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Function documentationAssign Products

 

You can assign products to a territory to restrict the responsibility of a territory to a product category, or a product hierarchy.

You can also restrict the responsibility of a territory to products belonging to a certain sales area by using a sales category attribute.

To use the sales category attribute you must activate the business function Sales and Service (CRM_SLS_SRV_1)

Prerequisites

To use the sales category attribute, you have to maintain the required product hierarchy ID as a sales hierarchy. You do this in Customizing under Start of the navigation path Customer Relationship Management Next navigation step Cross-Application Components Next navigation step SAP Product Next navigation step Product Category Next navigation step Assign Category Hierarchies to Applications End of the navigation path.

Features

The following options are available when using attributes Product Category ID, and Product Hierarchy ID:

  • One attribute: Category ID

    This is not unique and can be used in multiple product hierarchies.

  • Two attributes: Hierarchy ID and Category ID

  • Combination of: Category ID+Category ID (PM_CATEGORY_GUID)

    Use this if you need to assign a group of products to a territory.

Recommendation Recommendation

The Category ID is not unique, so using it makes sense only if you have just one product hierarchy in the system. If the category ID occurs in multiple product hierarchies, you have to maintain Hierarchy ID. So we recommend that you maintain only Category ID + Hierarchy ID.

End of the recommendation.

Since sales category attribute Prod.Hier/ Sales Cat. is dependent on the sales area, when using it in a rule statement, you must also select Sales Area.