Define Sales organization
Sales organization is the basic organizational element in SD. All sales documents are created for a sales organization. Sales organization can be defined based on • Division of sales function of the company based on • Geography or sub-businesses of the company • Any other sales criteria. Sales organization is defined as a 4-digit alpha numeric code with external numbering
Follow Menu Path: IMG → Enterprise structure → Definition → Sales and Distribution → Define, copy, delete, check sales organization Click Following pop-up is displayed
Click on “define sales organization” and click on
Here the three options explained in background are applicable. a.
If existing Sales organization is to be modified, choose the Sales organization from list and click on to get into details b. For copying existing Sales organization to new one select the Sales organization to be copied and click on . c. For creating a new Sales organization click on new enter
Maintain Key controls as below Field Name Field Description and Value Sales organization 4-character key for the Sales organization.
Description is next to it Statistics currency Currency is proposed as default currency when statistics is generated for the sales organization Reference Sorg.
Sales Doc Type All document types assigned to the reference sales organization, 3000 are also allowed for sales organization, 3020 Customer Inter-company billing When the sales organization is the ordering sales organization in a inter-company sales scenario, then the customer assigned here is the inter-company customer Sales organization calendar This is working day calendar for the sales organization Text It is a standard text, which can be called in layouts used for order confirmation outputs Click on the “Address” icon and maintain address as shown below.
Define Sales office
Sales office of a company is an office, which has sales persons associated with it. Sales office has an address. One sales office can be assigned to more than one sales area.
Follow Menu Path: IMG → Enterprise structure → Definition → Sales and Distribution → Maintain sales office
Define Sales group
Sales group is group of sales persons responsible for sales items in a sales order. Sales group is determined in the sales order as per customer master, sales area data or it can be maintained manually Sales group is not a mandatory configuration. Sales order processing can work without sales group configuration. Sales group can be assigned to more than one sales office.
Follow Menu Path: IMG → Enterprise structure → Definition → Sales and Distribution → Maintain sales group
Assign Sales organization to company code
Menu Path: IMG → Enterprise structure → Assignment → Sales and Distribution → Assign sales organization to company code Click Assign Sales organization to company code
This assignment is important for integration with finance. One sales organization is assigned to one company code. Perform the following steps to do assignment: a. Click on sales organization b. Click Select/Deselect c. Click on company code d. Click on Assign
Assign Distribution channel to Sales organization
Menu Path: IMG → Enterprise structure → Assignment → Sales and Distribution
One distribution channel can be assigned to more than one sales organization.
Wednesday, November 18, 2009
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