Updating organizational data in transaction after reassigning in organizational model

[sebastianlenz85]

Hello all together,

I'd like to discuss with you the options and possibilities of changes in the CRM organizational model.

I found an interesting document that describes how to transport the organizational model from dev to qa to prod.

DOC-30397

We didn't tried it yet but I assume it works

Let's take an easy example. In CRM we had created a quote and assigned an account to it. The CRM determines automatically the account manager using access sequences/BAdI. Depending on the assignment of this account manager in the organizational model the CRM finds the correct organizational data and is updating the quote with it.

But what happens for example if the account manager got assigned to another sales department and the organizational model was transported? How is the organizational data in the quote getting updated?

Is there any standard functionality?

Thanks in advance!

Regards,

Sebastian

[former_member186644 · Accepted solution]

Hi Sebastian,

Refer to the below link from Online help. This may be useful...

Organizational Management in SAP CRM - SAP Library

Regards,

Gervase

[Former Member]

Hi ,

in situation when account manager is lets say "A" is assigned to one Quote and is  transferred from one sales org to another ,

i would suggest following steps ,

1)the "new" account manager "B"  needs to be assigned to "same" org model node,

2) also CRM logic needs to determine ,account manger "B" for same quote (and account assigned to it ),

this way , org determination will NOT change , even if your account managers are changed /transferred from one sales org to another.

hope it helps,

regards,

Prashant

[sebastianlenz85]

Hi Prashant,

Thanks for your Input!

This is how we did it when implemented the new organizational structure. We developed a Z-report that started the determination again. Due to the amount of transactions in our CRM this report took extremely long and I hoped that there is a SAP standard procedure/report that we can use instead.

Best regards,

Sebastian