1435095 - How to Determine Sales Unit in a Sales Order

SAP Knowledge Base Article - Public

1435095 - How to Determine Sales Unit in a Sales Order

Symptom

The sales unit determined in the sales order is not the one expected.

Environment

SAP Business ByDesign 1802 and higher.

Reproducing the Issue

  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.

Cause

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.

Resolution

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.
  1. 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 > Maintain Determination.

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

Keywords

party role definition; sales orders; sales unit determination; work distribution , KBA , AP-SLO , Sales Order Processing , AP-OM , Organisational Management , How To

Product

SAP BUSINESS BYDESIGN 1705 ; SAP Business ByDesign 1.0 ; SAP Business ByDesign 1302 ; SAP Business ByDesign 1305 ; SAP Business ByDesign 1308 ; SAP Business ByDesign 1402 ; SAP Business ByDesign 1405 ; SAP Business ByDesign 1508 ; SAP Business ByDesign 1511 ; SAP Business ByDesign 1602 ; SAP Business ByDesign 1605 ; SAP Business ByDesign feature pack 2.0 ; SAP Business ByDesign feature pack 2.5 ; SAP Business ByDesign feature pack 2.6 ; SAP Business ByDesign feature pack 3.0 ; SAP Business ByDesign feature pack 3.5 ; SAP Business ByDesign feature pack 4.0