Differences in the Organizational Data in SAP ECC (SD) and CRM

Organizational management in SAP CRM offers a flexible tool for maintaining the company structure for
different scenarios (Sales, Service and Enterprise Buyer Professional).

You can maintain the company structure including the positions and employees in an application and assign
specific data (attributes) to the organizational units.

This new maintenance makes new functions possible, for example, you can set the automatic determination of
organizational data for the transaction using the organizational model display in Customizing.

The following overview lists the main differences in the maintenance and use of organizational data between the
SAP ECC component Sales and Distribution (SD) and the SAP CRM component Organizational Data.

Features

Function /
In SAP ECC (SD) In SAP CRM
Feature
You maintain the sales
You maintain the organizational model
organization in Customizing
once for all applications in CRM.
under Organization Settings.
Scenario-specific data in the structure is
assigned by attributes to the
You maintain the organizational
organizational units. These attributes are
plan for HR and Workflow
passed onto subordinate organizational
independently in Business
units.
Management (Basis).
General
Organizational data in Sales and
Distribution is static, changes in Organizational models can be maintained
organizational data result in and adapted dynamically.
major changes in Customizing.
Responsibilities are defined
Responsibilities are proposed
independently from the business partner
from the sales area-related data
master and are determined, if required,
from the customer master
from the organizational model.
when creating a sales document
when creating a transaction document
 entered manually or
 entered manually or
Sales area  determined using the
 determined using organizational
customer master for the
data determination
sold-to party

In Customizing you set whether you wish

to have a division at header level of a
document in the sales area. If you decide
not to use a header division you need to
use a dummy division (see SAP ECC
dummy division). A business partner
master must therefore have data for at
 Function /
In SAP ECC (SD) In SAP CRM
Feature
least one sales area with an
“empty”division, so that it can be used at
the header level of documents (see IMG
for  Customer Relationship
Management Master Data
Organizational Management Division
Settings ).
can be flagged as mandatory in
Customizing (org. data profile)
Distribution
chain (sales
organization and is mandatory in sales documents  RECOMMENDATION
distribution
channel) We recommend that you flag the
distribution chain as mandatory for sales
documents
The organizational unit responsible for
only one sales organization can the document need not be a sales
occur in a sales document. This organization. It can also be, for example,
Sales
organization is responsible for a sales office.
organization
the processing of the business
transaction. You can assign business partners directly
to the sales organization
is not an independent object. It is an
is an organizational object attribute that can be assigned to an
Distribution organizational unit.
Channel can be replicated from the SAP ECC
is defined in Customizing (during the initial download), or, can be
defined in SAP CRM in Customizing.
Division must be used. If a company does
not use division schedule lines, a
Use of the division can be switched off
general division (“cross-
throughout the system
division”) must be set up and
used.
can be replicated from SAP ECC (during
is defined in Customizing the initial download), or, can be redefined
in SAP CRM in Customizing.
is an organizational object
The division is not an organizational unit,
but an attribute. Several divisions can be
can be assigned to only one
assigned to a sales organization
distribution chain and not to a
independent of the distribution channel.
sales organization.
Sales document has a sales area, You set in Customizing whether there is a
therefore also a division at header division. If you do not use a
header level (header division). header division, the division only exists at
item level and is always derived from the
product. If you do use a header division,
 Function /
In SAP ECC (SD)
Feature
is assigned to a sales area
Sales office
can be assigned to a customer in example, postal code area) can be
the customer master.
can be assigned in the sales data
of the customer master to a
customer as a responsible group
Assignment of an employee to possible to assign an employee to
the sales group, sales office
Sales group
and/or sales organization takes units.
place in personnel master via
Info type 900, an employee can
only be assigned to one
organizational unit (sales group)
Service displayed as maintenance
organization planning plant
via customer master for sold-to
Determination of
party (or another partner in
employee
accordance with partner
responsible (ER)
determination procedure)
Organizational
not possible; a customer master
unit as business
record must be created for the
partner (cross-
organizational unit
company)
Sales district is defined in the customer master
(customer and copied from there into the
district) document
In SAP CRM
the header division is valid for the entire
business transaction. See IMG  
Customer Relationship Management
Master Data Organizational
Management Division Settings
The sales office can be directly assigned
to a sales organization.
Business partners and other attributes (for
assigned to the sales office, independent
of the sales area.
Business partners and other attributes can
be assigned to the sales group.
Assignment of employees to an
organizational unit using positions in the
organizational model This makes it
different positions and organizational
 RECOMMENDATION
We recommend you assign only one
employee to a position, if you are also
using CRM Territory Management.
own entity, comparable with sales
organization in Sales scenario, is
responsible for processing service
transactions
 via the sales area-dependent
partner function Employee
responsible in the BP master
 via the BP relationship defined in
the business partner master
 via assignment in the
organizational model
possible; when creating an organizational
unit, a business partner master
(organization category) is automatically
created.
is assigned to an organizational unit in the
organizational model as an attribute and,
if required, is copied from the responsible
organizational unit into the document.
Activities

Get to know the procedure for maintaining the organizational model. You can find further information under
working with screen areas.

Get to know the concept for automatically determining organizational data. You can make the necessary settings
for organizational data determination in Customizing for CRM under  Master Data Organizational
Management .

More Information

General Attribute Maintenance

Determining Organizational Data