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Move Sales Group between Sales Offices

arjenvandixhoorn
Explorer
0 Kudos

Hi,

We are setting up our Sales Organization today and what we have seen within our company in the past is that the assignment of our Sales Groups to Sales Offices quite often changes.

We assign for example local customers to a Sales Group (for example Netherlands) - this Sales Group is then connected to a Sales Office (for example Benelux).

When next year the Sales Group Netherlands needs to be linked to another Sales Office UK (for example), how do we then maintain the sales history of the customers in the Sales Group. Do we set up for example a from to date or how could we do this? I would assume we need to make the change on Customer Master level.

Thanks!

Regards,
Arjen

Accepted Solutions (1)

Accepted Solutions (1)

sez41
Active Contributor
0 Kudos

Hi Arjen,

If sales groups do change so frequently, best practice would be not to use Sales group functionality. You can think to design creating those sales persons with a different account group (as customers), and assign them as a customized partner function to the account. This way handling assignments would be much easier and would not need any further customizing (Change management would be done by end-users).

You would lose tracking assignments of sales grups to sales offices in this approach, so you should decide if assignment of sales groups to sales offices (and reporting of that) is really relevant for your organization.

On your original question; (how do we then maintain the sales history of the customers in the Sales Group) - Field changes in customer master are logged in CDHDR and CDPOS tables with key dates, so you can make a report or a query to track these changes.

arjenvandixhoorn
Explorer
0 Kudos

Thank you Bilgin! I will take your proposal into consideration.

Answers (1)

Answers (1)

p391977
Contributor
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First, you assign the sales group 1 to sales office 1.

Later you remove this assignment & assign the sales group 1 to sales office 2

Make the relevant changes in customer masters.

Sales history will not be affected since earlier, it was coming under so and so sales office, sold to party & now it will come for different sales office, sold to party.


Reward if helpful.



Best Regards,

Radheshyam P.