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:
- The fine tuning activity Involved Parties for Sales Orders (in the example of a Sales Order) in your Business Configuration.
- The Organizational Work Distribution rules in the Organizational Management.
- 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
1898128 - In an Invoice Document the Error "Sales data or pricing terms not found for account" is Triggered
Keywords
sales order, work distribution rules, organizational management, business configuration, involved parties , KBA , SRD-CRM-ORD , Orders & Contracts , How To