Defining sales groups and account assignments

Within an organization, different business units perform sales planning in different ways. For example, some record the quantities and prices of products that are sold, while others record quantities and revenues.

You can copy sales and cost group definitions from a configuration set to a new configuration set.

Click the Home icon.
Select Applications > Sub Plan > Sales > Configuration Sales > Define Sales Groups.
Click New Group.
Specify a name for the group.
Select the model settings and click OK.
Model settings specify the types of value that users will enter in the data entry page. For example, they might enter quantities and prices to calculate revenues from the quantities and prices. Or they might enter quantities and revenue to calculate prices from the quantities and revenues.
Click the Configure button of the sales group.
Click Not set in the Sales column and select a sales account for the sales group.
The accounts you can select are those that are assigned to Sales in the sub plan. If no sales accounts are assigned to the sub plan, the Sales column displays No Account. Assign one or more sales accounts.
Click Not set in the Receivables column and select a receivables account for the sales group.
The accounts you can select are those that are assigned to Receivables in the sub plan. If no receivables accounts are assigned to the sub plan, the Receivables column displays 'No Account'. Assign one or more receivables accounts.
Click Not set in the Cash column and select a cash account for the sales group.
The accounts you can select are those that are assigned to Cash in the sub plan. If no cash accounts are assigned to the sub plan, the Cash column displays 'No Account'. Assign one or more cash accounts.
Define Cost Groups.
In the Active column, select check boxes to activate sales groups.