Sales quote - determination of responsible Sales Unit

[Former Member]

Dear Exerts, I know how to automatically pull

- Sales Organization
- Distribution Channel
- Division
- Territory

upon sales quote creation (based on account and sales rep). But what about the "SALES UNIT". Can this also be determinded automatically?

Any hint would be appreciated. Regards,

Martin

[guenter_wilmer · Accepted solution]

You screenshot refers to the determination step 1 based on Responsibility "Sales Unit for Sales".

Step 5 Account's Sales Data should be avoided if you default the sales org and distribution channel, plus division via the triple selection. (Value help of Sales Organization shows all three values)

Simply use step 20 .

[Former Member · Accepted solution]

Excellent, THANK YOU!

Regards,

Martin