Org re-determination on change of Employee responsible

[Former Member]

Hello CRM Gurus,

We are using CRM 7.0 Leads & Opportunity scenario.As part of the

Business Process we want to determine the Org data based on the

employee responsible in Leads as well as in Opportuinities.

We have set up a Org structure where each employee is uniquely assigned

to Org Unit.In the Transaction type configuration i have assigned a Z

org data profile which uses determination rule 10000194.

Now if i create a Lead or Opportunity,employee responsible gets

determined via User who is creating the Lead or Opportunity using the

partner determination procedure.At this point the Org data is also

determined using Org data profile.

Now if i manually change the employee responsible,i want that the Org data should

be re determined and i want that the new org data should get populated

based on the new employee responsible however this is not happening.The

system is not triggering the Org determination again on change of

employee responsible.

Please provide some solution to it.

Thanks,

Abhishek

[Maggie]

Hello Abhishek

when partner is changed function module CRM_ORGMAN_PARTNER_CHANGED_EC is called but then because responsible org unit is already filled CRM_ORGMAN_DETERMINE_SET does not do anything. For this to be redetermined you have to clear in the org tab all the organisation data fields manually, only then the organisational data is re-determined.

The workaround would be

- in CRM_ORGMAN_PARTNER_CHANGED_EC before to call org determination you can do a deletion of the org data.

- in event handler you can implement a deletion of the org data when partner empoyee responcible is changed, for that please call function module CRM_ORGMAN_DELETE_EC, and please implement this event before CRM_ORGMAN_PARTNER_CHANGED_EC.

Hope the above information could be helpful.

Best regards,

Maggie

[robert_kunstelj]

You can achive that by

Namen: Narejena je funkcija, ki se proži preko eventa, in redeterminira organizacijske podatke, ko se zamenja partner "employee responsible" v partnerskem profilu.

1. look at the standard function module that determines organization for employee responsible

2. create new event for BUS2000108 and BUS2000111 that triggers this function when partner 00000014 is changed

regrads.

[Former Member]

Hello Robert,

Thanks for the reply.I have certain questions though

1) Which standard FM is called to determine organization for employee responsible?

2) How will i create an event that should trigger the above FM on change of 00000014.I think it might be possible to do this for the Main partner by using <MAIN> attribute but how will i trigger this event on change of Employee responsible.In case of Leads and Opportunities the Main partner is "Prospect" and not "Employee responsible" .Can you please provide some more thoughts on this or provide me an example or sample code to do this

Thanks,

Abhishek

[robert_kunstelj]

define event:

- time: immediately

- object: PARTNER

- event: AFTER_CHANGE

- attribute: 0008

function: your Z function

for function create copy of CRM_ORGMAN_PARTNER_CHANGED_EC function.

regards.

[Former Member]

Hello Robert,

Your answer is very helpful and hence i have awarded points to you

Thanks,

Abhishek

[Former Member]

Hi Robert,

We are having the same problem inour project. We tried to create a new event but not able to assign to standard workflow.

Can you pls explain in detail, how to assign the new event to standard work flow.

With Regards,

Rishi

[Former Member]

Hi,

I faced a similar requirement in an 7.0 implementation. We added employee responsible as an additional attribute in the sales scenario to the organisational model. The Org Data Det rule was created of type Org Model where the determinant was the employee responsible. Therefore whenever the employee changed, there would be a change in the org data.

[Former Member]

Hello Reba,

Thanks for the reply.

we have downloaded the enterprise structure from ECC.Did you add the additional attribute "Employee responsible" from ECC side or from CRM side?Can you be more specific on How did you add this attribute?

Also in the Org detemination Rule(Rule Container) how did you add Employee responsible as the determinant.I know we can add Partner in the Rule Container but this partner is the main partner of the Sales Transaction.In case of Leads and Opportunities this partner is the main partner which is "Prospect" and not "employee responsible".I am not sure how were you able to do this.

If possible can you elaborate your solution may be step by step or send me any relevant config doc which you have created to achieve this requirement.

This would be much appreciated

Thanks

Abhishek

[Former Member]

You have to add the 'employee responsible' as a user defined attribute in OOATTRCUST for the sales scenario. The value has to be maintained in the organisational model. This attribute will now appear in the container for the org data detm rule.

[Maggie]

Hello Abhishek,

When the partner is changed FM CRM_ORGMAN_PARTNER_CHANGED_EC is called. But due to the responcible org unit has already been filled, CRM_ORGMAN_DETERMINE_SET does nothing. That's the reason why there is no org re-determination.

To archive this, there are 2 possible ways:

- Modify FM CRM_ORGMAN_PARTNER_CHANGED_EC. Delete the org data before calling the org determination

- Call CRM_ORGMAN_DELETE_EC to delete the org data in event handler after the employee responcible is changed.

It sould be called before CRM_ORGMAN_PARTNER_CHANGED_EC.

Hope the above information could be helpful.

Best regards,

Maggie