I am pleased to give a step by step explanation to setting up a SD organizational structure. It would cover definition and assignment of all SD organizational elements.
Element of SD Org Structure
- Sales Organization
- Distribution Channel
- Division
- Sales Office
- Sales Group
Definitions
Sales Organization
A sales organization is the top most entity in SD. It could be defined based on geography or some other sales conditions to observe sales statistic. All sales document are created for a sales organization only.
To define a sales organization go to SPRO >> IMG >> Enterprise Structure >> Definition >> Sales and Distribution >> Define, copy, delete, check sales organization.
You will come to the screen shown below. Select 'Define Sales Organization' and then click on 'Choose'.
On the next screen you can see all existing sales organisations, if any and you can view the details or change it.
Select 'New Entries' to define a new sales oranisation.
Enter the details for Sales Organization.
Details of various fields on Screen
Statistics currency: The reports generated for this sales organization will display data in the currency mentioned here. Also documents created for this particular sales org will propose statistics currency as the default currency, but user can change it whenever he wants to.
Address text name/Letter header text/Footer lines text/Greeting text name/Text SDS sender: The values mentioned in these i/o boxes are atandard texts which we maintain using transaction SE78. This could be used as the default address header/footer texts in smartforms/sap scripts for this sales org.
RefSorg.SalesDocType: Sales org will use sales document types defined for sales org mentioned here. For example if we are defining sales org 0001 and in this i/o box we put 0002 then sales org 0001 will use documnet types defined for sales 0rg 0002 only.
RefSorg.SalesDocType: Mention the customer number here which would be used as the customer for this sales org for intercompany billing.
Sales org.calendar: Calender ID, which would be used for this sales org.
Rebate proc. active: Check this check box if you want to have rebate processing for this sales org.
ALE Data for purchase order: Details mentioned under this block would be used as default values if you are creating purchase order using ALEs/IDOCs (Inbound) only for this sales org.
Enter address details for the sales org, click on address button and enter the details.
Distribution Channel:
Distribution channel is mainly defined to take care of different types of sales in a sales organization. You can define a distribution channel for direct sales, internet sales, sales throug dealers etc.
To define a distribution channel go to SPRO >> IMG >> Enterprise Structure >> Definition >> Sales and Distribution >> Define, copy, delete, check distribution channel.
Click on 'new entry' and enter the 2 character length code and description. Save it and distribution channel is created.
Sales Office
Sales office definition is an optional activity, you can run SD transaction without a sales office. It's used to manage the sales in a particular region based mainly a geographical area.
To define a distribution channel go to SPRO >> IMG >> Enterprise Structure >> Definition >> Sales and Distribution >> Maintain sales office
Select 'New Entry' and enter a four character alphanumeric code and description. Also maintain the address for sales office.
Sales Group
Sales group is also an optional element of SD org structure. It's mainly used to manage work force, you can assign employees to a sales group.
To define a distribution channel go to SPRO >> IMG >> Enterprise Structure >> Definition >> Sales and Distribution >> Maintain sales group!img10.JPG!
Select 'New Entry' and enter a three character alphanumeric code and description.
Division
Division is defined mainly based on the bases of products. For example you can have one divison for two whealers and one for four whealers.
It's defined under Logistics-General. To define a distribution channel go to SPRO >> IMG >> Enterprise Structure >> Definition >> Logistics-General>> Define, copy, check division
Select 'New Entry' and enter two digit alphnumeric code and description.
Now we are done with definition of all sales organizational elements. The next step is to define the connection between these elements, which is called Assignment.
Assignment
Once the definition of all organizational elements is over, you have to maintain the relationship among these elements. All assignments can be done at SPRO >> IMG >> Enterprise Structure >> Assignment >> Sales and Distribution
Assign Sales Organization to Comopany Code
You can assign one sales org to only one company code. This assignment is important from finance point of view.
Follow the path SPRO >> IMG >> Enterprise Structure >> Assignment >> Sales and Distribution >> Assign Sales Organization to Comopany Code
Select the company code to which you want to assign sales org and then click on 'Assign'. You will get a list of sales org not assigned to any company code andthen select a sales org from that list.
Assign Distribution Channel to Sales Organization
In this step you can assign a distribution channel to a sales org. One distribution channel can be assigned to many sales organizations and one sales organization can have many distribution channels assigned to it.
Follow the path SPRO >> IMG >> Enterprise Structure >> Assignment >> Sales and Distribution >> Assign Distribution Channel to Sales Organization
Select the Sales Organization to which you want to assign distribution channel and then click on 'Assign'. You will get a list of distribution channels and then select distribution channels from that list.
Assign Division to Sales Organization
In this step you can assign a division to a sales org. One division can be assigned to many sales organizations and one sales organization can have many divisions assigned to it.
Follow the path SPRO >> IMG >> Enterprise Structure >> Assignment >> Sales and Distribution >> Assign Division to Sales Organization
Select the Sales Organization to which you want to assign division and then click on 'Assign'. You will get a list of divisions and then select divisions from that list.
Setup Sales Area
Sales area is a combination of sales organisation, distribution channel and division. Customer master and material master can have a different sales view for each sales area.
Follow the path SPRO >> IMG >> Enterprise Structure >> Assignment >> Sales and Distribution >> Setup Sales Area
Select the sales org and click on assign, it would display the list of distribution channels assigned to this sales org, select a distribution channel and again click on assign you will get a list of all divisions assigned to this sales org.
Assign Sales Office to Sales Area
In this step you can assign a sales office to sales area. One sales office can be assigned to many sales areas and one sales area can have many sales offices assigned to it.
Follow the path SPRO >> IMG >> Enterprise Structure >> Assignment >> Sales and Distribution >> Assign Sales Office to Sales Area
Select the Sales area to which you want to assign sales office and then click on 'Assign'. You will get a list of sales offices and then select divisions from that list.
Assign Sales Group to Sales Office
In this step you can assign a sales group to sales office. One sales group can be assigned to many sales offices and one sales office can have many sales groups assigned to it.
Follow the path SPRO >> IMG >> Enterprise Structure >> Assignment >> Sales and Distribution >> Assign Sales Group to Sales Office
Select the Sales office to which you want to assign sales group and then click on 'Assign'. You will get a list of sales groups and then select sales group from that list.
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