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Former Member
Apr 24, 2007 at 05:00 PM

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.