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Overview

An organizational model enables you to represent your enterprise’s functional organizational structure.

Two fundamental elements are available:

  • Organizational units, which represent how the company is structured in terms of function (such as support team)
  • Positions, which represent how different functions/tasks are assigned to individual posts (such as administrator)                                        

The screenshot below shows an example of an organizational model for IT Task Management:

The "IT support Team" is the root organizational unit. It contains two organizational units, "SAP Basis Team" and "SAP CRM/BW Team". Each team has one position "SAP Basis Admin" /  SAP CRM /BW" Admin respectively. The team members of the respective team are assigned to the position. If the IT Task Planning application is used to assign  tasks  team "SAP Basis team", all team members of SAP Basis team will see the task in their task inbox and one of them can asign the task to himself and process it.

You should assign tasks only to organizational units with positions. In the example above, the "IT Support team" has no positions and no team members assigned directly. Tasks assigned to "IT Support team" will not appear in the task inbox of any team member and thus cannot be processed.

Create an Organizational Root Unit (optional)

If there is no suitable root organizational unit you can create one using transaction PPOCA_CRM.

  1. Call transaction PPOCA_CRM.
  2. Define the validity of the Organizational Unit.
  3. Enter a code and a description for the new organizational unit.
  4. Save. A business partner is created for the new organizational unit automatically.

Create Organizational Units (support team)

You can define new support teams by creating organizational units.

Prerequisite: You have created a e-mail distribution list containing the e mail addresses of all members of the team in your e mail server.

  1. Call transaction PPOMA_CRM.
  2. Select the organizational unit under which the new one should be placed. 
  3. Right-Click on the organizational unit and select Create.
  4. Select "is line supervisor of".
  5. Enter a code and a description for the new organizational unit.
  6. Save. A business partner is created for the new organizational unit automatically.
  7. Call transaction PPOMA_CRM again to display the business partner number of the new organizational unit.
  8. Call transaction BP.
  9. Enter the business partner number of the new organizational unit.
  10. Select Start.
  11. Double-click the business partner.
  12. Enter the email distribution list in field e-mail.

Create Positions

  1. Call transaction PPOMA_CRM.
  2. Select the organizational unit for which you want to create a new position. 
  3. Right-Click on the organizational unit and select Create.
  4. Select "incorporates".
  5. Enter a code and a description for the position.
  6. Save.

Assign team members to the position

  1. Call transaction PPOMA_CRM.
  2. Select the organizational unit to which which you want to assign team members. 
  3. Select the position to which which you want to assign team members. 
  4. Right-Click on the postion and select Assign.
  5. Select "Owner".
  6. Select the business partners (team members) that shallbe assigned to the team.

Create business partners for existing organizational units

In some cases, you want to re-use already existing organizational units. However in some cases they have no business partner.

You can create business partners to existing organizational units as follows:

  • Execute report HRALXSYNC.
  • Select the Organizational Units checkbox, and choose the Execute pushbutton.
  • Select the organizational units that do not have a business partner.
  • To create business partners for the selected organizational units, choose the Start Repair pushbutton.

 

 

 

 

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