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.
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. |
Add Comment