1435095 - How to Determine Sales Unit in a Sales Order

The sales unit determined in the sales order is not the one expected.

SAP Business ByDesign 1802 and higher.

1. Go to Sales Orders work center;
2. Click Sales Orders view;
3. Edit Sales Order DEF; (DEF represents the ID of the Sales Order)
4. The sales unit is not the one you expected.

The Sales Unit is determined according the following rules in your system:

• Responsibility to determine Sales Unit - Sales:

The system uses parameter values to classify business documents, determine responsibility, and distribute accordingly. The parameters used in the 'Responsibility to Determine Sales Unit - Sales' work category are as follows:

• Country
• Region
• City
• ZIP Code

It is also possible to activate additionally the usage of ABC Classification and Account ID via fine tuning.

Prerequisites: The sales units must be defined and activated in the Organizational Management.

• Functional Unit of Employee Responsible:

If the first rule is not set-up the system tries to derive the sales unit from the employee responsible - sales.

• If the Organizational model contains only one sales unit, then this one is taken.

How to maintain Responsibility to Determine Sales Unit - Sales:

1. Go to Organizational Management work center;
2. Click Work Distribution view;
3. Select Work Category > Sales and Marketing;
4. Select 'Responsibility to Determine Sales Unit - Sales' and Edit.

You can define work distribution rules by selecting the priority (from 1 to n), the ID of Org Unit Responsible and the 'Valid from' and 'Valid to' dates. 
Then you can select the rule details: Company, Country, Region, City, ZIP Code, ABC Classification and Account.

Use Case:

1. Sales unit XYZ must be determined in sales order when using the account ABC: (XYZ represents the ID of the Sales Unit and ABC represents the ID of the Account)

• Maintain a new rule in Work Category Responsibility to Determine Sales Unit - Sales for the org unit XYZ.
• Add the Account ABC to the rule detail.

2. Sales unit XYZ must be determined in sales order when using an account with a determined country (e.g. US) and city (e.g. Chicago):

• Maintain a new rule in Work Category Responsibility to Determine Sales Unit - Sales for the org unit XYZ.
• Add the country (e.g. US) and add the city (e.g. Chicago) to the rule details.

How to define responsibility criteria for the selected responsibility category:

1. Go to Business Configuration work center;
2. Select Implementation Projects view;
3. Go 'Open Activity List' button;
4. Select fine tuning activity 'Criteria to Determine Responsibilities for Sales';
5. Select criteria to determine Sales Unit - Sales.

How to change the determination logic:

1. Go to Business Configuration work center;
2. Select Implementation Projects view;
3. Click 'Open Activity List' button;
4. Select fine tuning activity 'Involved Parties for Sales Orders';
5. Select the Party Role > Maintain Determination.

You can activate or deactivate determination steps for your party role.

For detailed information on the Party Role Determination you can find the following Blog: Party Role Determination in a Sales Document

party role definition; sales orders; sales unit determination; work distribution , KBA , AP-SLO , Sales Order Processing , AP-OM , Organisational Management , How To