Organizational Management (OM) provides the central source of organizational information in SAP C4C. It is used for creating the organizational structure and provides a graphical representation of an organization chart. In addition, it shows the different entities and aspects of the company. SAP C4C accesses OM whenever business processes require information related to the company’s organization.
To set up a correct organization structure, you should follow −
Time Dependency − All the information stored is time dependent, as you need to enter a valid from and to date.
Active Version vs Planning Version − You can also select between the planning version and the active version of the organizational information.
Consistency Checks − You can perform some checks, which help in maintaining OM all the time.
Partial Activation − You can also activate an organizational structure in parts, while continuing to work with other parts.
An organization can be structured in different ways based on the goals and targets and it defines the modes in which an organization operates. The organizational structure set up defines the reporting lines and automatic work distribution.
Setting up an organizational structure enables automated routing of work such as leads, accounts and service requests. The organizational structure comprises of units and provides a unified, graphical representation of your company’s organizational data.
Decide whether −
When you set up an organizational structure, it is always recommended you follow the top down approach, i.e., start with company residence and add the business lines, sales and service team.
Following steps will help you to set up an Organization Structure −
Go to Administrator and select Org Structures.
Click Organization Unit → New.
A new window opens. In this new window, enter the following details such as- Org Unit, Select ID, Valid from, Valid To, Company name and Country, etc.
Click Save and select Save and open from the available options.
To save it as a parent unit, you have to check the option Company Name as shown below.
An organization unit is created. Now you have to create sub units, business division, sales team, etc. To create a subunit, search the organization unit you have just created.
Select “Test” Organization unit and click New SubOrg unit.
Enter all the data for relevant fields for SubOrg unit as per the requirement and click the Save and Open button.
Go to the Functions tab at the top. If it is a service organization, select Service. Similarly, select sales for sales unit, marketing for marketing unit.
Add employee and manager to this organization. Go to the Employee tab at the top and click Add.
When you click Add under Manager, add manager’s name and validity period.
Similarly, add an employee in this sub unit. Select an employee type as sales agent, etc.
In addition, you can create Sales org unit, marketing org unit. All the steps are same; just choose the function as sale or marketing while creating the org structure.
To delete an organizational unit or sub unit, you can select the object from the list and click Delete.