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Organization Issue

Hi,

How is the organization determined in sales order in CRM. In ECC, we enter it the time of creating a order.

Regards,

Venkatesh Panguluru

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Former Member
Former Member replied

The organization is determined in the sales order based on the org determination rules which are assigned to the transaction types.

These rules are defined to pick up the responsible agent/org based on two criteria

1. Based on attributes

2. Based on responsibilities

3. Both of the above

Incase when the org is to be determined based on the attributes, then the attributes of the BP like the Countyr, Postal code are matched to the same attributes of the orgs that you have maintianed in the system and the matching orgs are available for chosing.

Based on the responsibility:- Incase you want the BP to be serviced based on his importance you chose agents based on the Responsibility. Eg:- If you want the Gold Card Members to be treated by different set of org than the normal customers, you can chose this rule to maintian it.

Incase you have maintained both the rules, then the union of all the orgs determined by these rules will be available in the pop.

The path to maintain these rules is

IMG> CRM> Master Data> Org Mangement> Define Rules

and then these rules need to be assigned to a profile which contains the rules to determine both sales and service orgs is done using the path

IMG>CRM>Master Data> Org Management> Define profile

and then these profiles are assgined to the transactiont ype

Hope this would help.

Regards,

Rekha Dadwal

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