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

The automatic determination of Sales Unit and Employee Responsible is not working in contract.

SAP Business ByDesign

1. Go to the Sales Orders work center.
2. Go to the Contracts view.
3. Create a new contract.
4. Add an account in the contract.
5. The sales unit and employee responsible has not been determined automatically.

The determination rule at Business Configuration and Organizational Work Distribution Rules are not maintained for contracts.

Below are the details for dermination of Sales Unit in the Contract:

A. Business Configuration settings:

1. Go to the Business Configuration work center.
2. Go to the Implementation Projects view.
3. Select the project and click on Open Activity List.
4. Go to the Fine Tune tab.
5. Search and open Involved Parties for Customer Contracts activity.
6. Select Sales Unit and click on Maintain Determinations.
7. You have below rules selected:
• First Priority:Responsibility Sales Unit for Sales.
• Second Priority: Functional Organizational Unit of Employee Responsible.
• Third Priority: Organizational Unit from Org Model if only One Suitable Functional Unit Exits.
8. Now in your contracts, the sales unit is not getting determined because none of the above rule is getting fulfilled.
• For First Priority: You have not maintained responsibility in Work Distribution Rules.
• For Second Priority: Since the logged in user is not an employee, this cannot be applied.
• Third Priority: There multiple functional units so this rule is also not applicable.

B. Set the Work Distribution rule using below steps:

1. Go to the Organizational Management work center.
2. Go to the Work Distribution view.
3. Go to the Organizational Work Distribution subview.
4. Select Sales Unit for Sales and press Edit button.
5. Choose Add Rule button and maintain the Org Unit Responsible by using value help.
6. Save your changes.

Below are the details on Automatic determination of Employee Responsible in the Contract:


A. Business Configuration settings:

1. Go to the Business Configuration work center.
2. Go to the Implementation Projects view.
3. Select the project and click on Open Activity List.
4. Go to the Fine Tune tab.
5. Search and open Involved Parties for Customer Contracts activity.
6. Select Employee Responsible and choose Maintain Determinations.
7. You have below rules selected:
• First Priority: Direct responsible of Account.
• Second Priority: Responsibility Employee Responsible for Sales.
• Third Priority: Logged on User.
8. Now in your contracts, the Employee Responsible is not getting determined because none of the above rule is getting fulfilled.
• For First Priority: No direct Responsible Employee is maintained for the account.
• For Second Priority: Since the logged in user is not an employee, this cannot be applied.
• Third Priority: You have not maintained responsibility in Work Distribution Rules.

B. Set the Work Distribution rule using below steps:

1. Go to the Organizational Management work center.
2. Go to the Work Distribution view.
3. Go to the Employee Work Distribution subview.
4. Select Employee Responsible for Sales and choose Edit button.
5. Choose Add Rule button and maintain the Employee Responsible by using value help.
6. Save your changes.

C. Other option for automatic determination of employee is to maintain a employee responsible for account directly:

1. Go to the Account Management work center.
2. Go to the Accounts view.
3. Open the account ABC (ABC represents the ID of the account).
4. Select the View All button.
5. Go to the Contacts tab.
6. Select the Responsibilities subtab.
7. Select the Add Row button.
8. Select the party role Employee Responsible - Sales and add an employee.
9. Save the changes.
10. With above configuration changes the determination of Employee and Sales unit will work automatically.

For further information please also find the following Blogs:

Party Role Determination in a Sales Document

Party Role Determination in a Service Document

Party; Sales Unit; Employee Responsible; Contract , KBA , SRD-CRM-ORD , Orders & Contracts , AP-SLO-SO , Sales Order , How To