a month ago
We are seeking clarification on the accessibility behavior of accounts, contacts, and leads based on Sales Data and Sales Area in SAP Sales Cloud Version 2.
Scenario Details:
Clarification Needed:
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For accounts, contacts, and leads, they all have the restriction rule: Sales Area.
Under Sales Area, we have 2 selections:
Let's see what's the differences in Account for example.
My Sales Data:
Under Settings >> Employees, there is a tab called "Sales Data". Employees are always created with an assignment to an organizational unit. Therefore, you must create the necessary sales data required to use employees for various business needs within the org structure of your company.
You can use territories, distribution channels and divisions for the employee here. This is the sales data of the Employee.
Now, Employee A has Sales Organization E.
If you choose My Sales Data as Restriction rule for Employee A, this means that Employee A can access all the Accounts which are of Sales Organization E.
The Account's sales data could be checked under Sales Data tab in the Account entity.
Sales Areas of My Sales Orgs
Under Settings >> Organization Unit (Open the Employee assigned Org), there is a tab called "Sales Data Restriction". Here you could restrict the Sales Data of the Org.
Now, Employee A belongs to Org B. Org B has Sales Data Restriction to Distribution Channel C & Division D.
If you choose Sales Areas of My Sales Orgs as Restriction rule for Employee A, this means that Employee A can access all the Accounts which has the same sales data as Distribution Channel C & Division D.
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