Status

DONE 

Author

Feature No.

UMA-72 - Getting issue details... STATUS

Test Case No.

QA-5416 - Getting issue details... STATUS

Related Features3.7.1 - Organization: SAP Business Partner information alignment (Sales Organization, Distribution Channel, Division)
Tenant

Organization Layer

Main Version

3.17.0

Patched Versions

-

Conf. for Technical Upgrade

Yes

General Description of the Feature

The feature discussed in this document aims to facilitate the management of common divisions and distribution channels within sales areas when the Organization module is activated. It allows users to streamline the creation of business partner sales area data by recognizing common data sets and reducing redundancy.

This feature is specifically implemented within the retail/sales module.

double exclamation mark It's essential to note that this setup process occurs once at the outset and should remain unchanged thereafter. Although users have the ability to make modifications, it is advised against.

To begin, users must create all necessary organization-related entities, including Organizations, Distribution Channels, and Divisions as explained in detail in the respective documentation: 3.7.1 - Organization: SAP Business Partner information alignment (Sales Organization, Distribution Channel, Division)

From the above steps, both individual entries and those deemed 'common' must be created. Additionally, ensure all resulting sales areas from the combinations of Organization, Distribution Channel, and Division are generated.

Distribution Channel and Division Mappings (Common)

Establish connections between actual distribution channels/divisions and their common or resolved counterparts using two new pages:

Distribution Channel Map Grid List Page: Access this page to view and create mappings of distribution channels.

  • URL: ~/SetupEntities/DistributionChannelMapGridList
  • Users can create new entries via the plus icon, specifying:
    • Organization
    • Distribution Channel
    • Mapped Distribution Channel

Division Map Grid List Page: Similarly, access this page to manage mappings of divisions.

  • URL: ~/SetupEntities/DivisionMapGridList
  • Create mappings by specifying:
    • Organization
    • Division
    • Mapped Division

Note: A Validation ensures that no duplicate mappings within the same organization can be created.

Ensure mappings are created for all available entries, distinguishing between common and individual divisions. For instance,

  • when a division is categorized as common, it should be mapped to itself.
  • when a division is distinct, it should be mapped to the corresponding common division.

Business Partners

Following the mapping of distribution channels and divisions, the available business partner sales areas are significantly reduced. This is due to the consolidation of common data, resulting in fewer eligible combinations for business partner areas.

Sales Process

During the sales process, although divisions/distribution selections per company are resolved to common sales areas, the actual selections of organization, distribution channel and division must be retained and displayed to users.

Upon creating a new lead, users are presented with the organization, distribution channel, and division dropdowns, as before, allowing them to select from the actual values. These selections are passing through validations to ensure the existence of resolved sales areas and associated business partner data.

Similarly, when changing sales areas on a VOI, users are presented with actual values in the dropdowns, with validations confirming the existence of business partner data for the selected area.

In both cases if no data is found (in the mandatory fields) on the resolved sales areas of the respective Business Partner, users are redirected to a window displaying the business partner area tab (with disabled filters displaying resolved values directly) and prompting the user to fill out the mandatory area data.

Throughout the process, the actual user selections are retained, while calculations and operations utilize the resolved common sales areas.

Integration

During the creation or update of a business partner, the common sales area data is synchronized with the Dealer Management System (DMS) through the relevant API. This ensures consistency and accuracy across platforms.

Additionally, in the sales process, when sending Offer and Order documents to the DMS, the area data included in the API always reflects the actual selections made by the user on the Vehicle of Interest (VOI). This integration guarantees seamless communication and alignment between the digital sales workplace and the DMS.


Business Benefit 


Configuration 

Full information about the Organization structure functionality and all the configuration for it can be found in the original feature: 3.7.1 - Organization: SAP Business Partner information alignment (Sales Organization, Distribution Channel, Division)

New configuration required based on the new implementation:

Administration and Process pages

Distribution Channel Map Grid List Page~/SetupEntities/DistributionChannelMapGridList
This page lists all the existing mappings of the distribution channels.
Division Map Grid List Page~/SetupEntities/DivisionMapGridList
This page lists all the existing mappings of the divisions.



Additional Information

New Database Tables/Views:

@IDMS_DEPARTMENT_MAP

Field Name

Type

Comments

Code

nvarchar(50)

GUID

Name

nvarchar(100)

GUID

U_IDMS_OrgCode

nvarchar(50)

@IDMS_ORGANIZATION.Code
The organization this map will refer to.

U_ IDMS_DepartCode

nvarchar(50)

@IDMS_DEPARTMENT.Code
The distribution channel we want to map to a common one.

U_ IDMS_MapDepartCode

nvarchar(50)

@IDMS_ DEPARTMENT.Code
The common distribution channel we will resolve to.

@IDMS_DIVISION_MAP

Field Name

Type

Comments

Code

nvarchar(50)

GUID

Name

nvarchar(100)

GUID

U_IDMS_OrgCode

nvarchar(50)

@IDMS_ORGANIZATION.Code
The organization this map will refer to.

U_IDMS_DivCode

nvarchar(50)

@IDMS_DIVISION.Code
The division we want to map to a common one.

U_IDMS_MapDivCode

nvarchar(50)

@IDMS_ DIVISION.Code
The common division we will resolve to.

IDMS_AREARESOLVEDVIEW: Has the exact same fields as IDMS_AREAVIEW but the distribution channel and division fields are displaying the resolved values.


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