Automatically create a sales audit follow-up activity

Hi All,
I want to create a follow-up activity as soon as a sales audit is created.
any hints on how to achieve this?
Regards,
Raviraj

Hi Raviraj
Try implementing CRM_COPY_BADI.
I've worked on a similar requirement which I've
achieved using this.
Hope it works for you.
Ranjit

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Automatically create users in SharePoint based on Active Directory OU

Hi,
This is one of our client's requirements.
Is it possible to automatically create a user in SharePoint and assign him/her read privileges on the portal when ever a new user is created in Active Directory?
To re-iterate the above question in a different way; when a new employee joins the organization, a user is created in the Active Directory OU. Is it possible to automatically create this user in SharePoint without any manual intervention?
If yes, how? Is it a third party synchronization tool or does SharePoint has a sync feature / service?
Thank you,
Regards,
Gagandeep Singh
My CRM blog |
My SharePoint blog

Hi,
user profile synchronization is responsible for that, once user are created in active directory you have syn service running on certain schedule and all users are grabbed the only left step is to either grant permission on SharePointor you have a generic
access to grant to all authenticated users or certain active directory groups that the user is assigned to
More about user profile :
https://technet.microsoft.com/en-us/library/ee721049.aspx
http://social.technet.microsoft.com/wiki/contents/articles/12545.sharepoint-2013-setting-up-user-profile-synchronization-12.aspx
https://technet.microsoft.com/en-us/library/ff382639.aspx
http://blog.sharedove.com/adisjugo/index.php/2012/07/23/setting-user-profile-synchronization-service-in-sharepoint-2013/
Kind Regards,
John Naguib
Senior Consultant
John Naguib Blog
John Naguib Twitter
Please remember to mark this as answered if it helped you

Based On E-Mail Sales order automatically Created

Hi,
Customer will send the Email to Client for his / Her Sales Order (PO Order from Customer Side ) once client will get the Email from customer side, system will generate the popup Menu in that system has to show Details what customer wants with Accept for Sale order, check before Sales order confirmation ( Details ) & Reject
Once Accept the sales order system will automatically create a sales order and in that same customer mail system will send the Sales order confirmation O/P
Is it possible to Map into SAP?
If yes Please Guide me How to Map into SAP
Regards,
Prasanna

Hi,
You may configure an Inbound Idoc with sales order details like customer, material, quantity and expected delivery date, etc.
Since it is a third party system, you will have to map the fields and determine how it will be populated.
After that you may create sales order using BAPI_SALESORDER_CREATEFROMDATA or BAPI_SALESORDER_CREATEFROMDAT1.
Regards,
Amit

Creating follow-up activity automatically .

Hi Experts,
Can i create a follow-up activity automatically as a follow-up document(using code or configuration) as soon as i create an activity.
Can anyone help me on how to achieve this?
Regards,
Rahul

Hi Rahul,
For this you can set up the following action profile in your transaction.
Action profile : ACTIVITY
Action definition: ACTIVITY_FOLLOWUP which calls method COPY_DOCUMENT
If you have defined a custom action profile for your transaction, you can copy the above action definition into your profile and schedule it using conditions under IMG path: CRM -> Basic Functions -> Actions -> Actions in transaction -> Define conditions
Hope this helps.
Regards,
Chandrika
(Please reward points to all helpful answers as a way of saying thank you in SDN)

Change the transaction status when creating a follow up activity

Hello All
We need to change the activity status if a follow up document is created from. E.g. If an activity is created type 001 then a follow-up activity type 003 as a follow up document from 001 the system automatically changes the activity status from open to in process. I need detailed steps regarding how to reach this
Regards
Jacopo

See if you can "exploit" CRM_COPY_BADI and function modules CRM_STATUS_CHANGE_EXTERN to change the User status or CRM_STATUS_CHANGE_INTERN for System status.

In VA01, how to automatically create a PO from a Sales Order

In VA01, I create a sales order using item.cat. TAS; then, system generates a PR for the sales order.
Is it possible to make the system create PO instead of PR?
In item.cat. configuration, I tried to check the check box "Create PO Automatic."; however, the system still geerates a PR for me w/o generating any PO.
Any idea would be appreciated.

Hi Vitthavat
In VOV6 for schedule line category CS check wheather the following data has been maintained or not
Order Type: NB
Item Category: X
Account assignment cat: 1
In VOV7 , for item category TAS
Check the box - Automatic PO generation
Billing Relevance - F
In MM02 , in Purchasing tab , check the automatic purchasing tab
Use ME59N for Automatic PO creation
Regards
Srinath

Sales Order which automatically creates Stock Transfer Order

Hi All,
I've the following configuration requirement....
-- A semifinished good SF1 will come to my company plant... (Stock Transfer)
-- This SF1 will get converted to SF2 (another semifinished good) inside my company. As a by-product Scrap S1 will be generated.
-- This SF2 will be transfered to vendor for external processing and producing Finished Good FG.
-- This FG will go to customer directly from the vendor.
My requirement is to create third party sales order for FG which in turn trigger PR->PO for FG. This will trigger a stock transfer for SF2 from plant to vendor. For this it will trigger a stock transfer of SF1 from plant (outside) to plant (my company). All this needs to happen when I save sales order for FG. Once the FG is saved, if I go to MD04 (stock requirements list), it should show stock transfer order for SF1, stock transfer order for SF2.
Now I've created SF1, SF2, S1 and FG in material master. Also created Customer C1 and other necessary details such as organizational units, partners etc.
Also I've created BOM for SF2 which includes SF1 and S1 and another BOM for FG which includes SF2 only.
At this moment when I create a sales order for FG and save (third party sales order), the PR is getting generated for FG. But for further levels of processing is not happening. I know that manually these stock transfers could be done. But I want this to happen automatically when I save the sales order for FG.
Please let me know what would be the ways to configue this.
Thanks in advance.

As per your thread,
1- SF1 transferred from Plant (P1)- to Plant (P2) - Cab ne mapped through STO Process / Transfer Posting from Plant-Plant(Mov type 301)
2- for this SF1, internal processing will be done in Plant-P2 to convert SF1 into SF2 in resuitl Scrap S1 will generate- Internal Production process (SF1 BOM - SF2 & S1 as child items)
3- Issuing SF2 to Vendor for further processing to convert into FG - Subcontracting Process ( SF2 - Input Material / FG - Output material)
4- Issuing FG directly from Vendor to Customer, based on Customer Order - Third party Order Processing.
As you know, through Configuration its difficult to achieve this. You may need to use the BAPI's to auto trigger these process one after the other. Still you should check feasibility.

Automatic creation of intercompany PO when creating a Sales Order

Hi Experts
Is there a standard way of triggering an intercompany PO when creating a sales order to the final customer (or the other way around, triggering a sales order to the end customer upon creation of an intercompany PO)? Scenario: business has setup a logistics company (company code X), which its purpose is to deliver goods to the final customer (home customers). However, sales orders are created from seperate chain of stores which belong to another company code (company code Y). This chain of stores have one sales organisation (since there is over 1000 stores under a chain). I need a way to represent that a sale originated from a store/plant belonging to company Y to end customer A. Also, I need a billing document (intercompany) from company code X to store/plant beloning to company Y.
Issues: in the intercompany config (assign intern customer numbers to sales org) - is there a way to assign a customer number at site/plant level so that when creating an intercompany billing it can be picked instead of the one assigned to the sales org and where can this be specified in the sales order (remember: in my scenario there are multiple stores/plants that belong to one sales organisation and it is not possible to use one customer number linked to the sales organisation.)
Desired results:
Sales order from store/plant YY belonging to company code Y to end customer A
Intercompany billing from plant XX belonging to company code X to store/plant YY
End customer billing from store/plant YY to end customer A
Thank you in advance for your help.

Hello Tsmash
I think you can acheive this with Regular Sales order + Inter Company STO combination.
Maintain customer numbers for each of the Plants from Company Y for the sales area belonging to Company X.
Then do the config for STO in MM using this menu path:
SPRO/Materials Management/Purchasing/Purchase Order/Set up Stock Transport Order
Here, in the activity 'Define Shipping Data for Plants', enter each of the plant-customers and the Sales area belonging to Comany code Y. Carry out other activities in this area appropriately.
Similarly set up Custom ( say Z1) Special Procurement type for Plant YY for stock transfer from XX using this menu path:
SPRO/Production/Material Requirements Planning/Master Data/Define Special Procurement Type:
Here maintain procurement type as F, Special procurement as U and plant as XX. You may need to repeat this config for each of the receiving plants (over 1000 stores under a chain) from co code Y.
In the material master MRP 2 for Plant YY, maintain procurement type as F and Special Procurement as Z1.
Sales order will be received under Co Code Y and sales area belonging to Y form customer A,
Because of the MRP config, a PO (STO) requirement will be raised on Co code X and plant XX. XX will send the goods to YY via a STO delivery using the Shipping data from 'Set up STO' config,
Plant YY will send the goods to A and bill that customer. Co Code X will raise an inter-comany bill on Co code Y.
That's how it should work. Try it and revert with any issues.

Free of goods should come automatically back when creates return sales order

Dear sd experts
I Know one thing that free goods wont come back ,, for ex when we create return sales order free goods wont come bz in VTAF copy requirement 302
it means dont copy free goods
Now i went VOV7--- for item category TANN-- i have maintained billing relevance A it means free goods items will come in to billing
now when i am creating return sales order with reference to billing Free goods are not coming
My doubt is suppose if my clinte asks free goods will come automatically when creates returns how to do it ?

Hi Ali,
I just checked and understand in the below way:
When I Do the PGI system is posting say 50 USD to COGS. But, when I do the Invoice ( 100 USD is credited to sales account and 100 is debited to discount account) So at the end 100 is getting Nullified. But, when we see P&L account you will COGS of 50 USD.
I checked along with my FI consultant and she confirmed that its posting as per expected way only.
Let me know if you need more details here.
Regards, Sai Krishna.

Relation btwn Sales order creation and automatically created Purchase Requi

Hello Experts,
The Purchase requisation is creating from Sales order, meaning, as soon as Sales order is SAVEing (say, SO_1), automatically a Purchase requisation (say, PR_1) will be created in the system. There is a Indicator filed in (PR) EBAN table, if its V, then this PR has been created from a Sales order. But, pls. let me know that,
How I can know that PR_1 is created from SO_1? meaning, I want to know the link btwn these 2 corresponding docs! I hv seen VBFA table, but, did not find any!!
thank you

Hi,
There is table called VBEP where U find Both fields
i.e VBEP- VBELN sales order number &
VBEP-BANFN Purchase requsition number.
Regards,
Sachin

Automatically create a Delivery Order document on saving sales order

hi,
i want that a delivery document should be automatically created on saving sales order. how can i configure sap to do so?
thanks

Hi
In VOV8 in the shipping tab immediate delivery switch is there
There you have to put X and save
then while you create and save a sales order of that order type delivery will be created automatically
No need to go for VL01n
These are the settings done in cash sale and rush order in standard SAP
Regards
Raja

Sales order to automatically create assembly order

Hi one and all,
How to set up a system to be able to choose materail requriment transferred from sales order to automatically create an assembly order, a planned order, and a process order?

Hi,
Assigh the repective Planning startegy group at MRP view of material Master.
81 - Assembly porcessing for planned order
82 - Assembly porcessing for production order.
86 - Assembly porcessing for Process order
Try with this and crate Sale order.
Regards
PradeeP

How to automatically block a sales order once it is created?

Hi,
We have a requirement to automatically block any sales order that is created and start a workflow for approval process and only after the approval is completed does this block go away.
We are planning to create the custom block for this. Also we have a product for the workflow process and approval.
We are looking to see if there is any configuration that we can set to automatically block the sales order. At the end of the workflow we can release the block programatically.
Any help in this regard will be highly appreciated.
Regards
Ravi

Hi Ravi,
You can create a custom block and assign it to the sales order type using the transaction VOV8 (Maintain Sales Order Types) so that whenever the order is created a block will be assigned automatically. Please note that there are many documentations already available in this topic and so it should be quite easy for you to google the procedure.
In case of any specific requirement or issue in the process please revert back.
Regards,
Som

How to create a sales activity using BAPI_BPCONTACT_CREATEFROMDATA 170183

Hello everyone ,
Please help me to create a sales activity using this BAPI's :
BAPI_BPCONTACT_CREATEFROMDATA
BAPI_BPCONTACT_SAVEFROMMEMORY
BAPI_TRANSACTION_COMMIT
Ref. OSS 170183
advance thank for all
Halley

Here is an example. Values and partners depend on your config of course. I'm assuming you can define the local variables - the code is too long for me to post it.
* BAPI field initialization
LS_GENERALDATA-ACTIVITY_TYPE    = 'Your value'.
LS_GENERALDATA-SALESORG         = 'Your value'.
LS_GENERALDATA-DISTR_CHAN       = 'Your value'.
LS_GENERALDATA-DIVISION         = 'Your value'.
LS_GENERALDATA-FROM_DATE        = SY-DATUM.
LS_GENERALDATA-TO_DATE          = SY-DATUM.
LS_GENERALDATA-FROM_TIME        = SY-UZEIT.
LS_GENERALDATA-TO_TIME          = SY-UZEIT.
LS_GENERALDATA-REASON           = 'Your value'.
LS_GENERALDATA-RESULT           = 'Your value'.
LS_GENERALDATA-STATE            = '0'.
LS_GENERALDATA-ACTIVITY_COMMENT = 'Your value'.
LS_GENERALDATA-PARTN_ROLE       = 'AG'.
LS_GENERALDATA-PARTN_ID         = 'Sold-to account number'.
APPEND LS_GENERALDATA TO LT_GENERALDATA.
LS_BUSINESSPARTNER-ITM_NUMBER   = '000000'.
LS_BUSINESSPARTNER-PARTN_ROLE   = 'AG'.
LS_BUSINESSPARTNER-PARTN_ID     = 'Sold-to Account'.
APPEND LS_BUSINESSPARTNER TO LT_BUSINESSPARTNER.
* MRL notes
LS_NOTES-TDFORMAT = '*'.
LS_NOTES-TDLINE = 'Your long comments text here'.
LS_TEXT-TEXT_ID   = '0001'.
LS_TEXT-FUNCTION = '009'.
LS_TEXT-LANGU     = SY-LANGU.
LS_TEXT-TEXT_LINE = LS_NOTES.
APPEND LS_TEXT TO LT_TEXT.
CALL FUNCTION 'OWN_LOGICAL_SYSTEM_GET'
    IMPORTING
      OWN_LOGICAL_SYSTEM             = LV_SYS
    EXCEPTIONS
      OWN_LOGICAL_SYSTEM_NOT_DEFINED = 1
      OTHERS                         = 2.
* Call BAPI
CALL FUNCTION 'BAPI_BPCONTACT_CREATEFROMDATA'
    EXPORTING
      SENDER          = LV_SYS
    TABLES
      GENERALDATA     = LT_GENERALDATA
      BUSINESSPARTNER = LT_BUSINESSPARTNER
      TEXT            = LT_TEXT
      RETURN          = LT_RETURN.
* Check for error
LOOP AT LT_RETURN INTO LS_RETURN WHERE TYPE CA 'AEX'.
    EXIT.
ENDLOOP.
IF SY-SUBRC NE 0.
    REFRESH LT_RETURN.
    CALL FUNCTION 'BAPI_BPCONTACT_SAVEFROMMEMORY'
      TABLES
        SALESACTIVITYIDOUT = LT_SALESACTIVITYIDOUT
        RETURN             = LT_RETURN.
    CALL FUNCTION 'BAPI_TRANSACTION_COMMIT'.
ENDIF.

Creating a sales item automatically...

hi all,
while creating a sales order; when a material is entered (and if certain conditions are achieved), a new sales item should be created automatically with another material. how can i do this?

Hello,
You are refering to material determination .
Mat A stock does not exist , but equivalent Mat B available . So when A is typed automaticall it has to change it to B . The above is your requirement , do config for material determination
Thanks
RK

Automatically create a sales audit follow-up activity

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