SAP Knowledge Base Article - Public

2852861 - Party Role Determination in a Sales Document

Symptom

This Knowledge Base Article explains how the party roles are determined in a sales document in SAP Business ByDesign.

Environment

SAP Business ByDesign

Resolution

The following 3 elements are taken into consideration for the determination of the Party Roles in a sales document such as a Sales Order:

  1. The fine tuning activity Involved Parties for Sales Orders (in the example of a Sales Order) in your Business Configuration.
  2. The Organizational Work Distribution rules in the Organizational Management.
  3. The Employee Work Distribution rules in the Organizational Management.

To determine the Parties in a Sales Order you need to consider the determination rules in the fine tuning activity Involved Parties for Sales Orders for the following Parties:

A) Seller

B) Sales Unit

C) Employee Responsible

You can check the rules for each party role by selecting the party role and then clicking on the Maintain Determination button.

See Also

Blogs:

- Party Role Determination in a Sales Document: https://blogs.sap.com/2016/05/16/party-role-determination-in-a-sales-document/

- Party Role Determination in a Service Document: https://blogs.sap.com/2017/11/29/party-role-determination-in-a-service-document/

KBAs:

2695468 - Maintain Determinations for Customized Party Role

2638909 - Wrong Party Role Determination While Creating Sales Order

2626062 - Error Message: Party with role Sales Unit missing; maintain in Involved Parties tab

2414263 - Employee Responsible changes in Sales Orders Automatically

2234458 - The Automatic Determination of Sales Unit and Employee Responsible is not Working in Contract

1892958 - Automatic Determination of Sales Unit is not Happening in the Sales Order Even After Maintaing the Work Distribution Rule

1837827 - How to Define Customized Party Roles for Leads or Opportunities

1811256 - You get an Error Message in the Sales Order: Party with role Sales Employee missing

1589568 - The Default Bill-to Party is Not the One Expected in a Sales Order

1436885 - How to Determine Employee Responsible in a Sales Quote

1435095 - How to Determine Sales Unit in a Sales Order

1435056 - How to determine Employee Responsible in a Sales Order

Keywords

sales order, work distribution rules, organizational management, business configuration, involved parties , KBA , SRD-CRM-ORD , Orders & Contracts , How To

Product

SAP Business ByDesign all versions