Version Control

1. General overview

On the GBU Segmentation, there is an information named GBU Segment. The list of possible values depends on the GBU.

Core CRM is the master of this information. It's then sent to SAP with a job which runs every 4 hours.
In CRM Analytics, the displayed GBU segment is directly taken in CRM and not from SAP. As any other information, those information are extracted one a night.

Only Data Steward, Admin and Admin(Lite) are able to update the GBU Segment.

Linked to this information, there are 2 others:

• "Do not cascade from Corporate": when this field is ticked, it means that the field "GBU Segment" won't be updated with the GBU segment of the corporate group if this one is updated.
• "Account Type changed": This field is set to True each time the field "GBU Segment" is changed.

• GBU = the GBU of the user.
• GBU Account sub-type = End-user
• GBU Segment:
  • If the account is created with corporate group “Not Assigned”, the GBU Segment is set to “Not yet assigned”
  • If the account is created with corporate group “Decision: Various”, the GBU Segment is set to “Standard Account”.
  • If the account is created with another corporate group, the GBU Segment is set to the value defined at Corporate Group level if there is one, to “Not yet Assigned” if not and a GBU Segmentation is created at Corporate Group level with “Not yet assigned” as GBU Segment.

2.2 When assigning a corporate group to an account

When assigning a corporate group to an account:

• If the corporate group is “Decision: Various”, the GBU Segment is set to “Standard Account” on all the GBU segmentations of the account.
• If the corporate group is different from “Decision: Various” and “Not assigned”, the GBU Segment is set to the value defined at Corporate Group level for the GBU if there is one, to “Not yet Assigned” if not and a GBU Segmentation is created at Corporate Group level with “Not yet assigned”.

2.3 When changing the GBU segment at Corporate Group

When changing the GBU Segment at Corporate group level, the GBU Segment of all the accounts assigned to this corporate group is automatically changed except is the check box “Do not cascade from the corporate” is ticked.

2.4 When changing the GBU segment at Account

Each time an Account segment is changed, the check box “Account Type changed” is ticked, even if it’s done in mass.

Every 4 hours, a job selects all the records with those ticked checkboxes. For each selected account, it searches all the sales views corresponding to the GBU in the Account Team Member (ATM) object and sends the new value to SAP.

3. Utility

All the sales views are defined in the object Utility, record type "Sales View" with the following information:

• Code: concatenation of Sales Org code / Distribution Chanel code / Division code, separated by “/”, no space
• Name: concatenation of Sales Org name / Distribution Channel name / Division name, separated by “/”
• Sales Org name: concatenation of the Sales Org Code and the Sales Org Name separated by " - "
• Distribution Channel name; concatenation of the Distribution Channel Code and the Distribution Channel Name separated by " - "
• Division name: concatenation of the Division Code and the Division Name separated by " - "
• GBU: GBU for which the sales view is defined.
• SAP origin: PF1 or WP1
• Is Active: indicates if the Sales View is active or not.
• To be excluded from the interface: checkbox used to not send any GBU Segment update to SAP when ticked.

Each time an update is done on the sales view of an account in SAP, a job requires Core CRM to get the corresponding GBU Segment. To do so, the program first check what is the corresponding GBU in utility, then "goes" to the GBU segmentation to get the information.
If the sales view doesn't exist in Utility, a notification is sent to sbs-is-crm.support@solvay.com and the information is stored in a log.
When a sales view is added in the object Utility, a job checks if this sales view is listed in the log, and if yes, for each concerned account, sends the GBU Segment to SAP.

4. Account Team Member (ATM) - Custom object

On the ATM object, there is a field GBU. This field is updated with the night job which updates the SAP Account team. 
For each account created or updated, SAP sends the list of all the sales views. For each of them, based on what is set up in utility, we determine the GBU.

5. Challenging Process

Generally, the review of the GBU Segment is done in mass once a year. But for exceptional reason, it can happen that a sales manager needs to change it. But as he can’t do that himself, we’ve put in place a challenging process (Approval process).
On the GBU segmentation, there is an option to request a change named “Challenge GBU Segment”.
This option is available on the GBU Segmentation (so for Accounts) and on the Corporate GBU Segmentation (for Corporate Groups).

For GBU Segmentation, so at Account level:

• if the corporate group of the account is "Not Assigned", then an error message is displayed to tell the user, that he first needs to assigne a Corporate Group to the account before requesting any update of the GBU Segment.
• if the corporate group of the account is NOT "Not Assigned and NOT "Decision: Various" and if the checkbox "Do not cascade from Corporate" is not ticked, then an error message is displayed to tell the user that in this situation, he needs to do his request on the Corporate Group. This is to avoid inconsistencies between the GBU segment of the corporate group and the GBU segment of the Accounts assigned to this corporate group.
• for other situation, the approval request is possible

For Corporate GBU Segmentation, so at Corporate Group level: no specific check. The approval request is possible.

6. Useful links

CEM Customer Segmentation Implementation Playbook V2

CEM - Integration Specifications (SAP Interfaces)

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