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author's profile photo Former Member
Former Member

Loading Sales Org structure in to CRM

Hi,

If we copy the Org Units, Position, job and persons master data from HR then do we have to copy the sales structure again from SD? Should copied HR org structure be enough in CRM?

Can you please explain at high level step-by-step on how to get and configure sales org with positions in CRM? What we can download and what we have to configure manually in CRM?

Thanks in advance.

-GK

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  • author's profile photo Former Member
    Former Member
    Posted on May 25, 2011 at 11:59 AM

    Hi,

    It depend of the business process implementing by your.

    Could you elaborate processes more detailed?

    Denis.

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  • author's profile photo Former Member
    Former Member
    Posted on May 27, 2011 at 03:24 AM

    H,

    CRM will be used for sales and service transactions and ERP will be used for billing purpose.

    Is that answers your question?

    Thanks

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    • Former Member

      HI,

      There are many topics about this subject. Use search on sdn.

      For example:

      CRM - HR - SD Organizational Model

      First decide wether HR or SD organization structure is being mapped, Normally SD structure is mapped to CRM org structure in organization maintaince(CRM)

      Normally the structures are borrowed from SD side of R/3 as who knows better about the sales orgaizations/sales distribution channels/sales divisions/sales offices/sales groups etc than the SD in R/3. HR's primary controlling functions are about the positions, roles and idnetification of employees. This data is replicated into CRM as BP in the roles of employees.

      Denis.

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