on 10-11-2007 5:12 PM
Hi All,
Can any one tell me how to get the Org unit,positions and the attributes of the positions (if assigned any) basing on the sales org and distribution channel.
Thanks in advance.
Regards
Shafath
Hi Shafath,
If i have understood clearly you want to ask that how we can determine in sales order then the answer is that this is based on the org determination rules which are assigned to the transaction types.
These rules are defined to pick up the responsible agent/org based on two criteria
1. Based on attributes
2. Based on responsibilities
3. Both of the above
Incase when the org is to be determined based on the attributes, then the attributes of the BP like the Countyr, Postal code are matched to the same attributes of the orgs that you have maintianed in the system and the matching orgs are available for chosing.
Based on the responsibility:- Incase you want the BP to be serviced based on his importance you chose agents based on the Responsibility. Eg:- If you want the Gold Card Members to be treated by different set of org than the normal customers, you can chose this rule to maintian it.
Incase you have maintained both the rules, then the union of all the orgs determined by these rules will be available in the pop.
The path to maintain these rules is
IMG> CRM> Master Data> Org Mangement> Define Rules
and then these rules need to be assigned to a profile which contains the rules to determine both sales and service orgs is done using the path
IMG>CRM>Master Data> Org Management> Define profile
and then these profiles are assgined to the transactiont ype
Hope this would help.
Regards,
Rekha Dadwal
<b>You gain a point for every point that you reward. So reward helpful answers generously</b>
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Hi Rekha,
Thanks for your reply.
But my requirement is not related to sales order,it's related to workflow.
I want to find the org unit and positions assigned to that org unit and also the attributes assigned to the positions basing on the sales org and distribution channel for the workflow requirement.
Are there any function modules or tables to get org unit details basing on the sales org.
Please let me know.
I have rewarded you some points for your quick reply.
Regards
Shafath
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