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Creating New Sales ORG

Former Member
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Hi

We created a new Sales ORG in R/3.

TO replicte the changes in CRM I replicated the new Sales org in PPOMA_CRM and linked it to the R/3 Sales ORG.

But even then when we are creatign an Oppurtunity we are not able to see the newly created Sales ORG.

DO I need to do other steps so that we can seethe Sales org in the Activities transaction.

Accepted Solutions (0)

Answers (2)

Answers (2)

Former Member
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Hello Zack,

The problem may be due to following causes:

1. The structure of the organization is missing in the CRM system.

2. The CRM organizational unit is not assigned to the R/3 organizational unit.

3. The division is not active in the CRM system, however, the R/3 substitute division is not maintained.

4. The program buffer in the CRM system is outdated.

So what you could do was the following -

1. You can use Transaction PPOMA_CRM to check the structure of your organization.To create the structure, read the documentation in the IMG ('Customer Relationship Management -> Master Data -> Organizational Management -> Organizational plan'). As of CRM Release 2.0C, you can generate the data from the R/3 system automatically. For this, use Transaction CRMC_R3_ORG_GENERATE.

2.In Transaction PPOM_CRM, each R/3 organizational unit has to be assigned to a CRM organizational unit.This assignment occurs in Transaction PPOMA_CRM.You find the corresponding fields in the 'Type' tab. You can maintain distribution channel and division on the 'Attributes' tab.

3. If you do not want to use a division in the CRM system, you have to make the corresponding Customizing in the IMG ('Customer Relationship Management -> Master Data -> Organizational Management').

4. The organizational structure is buffered to increase the performance.Up to CRM Release 2.0B, this buffer is only updated once every day.

If you change the organizational structure and transfer the master data based on the changes from the R/3 system on the same day, error messages may occur. Run the attached report ZCRM_ORGMAN_VTAREA_GET to resetup the buffer.

Hope this helps.

Thanks

Sumit

Former Member
0 Kudos

Hi Zack,

It may depends on Org. Profile (Determination) assign

to the Transaction type.

Also possible that your new Org Unit has not active

(please check on Tab Attribute, Object Permitted must be

checked). Also ensure by clicking CHECK button on Tab

Attribute (just in case your Org Unit still has missing

data).

Hope this helps, let me know the result.

Cheers,

Gun.