SAP C4C Organizational Management - SAP Cloud for Customer (C4C)

What is SAP C4C Organizational Management?

Organizational Management (OM) offers the central source of organizational facts in SAP C4C. It is used for creating the organizational structure and runs a graphical illustration of an organization chart. In totaling, it displays the different articles and aspects of the company. SAP C4C accesses OM whenever business processes need information related to the company’s organization.

To set up a exact organization arrangement, 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.

SAP C4C Organizational Structure

An organization can be structured in different methods constructed on the goals and targets and it describes the modes in which an organization functions. The organizational structure set up explains the reporting lines and automatic work circulation.

Setting up an organizational structure supports automated routing of work such as leads, accounts and service requests. The organizational structure comprises of units and offers a unified, graphical representation of your company’s organizational data.

Select whether −

  • You want to distribute the work based on your company’s structure.
  • You have created or uploaded employee and product data.
  • You have gathered all the data relevant to the organizational management, such as the legal, managerial, and functional data of your enterprise.

When you set up an organizational structure, it is always commended you follow the top down approach, i.e., start with company seat and add the business lines, sales and service team.

Set up an Organizational structure

Following steps will help you to set up an Organization Structure −

Step 1

Go to Administrator and select Org Structures.

administrator_org_structures.jpg

Step 2

Click Organization Unit → New.

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Step 3

A new window opens. In this new window, enter the following information such as- Org Unit, Select ID, Valid from, Valid To, Company name and Country, etc.

new_org_unit.jpg

Step 4

Click Save and choice Save and open from the accessible options.

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Step 5

To save it as a parent unit, you have to check the option Company Name as presented below.

company_name.jpg

An organization unit is formed. Currently you have to create sub units, business separation, sales team, etc. To create a subunit, search the organization unit you have just created.

organization_unit.jpg

Step 6

Select “Test” Organization unit and click New Seaborg unit.

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Step 7

Enter all the data for related fields for Seaborg unit as per the requirement and click the Save and Open button.

suborg.jpg

Step 8

Go to the Functions tab at the top. If it is a service organization, choice Service. Equally, select sales for sales unit, marketing for marketing unit.

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Step 9

Add employee and manager to this organization. Go to the Employee tab at the top and click Add.

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Step 10

When you click Add under Manager, add manager’s name and validity period.

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Step 11

Correspondingly, add an employee in this sub unit. Choice an employee type as sales representative, etc.

employee_type_sales_agent

Step 12

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.

org_structure.jpg

Step 13

To delete an organizational unit or sub unit, you can choice the entity from the list and click Delete.

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