Creating Organizational Model Manually in CRM

Creating Organizational Model Manually in CRM

 

 

1. §Create an organizational model in Customizing for CRM under Master Data ® Organizational Management ® Organizational Model ® Create Organizational Model, and define sales organizations, sales offices and sales groups in it.
2. §Enter the corresponding organizational units in the R/3 System (mapping).
3. §Define the sales areas by assigning the sales organization, distribution channels and divisions as attributes.
4. §You can also assign distribution channels and divisions to organizational units below a sales organization (for example, a sales office). The system then reads the sales area with the higher-level sales organization.

 

Hierarchy Maintenance

Creating Hierarchies

• §In the user menu, choose Maintain Categories and Hierarchies.
  The Maintain Categories and Hierarchies screen appears with either the locator or work area, depending on your user settings.
• §Choose Create Hierarchy.
  The dialog box Create Hierarchy appears.
• §Enter a hierarchy ID and description, and choose Continue.
  The hierarchy maintenance screen is then displayed.
• §If you want to assign category IDs using a numbering scheme, specify the numbering scheme required.
• §Save your data.

  

Category Maintenance

 

• §Creating Product Categories
• §In the user menu, choose Maintain Categories and Hierarchies.
  The Maintain Categories and Hierarchies screen appears.
• §Double-click the required hierarchy from either the Worklist or Search tab page in the locator.
  The hierarchy data is displayed in the work area.
• §Choose Create Category if the hierarchy is new and does not yet have any categories. This creates a root in the hierarchy. Otherwise, double-click the category below which the new category is to be created and choose Create Category.
• §Enter a category ID and description.
• §If necessary, specify a product type for the category so that you can assign set types and relationship types to the category.
• §Enter data as required.
• §Choose the Set Types tab. For each set type, you can specify the view in which it appears in product/object maintenance and its position in the view, for example, above or below another set type . If you do not assign a view, the set type will appear in the Basic Data view.
• §Choose the Relationship Types tab and, if necessary, assign the relevant relationship types.
• §Save your data.