Automatic assignment of sales employee and Sales Org for account

Hi All
Is there any way I can assign the sales area and employee responsible automatically (based on user logged in) while creating an account?
regards
Subhasis

Yes.
For employee responsible define partner determination procedure. In this partner determination procedure define for employee responsible (probably you use function 00000014) the access sequence 0004 (User).
For organization you can use organizational rile 10000194 (ORGMAN_12). This determination rule delivers the responsible organizational unit of the user. User is defined as a business partner in the container attribute 'PARTNER'. If not, the system user (sy-uname) is used. organizational unit based on the user asignment.

Similar Messages

Sales employee and sales group

Hi Gurus
How sales employees can be assigned to sales group . As understood a sales group have many sales employees but could not able to find in SPRO where sales employee is assigned to sales group?
How can we display sales employee in Sales order ? via partner function? are sales employees customer specific?
thx in advance

To avoid th use of HR that is not very well linked to SD you can:
1) use the SALES OFFICE field to describe the sales grupo
2) use the SALES GROUP fiel to describe the employee
3) assign 2 to 1
you define and assign them in customizing:
spro: enterpr.structure->definition->sales and distr.->maintain sales office / sls.group
spro: enterpr.structure->assignment->sales and distr.->Assign sales office to sales area / Assign sales group to sales office
regards
Roberto Mazzali
Pls. reward if helpful

Automatic determination of Sales Office and Sales Group in a Transaction

Hi CRM gurus,
I was able to perform automatic determination of Sales Org, Division, and Distribution Chanell (Org determination), but still need to do the Sales Office and Sales Sales Group part.
I tried to do this with the Sales Rep in my Lead and Opportunity Transactions. I had 'employee' assigned to the Sales Group in the Org Model, and selected the same BP as Sales Rep in the Transaction, but it did not help. I'll appreciate if you could share your thoughts.
Thanks,
-Pras

Hi Pras
If there is only one org unit found and this one org unit contains only one sales office / one sales group then it should be filled in automatically. Be sure that they are part of the org profile and determination rule.
If you want to restrict the determination which was found automatically look in this thread ORG.determination - there is a reference to the code where the found org units are displayed and where you can modify the selection.
Regards, Kai

Delta replication of Sales Org, Sales Off and Sales Group (ECC to CRM)

HI All,
I am struck with the delta of the Sales Area.
Sales org with 6 Sales Offices and 6 Sales Group were created in the ERP and all this were replicated in to CRM in Initial but now my client wants to add 3 more sales offices with 3 Sales Groups.
Sales Offices and sales group were maintained in the ERP system and i have created the Sales Offices in CRM but the problem is those sales offices and Sales groups were not reflecting in CRM.
Newly added Sales Offices and Sales Groups were not replicated in CRM?
I was trying to assign the ERP Sales Org,Offices, Sales Group with CRM Sales Org, Office, Sales Group in "Assign SAP CRM Sales Org. to SAP ECC Sales Org.""Assign SAP CRM Sales Offices to SAP ECC Sales Offices" , "Assign SAP CRM Sales Group to SAP ECC Sales Group" but i can not view the ERP Sales groups.
So what should i do inorder to replicate the newly added Sales off. and Sales Groups in CRM which were created in ERP?
Thanks and Regards,
Arun

Hello Arun,
You have already created 3 Sales Offices & 3 Sales Group in SAP ECC Enterprise Strurcture.Now you require these new sales offices & sales groups into CRM System.
For that you use Transaction CRMC_R3_ORG_GENERATE. Here in this transaction you can see your newly created sales offices & sales groups. You have to select these rows & click on "Generate Selected Lines".
Once you have done with this you can see new rows added with New Organization units for each unique sales Office & sales groups.After this dont forget to SAVE.
Now You can assign the ERP Sales Offices & Sales Groups to CRM Sales Office & CRM Sales Group.
Best Regards,
Rajendra

Sales Office and Sales Group Automatic Determination based on the Sold to P

Hello every one
We need determine sales office and sales group based on sold to party master data in Activity Management in SAP CRM 2007.
I want to know if there is a way to do it when we save the document.
Any ideas???

hi, the sales org, office, group determination can be configure in Organization Determination.
You can choose Org Determine rule for your CRM document.
And if you feel the rule can't match your requirement, you can create a new rule, and create customize function module for the rule, you can add your determine logic in the function module to realize your requirement.

Relation Ship between User,Employee and Sales Person

Hi All,
I am unable to find out the relation between User,Employee and
Sales Person in Business One.I need to know what is the exact relation
between User,Employee and Sales Person.I can't go further without knowing
this relation in Business One.
I searched a lot regarding this relation in forums but i can't get a
relevant answer.Please help me regarding this,its an urgent requirement for
me.
Regards,
saleem

1. check the forum - this question has already been answered several times
2. read the guidelines for this forum

Difference between Sales employee and Employee responsible

Hi,
Can somebody explain the difference between sales employee and employee responsible
Thanks in advance
Reddy

hello, friend.
both sales employee and employee responsible have employee numbers and fall under partner type "PE".
an Employee Responsible is a more general term and could refer to someone who is supposed to maintain documents, who may be dedicated to service a customer or a set of customers, a credit employee or a quasi-manager. he can even be a sales employee.
a sales employee or sales personnel is more specific. usually this refers to the salesman who has a defined set of customer accounts. the sales employee is also specifically tracked in Sales Info System (e.g. t-code MCTI). this position carries the SAP standard code/partner function of "VE" (in German).
hope this helped you.
regards.

FM to simulate the org model determination - sales group and sales office

Hi
I am looking for a FM to get the organization profile details which on sales order Organization tab.
I want to pass BP# and order type as input and get the sales group, sales office.
I tried using 'CRM_ORDER_MAINTAIN'' but with no luck. (May be I am not using it correctly )
Please suggest any a way to achieve this .
Thanks in advance
Swapnil

Hi Swapnil,
U can Simulate in the orgdata rule itself from the following path mentioned below--
SproCRM-Master Data-Organizational Management----Organizational Determination-
Change rules and profiles.
Enter the Rule -ORGMAN_14 and click on display-
Click on simulate rule resolution icon next to Change icon
mention the Partner number and click on execute test icon or F8. You will get the list of sales office and
sales groups. you will also get the FM details in the rule itself. Revert me for any other clarifications.
Regards
Pavan.A

Inheritance on Sales Offices and Sales Groups (PPOMA_CRM)

HI All
We have replicated the Org Model from ECC to CRM using the report CRMC_R3_ORG_GENERATE.
Under PPOMA_CRM upon selecting the Sales Org unit, we see that some of the attributes (Tupels and Distribution Channels) are assigned to the Sales Organization but not to Sales Offices and Sales Groups under the Sales Organization.
We need to achieve that any attribute assigned the Sales Organization needs to be inherited to all the Sales Offices and Sales Groups under it.
Any pointers in this regard would be of great help.
Thanks in advance
Best Regards
Ram Sushanth

Generally, an attribute assigned to the top Sales Organization is automatically inherited to its subordinate Sales Offices and Sales Groups.
But, this is not happening in our case. Pl help.
Thanks in advance
Best Regards
Ram Sushanth

Customers, Sales Orders Restrictions based on Sales Office and Sales Groups

hi all,
We have a typical scenario for one of our customers. They are SAP ERP, ECC 6.0.
They have sales employees/managers assigned to customers. In order to maintain the link between the sales employees and the customers, their earlier implementation partner followed the following method for the linkage.
Each sales employee and each sales managers are given a SAP User ID like 101, 012, 103 etc.. Sales groups OR Sales offices are also maintained with the same numbers/IDs. At the customer master level, each customer's sales group is given the sales employee ID (which is same as that of the sales group). The example is as follows.
Customer No.             Sales Group                 Sales Office
CU1                              101                             108
CU2                              101                             108
CU3                              102                             108
CU4                              103                             109
CU5                              104                             110
The sales group names and the sales offices names are given the same names as that of the user IDs of the sales employees/sales managers. In the above example, the sales employee 101 (sales group 101) is assigned to customers CU1, CU2. The sales manager 108 (Sales office 108) is managing the sales employees 101 and 102.
Now the customer has some authorization issues. He wants us to provide authorizatinos in such a way that -
if the sales employee 101 logs on to the system he should be able to Display the CUSTOMERS and the Sales Orders (XD03, VD03, VA03) that are assinged only to him (In other words with the sales group 101) and similarly for other sales employees.
if the sales manager 108 logs on to the system he should be able to display the customers and the sales orders that are assigned to his sales employees (101, 102). In other words with the sales office as the manager's ID 108.
I tried to use the authorization object V_VBKA_VKO but this doesnt see to be serving the purpose as this object is not being checked at all in any of the above VA03, XD03 and VD03 transactions.
Similarly I did not find any other authorization object which makes use of Sales group field and Sales office field which also has a linkage to VA03, XD03 and VD03 transactions.
The customer is evaluating our contract with them based on this solution.
Any help is greatly and highly appreciate.
Thanks,
Niran.

Hi,
Please use the following authorization objects for your purpose. For more details please go through the documentation of the objects:
V_KNA1_BRG     Customer: Account Authorization for Sales Areas
V_KNA1_VKO     Customer: Authorization for Sales Organizations
FYI:    V_VBKA_VKO     SD     Sales Activities: Authoriz.for org.data and sales activ.type
contains the following Fields which are relavant to your query
VKORG      Sales Organization
VTWEG      Distribution Channel
SPART      Division
VKBUR      Sales Office
VKGRP      Sales Group
KTAAR      Sales Activity Type for Sales Support
ACTVT      Activity
Regards,
Dipanjan

About configuring sales organization and sales office

how can i create sales organization and sales office in SAP ??

Hi
where to create new sales orgs and sales office is well explained by the other friend
After creating the new sales org there are a lot of assignments to be done in img-enterprise structure assignment-sales and distribution
1.   assign sales org to company code
2.   Assign sales org to distribution channel
3.   Assign sales org to division
4.   Assign sales org distribution channel to plant
5.   Set up sales area
6.   Assign sales office to sales area
Like that a lot of enterprise structure assignments needs to be completed
Plus
T code VOR1 define common distribution channels
T code VOR2 define common divisions
T code OVAO combine sales organizations
T code OVAM combine distribution channel
T code OVAN combine divisions
T code OVAZ Assign sales order types to sales areas
(Right now i dont have SAP access so that i am not able to tell you every thing
But these are must assignments which needs to be done if you have to use your new sales org
All the best
Regards
Raja

Sales Person and Sales Commission without HR Module

Hi,
Can anyone explain me the customisation and process for sales person commission.
Mahi

Use T code VPE1. and create . hiring event.. mini
master... create sales representatives
Sales employee without HR
For Commission 
1) Establish Partner Functions for the Commissionee(s)
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS
Transaction Code: VOPA
2) Assign the Partner Functions to Partner Procedures
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS
Transaction Code: VOPA
3) Create a Partner Procedure for the Commissionees
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS
Transaction Code: VOPA
4) Create New Customer Account Group(s) for Commission Agents
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; LOGISTICS GENERAL ->; LOGISTICS BASIC DATA: BUSINESS PARTNERS ->; CUSTOMERS ->; CONTROL ->; DEFINE ACCOUNT GROUPS AND FIELD SELECTION FOR CUSTOMER
Transaction Code: OVT0
5) Assign the Partner Functions to the Customer Account Group(s)
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS ->; GOTO ->; PARTNER FUNCTIONS ->; ENVIRONMENT ->; ACCOUNT GROUP ASSIGNMENT
Transaction Code: VOPA
6) Assign the Partner Functions to the Partner Procedure for the Sales Document Header
Menu Path: Tools ->; Business Engineer ->; Customizing ->; Sales and Distribution ->; Basic Functions ->; Partner Determination ->; Define Partner Functions
Transaction Code: VOPA
7) Assign the Partner Functions to the Partner Procedure for the Sales Document Item (OPTIONAL)
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS
Transaction Code: VOPA
8) Edit the Pricing Communication Structure (KOMKAZ) to Hold the New Functions (Client Independent)
Menu Path: Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; DICTIONARY
Transaction Code: SE11
9) Edit MV45AFZZ userexit_pricing_prepare_tkomk (Client Independent)
Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAP EDITOR
Transaction Code: SE38
10) Edit RV60AFZZ - userexit_pricing_prepare_tkomk (Client Independent)
Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAP EDITOR
Transaction Code: SE38
11) Edit MV45AFZB - userexit_new_pricing_vbkd changing new_pricing (Client Independent)
Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAP EDITOR
Transaction Code: SE38
The following code should be inserted into program MV45AFZZ to allow the system to re-execute pricing if the user makes a change to the relevant partner function (alteration, addition, deletion).
13) Add the KOMKAZ Fields to the Pricing Field Catalog (Client Independent)
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCES
Transaction Code: OV24
14) Create Condition Tables (Client Independent)
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCES
Transaction Code: V/03
15) Create an access sequence containing the new tables (Client Independent)
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCES
Transaction Code: V/07
16) Create a new condition type
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE CONDITION TYPES ->; MAINTAIN CONDITION TYPES
Transaction Code: V/06
17) Add the Condition Type to the Pricing Procedure
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE AND ASSIGN PRICING PROCEDURES ->; MAINTAIN PRICING PROCEDURES
Transaction Code: V/08
11) Create Commsission Report ZZCOMMISSION (Client Independent)
Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAP EDITOR
Transaction Code: SE38
Message was edited by:
SHESAGIRI.G
Message was edited by:
SHESAGIRI.G

Replication of Sales Office and SAles group into CRM from ECC6

Hi All,
recently I added the sales group and sales office into and existing sales are in ECC6.
1. how can I replicate that sales group and sales office replicate into CRM and Assign to the same sales area
2, how can replicate a new sales area into CRM?
3. do I need to do something in Org structure..?
thanks,
Ken

Hello Ken,
You can download new sales office & sales group using Transaction code CRMC_R3_ORG_GENERATE.
After executing this transaction you can see new sales office & sales group structure.
You have to select this new sales office & group rows & generate structure. After that you have to save. While saving you can give the earlier CRM Sales Organization unit.
You can see new sales office & sles group under earlier sales organization in PPOMA_CRM.
Best Regards,
Rajendra Sonawane

Display Sales Office and Sales Group

Hello,
for all customers we have a sales office and a sales group. In sales area data there are two fields for this values but they are always empty.
What have we to do that these fields display the values of sales office and sales group?
Please help me!
Regards
Philipp

Hi Philip,
If Sales Office and Sales Group are assigned to Multiple Sales Areas, then system do not determine the sales office and groups.
If they are assigned to only one Sales Area then system shall determine the Sales Office and Groups.
Ex: Sales Org. 1000
Dist. Channel : Retail
Divison : 01
Sales office : SO01
Sales Group : SG01
Reward Points if Helpful.
Srini.

How to include Sales Office and Sales Group into FI report?

Hi,
I have a requirement to add Customer characteristics u201CSales Groupu201D and u201CSales Officeu201D into a FI report which is based on the InfoCube 0COOM_C02. The values that needs to be presented is actual data (Customer Master Data; NOT transactional value.
In the DataSource u201C0COORDER_ATTRu201D, fields Sales Organization and Sales Group are present and it is brought to BW from R3. But I am not able to find the way to get the field Sales Office into SAP BW.
I checked the extraction program for the DataSource u201C0COORDER_ATTRu201D, the fields Sales Org and Sales Group are coming from a table u201CCE41000u201D but in this particular table there is no Sales Office present.
So can anyone guide me out in getting the Sales Office to the DataSource u201C0COORDER_ATTRu201D, or is there any way of getting it in BW directly by reading some Master Data table.
Thanks in advance
Prasapbi

Hi Sangeeta,
As per your statement, my understanding is that the Organization Attributes are not maintained in the Customization. If all the values are properly maintained then based on the Organization Data determination, the system would have picked up the data. You can first check the Organization Structure and see all the attributes are properly maintained or not and then check whether the Object Permitted in determination checkbox is checked. Then create a Transaction and see that all the Organization data are getting filled properly.
Have a look at the following link for a complete guide to the Organization data determination customization.
http://help.sap.com/saphelp_crm70/helpdata/en/6d/5c1738453fde16e10000009b38f8cf/frameset.htm
If the Organization data customization is not meeting your requirements then you can have a second look at the development approach. Then we can have a look at the available Objects to get the desired functionality.
Hope this helps.
Thanks,
Samantak.

Automatic assignment of sales employee and Sales Org for account

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