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Jun 18 at 05:27 PM

Multiple Territory in Account

186 Views Last edit Jul 02 at 06:19 AM 2 rev

Hi Everyone,

The legacy system of my current implementation has multiple systems each with different Customer Master Records existing in each system which means that multiple instances of the same customer exists in different legacy system.

I have a unique scenario where there are 5 different divisions (Sales Organization) of 2 companies and each one of them may have some overlapping Customers between different divisions.

Different Systems in scope are SAP Sales and Service Cloud, S/4 onPrem, Hybris Commerce, CDC, MDG/MDM and SAP Hybris Marketing.

Organization Structure Set up is as below

Company 1000 has Sales Org 1010, Sales Org 1020 and Sales Org 1030 while Company 2000 has Sales Org 2010 and Sales Org 2020. There are 3 different Distribution Channel 10, 20 and 30 and a Common Division as 00

With the above setup, each of the Organizations has different ways they have defined their Territories and different Sales Reps who can be owners of these Accounts. As mentioned above that there are overlapping Customers between different Sales Org. Each of these Organizations run their businesses differently and have their own Sales Summary.

Citing an example

Customer 1 can be served by Sales Org 1010, Sales Org 1020 and Sales Org 2010

Customer 2 can be served by Sales Org 1020 and Sales Org 2020

Inshort, all possible combinations are possible

Each of these Customers will need a Sales Rep and their Territories to be determined differently. Is there any Standard way, I can leverage to configure Territory Management, Owner of the Accounts and the Sales Summary for the Organization.

Sales Summary should have the below for each Org

0-30 Days Sales

31-60 Days Sales

61-90 Days Sales

91-120 Days Sales

Over 120 Days Sales

Sales for each Month in the Current Year - This would be 12 different fields

Sales for each month in the last year - This would be 12 different fields

Since the business deals in sq ft, they need the Sq. Ft Sales for each month in the Current Year - - This would be 12 different fields

Since the business deals in sq ft, they need the Sq. Ft Sales for each month in the Last Year - This would be 12 different fields

Annual Sales for the specific Org, Current YTD Sales, Prev YTD Sales, Total Open AR Over 30 Days, Total Open AR Over 60 Days and a whole bunch of similar 20 fields more.

The simplest and the easiest way that comes to my mind is to have separate Customer Master Records with Customer Hierarchy with different Territory Management Rules by Sales Organization which will determine different Owners and also have their own Sales Summary.

Please let me know if there is an alternate way to handle this complex Customer Master management

Regards

Vineet Jain