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Differences in the Organizational Data in SAP ECC (SD) and CRM


Organizational management in SAP CRM offers a flexible tool for maintaining the company structure for different scenarios (Sales, Service and Enterprise Buyer Professional).

You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units.
This new maintenance makes new functions possible, for example, you can set the automatic determination of organizational data for the transaction using the organizational model display in Customizing.
The following overview lists the main differences in the maintenance and use of organizational data between the SAP ECC component Sales and Distribution (SD) and the SAP CRM component Organizational Data.

Features

Function /
 Feature
In SAP ECC (SD)
In SAP CRM
General
You maintain the sales organization in Customizing under
Organization Settings.
You maintain the organizational plan for HR and Workflow
independently in Business Management (Basis).
You maintain the organizational model once for all
applications in CRM. Scenario-specific data in the
structure is assigned by attributes to the organizational units.
These attributes are passed onto subordinate organizational units.
Organizational data in Sales and Distribution is static,
changes in organizational data result in major changes
 in Customizing.
Organizational models can be maintained and adapted dynamically.
Responsibilities are proposed from the sales area-related
data from the customer master
Responsibilities are defined independently from the
business partner master and are determined,
 if required, from the organizational model.
Sales area
when creating a sales document
  • entered manually or
  • determined using the customer master
    for the sold-to party
when creating a transaction document
  • entered manually or
  • determined using organizational data determination
In Customizing you set whether you wish to have a division at
 header level of a document in the sales area.
If you decide not to use a header division you need
 to use a dummy division (see SAP ECC dummy division).
 A business partner master must therefore have data for
at least one sales area with an “empty”division, so that it can be
used at the header level of documents
(see IMG for   Customer Relationship Management  Master Data   
Organizational Management   Division Settings  ).
Distribution chain
(sales organization and distribution channel)
is mandatory in sales documents
can be flagged as mandatory in Customizing (org. data profile)
Recommendation RECOMMENDATION
We recommend that you flag the distribution
chain as mandatory for sales documents
Sales organization
only one sales organization can occur in a sales document.
 This organization is responsible for the processing
of the business transaction.
The organizational unit responsible for the document need
not be a sales organization. It can also be, for example, a sales office.
You can assign business partners directly to the sales organization
Distribution Channel
is an organizational object
is not an independent object. It is an attribute that can be
assigned to an organizational unit.
is defined in Customizing
can be replicated from the SAP ECC (during the initial download),
or, can be defined in SAP CRM in Customizing.
Division
must be used. If a company does not use division
 schedule lines, a general division (“cross-division”)
 must be set up and used.
Use of the division can be switched off throughout the system
is defined in Customizing
can be replicated from SAP ECC (during the initial download),
 or, can be redefined in SAP CRM in Customizing.
is an organizational object
can be assigned to only one distribution chain
and not to a sales organization.
The division is not an organizational unit, but an attribute.
 Several divisions can be assigned to a sales organization
independent of the distribution channel.
Sales document has a sales area, therefore also a
 division at header level (header division).
You set in Customizing whether there is a header division.
 If you do not use a header division, the division only exists
at item level and is always derived from the product.
If you do use a header division, the header division
 is valid for the entire business transaction. See
 IMG   Customer Relationship Management   Master Data   
Organizational Management   Division Settings  
Sales office
is assigned to a sales area
The sales office can be directly assigned to a sales organization.
can be assigned to a customer in the customer master.
Business partners and other attributes (for example,
 postal code area) can be assigned to the sales office,
 independent of the sales area.
Sales group
can be assigned in the sales data of the customer
master to a customer as a responsible group
Business partners and other attributes can be
assigned to the sales group.
Assignment of an employee to the sales group,
sales office and/or sales organization takes place
in personnel master via Info type 900, an employee
 can only be assigned to one organizational unit
(sales group)
Assignment of employees to an organizational
 unit using positions in the organizational model
This makes it possible to assign an employee to
 different positions and organizational units.
Recommendation RECOMMENDATION
We recommend you assign only one employee
 to a position, if you are also using CRM Territory
Management.
Service organization
displayed as maintenance planning plant
own entity, comparable with sales organization in
Sales scenario, is responsible for processing service
transactions
Determination of
 employee responsible
(ER)
via customer master for sold-to party (or another
partner in accordance with partner determination procedure)
  • via the sales area-dependent partner function
    Employee responsible in the BP master
  • via the BP relationship defined in the business
     partner master
  • via assignment in the organizational model
Organizational
unit as business partner (cross-company)
not possible; a customer master record must be
created for the organizational unit
possible; when creating an organizational unit,
a business partner master (organization category)
is automatically created.
Sales district
(customer district)
is defined in the customer master and copied
 from there into the document
is assigned to an organizational unit in the organizational
model as an attribute and, if required, is copied from the
responsible organizational unit into the document.

Activities

Get to know the procedure for maintaining the organizational model. You can find further information under working with screen areas.
Get to know the concept for automatically determining organizational data. You can make the necessary settings for organizational data determination in Customizing for CRM under   Master Data   Organizational Management .
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