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 Function documentation Internal Sales Personnel Data Locate the document in its SAP Library structure

Use

Sales personnel information can be used in different ways. For example, a member of the sales office staff can select a list of all the follow-up telephone calls that he or she needs to make on a particular day. In addition, a salesperson can select a list of all the sales calls he or she made during a certain period.

Activities

Master Records for Sales Personnel

You can create and maintain master records for your sales personnel from the initial Sales Support screen. You can maintain information such as address, organizational, and sales data in the master records. When you create a record, you must enter the personnel number of the employee. In the record, you can link the personnel number to the system user name of the sales employee. You choose infotype 0105 (communication) and subtype 0001 (system user name) to do this. The link makes it possible:

·        For the system to update the appointment calendars of the sales employee responsible automatically when a sales activity is saved. For more information, see Appointment Calendar Updates.

·        For an internal E-mail message to be sent automatically to the employee responsible when a sales activity is created which requires his or her attention. For more information, see Structure linkSending Electronic Mails Internally

Assigning Partner Functions to Sales Personnel

You can specify the sales employee responsible for a sales activity by assigning the employee responsible partner function to him or her on the partner screen of the sales activity.

You can also specify in the sales activity any other sales employees who are involved with servicing the customer. You do this by assigning the sales employee partner function to them on the partner screen of the sales activity.

If the same employee or employees are always responsible for sales activities that relate to a particular customer, you can enter the partner functions in the customer master record. In the Partner Functions screen, you enter the personnel numbers of the relevant sales employees with the appropriate partner functions. When you create a sales activity for the customer, the system automatically proposes these sales employees in the sales activity if you have fulfilled the following prerequisites:

·        You have maintained organizational data on three levels (that is, for the sales area) on the initial screen of the sales activity

Note

In the standard version of the SAP System, the three levels of organizational data must be defined when you create a sales activity. The organizational data that is required is defined for each sales activity type in Customizing for Sales Support.

·        You have defined the partner functions in the partner determination procedure as mandatory

Note

The partner determination procedure is defined in the Customizing activity ‘Define and Assign Partner Determination Procedures’.

See also:

Structure linkMaintaining HR Master Data

 

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