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Oct 01, 2019 at 12:48 PM

Pre-Filter Sales Unit based on Sales Organization

80 Views Last edit Oct 23, 2019 at 01:24 AM 2 rev

Hi experts,

I would like to simply the life of our sales colleagues when maintaining their opportunities. Specifically when selecting the Sales Unit. As an example say our Sales Organization is set up as:

- SO01SU01
- SO01SU02
- SO02SU01

Now when I create a new opportunity and enter the value SO02 as Sales Organization I would like the window that opens for the selection of the Sales Unit to only show SO02SU01 rather than all (5) the entries of the Sales Org. (as they are all Sales Units). Below is the window for the Sales Unit selection I am referring to.

Is there any way (maybe via PDI) that I can create a custom query that I set as default, which takes the value of the field Sales Organization into account (even is the opportunity is not yet saved?)

Would be thankful for any input.

Thanks, Christopher.