Symptom
The sales unit determined in the sales order is not the one expected.
Environment
SAP Business ByDesign 1802 and higher.
Reproducing the Issue
- Go to Sales Orders work center;
- Click Sales Orders view;
- Edit Sales Order DEF; (DEF represents the ID of the Sales Order)
- The sales unit is not the one you expected.
Cause
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.
Resolution
How to maintain Responsibility to Determine Sales Unit - Sales:
- Go to Organizational Management work center;
- Click Work Distribution view;
- Select Work Category > Sales and Marketing;
- 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:
- 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.
- 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:
- Go to Business Configuration work center;
- Select Implementation Projects view;
- Go 'Open Activity List' button;
- Select fine tuning activity 'Criteria to Determine Responsibilities for Sales';
- Select criteria to determine Sales Unit - Sales.
How to change the determination logic:
- Go to Business Configuration work center;
- Select Implementation Projects view;
- Click 'Open Activity List' button;
- Select fine tuning activity 'Involved Parties for Sales Orders';
- Select the Party Role > Maintain Determination.
You can activate or deactivate determination steps for your party role.
See Also
For detailed information on the Party Role Determination you can find the following Blog: Party Role Determination in a Sales Document
Keywords
party role definition; sales orders; sales unit determination; work distribution , KBA , AP-SLO , Sales Order Processing , AP-OM , Organisational Management , How To