Prepare and sync account sales area data

Zilliant CPQ can retrieve sales area data, such as sales organization, distribution channel, and division, for each account (known as a customer in SAP ERP) as part of the account synchronization process.

CPQ supports two ways of retrieving this data:

• Through a custom database view—Recommended for precise control over which data to sync.

• Through a standard SAP BAPI—Recommended for the full sync.

Through a custom view

This method lets you define exactly which sales areas to import by using a custom SAP ERP view. It is ideal when you want to filter or limit the sales area data. CPQ will automatically retrieve sales area data as part of the account sync.

To use the custom view for sales area sync:

1. Enable the SettingERPAccountSyncWithSalesAreaFromView setting in Zilliant CPQ.

   1. Sign in to Zilliant CPQ with your administrator credentials.

   2. From the left navigation area, select Administration.

   3. From the top navigation bar, select Master Data Management.

   4. Move through or search to locate Setting Boolean and select it from the list.

   5. Select SettingERPAccountSyncWithSalesAreaFromView.

   6. Set the Setting Value Boolean switch to YES.

   7. Select Save.

2. Create a custom view. For details, read the Prepare accounts for sync section in Prepare and sync accounts. Ensure that your view includes the following fields:

   • MANDT

   • KUNNR

   • VKORG

   • VTWEG

   • SPART

3. Retrieve the sales area data from the view as a part of the account synchronization. For details, read the Synchronize accounts section in Prepare and sync accounts.

Through a SAP BAPI

This method calls the standard SAP BAPI BAPI_CUSTOMER_GETSALESAREAS to fetch all sales areas associated with each customer (account). It’s simpler to set up, but it retrieves all linked sales areas, which may impact performance if accounts have too many areas.

To use the BAPI for sales area sync:

1. Disable the SettingERPAccountSyncWithSalesAreaFromView setting in Zilliant CPQ.

   1. Sign in to Zilliant CPQ with your administrator credentials.

   2. From the left navigation area, select Administration.

   3. From the top navigation bar, select Master Data Management.

   4. Move through or search to locate Setting Boolean and select it from the list.

   5. Select SettingERPAccountSyncWithSalesAreaFromView.

   6. Set the Setting Value Boolean switch to NO.

   7. Select Save.

2. Enable the standard SAP BAPI BAPI_CUSTOMER_GETSALESAREAS. For details, read Enable BAPIs.

3. Synchronize accounts. For details, read the Synchronize accounts section in Prepare and sync accounts.