Sales and Order Management (SOM)

using SAP CRM 7.0

Enhancement Package 3
Basic Settings for Sales
Setting Up Organizational Units
Use
Organizational Management in SAP CRM offers a flexible tool that you can use to represent your
companys task-related, functional organizational structure as a current organizational plan.
The representation of your sales structure is at the forefront of SAP CRM. Therefore, to work in the SAP
CRM system, you only have to map the organizational units that are relevant for your sales-related
transactions.
choose Customer Relationship
Management Master Data Organizational Management Organizational Model Create
Organizational Model.
You have created an organizational model with customer-specific organizational units that are permitted
for the sales scenarios. The assignment of the organizational data profile and determination rule to the
standard transaction type PRVO (Provider Order) means that the relevant organizational data is now
retrieved (for example, using the postal code from the Internet users address data) when a service
request is created in SAP CRM

Determining Organizational Data

1.4.1 Use
When processing a business transaction, certain organizational data is mandatory depending on the
transaction type. In a service order, for example, the service organization that is responsible for
processing is a determining factor. The distribution channel in a sales order is as important as the
responsible sales organization, as price and delivery data can depend on the distribution channel.
In the CRM system you have the following options for determining organizational data in the document.
You can set these in customizing depending on the transaction type:

Setting up Business Partner

Create your business partners in the SAP CRM application on the Corporate Account and Individual
Account pages. Assign the appropriate role to the account.
Create a Business Partner with role Employee using transaction BP and assign your user to it on tab
Identification (field User Name).

Use
You need business partners in order to represent in the system all the parties involved in business
transactions, that is, persons, groups of persons and organizations (for example customer, debitor,
creditor, supplier).
Basically, you can either download business partners from SAP ECC or create them in SAP CRM. Also
have a look at Replication of Business Partners.

Replication of Business Partners

In case that business partners are created in the SAP CRM system and replicated to an SAP ERP
system, it is important that Customizing settings are identical. In SAP CRM, it is possible to define a
verification word for every customer, which is based on a specific identification category (IST001). This
category must be created in the SAP ERP system as well, so that replication is working

Setting up Business Agreements

Use
In the business agreement, you can store controlling data for long-term business relationships with a
business partner that can be used for exactly these purposes:
This data controls processes in invoicing, contract accounts receivable and payable, taxation, and
correspondence processing. You can define several business agreements for each business partner.
You can activate the business agreement function in Customizing. The function allows you to connect the
SAP ERP component FI-CA in the SAP system with SAP CRM.
Allocate business agreement (In this Customizing activity you assign a defined business
agreement class to various scenarios (the default business agreement class is IST01). This
business agreement class is used when creating a business agreement).