This blog talks about the ‘My Sales Unit’ default set that has newly been introduced with 1608 for the Sales unit F4
Until 1605, for the Sales Unit F4, one would always see ALL the sales units in the system. With 1608, we get an option now to see a restricted list which works well to reduce the number of relevant sales units to search from. Well, there are 3 things it works with:
1. The logged in user in his role as an employee
2. The logged in user in his role as a manager
3. Whether one wants to search the entire hierarchy
Depending upon each of these, the search results of the F4 would vary. The logic by which it would work would be:
1. Determine the Org Unit the login user is assigned to as an employee.
2. Starting from the result from (1) search in the OrgUnit hierarchy upwards, until an OrgUnit with the respective Sales function has been found.
3. The query has filters and one of these is the indicator “Include Sub-Units”. If this has been set: Starting from the result from (2) search in the OrgUnit hierarchy downwards, until ALL Org Units with the respective Sales function has been found.
4. Determine the Org Unit the login user is assigned to as a manager.
5. If the indicator “Include Sub-Units” has been set: Starting from the result from (4) search in the OrgUnit hierarchy downwards for ALL OrgUnits with the respective function.
– The F4 searches for the Sales Unit that the Employee belongs to (if the unit itself is not a sales Unit, then look upwards and find the first one)
– The F4 searches for the Sales Units that the employee manages
– If you want to include the sub units:
– The F4 additionally searches for other sales unit downward in the hierarchy from where the employee belongs to
– If he is a manager it searches for all the Sales Units under the units he manages as well
As an example, here is an Org Structure with 2 sales Orgs – one for JC Penny US and the other for India
Eddie Smoke is an employee belonging to JC Penny US, while managing 4 other Units across the two Sales Orgs like Chicago, New York, Mexico and NationalCapitalRegion of India
Let us look at how the F4 behaves now on an Opportunity
You can see that there is a new default set available now – called My Sales Unit. By default in the advanced search, the Flag ‘Include Sub Units’ is not checked
The system has determined the Org Unit of the Employee -> JC Penny US
Then it checked for the Sales Unit in this Unit or look upwards. Hence it determined JC Penny US
Next, it searched for the Sales Units managed by the employee and determined Chicago, NY and Mexico.
Now, let us check the ‘Include Sub-Units flag and search:
It determined two additional units
1. (Employee role): JC Penny East since looking down at the hierarchy from Eddie Smoke’s Org Unit JCPenny US , it found this Sales Unit and
2. (Manager Role): Delhi Region since looking down from NCR that he manages, it found this additional Sales Unit.
If there were further ones below these units, they would be shown as well