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

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.
6. Click on the Maintain Determinations button.

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