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

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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.

How to add sales office and sales group code in Badi Order_Save?

Hi,
i have a requirement .
the concept is like this ,we have S>D>G lay out.
initially the sales office and sales group were fetching values from "G".
But my requirement is the sales office and sales group should fetch values from "D"..when the transacion is "ZGRW"..
This is in CRM platform...So how shud i assign values of D to sales office and sales area??
how to code this...
help me out
Edited by: VARUN VADNALA on Jun 25, 2009 1:35 PM

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.

How to download ECC customers without Sales Office and Sales Group values

Dear all,
In SD Customer master record we enter Sales Office and Sales Group fields under Sales Area tab-->Sales Tab.
While downloading customers form ECC to CRM, How can I exclude this Sales Office and Sales Group Data from the download.
I want to download customers without this sales office and Sales group data...Kindly suggest me how can I do this.
Your suggestions will be highly appreciated.
Best regards
Raghu ram

Hi Chandrakanth,
I have removed 'Object Permitted in determination' checkbox for all Sales Offices, but still the problem persist.
I am getting following problem in SMW01 while downloading customers.
"Sales office O 50000004 sales group O 50000057 not maintained for sales area O 50000001 C5 Z0
Message no. CRM_BUPA_FRG0140204."
This problem is coming for all customers, so I though of excluding Sales Office and Sales groups from downloading.
Can we use Filters functionality for this, if so what sort of settings need to be maintained for Customer_Main object in R3AC1 transaction.
Please suggest, your suggestions will be highly appreciated.
Best regards
Raghu ram

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

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 restrict Sales office and Sales Group.

Hi All,
I want to restrict the users from changing the sales office and sales group in the sales order.
Is there any standard way to achieve this or do we need to do with User exit??
Please help.
Thanks,
Pavan.

hi
there is no standard settings for estrict the users from changing the sales office and sales group in the sales order
so you have to write the logic in userexit
DATA: lt_user_list   TYPE STANDARD TABLE OF tvarvc,
       lw_user_list   TYPE tvarvc,
       lr_user        TYPE RANGE OF syuname,
       lw_user        LIKE LINE OF lr_user.
IF screen-name EQ ' VBAK-VKBUR' and   VBAK-VKGRP.
* IF sy-tcode EQ 'VA02'.
**Get list of users who are allowed to change SO - only they can change payment terms
     SELECT *
       FROM tvarvc
       INTO TABLE lt_user_list
      WHERE name = 'ZSD_VA02_ALLOWED'
        AND type = 'S'.
     IF sy-subrc = 0.
       LOOP AT lt_user_list INTO lw_user_list.
         lw_user-sign = lw_user_list-sign.
         lw_user-option = lw_user_list-opti.
         lw_user-low    = lw_user_list-low.
         lw_user-high   = lw_user_list-high.
         APPEND lw_user TO lr_user.
         CLEAR lw_user.
       ENDLOOP.
**    If user is not in the users listed for change allowed
       IF sy-uname NOT IN lr_user.
         screen-input = 0.
       ELSE.
         screen-input = 1.
       ENDIF.
     ENDIF.
   ENDIF.
ENDIF.
go to STVARV t code here you check the NAME and give the user ids who need to change

Sales office and sales group are not copied from quotation to sales order

Hi All,
I have maintained sales office and sales group in quotation maually at header level.while coping to sales order sales office and sales group are missing.
Please let me know what would be reason for missing those twoand whether i should check anything in copy controls.
Regards
Mohan

As its a standard functionality to have the Sales Group & Sales Office from Quotation to Order. But in your case, check the Copy Control settings at Header Level .
DataT 051 General header data Copying requirements 001 Header-same customer
DataT 101 Header business data
DataT 001 Partner header
In case , they are also same, then check if any Logic is added in the Existing Routine.
Best Regards,
Ankur

How to authorization sales office and sales group in VA21 and VA01 t-code

I need to authorization sales office and sales group in va21,va22,va23 and va01, va02, va03 to control users access the sales order.
I found some articles how to resolve this problem.I have created new authorization object Z_VBAK_ VKO, and add these fields to the object: VKORG: Sales Organization, VTWEG:Distribution Channel, SPART: Division, VKBUR:Sales Office, VKGRP: Sales Group, AUART:Sales Document Type, ACTVT:Activity
I have add the object Z_VBAK_VKO to va01, va02, va03 in SU24 translation.
I test the authorization , but fail, va01 and va02 do not check the authorization.
Why? what can i do? please help me .
thanks

Dear Wu
I think you are using the concept of Master Roles and Derived Roles.If ur using then create a master role and derived role for the authorisation group you want. And in the derived role assign the specifics to the respective logins ID. If you want to attach the authorisation to the T-Codes Va01 or VA21 etc then you have to use Exit.
Correct me if i am wrong.
Regards
Jyotsana

Sales office and sales group in STO scenario

We need to populate the sales group and sales office in intercompany billing originating from a STO (PO>STOdelivery>IV invoice). However, the sales office and sales group is blank despite both the customer masters of both plant customer (shipto) and Intercompany Payer (ininvoice) containing this. Wanted to understand any configaration settings for these or Userexit is the only option
regards
Nagappa

If you can, try & maintain the Sales Office & Sales Group in sold to party.
But as per my knowledge in billing you can only find Sales district.
Regards
JP

Sales office and sales group

Hi Experts,
I have a question here. When ever we try to edit the business partner data in Customer/Prospect role in CRM. We are getting error message " please fill the sales office and sales group data in sales area xxx. We go to corresponding sales area and fill the data so that we avoid the error.
My question is sales office and sales group fields are not mandatory fields in field group settings in Customizing but how are we getting this error. How can we avoid this error permanently. Kindly help in this issue.
Regards,

Hi,
Where r u seeing it is maintained as the mandatory field. I mean here:--
Another thing You can go to SPRO-Cross-Application ComponentsSAP Business PartnerBusiness PartnerBasic SettingsField Groupings--Configure Field Attributes per Activity
Then double click on change and double click on CRM Organization. There it will be maintained as required field. Change it to Opt. Entry.
Or
While pressing F2 in that particular field..
Thanx
Chinmaya

Sales office and sales group and sales district

what is the difference between Sales office and sales group and sales district,
please explain,
Thanks

hi
sales office
A organizational unit in a geographical area of a sales organization.
A sales office establishes contact between the firm and the regional market.
sales group
A organizational unit that performs and is responsible for sales transactions.
sales district
A geographical sales district or sales region.
You can assign customers to a sales district and use the sales district to generate sales statistics.
regards

Sales office and sales group should greyed out..

Hi All,
I have a requirement here where the sales office and sales group in sales order should greyed out once billing is done for the sales order.
Kinldy suggest how can we achieve this.
Thanks,
Pavan.

You can use program MV45AFZZ and USEREXIT_FIELD_MODIFICATION
more information is here.
https://help.sap.com/saphelp_46c/helpdata/en/1c/f62c7dd435d1118b3f0060b03ca329/content.htm

Sales Office and Sales Group cannot be changed

Hi folks,
when i create a sales doc. based on a billing doc./sales doc., the sales units - sales ortgn, dist. channel, division, sales office and sales group are copied onto the newly created doc.
Sales orgtn, distr. channel and division are coming in grey mode or in disable mode which cannot be changed.
But Sales office and sales group are changeable..
Is there any way to make these two fields i.e Sales Office and Sales Group also in grey mode / disable mode or unchangeable mode.
thanx in advance,
Sourav

hello, friend.
try using SHD0 to create your own screen variant for the sales order. just follow the on-screen instructions. look for Sales Office and Sales Group (if any) and check the box making manual entries not possible. after you save the variant, assign this to your order type and test.
regards.

Sales office and sales group compulsory when creating a sales order

Hi,
When creating a new sales order, I would like to have the sales office and sales group compulsory.
Does anyone know where is the customizing point?
Thanks for your help,
Ronan

Dear Ronan,
Spro --> Img --> Sales and Distribution --> Basic Functions --> Log of Incomplete items --> Define Incompleeness Procedure (T. Code: OVA2)
Here, Select Group as A - Sales Header
and double-click: Procedures (left hand Dialog Structure).
On to next screen, select Incompleteness Procedure "11" and double click: Fileds (left hand Dialog Structure).
On to next screen, include Table-Filed as:
1. VBAK - VKBUR (for Sales Office) and
2. VBAK - VKGRP (for Sales Group)
for both the entries, select Scr. as "KKAU" and Status as 01 and check Warning.
Note: To make changes in to InCompleteness Procedure, click: (CTRL+F1)
Recommendation: Please save chnaged Incompleteness Procedure as Z - procedure; to avoid changes in to Standard Procedure.
Now,
Spro --> Img --> Sales and Distribution --> Basic Functions --> Log of Incomplete items --> Assign Incompleeness Procedure --> Assign procedures to the sales document types (T. Code: VUA2)
Here, assign your Order type (say, OR) to your Incompleteness Procedure (say, Z - Procedure)
Check Field: IC-Dialog as per requirement (Clck the field and press F1, to read its usage).
Now, Go to, T. Code: VOV8; and select your Sales Doc. Type (say, OR).
Within the Sales Doc., Assign your defined Incompleteness Procedure in to:
Tab: Transacton Flow --> Field: Incompl.proced.
Note: To enable screen, for changes, press (CTRL+F4).
Best Regards,
Amit

Automatic determination of Sales Office and Sales Group in a Transaction

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