1436885 - How to Determine Employee Responsible in a Sales Quote

The employee responsible determined in the sales quote is not the one expected.

SAP Business ByDesign

1. Go to the New Business work center.
2. Go to the Sales Quote view.
3. Edit the Sales Quote ABC. (ABC represents the ID of sales quote)

The employee responsible is not the one expected.

The employee responsible is determined according to the Business Activity "Involved Parties for Sales Quotes and Quotes for Contract" rules :

Rule #1 Responsibility for Account

Direct responsibility to an Account can be define.
All direct responsibilities overrule the responsibilities maintained in the Application & User Management.

Rule #2 Responsibility to Determine Employee Responsible - Sales

The Responsibility to Determine Employee Responsible - Sales work category defines the responsibility of an employee from sales perspective. This role represents mainly the revenue responsibility for a sales document. The person must not necessarily be the same person who creates the sales document or coordinates the order fulfillment process.

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

• Region
• Country
• City
• IP Code
• ABC Classification

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

Prerequisites :

Rule #3 Logged on User

If no rule is set-up the user logged on is used as a default as the employee responsible sales.

How to maintain Rule #1 Responsibility for Account:

1. Go to the Account Management work center.
2. Go to the Accounts view.
3. Select an Account and choose Edit -> Contacts.
4. On the Contact tab select 'Relationships and Responsibilities'.
5. In the Responsibilities section, add Employee Responsible - Sales as Party Role -> Select an Employee ID -> Tick Direct Responsibility.
6. Save.

All direct responsibilities overrule the responsibilities maintained in the Application & User Management.

How to maintain Rule #2 Resp. to Determine Employee Responsible - Sales

1. Go to the Application and User Management work center.
2. Go to Utilities and then Employee Work Distribution view.
3. Go to Sales and Marketing -> Resp. to Determine Employee Responsible - Sales.

You can define work distribution rules by selecting the ID of User Responsible and the valid from and to date. 
Then you can select the rule details : Company, Country, Region, City, ZIP Code.

Use Case :

Employee E_X has to be the employee responsible for all sales quote with an account with country US.

• Maintain a new rule in Work Distribution for the employee E_X
• In the rule details choose the Country United State and Save.

How to define responsibility criteria for the selected responsibility category :

1. Go to Business Configuration work center.
2. Go to the Activity List view.
3. Select fine tuning activity > Criteria to Determine Responsibilities for Sales.
4. Select criteria to Determine Employee.

How to change the determination logic :

1. Go to the Business Configuration work center.
2. Go to the Activity List view.
3. Select fine tuning activity > Involved Parties for Sales Quotes.
4. Select the party role > Maintain Determination

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

Person Responsible for quote; , KBA , LOD-LE-CQP , Customer Quote Processing , How To