Introduction
The concept of restricting access to master data such as e.g. accounts, contacts, and products as well as to transactions of the likes of quotes and orders can be achieved by limiting visibility using the organization unit, division, and distribution channel is also referred to as Sales Area.
Concept
In the Digital Sales Platform, business objects such as accounts and quotes can be assigned to a Sales Area, e.g.:
This example shows the assignment on an account:
Defining the Organization Structure
Under ‘Administration’ → ‘Organizational Unit’, an administrator can model the organization structure, e.g.:
When displaying the structure in a hierarchical view, the dependencies (parent / child) between the different units become apparent:
When displaying the details of an organization unit, the following details will be shown:
The most important features are explained in the following table:
|
Feature |
Description |
|---|---|
|
Employees |
Tile / Tab; here, the administrator can assign employees to the respective Organization Unit |
|
Child Organization Unit |
Tile / Tab; here the administrator can create subordinate Organization Units |
|
Currency |
Field / Tab; here the administrator can assign a currency. This is helpful e.g. if accounts / prospects do not have a currency maintained. |
|
User Profile |
Tile / Tab; here, the administrator can assign a ‘UI Profile’ (refer to ‘UI Profile’ for more details). This allows to display different fields for example when an opportunity or a quotation gets assigned to different organization units throughout their life cycle. |
|
Is Sales Organization / Is Sales Office / Is Sales Group |
Flags to determine the respective usage of the Organization Unit. |
|
Default Abs Value PriceItem / Default Discount PriceItem |
Field; the administrator can associate respective pricing items from the quote to associate e.g. Discount or Margin columns, e.g.:
|
as well as employees (and their linked users; refer to ‘Employee Management’ for additional details) can be assigned.