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How to Configure Customer Hierarchy.......

Dear All,

Business Requirement is-

user want to determine sales value on each level Like.-

National sales Manager(NSM)-->Regional Sales Manager(RSM)--->Zonal Sales Manager(ZSM)--->Area Sales Manager(ASM)--->Sales officer(SO)-->Sales Representative(SR).

Also user only wants to enter sales Representative in sales order as a partner function & upper level hierarchy are automatically determine like SO,ASM,ZSM,RSM,NSM.

Please help how to configure ?

Regards,

Sameer Singh

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1 Answer

  • Dec 24, 2014 at 11:41 AM

    Hi,


    user want to determine sales value on each level Like.-

    National sales Manager(NSM)-->Regional Sales Manager(RSM)--->Zonal Sales Manager(ZSM)--->Area Sales Manager(ASM)--->Sales officer(SO)-->Sales Representative(SR).

    Define price condiitions, add them to your Price procedure (set them as statistical). Price conditions will be based on partners you´ll have defined for NSM, RSM....


    Also user only wants to enter sales Representative in sales order as a partner function & upper level hierarchy are automatically determine like SO,ASM,ZSM,RSM,NSM.

    Those partners will have already been assigned to sold-to and copyed automatically to your sales document. I guess there´s no need to assign it to sales order manually as they don´t change often and can be mantained in sold-to once you´ve mapped your sales force...

    Regards,

    JM

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    • Dear Sir,

      Why dont we use the Customer master fields in sales data tab .Like sales district(north south, east ,west),sales office with a prefix of Regions r1....etc, sales groups being the representatives.

      However for other hierarchies we could use Customer groups

      The path being Customer master sales area-->extras-->additional data

      having a logical thought as per process.With this we can create a report as per requirement.

      Regards

      Rajesh naidu.I