The Group Approval – PPOMA_CRM Org. Model – CHARM SP10
How to create organizational Model for the CHARM Approval Group in the Michael Vollmer’s Blog of the New ChaRM Feature with SP 10: Enhanced Approval Procedure Functions he did not explain how to create Org Model via PPOMA_CRM , therefore I would like to show this simple process – to create Approval Group Organization!
To be able to create an Organizational Model you should first create Organization Model for the Approval Group type Organization.
Goto SPRO :
then choose valid time period for your organization:
in the next screen you should chose name of the approval organization in our Case will be following:
Approval Organization 1
After you created approval organization you should create new postion like is presented in the below picture with the steps how to create :
- Select current Organization
- Create new Assigment/Relationship
- Choose “Incorporates Position”
then choose new name in our case Org. Model 1
your current Org Model is ready to assign the members Holders!
Click on the Org. Model 1 and with the right Click (DropDown Menu) go to Assign
in the next screen choose Owner / BP
then you will get:
in the above picture you can choose one or more then one ember of your future App. organization. In our case will be 3 BP.
Do not Forget to SAVE before you leave the transaction.
Hope that helps, if you have comments are find errors, do not hesitate to contact me.