Sales Organization

A sales organization is the part of a company that sells and answers for its sales: it is on every quotation, order and customer invoice. It names the journals its invoices are saved on and the sites it ships from.

Where

Organizational Structure › Sales Structure (OSSO)

Who uses it

The implementation consultant with the sales manager

When

During setup, before the first sales document

Needs first

Company, sites in Inventory, journals in General ledger, Responsible

What it is for

Sales organizations are kept per company. The pick list on sales documents shows only those of the company the user is in, and leaves out blocked ones.

The rule people get wrong: Invoice Journal and Invoice Memo Journal are used only when the sales setting splits automatically generated invoices by sales organization. Otherwise the setting’s own auto-invoice journal is used and these two fields are ignored.

Every field in plain words

General

Field	What it means	What to put
Sales Organization	The code that identifies the sales organization. You type it on New, before Create.	Required. A short code; it cannot be changed once the record exists.
Name	The name of the sales organization, shown next to the code wherever it is picked.	Required.
Sales Responsible	The person who answers for this organization, from Responsible.	Optional. Pick from the Responsible list.
Purchase Organization	The purchase organization that pairs with this sales organization.	Optional. Pick from the Purchase Organization list.
Invoice Journal	The journal customer invoices of this organization are saved on when they are generated automatically.	Pick a sales invoice journal. Read only when the sales setting breaks invoices by sales organization.
Invoice Memo Journal	The journal customer invoice memos (credit and debit notes) of this organization are saved on when generated automatically.	Pick a journal. Read only when the sales setting breaks invoices by sales organization.
Block	Stops the sales organization from being used.	Tick to block. A blocked record drops out of the pick lists other screens use.

Site

Site tab. Each line names a site the organization works from. When the grid has lines, exactly one must be ticked Default: that default site is the one the system uses when it raises an inter-company order for this organization.

Column	What it means	What to put
Site	A site the organization sells from.	Optional. Pick from the Site list.
Name	Its name; fills itself and clears when the site is cleared.	Optional.
Default	The organization’s default site. Exactly one when there are lines.	Optional.
Line Text	A note.	Optional.

How to configure it

The screen allows import, so a long list can be loaded from a file instead of typed. Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.

Scenarios

• A distributor sells from two warehouses but invoices from one office. One sales organization with both sites on the Site tab, the main warehouse ticked Default.
• Retail and wholesale must have separate invoice series. Two sales organizations, each with its own Invoice Journal, and the sales setting set to break invoices by sales organization.

What it is connected to

• Sales Group - lists the sales organizations a group sells for.
• Sales Structure - which sales teams work under which organization.
• Inter Unit Sales Organization - what an inter-company sale from this organization becomes in purchasing.
• Picked on Billing Proposal, Project Quotation in Assets and projects.
• Picked on these company setup screens: Inter Unit Purchase Organization, Inter Unit Sales Organization, Purchase Organization, Sales Group, Sales Structure, User.
• Picked on Lead in CRM and expenses.
• Picked on Item In Legal Entity, Release Item In Legal Entity in Products and manufacturing.
• Picked on Rental Order, Rental Quotation in Real estate and rental.
• Picked on Customer In Legal Entity, Customer Invoice, Release Customer In Legal Entity in Receivables.
• Picked on Sales Order, Sales Order Closure, Sales Order Journal, Sales Quotation in Sales.
• Picked on Billing Proposal in Service and maintenance.
• Set up a new company - sales organizations are set up before the first sales document.
• Order to cash - the sales process that uses this organization.

If something looks wrong

• “Site - atleast one site can be marked default” The Site tab has lines but none is ticked Default. Tick one.
• “Site - only one site can be marked default” More than one site is ticked Default. Keep one.