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Introduction

Organizational Management (OM) is the central source of organizational information in the C4C solution. It is used for modelling the organizational structure and it provides a graphical representation through an organizational chart. In addition, it reflects entities and aspects (legal, operational and functional) of the company. SAP C4C accesses OM whenever business processes require information related to company’s organization.

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For ensuring an appropriate OM, the following guiding principles exist:

Time dependency: all information stored is time dependent.

Active version vs. Planning version: the system has the ability to differentiate between the planning version and the active version of the organizational information.

Consistency checks: there are some checks which help maintaining OM consistent all the time.

Partial activation: it is possible to activate smaller parts of the organizational structure, while continuing to work with other parts.

Purpose

The aim of this document is to help consultants to clarify what does each function of the Organizational Management means as they are not detailed.

Organizational Units

These are the functional units of a company and form the basis of an organizational plan. Depending on how a company is organized, the organizational units may be departments, groups or, project teams.

Organizational Unit detail in C4C

When working with an organizational unit in C4C, there are several tabs which give meaning and sense to each unit. I will give a deeper detail for: General, Definitions and Functions.

Tab: General

Following, I will list the meaning of some of the relevant fields:

Org. Unit ID: this is the unique identifier, once the OM has been activated, it is no longer editable.

Org. Unit Name: the value contained on this field is the one that will appear on reports and business documents.

Valid From/To: validity period for organizational unit.

Working day calendar: specifically used for time management and payment optimization.

Org. Unit. Manager: defines the service agent or employee with managerial responsibility over this organizational unit.

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Tab: Definitions

The following properties are used for defining the organizational unit:

Company: it represents an org. unit that is financially and legally independent, that is not tied to a geographical location, and is registered under business law. It includes all legally registered entities, such as associations, cooperatives, or any other legal persons that release annual financial statements. Each company has an official country of registration and a default currency. Each org. structure must contain at least one org unit that is defined as a company.

Business Residence: it represents a part of your company within a geographic area. The business activity of this business residence is subject to uniform tax processing, its registration with public authorities is unique, and there is only one valuated stock per material for this business residence. A business residence can be, for example, a city or region, even if your company has several locations with different addresses within this city or region.

Reporting Line Unit: it represents an org. unit that has personnel responsibility within the reporting line. If a manager is assigned to the reporting line unit, all employees on the org. unit and below it report to that manager.

Program:  it represents a group of related projects managed collectively to achieve a common goal. The assignment of projects to a program is optional.

Segment: it represents a company area whose business activities result in revenue and expenditure, and whose operating income is regularly monitored for the purpose of assigning resources and evaluating performance. The segment collects the balances of all lower-level profit centers and offers additional financial reports to those provided at profit center level.

Profit Center: it represents a company area for which a separate period-based profit is determined. It is used for evaluating and regulating the activities of the company area in a profit-oriented manner. The profit center provides visibility on profit and loss via reports.

Cost Center: it represents a defined location of cost incurrence, for which costs are recorded separately. A cost center is used in cost center management accounting to collect and allocate overhead costs.

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Tab: Functions

On this tab, customer defined the functions that correspond to a specific organizational unit such as:

Sales Organization: it indicates that the org. unit to which it is assigned represents the head org unit of a sales hierarchy. An example of a sales organization is the head organization in a country, such as domestic sales. The sales organization is also the relevant org unit for defining sales-relevant master data. Sales data in the product and account master can be defined in relation to the sales organization in combination with the distribution channel – this combination is known as the distribution chain. Price lists can be defined based on the distribution chain. In a sales document, such as a sales order or service order, the combination of the sales organization and the distribution channel appears.

Sales: it indicates that the org. unit to which it is assigned is responsible for the processing of sales quotes and sales orders. In sales reporting, sales data is aggregated at the level of sales units. The sales organization is a specific type of sales unit, which is used to head complete areas, regions, or countries.

Marketing: it indicates that the org. unit to which it is assigned is responsible for target group and campaign management, capturing of responses to campaigns, market and competitor information, and leads generation.

Service Organization: it indicates that the org. unit to which it is assigned represents the organization that provides customer service. Below the service organization, customer service units can be defined to represent sub-entities of the service organization. If the services provided are sold to your customers,

you will also require a sales organization.

Customer Service: it indicates that the org. unit to which it is assigned is responsible for the management, monitoring, and execution of services, such as the handling of product inquiries, providing recommendations, and pre- and after sales support. Customer service can be provided by a service desk or by field and in-house service teams.

Strategic Purchasing: it indicates that the org. unit to which it is assigned is responsible for procuring products, identifying and managing sources of supply, and establishing long-term relationships with suppliers. Responsibilities include the creation of requests for quotation, and the negotiation and management of contracts with suppliers.

Operational Purchasing: it indicates that the org. unit to which it is assigned is responsible for the procurement of materials and services from external suppliers. This includes the automation of the procurement process and the handling of purchase requests, purchase orders, purchase order acknowledgments, non-stock materials, and goods and services receipts.

Cash Flow Management: it indicates that the org. unit to which it is assigned is responsible for: Cash and liquidity management, Payment management, Expense and reimburse management and, tax management.

Financial and Management Accounting: it indicates that the org. unit to which it is assigned is responsible for: General ledger, Fixed assets, Cost management and, Inventory valuation.

Customer Invoicing: it indicates that the org. unit to which it is assigned is responsible for: Receivables and Invoicing of customers for the supply of products and services

Supplier Invoicing: it indicates that the org. unit to which it is assigned is responsible for: Payables and Supplier invoicing.

Human Resources: it indicates that the org. unit to which it is assigned is responsible for: Personnel administration, Time administration, Compensation, Payroll, Expense and reimburse management.

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31 Comments

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  1. Guenter Wilmer

    Please note that SAP plans to simplify the organizational
    model in SAP Cloud for Customer with focus on Sales, Service and Marketing functions.

    (0) 
  2. Maddy P

    Alejandro, thank you for the detailed documentation.  Could you please give me a bit more details of the significance of Business Residence check box in definition tab?

    (0) 
        1. Guenter Wilmer

          The organizational model consists of lots of features relevant in particular for SAP Business ByDesign. SAP Cloud for Customer uses the same data model and user interface. Business Residence is not relevant for SAP Cloud for Customer.

          (0) 
  3. Matthias Braeuer

    We stumbled across the business residence question as well, especially since it is still described in various places in the C4C documentation. In fact, when we initially tried to activate an org model that included an alternative business residence assignment, the system would throw an exception.

    Upon inquiry with SAP, we received the same answer that Guenter has already cautioned about: in future releases, the business residence concept will be removed from C4C and should not be used any more.

    Cheers

    Matt

    (0) 
  4. Carlos Hidalgo

    HI Gurus.

    By any chance do you know how to retrieve employee’s related department ?. I cannot find it inside the employee node in sdk. I am using 1602.

    Functional unit and position are deprecated options.

    Thanks1.

    (0) 
    1. Markus Penn

      Hi,

      there is a new association CurrentOrganisationalUnitAssignment from BO employee for this purpose. Due to a bug in SDK this association is currently not visible in your system, but will be visible after the upgrade/EP deployment tomorrow.

      Regards,

      Markus

      (0) 
      1. Carlos Hidalgo

        Oh thanks Markus.

        Just found the data using:

        var CurrentEmployee = Employee.Retrieve(currentUser.BusinessPartnerUUID);

        var OrgUnit = CurrentEmployee.CurrentOrganisationalUnitAssignment.GetFirst();

        var OrgUnitNode = OrgUnit.ToParent;

        var OrgUnitName = OrgUnitNode.CurrentNameAndAddress;


        Thanks.

        (0) 
  5. Mounia Erradi

    Hi All,

    can someone pelase help!

    I am not abe to shee the org structure as a CHART in my tenant I am not even seeing the Navigate and the effective from fields:

    attached is how I see my org structure

    Capture d’écran 2016-03-22 à 12.18.53.png

    (0) 
      1. Mounia Erradi

        I am wondering if my tenant didn’t get updated in the new 16-02 release.

        The design of my tenant for Org structure is very different from the training tenant you gave us.

        Here are 2 screenshots of a demo training tenant and one screenshot of my org structure in my project tenant.

          it is missing a lot of elements- I am not able to click on an org unit in order to see in the bottom all of its functions-employees

        training system- org structure 1.PNGMy project tenant- orgstructure.pngTraining system-org structure 2.png

        (0) 
          1. Chandan Bankar

            Hello Mounia,

            All tenants should now be on the same version. So may that be your demo tenant or project tenant, all are on same version and which is 1602.

            It seems from 1602 you would be able to see the mentioned details in the TI view when you open the Organisation Unit in the same view which you get with Filter All.

            Your first screenshot seems to be referring to the old version. I can still see the message “Please Activate … ” maintained on it.

            So if you need to have the look on the Functions and Employees open it in TI view on the first screen where you have filter All (And not Org Hierarchy, though you can also search specific Org using Advance search)

            Regards,

            Chandan

            (0) 
  6. Syarifah Nadzrah Syed Ali

    Hi All,

    How to find Org Unit that has been set to have valid on certain date (deactivate) and but not yet deleted. Currently, I could not find them as it show as No Records found when I try to search.

    I want to activate back this Org to have Valid to as Unlimited and tie it to Parent node.

    Please advise.

    (0) 
    1. Chandan Bankar

      Hello Syanrifah,

      Searching it in the filter All (also try with the Advance search) should have returned you the required Org Unit. Not sure why you not getting this!

      Else try searching it in the list manually with Filter All as I can see Valid To date also mentioned on it.

      Regards,

      Chandan

      (0) 
  7. Deborah Albrecht

    Hello all,

    can someone please help me?

    I have the problem, that the default currency (in e.g. reports) is USD, but in the org structure in CURRENT DATA is the currency EUR chosen. And the tab DEFINITIONS where normally the default currency has to be entered isn’t there at all. I tried to personalize this screen, but also there is no “DEFINITIONS” Tab available to chose. (see picture)

    2016-06-16  SAP Hybris Cloud for Customer.png

    I don’t know where I can else configure the currency.

    Thanks in advance for the help!

    Best regards,

    Deborah

    (0) 
    1. Guenter Wilmer

      Currency is part of the detail screen in the new org. model. Currency determination in transaction will first check if currency defaults from account’s sales data. If there is no currency, system checks if currency is maintained at the sales organization in the org. model. If this is not the case, it takes the currency related to the org. unit marked as Company.

      (0) 
      1. Deborah Albrecht

        Hello Guenther,

        my issue is in regard to the reports. I created a report that shows the sales target and the won opportunities for e.g. a sales unit (that contains different accounts). There is no currency in the account’s sales data and the currency of the sales organisation is EUR, but the default currency in the report is nevertheless USD.

        What is strange is that the account is not assigned to a sales organization, but the open opportunities in the account’s overview is also shown in USD.

        Do you know, how I can change the default currency in EUR (for reports)?

        Thanks in advance,

        Deborah

        (0) 
            1. Guenter Wilmer

              You currency selection in the report is put to “Default Company Currency”? Does the sales unit in the transactions belong to org. hierarchy?

              (0) 
              1. Deborah Albrecht

                Yes, the report is put to “Default Company Currency”.  And the sales unit belongs to the company in the org hierarchy, which currency is EUR. But through 2 steps: what I mean is the sales unit belongs to another sales unit (also EUR) and this sales unit belongs to the company.. Is this the problem?

                (0) 
                1. Guenter Wilmer

                  Hello Deborah, The different sales unit should not be an issue. If your user is assigned to the org. model including the company with currency EUR, than your reporting default currency should show up with this currency. Currencies that If this is still not the case, then as last option I can think of is to clear your browser cache. Note, you might still see other currencies in the report, this is the case if no currency conversion is part of the master data. Regards, Günter

                  (0) 
  8. Nikhil W

    Hi Alejandro,

    I want to assign the working day calendar to my org structure but i cant find it in the new update (1605), could you please point me where i can assign the working day calendar to my org structure?

    Thanks in advance,

    Nikhil 

    (0) 
    1. Guenter Wilmer

      Hello, The working day calendar, offered in the old org. model, did not influence any feature or function in C4C. This is why it was removed from the org. model. Regards, Günter

      (0) 

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