Trade discount in marketing document

Dear SAP Prod. Dev.Col. Teams,
Currently trade discount in marketing document is not posted to journal entry. The customer want it because they want to have the discount is applied in the marketing document rather than in the payment document.
Manual journal entry is not acceptable since it will add new effort meanwhile the software like SAP B1 is intended to ease the daily working and make their working time efficient and effectively.
Please give a concern to this request.
Thanks and Rgds,

I managed to solve it using WA

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Extra Discount in Marketing Documents - Formatted Search

Hello All,
I am trying to add a UDF for "Extra Discount" in the marketing documents. I have tried to attach a formatted search on the document total to calculate the final value after this extra discount has been specified. However, the formatted search doesnt work and I get an "Internal Error".
The scenario mentioned underneath will explain the requirement:
Default Option in SAP:
Customer C0001
Item | Price | Discount | Tax | Total
I0001 | 100 | 10% | VAT@4 | 90
Total 90
Discount 5% 4.5
Tax Amount 3.42
Doc Total 88.92
Requirement:
Customer C0001
Item | Price | Discount | Tax | Total
I0001 | 100 | 10% | VAT@4 | 90
Total 90
Discount 5% 4.5
Extra Discount 2% 1.8
Tax Amount 3.348
Doc Total 87.048
Is it possible to have this scenario mapped in SAP Business One using formatted search without using SDK/Customization?
Regards,
Gyanesh Rupani

Hello Jimmy,
The client wants the extra cash discount to be visible on the invoice itself. I have tried creating the UDFs and assigned appropriate FS to them to change the document total. However, the issue is that the moment the document total is affected, the discount (available by default in marketing documents footer) automatically gets changed proportionally!
So, for eg. if an invoice is for 1000 USD and I give a discount (system field) of 10% to a customer and 5% as cash discount (UDF), with the help of FS, the invoice amt automatically gets changed to 850 USD but the discount field also automatically gets changed to 15%!
This is the inbuilt functionality of SBO - so if someone can help me overcome this, I will be very grateful.
Regards,
Gyanesh

Line Discounts on Sales Documents

Hi All,
On a current implementation, our client offers a standard discount to each of his customers. This discount is across all items but will differ for each customer. I have set this up in the OCRD.Discount field against the BP. This works fine but only calculates at document total level, not at line level.
The client needs to show their clients a list price, item discount and net price, so this solution is not acceptable.
Without using any coding, the only solution I can think of is to set up BP Special Prices for each client, but this seem like a huge overkill?
Is there a way of coding to pick up a discount from a UDF in the client record to populate the line discount field on the marketing document, unless there is already a BP Special Price in existance for the client / product?
Any help would be appreciated.
Kind regards,
Ian

Hi Dave & Suda,
Thanks for your input. To clarify, the client has a number of standard discounts raising in 2.5% from 25% to 60%, so by my calcualtion, this would require 14 different price lists.
Whilst this is acheivable and has the benefit of rolling any price increases / decreases through from the master price list, it will not deliver the required information at item line level.
The sales document will show the list price as the discounted price from the price list, not he list price from the matser price list and the discount.
i.e. if PART A has a list price of £10.00 and is on 'discount price list 20%' @ £8.00 when the item is drawn down for a client assocuated to this price list, it will show as a price of £8.00 not £10.00 less 20% giving a net price of £8.00.
For this reason, it will not work in this instance.
This leaves one option using the standard system functionallity, as far as I can see, which is to generate a customer special price list for each client, holding all stock records at their relevant discount %.
Based on the fact they have approx 1500 client & 1500 stock records this would equate to 22,500,000 records, and this worries me!
Also, the mechanisam for copying these is obly viable by customer group (already used for somthing else) or properties, which would mean reserving 14 for this reason alone.
I am sure the better solution would be to use a UDF on the customer record card to contain their discount% and use a formatted search to populate this into the discount field at line level, if there is nothing there already.
I just don't have the coding skills to do this and wondered if anyone could give me a head start.
Many thanks,
Ian

Deviation in Discount on AR Document

I am setting up an approval process whereby when a user changes the established discount that a client is allowed on an AR Marketing Document the process gets triggered.
I have managed to set it up document by document using the various table and field names but want something more elegent. As that the discount field has the same Field Index for all AR Documents and it is a Title Field I should be able to use
SELECT DISTINCT 'TRUE'
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no matter if I change the discount or not I always get an internal error message but the transaction still gets posted.
what's up with this then???
Richard

Hello Richard,
What is your business process. Sales Order > Delivery > AR Invoice?
Is there only one Delivery or Invoice per Sales Order or Multiple.
Have you restricted access for the user to change Row level totals / unit price / discount. This will also be required. This can be done through Authorizations > Sales A/R > Change Row Amounts ..set it to NO Auth
I just remembered that when using Numeric Form field values in a Divide operation you need to explicitly convert them to Decimal to get a result. so I have tested this and you may please try
SELECT 'TRUE'
WHERE (CAST($[$42.0.number] AS DECIMAL(10,3))/CAST($[$22.0.number] AS DECIMAL(10,3))* 100) >
(Select Discount from [DBO].[OCRD] where CardCode =
$[$4.0.0])
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Suda

Get error when preview marketing documents by using crystal report layout

Hi experts,
I want to switch to using Crystal Report for marketing documents layout. I have import Sales Quotation u2013 Generic (CR) layout which provided by XX-1.2.b1p package. I can preview added records but it doesn't work on drafting documents and saved drafts. The system prompt u201CThe system cannot find the path specifiedu201D and u201CObject reference not set to an instance of an objectu201D. On the same server, it was working fine in our other company database. I don't think this is the problem of database location setting in Crystal Report. Can anyone give me advices, thanks!
Regards,
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Hi! Rahul,
Thank you for your reply first. Your method doesn't work in my case. Can you tell me the steps of creating a new layout for added records and draft documents. I have created a quotation layout which work with added records only, the steps has been show below and please comments, thanks.
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Regards,
Ivan

While creating the UDF in the Marketing Document ERRor

Dear to ALL
Please give me some solution to the my problem
My problem is
While i am creating the UDF in the marketing document I am getting the error message 131-183 could not able to create the data base.
Any one can help me out releated to this problem
Please .....................................................
With regards to all ........................
Gopi J N
[email protected]
[email protected]

Hi JN,
There is no limit in number of UDF but in record length. This a SQL
Server 2000 limitation which establish 8060 bytes as maximum for a
record. This limitation does not exist in MSSQL 2005.
Therefore, in order to be able to add more UDFs you should reduce the
size of the existing UDFs or upgrade the system to MSSQL 2005.
Please refer to the SAP note 816387
The solution to this problem is to decrease the size of the
User Defined Fields. Either by decreasing the length or changing
the definition of "Alpahnumeric" fields to Text, or the last resort
is to remove the fields.
All these actions have to be done via the SAP Business One application.
The change of field type alphanumeric to Text might influence the
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Ship to party and Bill to party not reflecting in marketing documents

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Thanks,
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Hi Mansoor,
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Vendor Trade Discounts in SAP

We are using a scenario where Purchase Orders are getting created by Vehicle Management System. The material being purchased is split valuated & Batch managed ( i.e Valuation Category X ). The Purchase Order is created for a gross amount. say 100 USD. During Goods Receipt, there are deductions carried out i.e to the extent of 50% ( via MM Discount Condition type ). However we need the Stock to be valuated @ 100 USD which we can achieve by making the Condition type as statistical. However, we need the Vendor Invoice to be posted @ 50 USD ( based upon 50% deduction ). The difference could be posted to Purchase Price Variance. Could you please advise how to carry out this configuration.

Hi,
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If there is a discount calculated based on the pricing procedure, the accounting entry will be passed based on the GL account assigned to the account key which is linked to the condition type for discount.
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Thanks and Regards,
Anit

Remove or Hiding Marketing Documents from SAP Business One.

Hi Everyone,
Is there any way by which a marketing document in SAP Business One can be deleted or be hidden. For example in a Sales A/R module the the client does not want to use or also view the AR downpayment request or AR down payment invoice as it is not required for his business. What is the way to hide or remove it from the user point also during authorization.
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Thanks and Regards

Kawish,
 To Hide the module from the User Main Menu

Login as that user and click Form settings and Uncheck Visible for the
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 To Disable access to a Module

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Hello All,
Is there a way to use the fields from a User Defined Table in a Marketing Document on a row level such as for example Purchase Order.
If this is not possible directly, any known work-arounds?
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gr.
Freek

Thanks for your idea/workaround. To be more precize, we don't want to pull information from a UDT field into a marketing document, but from the row-level we like to write information to an UDT field.
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gr.
Freek

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Dear Experts,
I am trying to prepare a simple marketing document, such as a sales order, with Crystal Reports Basic 2008.
[Goal]
Being able to choose the document number of a particular sales order when I open Crystal Reports from SBO.
[Problem]
The document in Crystal Reports shows nothing, although I can choose a document number when Crystal Reports opens.
[Parameters I set up]
Parameter Fields Screen
List of Values: Dynamic
Value: DocNum
Parameters: My Parameters
Select Expert Screen
{ORDR.DocNum} = {?Document Number}
[Crystal Reports Design]
Report Header
SALES ORDER
Page Header
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BILL TO: (ORDR, CardName) (ORDR, Address)
Details
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PRICE: (RDR1, Price)
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Page Footer
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Thank you for your help,
--Toshi

Hi Toshiomi,
The parameter fields should be
List of Values: Static
Value: {ORDR.DocNum}
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and in the Select Expert screen
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I hope this will solve your problem in the most efficient way.
Thanks,
Nazar
Edited by: Nazar N on Dec 22, 2009 10:52 AM

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Hi,
I am searching the property for entering information into the column rdr1.text.
I found the following information in the help file:
ItemDetails Sets or returns the item details in the marketing document line.
Field name: Text.
Length: 16 characters.
Text Returns the text property.
Field name: text.
Both properties are not working because the second one is a read only field.
Thanks and Regards Chris

Hello Chris,
you may try the property "FreeText" of DocumentLines.
Cheers,
Roland
PS.:
You can switch on the system-information (CtrlShiftD).
Then in the bottom of B1 the propertys of a form-field are shown on mouseover. This helps often to find the right keyword for the SDK-Help.
In this case it shows the column name in DB: "FreeTxt"
Edited by: Roland Toschek on Mar 10, 2009 3:07 PM

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Chinho

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Rgds,
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By karth

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Regards,
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Thanks.
Melvin Balingit

Hello Guys,
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Regards
János

Trade discount in marketing document

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