Determining of Organization Data

Determining of Organizational Data 

When processing a business transaction, certain organizational data is mandatory depending on the transaction type. In a service order, for example, the service organization that is responsible for processing is a determining factor. The distribution channel in a sales order is as important as the responsible sales organization, as price and delivery data can depend on the distribution channel.
There are two types :
 1. Rule type Responsibilities
 2. Rule type  Organization Model





Org Data determination

When processing a business transaction, certain organizational data is mandatory depending on the transaction type. In a service order, for example, the service organization that is responsible for processing is a determining factor. The distribution channel in a sales order is as important as the responsible sales organization, as price and delivery data can depend on the distribution channel.

In SAP CRM you have the following options for determining organizational data in the transaction. You can set these in Customizing depending on the transaction type:

·         no determination

In this case, enter the organizational data (for example, sales area) manually in the transaction.

·         automatic determination

The system determines organizational data using the data available in the transaction, for example, the business partner number, region, product, or using the user assignments for the organizational unit (using the position).

 



 Prerequisites

No automatic determination

1.      You have created an organizational data profile in Customizing, in which no determination rules have been entered.

2.      You have assigned this organizational data profile to the required transaction type.

Automatic determination

1.      You have created a determination rule in Customizing for each determination path with the corresponding rule type.

2.      You have defined one or two determination rules in the organizational data profile for evaluating the organizational data profile of a transaction.

3.      You have assigned the organizational data profile to a transaction type.