Hi all CRM gurus,
I'm trying to understand the reasons behind the following design and I hope someone can clarify some points for me:
1. Organisation structure in CRM is set up with service organisation followed by service team, e.g.
ABC Company
|_Call Center 1 (the service organisation indicator under Function is selected)
|_ Region A
|_ Service Team A (the local service team indicator under Function is selected)
|_ User Nancy
|_Call Center 2 (the service organisation indicator under Function is selected)
|_ Region B (the service organisation indicator under Function is selected)
|_Service Team B (the local service team indicator under Function is selected)
|_ User Mary
2. Organisation determination is set up using rule 14000148 and assigned to the transaction type Z001 for interaction transaction.
3. A service team partner function is created and set up to be determined automatically via the user's assignment in the org structure (14000148). This partner is configured to be made available on the interaction record screen.
4. When a new interaction is created by user Nancy, the system automatically derives the following
Responsible service org = 'Service Team A'
Service organisation = 'Call Center 1'
Service team partner = 'Service Team A'
5. When user Nancy decides that this call should be looked after by another group, she assigns the user Mary and changes the Service team partner to 'Service Team B'. The reason why she has to change the service team partner manually is that the system does not automatically re-determine the partner in change mode.
What I can see is that the focus here is on the service team (which is the partner) and there is no means to update the service organisation and responsible service organisation. So, when the user is changed to Mary, although the service team is captured correctly, the corresponding responsible service organisation (i.e. Service Team B) and service organisation (i.e. call center 1) still remains the same. Is this acceptable?
I would think that the responsible service organisation and service organisation needs to be re-determined but this is not the case.
Are there any reasons why one would not re-determine the responsible service and service organisations?
The service team (partner) and the responsible service and service orgs seem to be handled quite independently which is another area that I don't understand. What is the benefit of having a service team partner?
I have not seen a lot of queries in this area so am not sure whether my thinking is correct or not.
Appreciate some pointers on the above.
Cheers!
SF