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author's profile photo Former Member
Former Member

Automatic determination of Sales Office and Sales Group in a Transaction

Hi CRM gurus,

I was able to perform automatic determination of Sales Org, Division, and Distribution Chanell (Org determination), but still need to do the Sales Office and Sales Sales Group part.

I tried to do this with the Sales Rep in my Lead and Opportunity Transactions. I had 'employee' assigned to the Sales Group in the Org Model, and selected the same BP as Sales Rep in the Transaction, but it did not help. I'll appreciate if you could share your thoughts.

Thanks,

-Pras

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  • author's profile photo Former Member
    Former Member
    Posted on Apr 24, 2007 at 06:54 PM

    Hi Pras

    If there is only one org unit found and this one org unit contains only one sales office / one sales group then it should be filled in automatically. Be sure that they are part of the org profile and determination rule.

    If you want to restrict the determination which was found automatically look in this thread ORG.determination - there is a reference to the code where the found org units are displayed and where you can modify the selection.

    Regards, Kai

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