Sales organizational data

Before you can complete sales procedures, you must specify sales organizational data, such as sales order types that define the mandatory steps in the sales order procedure, sales offices that you can use to create sales contracts, sales orders, sales schedules, and user profiles with user-specific default data. If multisite is implemented, you can also specify sales data and parameters specific for sites.

Specifying sales order types

The sales order type determines the activities that are included in the order procedure, and how and in which sequence the order procedure is carried out. When a sales order type is linked to a sales order, the sales order is processed according to the activities and the type of order defined for the sales order type.

To specify sales order types and their activities:

  1. Enter a sales order type in the Sales Order Types (tdsls0594m000) or the Sales Order Type (tdsls0694m000) session. You can specify normal and special order types. The order procedure of special orders usually differs from normal sales orders.

  2. On the Activities tab of the Sales Order Type (tdsls0694m000) session, specify:

    • The activities (tasks) to be carried out.
    • The sequence in which these activities must be carried out.
    • Whether the activity must be carried out automatically or manually.

For more information, refer to Flexible sales order processing.

Specifying sales offices

The sales office determines the location from which sales orders, contracts, schedules, and sales quotations are processed. A sales office is needed to complete transactions with sold-to business partners. Various sales offices can be set up for one company. Once you set up the sales office, you can define user profiles.

To specify a sales office:

  1. Define the sales office as a department in the Enterprise Unit (tcemm0630m000) session.
  2. Specify sales-office-specific data in the Sales Offices (tdsls0512m000) session. The enterprise unit to which the department is linked informs you about the financial company to which financial transactions for the sales office are posted. If you want to use sales offices in combination with sales orders, sales schedules, sales contracts, or sales quotations, you must fill the applicable series fields.
Specifying sales data by site

If multisite is implemented, you can specify sales data and parameters specific for a site. This is data such as settings for inventory checks, order commitment lead times, or back order confirmation settings. Specifying sales data by site is required if these data and settings are different from the companywide or global sales parameters. For more information, refer to Setting up a multisite structure within a company.

Specifying user profiles

User profiles are used to set up default information for sales employees, so documents can be processed faster. In the Sales User Profiles (tdsls0139m000) session, you can link a user to a sales office, order type, and warehouse for each login code. If multisite is implemented, you can also link a user to a site.

When the user creates a sales order, sales contract, sales schedule, or sales quotation, the user profile determines the defaults. This accelerates the sales-related transaction entry processes.

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