECC Sales Group>

Attributes tab page

Attribute Maintenance Scenario Sales

Obj. Permitted in Determination X

18. In the tab Attributes you will see the inherited Attributes from the organization unit.

2.1.11 Assigning Tax Classification to Specified BP for

Organizational Unit
Use
In this process, you can assign tax classification to specified BP for organizational unit.

Procedure
1. Access the activity using the following navigation options:
Transaction code BP

2. On the Maintain Business Partner screen, make the following entries:

Field name Value Comment

Find 1 Business Partner

By 4 Name

Name1 O2C_SALES

3. Choose Start.
4. Double click the business partner number in the result list.
5. On the Display Organization: XXXXXXXXXX screen, choose change.
6. Choose Control.
7. Make the following data in the section of Tax Classification at the bottom:
Field name Value

Country <Country>

Tax Type <Tax Type>

Tax Group FULL

8. Choose Save.

2.1.12 Maintaining Positions for the Organizational Units

Use

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You assign positions to organizational units, in doing this, you also determine the tasks
assigned to them. You can define a head position within an organizational unit, to which all
other positions in the organizational unit report.

Procedure
1. Access the activity using one of the following navigation options:
Transaction code PPOMA_CRM

SAP CRM IMG menu Customer Relationship Management  Master Data 

Organizational Management  Organizational Model 
Change Organizational Model

2. On the General Attribute (CRM) Change screen, choose Search Term which is under the
Organization unit on the left screen.
3. In the Find Organizational unit dialog box, enter the name of the organizational unit, that
has been created in the preceding section (O2C Sales Group) and choose Find.
4. In the view area Hit List, select the link of organizational unit O2C Sales Group.
5. In the assignment block Assignment Plan (CRM) select the organizational unit O2C Sales
Group.
6. Choose Create. In the Choose Relationship dialog box, choose Position and choose
Continue (Enter).
7. In the Details for Position and the tab page Basic data, enter the Description with O2C
SRV of the position and the Code with O2C_SRV. Also activate the checkbox, if this
position is a head of an organizational unit.
8. Choose Save.
9. In the tab Attributes you will see the inherited Attributes from the organization unit.
10. Choose Check Consistency. Examine the messages for the check results.
11. Choose Save.
12. Repeat above steps to create the following positions.
Position Position Description

B2B_SALES B2B Provider Sales Agent

FCC_PREPAID FCC Prepaid

2.1.13 Assigning Business Role to Position

Procedure
1. Access the activity using the following navigation options:
Transaction code PP02

2. On the Maintain Plan Data: Expert Mode screen, make the following entries:
Field name User action and values

Plan version 01

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Field name User action and values

Object type S

Object ID Choose position O2C_SRV with F4

Infotype 1263

Planning status 1

3. Choose Create infotype (F5).

4. On the Create Business Role screen, enter YN_O2C_IC in the field of Business Role.
5. Choose Save.
6. Repeat steps 1-5 with the following data:
Field name User action and values

Plan version 01

Object type S

Object ID Choose position B2B_SALES with F4

Infotype 1263

Planning status 1

Business Role PROV-SALES

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