Can we restrict sales group based on the sales office selected in account QC screen?

[former_member197769]

Hello Team,

We have a requirement to restrict/filter sales groups based on the sales office choosen. Please can somebody guided in detail how this can be achieved on the account QC screen.

Regards,

Rupesh

[former_member261131]

Hi Rupesh,

the following Help Portal documents will explain this further in combination:

• Account Sales Data
• Maintain Account Data
• Employee Sales Data
• Manage Organizations
• Sales Organization Data

Best regards,

Vivien

[rabbani1234]

Hi Rupesh,

I need more explanation regarding this can you please share your screen shot..but I will give small solution but I don't know that will use for you or not.

I have an idea..

You can use in restricted sales group based on sales office,,please create visibility rule in QC screen level based on your requirements.. please go adaption tool---> then write a logic for a specific field...

Regards

Patan.Rabbani

[mjveerhuis1]

Hi Rupesh,

What do you mean with Account QC screen?

In the sales data screen on the account sales office and sales group are related to the sales organisation, if you have set up your organisational model like that.

Kr.

MJ