Hi,
our
sales managers are recently facing issues while trying to plan the quota for
appendant units.
Orgmodel
is set up like this:
_sales
office A
__sales
manager A
__sales
employees A
____sales
group A1
_____sales
manager A1
_____sales
employees A1
____sales
group A2
_____sales
employees A2
In the
past (at least for the last fiscal year planning) sales managers of sales
offices were able to plan the quota for all appendant
units; e.g. sales manager A were able to plan either the quota for the sales
groups A1 & A2 in general but also for the individual sales reps/employees
within these groups - this is like the system should behave imo.
As of
now (probably since upgrade to EHP4 SP2 as this was the only major upgrade that
could have involved the system behavior like that), sales managers are only
able to distribute the quota for units directly below them and not for the
individual employees within the sales groups anymore. While trying to drill
down to the groups, they face following error message: "User not assigned
correctly or at all to the organizational hierarchy"
However,
some sales groups (like A2 in the example above) do not have their own
managers, so sales managers from the sales office have to take over the
planning.
The only workaround that I can think of is to "simply" assign the according employee as head of every sales group in addition to his actual assignment. Thereby he would have to select the proper organization unit each time he creates an activity in SAP CRM without relation to a customer though..
Does
anyone face the same issue and found a solution for it? I would really
appreciate it.
Thanks and best regards,
Daniel
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