Organizational Management

 Organizational management is used for the mapping of the organizational structure of your company in the CRM organization model

This enables you to:

map your sales, service and marketing structure in the CRM organization model

characterize your organizational units by organizational and general attributes

define rules to determine the responsible organizational unit

The organizational model is time-dependent. This enables you to plan organizational changes in the future.

Organizational units can occur as business partners. The system automatically creates a business partner record for an organizational unit with the organizational unit role. You can find further information under BP Role Organization Unit.

Use of Org Management

·         Set up & maintain company's organizational structure

·         Maintain positions & employee assignment as per your company's structure

·         Assign specific attributes to the organizational units

·         Following are the CRM application areas that uses organizational management:

·         Business transaction: Responsible organizational units can be determined automatically by the system based on the data in transaction document

·         Partner Processing: Partner Determination procedure used to determine parties involved can be based upon the organizational units involved in the business transaction.

Organization Structure:

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Root Organizational Unit" button can be used to create an Organizational Model

We have four elements in Org Model

1.Org Unit 

2.Position 

3.Employee 

4.User

Org Structure