Party Role Determination in a Sales Document

[KathrinD]

The following 3 elements are taken into consideration for the determination of the Party Roles in a sales document such as a Sales Order:

1. The fine tuning activity Involved Parties for Sales Orders (in the example of a Sales Order) in your Business Configuration.

2. The Organizational Work Distribution rules in the Organizational Management.

3. The Employee Work Distribution rules in the Organizational Management.

To determine the Parties in a Sales Order you need to consider the determination rules in the fine tuning activity Involved Parties for Sales Orders for the following Parties:

A) Seller

B) Sales Unit

C) Employee Responsible

You can check the rules for each party role by selecting the party role and then clicking on the Maintain Determination button.

A) Select the Seller party role and click on the on the Maintain Determination button.

Here you see that there are 2 methods for the determination of the Seller.

Step 5 -> Company of Logged on User

If this is active, the system will check the logged on user (if you create a Sales Order via the Sales Order from Microsoft Excel® the user logged on via the excel add-in is used) and checks if this user is assigned to a company in the org management. If this is not the case or the step is not active the system will check the next step.

Step 10 -> Company of Sales Unit

The system will check the determination of the party role Sales Unit

B) Select the Sales Unit party role and click on the on the Maintain Determination button.

Here you see that there are 3 methods for the determination of the Sales Unit.

Step 10 -> Responsibility “Sales Unit for Sales"

The system will check the Organizational Work Distribution Rules for the work category Sales Unit.

If you rule for the determination of the Sales Unit depends on the seller (Company).

The Seller and Sales Unit cannot be determined.

The system will go to the next step.

Step 20 -> Functional Organizational Unit of Employee Responsible

If an Employee Responsible (see section C) for the determination of the Employee Responsible) could be determined according to the rules set up for the party role Employee Responsible, the system will check to which Organizational Unit this employee is assigned to and if this Organizational Unit is a Sales Organization and Sales Unit (this is done in Organizational Management under the Functions tab with the options Sales Organization and Sales). If the Employee Responsible could not be determined or the Employee Responsible is not assigned to an Org Unit which is active for Sales Organization and Sales Unit then the system cannot determine the Sales Unit and will move on to the next step.

Step 30 -> Organizational Unit from Org Model if only One Suitable Functional Unit Exits

The system will check if there is only one valid Organizational Unit which has the Functions Sales/Sales Organization active. If there is only one, the system can determine it. If there are more than one, the system cannot determine it.

If the System cannot determine this, the error message "party with role sales unit missing" occurs.

C) Select the Employee Responsible party role and click on the on the Maintain Determination button.

Here you see that there are 3 methods for the determination of the Employee Responsible.

Step 10 -> Direct responsible Account

If this step is active, the system will check if there is a direct responsible maintained in the Responsibilities of the Account Master Data for the party role Employee Responsible – Sales.

If this is the case, the Employee Responsible will be determined. If this is not the case the system will check the next step.

Step 20 -> Responsibility “Employee Responsible for Sales"

The system checks if a rule for the Employee Work Distribution and the Work Category Employee Responsible for Sales has been defined in the Organizational Management.

If the rule applies, an Employee Responsible can be determined. If there is no rule defined or the rule does not apply, the system will check the next step.

Step 30 -> Logged on UserIf this step is active, the system will determine the logged on User as Employee Responsible.

If all these settings are set up correctly the system can automatically determine the Party Roles Seller, Employee Responsible Sales, Sales Unit and Sales Organization when you enter an Account in a Sales Order.