Settings for organizational data at item level & Determining Organizational data

 

 

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Determining Organizational data

 

In the CRM System you have the following options for determining organizational data in the document. 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 document.

–automatic determination: The system determines organizational data using the data available in the document, for example, the business partner number, region, product, or using the user assignments for the organizational unit (using the position).  The determination can follow two route – either the responsibilities rule type or Organizational Rule Type . Organizational rule type reads the organizational model’s attributes and determines the organizational data for the transaction. Responsibility rule determines the transaction’s organizational data based on the attribute of the responsible person. 

 

Settings for organizational data at item level

 

Organizational data at Item level

• §Without header division: The organizational data is copied from the document header. The division is derived from the product.
• §With header division: The organizational data is copied from the document header. The division is derived from the document header.
• §There is no organizational data at item level (no organizational data screen)   

Settings in customizing

• §Assign an organizational data profile without a determination rule to the item category.
• §Assign an organizational data profile without a determination rule to the item category.
• §Do not assign the organizational data profile to the item category.