Published at: 2026-09-17
Available sales scope overview
Use Available Sales Scope to control which Products different Sales Organizations, Accounts, and Partners can sell.
Business value
Available Sales Scope provides fine-grained control over sales boundaries in CRM.
- Prevent out-of-scope sales: The system automatically filters unauthorized Products.
- Improve ordering efficiency: The system automatically matches Available Sales Scope and Price Books.
- Control price risk: Business users can use only Products and prices within their authorized scope.
Core concepts
| Concept | Definition | Related objects |
|---|---|---|
| Available Sales Scope | A group of rules that defines a sales boundary | Sales Organizations, Accounts, Partners, and Products |
| Sellable Accounts | The set of Accounts to which a rule applies | Accounts |
| Sellable Products | The set of Products that a rule allows users to sell | Products |
| Applicable Organizations | Sales Organizations restricted by the current rule | Sales Organizations |
| Applicable Partners | External Partners restricted by the current rule | Partners |
| Price Book | Provides Sales prices for business documents | Products and prices |
Capability scope
Basic capabilities
After Price Books are enabled, Available Sales Scope supports:
- Controlling Sellable Accounts by all Accounts, Accounts meeting specified conditions, or designated Accounts.
- Controlling Sellable Products by all Products, Products that Meet Specified Conditions, or designated Products.
- Controlling sales boundaries by Applicable Organizations and Applicable Partners.
- Setting whether Partners and Channels are visible.
- Automatically filtering Products and returning prices in Opportunities, Quotes, Sales Contracts, and Sales Orders.
Advanced capabilities
An enterprise can enable these switches separately according to business complexity:
- Available Sales Scope Priority: Determines whether the highest Priority or the combined scopes apply when an Account matches multiple scopes.
- Available Sales Scope duplicate check: Checks scopes with the same Account conditions to reduce duplicate configuration.
How it works
When a business user selects an Account in a business document that supports Product selection, the system automatically matches the Available Sales Scope for the current user or business Owner:
graph TD
A[Select Account] --> B[Match effective Available Sales Scopes]
B --> C[Validate Account and organization conditions]
B --> D[Filter Sellable Products]
C & D --> E[Display selectable Products]
E --> F[Return the Product Price from the Price Book]
Only data that meets both the Sellable Account and Sellable Product conditions appears in the selection list of a business document.
The system returns the Product Price from the matched Price Book after the Product passes the scope conditions.
Impact after enabling
After you enable Available Sales Scope, the Product selection window is empty if no effective scope is configured, and it prompts users to contact the administrator.