Organizational Data

Organizational Data – Objects and  Feature 

 

§Organizational data defines the company’s functional organizational structure in CRM. Organizational objects can be linked to hierarchies to form functional relationships in the organizational plan

§Organizational data is comprised of 2 objects namely

–Organizational Unit – Functional Unit of the organization like Departments, groups, project teams

–Positions – The performer of the task like Sales Manager

§Feature of Organizational data

–Flexible: The organizational units are not already specified you can make your own units or leave some units out

–Time dependent: This enables you to plan organizational changes in the future you can maintain different organizational structures for different time periods in parallel; that means you can plan changes in future.

–Adaptable and extendable: you can maintain and change the organizational plan at any time without making changes in Customizing

–One structure for sales and service: This can be changed just by activation An organizational unit can be a sales organization and service organization at the same time. Scenario-specific data in the structure is assigned to the organizational units with attributes

–Organizational units can take the role of a business partner 

 

Organizational Objects – Organizational  Model

   

• Organizational objects can be linked to hierarchies to form functional relationships in the organizational plan

• Organizational units form the basis of an organizational plan. Organizational units are functional units of a company. E.g.. departments, groups or project teams.

• Positions show the functional task distribution of individual items and their report structure in the organizational plan. Positions are concrete items in a company, which can be occupied by holders (employees or users), for example, the campaign manager for India.