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Former Member

Sales Unit wrong

Hello,

in my opinion the Determination of the responsible sales unit in a sales order is not working as intended if there are more than one Companys in the orginzational management. Here is an example:

Employee Responsible A is assigned to Company A and only selling to customers in Country A. In this case the sales unit is being correct determined.

Employee Responsible B is assigned to Company B and selling to customers in Country A, B, C and so on. A rule is set in the organzanial work distristubution: if Company is B and Country is A, use sales unit A. If Company = B, Country= B, use sales unit = B, same pattern applies for Country C.

The employees are assigend to inidiviual sales Units in the Different companies and it seems that ByD ignores the work Distribution role and only checks for the sales unit to which the employee is assigned (Sales Unit B). I've read all the Blogs/guides I could find and it should work, but in this case it doesn't.

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7 Answers

  • Apr 28, 2017 at 01:28 AM

    Hi Dennis,

    Have you check Involved Parties for Sales Orders fine-tune activity?

    Best Regards,

    Fred

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    Former Member
    Apr 28, 2017 at 09:38 AM

    Hi Fred,

    yes, I've checked the fine-tuninig activity but somehow it seems that the System doesn't check the Parameters and goes to the Standard, like it has found no responsible sales unit depending on the rules mentioned above.

    Greetings, Dennis

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    • Hi Dennis,

      ->The employees are assigend to inidiviual sales Units in the Different companies and it seems that ByD ignores the work Distribution role and only checks for the sales unit to which the employee is assigned (Sales Unit B).

      I am a bit confused with the issue you mentioned above.

      Which is not determined correctly? :)

      Best Regards,

      Fred

  • Apr 28, 2017 at 10:18 AM

    Hi,

    We have faced this issue in the past. The system "works as designed" (we can argue about the design, but that is a different story).

    When you create a new Sales Order, the Company is initially not known, since ByD first determined the Sales Unit, then from the Sales Unit it derives the Sales Organization, and finally from the Sales Organization it derives the Company.

    We have a similar scenario where the sales employees are assigned to a particular Org unit, but may sell the customers in other regions, and we want this SO's to be assigned to a different Sales Unit.

    The way we were able to achieve this is by creating Work Distribution rules that look at the Account Country and assign a Sales Unit based on the country.

    There is a fine-tuning activity required to extend the selection criteria for work distribution to include Country (and a few other things - ABC classification, ....)

    Hope this helps!

    Regards,

    Eelco

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    Former Member
    Apr 28, 2017 at 06:41 PM

    Hi Eelco,

    thanks a lot for your Reply, I will dig deeper into this next week and provide a feedback if it worked. And I really think the desgin is counterintuitive, because of the Definition of the Work Distribution rules.

    But I think the main Problem is to distinguish between the 2 Different Companys; the Determination while there was only 1 Company worked as intended. Now that we have got 2 Companys ByD couldnt determine a sales Unit if the rules include a Company. So for USA it would look like this:
    Rule 1: if the Country is USA and Company is 1000 -> Sales Unit: USA (local) (supposed to work for employees in Company 1000)
    Rule 2: if the Country is USA and Company is 2000 -> Sales Unit: USA (international) (supposed to work for employess in Company 2000)

    If I only define a Country, a Sales Unit could be found, but depending on the responsible employee it is either worng or correct, because it now is set always to USA (local) = Company 1000, even if the employee doesn't exist in Company 1000...

    Quote: "When you create a new Sales Order, the Company is initially not known, since ByD first determined the Sales Unit, then from the Sales Unit it derives the Sales Organization, and finally from the Sales Organization it derives the Company." So this means that I could never distingish between different Companys in the sales process, could I? Or am I missing a link here? I think I'll make some screenshots in the reference System and maybe we could find a solution.

    Best regards and have a good Weekend,

    Dennis

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    • Hi Dennis,

      There are more layers to this :-)

      You can also, through "fine-tuning" activities, alter the behavior of the system to always use the company of the logged-in employee, for instance (there are a couple of other options). In some cases, if you have a "preceding document" (Sales Quote, Customer Contracts,....) that could also influence the behavior.

      In our original setting, we assigned an "Employee Responsible" to each Account, and then let ByD determine the organization setting from there (my understanding is that it would take the employee responsible, get the Sales Unit (which would be the Org Unit that the Employee Responsible was assigned to), from that the Sales Organization, and from that the Company.

      When we started to change, we ran into issues. We, like you, tried to define Organizational Work Distribution Rules that used Company, but found that they either did not work, or lead to unexpected results, which is when we found out from SAP Support that Company is not initially known. Counter-intuitive indeed.

      What works for us is the following:

      1. we assign an Employee Responsible to each Account (but we do not necessarily want that to determine the Sales Unit on a Sales Order)

      2. we use Organizational Work Distribution (Sales Unit for Sales) to assign a Sales Unit based on Country (Sales Org and Company get derived from the Sales Unit)

      3. for some rules, we (also) use Account and ABC classification

      You could also use State, City, Postal code and Industry. I guess there are scenario's where Company might work, but from our current understanding, not for this scenario.

      Hope this helps.

      Regards,

      Eelco

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    Former Member
    May 01, 2017 at 01:53 PM

    Dear Dennis, dear Community

    please check the blog for further information about the system design.

    https://blogs.sap.com/2016/05/16/party-role-determination-in-a-sales-document/

    Best Regards

    Gunnar

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    Former Member
    May 03, 2017 at 04:36 PM

    Hi Gunnar,

    thanks you for the blog entry, that was the guideline I was using while I was setting up the work distribution rules for the organizational management. Regarding to this blog entry point B: step 10, I would expect that the system determines the responsible sales unit according to the rules I've set up. Here is a Screenshot how I cofigured the rules:

    There are 2 companies defined:

    1000 - Almika - responsible for global trading, needs different sales units, depending on the country

    A_1000 - Berlin Mitte - responsible for local trading, sales unit needs to be V_1300 - Verkauf DE

    If I create a salesorder as an Almika employee, the system doesn't seem to care about the country, the sales unit is always being set to P1100 -Vertrieb Heizungen, but this doesn't fit the rule, does it? Rule 1 says, if the country is Germany and Company is 1000, use P1100. I would expect ByD to check the other rules and if a rule fits it would use this rule. And rule 2 fits this case, so ByD should select P5100 - Sales US....

    For A_1000 these rule works and selects the right sales unit.

    Here is an example for the wrong unit:

    If I set up the rules by Country (without the companies involved) it selects the wrong sales unit for a sales user in Company A_1000 - then Vertrieb Heizungen is determined, but the employee has nothing to do with it...

    Richard Smoke is assigned to Company A_1000 Berlin Mitte and sales unit V_1300 should be determined...

    So in conclusion the rules seem to work if there is only 1 Company... or is there any setup I didn't notice? I tried many different options and combinations in the finetuning-task, but nothing seemed to work.

    Best regards and many thanks in advance,

    Dennis

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  • May 11, 2017 at 01:00 PM

    Dear Mr. Seitz,

    in your case the determination of the Seller party role is dependent on the determination of the Sales Unit. You can see this in the fine tuning activity when you check the determination of the Seller Party ( Step 10 -> Company of Sales Unit). In this step the system will check the determination of the party role Sales Unit. In the determination of the Sales Unit you created a Organizational Work Distribution Rules for the work category Sales Unit. But this rule depends on the Company (=Seller). As no Seller party is determined at this point in time, the system is also not able to determine which rule to pick. Hence, the Sales Unit cannot be determined either. Since you have multiple companies you have 2 options. Either you manually maintain the Seller in the Sales Order or you activate Step 5 -> Company of Logged on User for the determination of the Seller party role (in this case the scenario will only work if the logged on User (not the Employee Responsible) is assigned to the correct Company (Seller)).

    I hope this answers your questions.

    with kind regards,

    Kathrin Dietrich

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