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Module

Meaning/Definition
Regions are internal offices of the client. Region can be country, city, area etc. Organisational department is the actual departmental hierarchy of the client. Create Jobs helps one create all the sales jobs in an organisation inlcuding the CEO.

1 Create Region 2 Maintaining Organisational Department 3 Create Jobs 4 Maintain Position 5 Define Sales District 6 7 Sales Group 8 Define Division 9 Define Distribution Channel 10 Assignment Proceddure 11 Business Partners ( BP ) 12 Sold-To Party ( SP ) 13 Ship to Party ( SH ) 14 Bill to Party ( BP ) 15 Payer ( PY ) 16 Internal Person BP 17 Holder 18 External Person BP 19 Contact Person 20 Organisation BP 21 Group BP 22 Industrial Customer 23 Trading Customer

It is the geographical area where customers are located.

A set of employees working under the Sales Office directly dealing with the customer for Sales. Divisions are different segments of the enterprise of the client. Are the different channels used to circulate the products. Connect all the Sales Districts, Division, Dist Channel etc. to the Root Organisation. All entities Person or Organisation associated with the client is called a Business Partner. Is the highest level of external business partner of a client. Is the Goods receipient for the SP. Is the Bills Receipient for the SP. Is the Payer of bills for the purchases made by SP. Is any internal employee who is a holder of any position. Is any internal employee of a client who holds external business is treated as a Holder. Is any person / individual who are sales prospects for the client is treated as external person BP Is the person who represents the SOLD-TO Party. Any customer of the client who owns its own business is treated as Organisational BP. Is the process of creating customer groups based on the nature and type. Is the customer who purchases the client's products and uses it as a raw material / semi-finished product in its own product.

24 Number Ranges

Is the customer who markets the product under its own brand name.

25 Groupings and Assigning Identifies the number of BPs the company expects to No. Ranges have, both in terms of person and organisation. 26 Authorisation Groups 27 External BP - Orgn Type Creates Groupings based on type of Business Partner and links it to the Number Range created above.

It identifies the Internal Form of authorisation group from one level (position) to another. Eg. CEO->VP>BDM->SO 28 External BP - Person Type It is the Organisation Type ( i.e. Individual ) External Business Partner of a client. Eg: X Inc.a corporate customer of Company ABC. 29 Transportation Zone It is the Person Type ( i.e. Individual ) External Business Partner of a client. Eg: Ashish, an individual customer of Company ABC. 30 BP Role It is the Shipped to party zone/location where the client will deliver the goods. 31 Assignment Proceddure 32 Assigning Internal Business partners to Orgn Model Positions 33 Extended Relatiohsip Management 34 Territory Management 35 BP Role identifies the category of BP. Eg : SP, SH, BP, PY, SE, COMPETITOR, CHANNEL PARTNER, DISTRIBUTOR etc> Linking all Internal Business Partners Created to Orgn Model The relationships between external business partners of a client. Planning and allocation of Client's Internal Employees in a certain geographical area.

Purpose
This regions are internal departments in a client's organisation/company.

When is it used during implementation?

To create CEO and other Sales Positions in an organisation. To create the Sales Hierarchy in an organisation. Eg: CEO-> VP-SALES-> TM -> SM -> S OFFICER To define all the districts/places where Sales Offices will be located.

To identify every channel that will be used by the clent to move the goods from the plant to the customer. All Sales positions / offices should be linked to the Root Orgn for effective control. To identify each and every Sales Employee, Customer( person or orgn ) and their representatives. An entity who places an order to a client is called a Sold-to Party. Is the entity who is responsible for receiving the goods on behalf of the SP. Is the entity who receives the Bill on behalf of the SP. Is the entity who is responsible for making the payment for the purchase made by the SP. All internal employees who are Holders ( explained below ) are called Internal BPs. All the sales employees of the client are called Holders. It includes Sales Employees, Employee Responsible etc. Each and every person who can be sold a product or can be a customer is called an external person BP. To identify the Contact Person/s in the customer's organisation for communication. Each and every Company that is the customer of the client is called Orgn BP. To identify the different types of customers, eg: industrial, trading, occassional etc. This customer uses the client's product as Raw Material or Semi-finished product. This customer purchases the finished products and sells it under its own brand name.

To create a number range ( for the purpose of unique IDs for each BP depending upon their nature.) To create Person and Orgn Grouping and link it to their repsective number ranges a/w description. To identify positions that are authorised to instruct lower level positions in the client's orgn chart. To Segregate all the client's customers into Orgn type and Person type. Eg: Wholesale and Retail. To Segregate all the client's customers into Orgn type and Person type. Eg: Wholesale and Retail. To identify and create the different zones where the goods' recceipients are located. The Client needs to figure out the different Business Partners and their types associated.

All BPs created ( i.e. with names and positions ) should be linked to the Orgn Model. To link SH, BP, PY and CP to the SP for each Orgn Business Partner Type. To create Territory IDs based on Offset and Length.

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Module

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General Settings

1 Create Region 2 Maintaining Organisational Department 3 Create Jobs 4 Maintain Position 5 Define Sales District 6 Define Division 7 Define Distribution Channel 8 Assignment Proceddure 9 Define Number Ranges 10 Define Grouping and Assign Number Ranges 11 Define Authorisation Groups 12 Define Business Partner Types 13 Define Transport Zones

SAP Netweaver

Customer Relationship Master Data Management Customer Relationship Master Data Management Customer Relationship Master Data Management Customer Relationship Master Data Management Customer Relationship Master Data Management Customer Relationship Master Data Management Customer Relationship Master Data Management Cross Application Components Cross Application Components Cross Application Components Cross Application Components SAP Netweaver Cross Application Components SAP Business Partner SAP Business Partner SAP Business Partner SAP Business Partner Application Server SAP Business Partner

14 Define Field Grouping as IMG per BP Role ( for analysis only ) 15 16

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Set Countries Organisational Management Organisational Management Organisational Management Organisational Management Organisational Management Organisational Management Organisational Management Business Partner Business Partner Business Partner Business Partner Basic Services Business Partner

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Insert Region Organisational Model Organisational Model Organisational Model

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Create Organisational Model Change Organisational Menu Bar Model Change Organisational Rght Click Root Org Model New Entries New Entries New Entries

Organisational Data for Define Sales District Sales Scenario Division Settings Define Deivision

Organisational Data for Define Distribution Sales Scenario Channel Organisational Model Basic Settings Basic Settings Basic Settings Basic Settings

Change Organisational Transaction Code Model PPOMA_CRM Number Ranges and Groupings Define Number Ranges

Define Grouping and New Entries Assign Number Ranges Authorisation Management Maintain Authorisation Groups

Business Partner Types Define Partner Types

Address Management Maintain Address & Maintain Transport Person Number Range Zones Basic Settings Field Groupings Configure Field Attributes for BP Role

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Edit Create

Create Jobs Position

Company Name ( Click) Change Intervals

Attributes

New Entries