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Employee to multiple Sales Org possible?

Jul 06, 2017 at 02:41 PM

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Hi,

I'm sure this has been raised before..my understanding is that we can now assign an employee to multiple Org Units, but an employee can only be assigned to a single Sales Org. The system allows you to technically assign an employee to more than one Sales Org which is probably causing the confusion.

The authorisation access is also not by the sales unit of the document but based on the territory assigned to business document, so wondering how the authorisations would work if we assign an employee to multiple Sales Org.

Is my understanding still correct or has the functionality changed over releases? I don't seem to find this in any release notes.

Best Regards,
Preethi.

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1 Answer

Prasanth Sarma Aryasomayajula
Jul 10, 2017 at 05:08 PM
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Please refer to the concept of Work Distribution Rule Configuring Organizational Work Distribution

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Hi Prasanth,

Thanks for this, but this doesn't answer my question either. My question is more on assignment of Org Units for an employee.

Best Regards,
Preethi.

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The restriction rule, Employees (for Managers) (excluding active territory assignment) for access context 1015 provides access based on employee sales data only.

An employee’s sales data is used for access restriction with business context 1015 (Sales Documents, Accounts). If an employee is assigned to an organizational unit without an assigned distribution channel or division, that employee will not be restricted from accounts or sales documents based on his or her sales data.

If an employee is a manager, access is granted to documents or accounts with assigned employees who are in the manager’s organizational units (including sub-units), not considering any territory restrictions. The rule applies equally to functional and reporting line managers.

Hope this clarifies.
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