Change sales employee authorization for sales opportunities

"Change sales employee" in general authorizations is working only for documents, but not for sales opportunities.
There should be an authorization alos for sales employee on sales opportunities.
Not only for itself but also to make a sense to authorization of sales employee on documents, because having full rights to sales employee on sales opportunities make easy to set sales employees on documents even if not authorized, just by adding the document from a sales opportunity from where it will inherit any sales employee.

Hi Sean,
Your request is very reasonable. I am supporting this DRQ. It would be better to be include in the new release soon.
What is your B1 version? Have you checked the latest version?
Thanks,
Gordon

Similar Messages

Insufficient authorization for sales document

Insufficient authorization for sales document
We are getting an error message as insufficient authorization in spite Sales Order fully approved. We are using Credit Card Processing without clearing house as payment process on sales order processing. Sales Order is process correctly with credit card pre-authorization.
Creating delivery and billing document is giving an error as Insufficient authorization.
We have completed configuration related to payment card. Also Maintain Clearing House...
Chart of Accounts              ***
Payment card receivables       ####        CASH CLR-CREDIT CARD
Clearing account               ####        CASH - PNC
Authorization                            CCARD_AUTH_SIMULATION
Initialization Authorization SET
Result Authorization (SET)               SD_CCARD_AUTH_CALL_RFC
RFC destinations of functions
Settlement                               CCARD_SETTLEMENT_SIMULATION
RFC destination of functions
Settlement answer                        CCARD_SETTLEMENT_RSP_EXECUTE
Thanks
PP

Yadav,
The new documents are working fine. The documents already created when try to release billing to accounting getting
message..Insufficient authorization for sales document 90000055
Message no. V/032
Procedure
Check the authorization amounts in the payment card plan and repeat authorization. Or reauthorize at a later time.
Thanks
PP

REMOVED " V/032 Insufficient authorization for sales document"

We are having serious issues with the multiple credit card authorization at the time of releasing the billing document to accounting. Everything is with fine with a single payment card. But as soon we split the order value into two payment card and try to release it to accounting, It gives me this error " Insufficient authorization for sales document XXXX". It was working fine sometime back in July and i had tested it many times, i have no clue what happened in the system or what triggered it. I have checked all the config and settings, everything is fine, and i am unable to understand what is causing this issue. Any help from anywhere would be greatly appreciated....
thanks all in advance for their input..
Message was edited by:
Yathish K

Hi,
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Insufficent authorization for sales document 2321.....

hi gurus,
i have got a issue in credit card sales scenario .in this case while i am releasing the invoice to accounting i m getting this error
insufficent authorization for sales document 2321.....
message: no:-V/032
procedure:check the authorization amount in the payment card plan and repeat autorization or reauthorize at a later time
i have checked the sales order there payment card amount is authorized n the sales order showing green signal and card authororization is sucessful and before that preauthorization was also there but final authorization is done.after that delivery also done. but while doing invoice releasing to accounting i am getting above issue.anybody plz help me no guess please need solution
regards,
Debesh

This link is applicable to you
[Read This Before Closing your Threads|Read This Before Closing your Threads;
As indicated therein, please dont add any such unwanted letters or characters just to close the thread. You can just click the Answered button. If you really want to show that you respect forum members time, better try to develop the habit of updating the forum properly if your issue is resolved.
thanks
G. Lakshmipathi

Partner determination based on Employee Responsible for Sale Office

Hi,
In our Project We triggering work flow from lead to sales manager. The Sales Manager is assigned to sales office. We used access sequence CH08 to determine the sales manager in Partner determination but the work flow is triggered to Employee responsible for Sales Group.
The access determines the Employee responsible for org unit and sales group is selected as org unit in lead document. So the employee below the sales Group is selected in sales manager in Partner determination.
Can any one suggest how to select employee from Sales Office in Partner determination.
With regards
Selvam T

Hi,
I created my own role and modified a standard FM.

Getting Sales Employee details in Sales Order

Hi all
My customer is not implementing HR module, but they want to get the details of sales employee responsible for each sale in the sales order. Please let me know how do we do it
Regards

For your requirement, you needn't to implement HR-Module.
To Create Sales Personnel in SAP
T. Code: VPE1
You have to Maintain Parner Determination in SPRO:
SPRO --> IMG --> SD --> BAsic Functions --> PArtner Determination -->SEt up Partner Determination
As you want it in Sales Order (say, At Header), Click:
-->Set Up Partner Determination for Sales Document Header
Select TA - Standard Order.
Now, From Left-hand side tree, click on:
Partner determination procedure assignment.
Here assign TA to your Sales Doc type (Say, OR - Sales Order).
Again from Left-hand tree, select
Account groups - Function Assignment
Here, Linl all Customer Acct Grps to PE/ VE
Now in Sales Order (T. Code: VA01/ 02), to include Sales Employee:
Goto --> Header --> Partner
here, in Column Partner. Function: Select VE/ PE as defined for Sales Employee.
Best Regards,
VP

How set authorizations for sales reports and other reports in SAPB1

Hi, I'm currently working in SAP Business One Version 8.82
The issue I'm facing is that I want to set it up so that certain users cannot see other users' sales information. I know that I can turn on or off the Sales Analysis Report for various users for instance, but what I really want specifically is this. Suppose we have 3 different teams: Team A consists of (Angie, Angela, and Anita the manager), Team B consists of (Bob, Barbara, and Ben the manager), Team C consists of (Cat, Charlie, and Courtney the manager). I would like to make it so that everyone can view the individual sales order documents of everyone else (in case a customer calls and needs information, but the salesperson who created that document isn't there); however, Angie should only see her own orders when she does a Sales Analysis while Anita, the manager of Team A, should see the the orders of Angie, Angela, and herself of course.
To summarize, I'd like to see the following
1. Each salesperson can lookup and view any sales order.
2. Each salesperson can run an sales report to view all his/her own open sales orders.
3. Each manager can run a sales report on his/her subordinates, but not on the other managers or their subordinates.
4. The boss or other people working in corporate are able to run a report on all open sales orders.
What's the best way to approach this? Is it best if I create my own report? I haven't created any reports from scratch yet, so I'm not sure exactly how that works. I'd like to be able to group the salespeople up by location if possible. The sales analysis report doesn't really do that, but it is useful. I just don't want everyone to be able to see the numbers on their peers.
Thank you I appreciate any help or advice.

Hi,
1. Each salesperson can lookup and view any sales order.
Answer:
Create own report by using query and save under query manager and the assign for all group. So that all sales person can run this query and can get sales order detail.
2. Each salesperson can run an sales report to view all his/her own open sales orders.
Answer:
Create individual query ( add condition in where clause slpname = 'XXX') for each sales person and save it under query manager and assign to particular user group
3. Each manager can run a sales report on his/her subordinates, but not on the other managers or their subordinates.
Answer:
Create query for only particular team ( condition is slpname = XXX OR YYY OR ZZZ) and save under query manager. Make schedule report on this and send it to only particular manger
Same way create for another manager and schedule report.
4. The boss or other people working in corporate are able to run a report on all open sales orders
Answer.
Create query for all sales person and schedule report to big boss.
Hope you can get an idea.
Let me know if you need sales report ( advice required field)
Thanks & Regards,
Nagarajan

Customer Recievables Ageing by Sales Employee showing No Sales Employee

Dear Sir(s),
We are on SAP Business One 8.81 PL04.
The customer recievables Ageing by Sales Employee report shows "No Sales Employee". when we group by sales employee on the selection criteria.
We have setup all our Customers with sales employees in the Business Partner Master Data.
Please advise on what could be the cause of this.
Kind Regards,
Asif M.

Hi Rahul,
Yes, the sales employee details are captured on the invoice.
Infact, on the "No sales employee" Group, only the Incoming Payments (Type : RC) show for the diferent customers and yet these incoming payments were paid based on the invoices which have the sales employees captured.
The customers appear both on the "No Sales Employee" Group as negative balances as well as its correct "Sales Employee' group as positve balance. The report shows correctly when we select the group by as "customer" in the selection criteria.
Regards,
Asif

Sales Order Delete for Sales Area which configurations are remove .urjent

Dear Experts,
I had created a sale order with sales are 1000,10 ( direct sales) and 00 , but business had told that our dist channle must be 50 Trading not direct , alredy business had done a sales order with 10 dist channel after that they changed the requirement stating that it must be with 50 trading. we have configured accordingly and removed the previous assignmnets.
But now i am not able to view that sales order which we have created erlier, because i want to delete that order because stock is reserved with that sales order.
kinldy suggest me how to delete that order.
regards
jayanth

Hi
The sales order will be in the system and can be displayed eventhough If you delete the assignment of order type OR with sales area 1000,10,00 and make new assignment(Assign sales order types permitted for sales areas ).
I had created a sales order with 1000, 10, 10 sales area, then _*i had deleted the org assignmnets*_ and in Assign sales order types permitted for sales areas.
The problem here is you have dismantled the org structure that is you have removed the org assignments. It is clear by your above statement. Then in this case you can not view any sales order which was originally created for the old sales area(1000,10,00).
So you have to either setup your old org(1000,10,00) assignments and try to display and reschedule the old sales order or need to explore other options of deleting the sales order requirements.
I have simulated the above scenario and it works fine. Try the above to set up org structure again and do whatever you want to do with the old sales order and after finishing all your things, you again dismantle it.
Hope this helps you.
Regards
Rajkumar K

Function module to extract sales org data for sales transaction

Hi! I would like to find out the sales org assigned to a particular sales transaction. When I run function module CRM_ORDER_READ, it passes some information into LT_ORGMAN but I get 2 entries rather than the 2 entry I see in my sales transaction. Is this the right table to look for sales org data for a particular transaction?
Appreciate any help on that.
Cheers!
SF

Please check with following function module:
CRM_MAP_ORGMAN_DATA
CRM_ORGMAN_GET_DB
CRM_ORGMAN_READ_DB
CRM_ORGMAN_READ_OW
hope it will useful.

INTERNAL QN CHECK ON AUTHORIZATION FOR SALES ORG

Hello Experts,
Following is the current set up
An internal QN -Root Cause Analysis QN (RCA QN) is created via standard QM01 trxn where Sales Org is a mandatory field to be filled.The user able to create RCA QN for any Sales Org.
There is No check either at the time of selecting the Sales Org. field value OR at the time of save QN for authorization check against Sales Org. for the user.
There is now a requirement from business to ensure user can create a RCA QN only for the Sales Org. assigned to the authorization object in his authorization profile.
Problem:
The field Sales Org.(VIQMEL-VKORG) belongs to the Std. screen 0100 in screen program name SAPLXQQM.There is not any BADI enhancement that is triggered during RCA QN creation/Save for this field .Also , the user exit enhancement QQMA0002 will not work as VIQMEL is not updated yet with VKORG value until saved ( at when QQMA0002 FM EXIT_SAPLQAUT_001 is NOT getting triggerred)
Question:
Pl can you advise if there is a way to check this field in the QN at time of creation or save via any user exit /enhancement in the std .prgm?
Pl let me know
Thanks
Ranganath

Hi Rangantha,
I think, you need to do a screen exit level validation (For Ex: QQMA0001) at sales org level (VIQMEL-VKORG), which should be triggered before "SAVE" option is executed or "Enter" is pressed. The main objective for this enhancement should be to check if the value VKORG is matching with the value maintained at User Profile. In case if both matches, then the "Save" option should be executed. Else, it should throw a pop-up message for user's reference that both the data is not matching.
Thanks,
Arijit

Approval Authorization for Sales Order

Dear Experts,
Can anybody help me by providing a user query for Approval templete for the following condition.
The system should prevent the sales order & Delivery when the customer is having one oustanding invoice above 90 days and the balance due for that invoice is less than Rs. 100
Regards,
Srinivas

Hi Gordon,
Thanks for your effort. I am getting the approval window after the sales order . ie at delivary it is asking me for approval and also for every delivary it is asking even the customer doesn't have any outstanding. if the approval process activates during SO genaration time ..then this will be helpful.
If any previous invoice having outstanding balance >100 and if it exceeds 90 days then it should ask for approval. But the system should not check the Customer account balance.
Regards
Srinivas

Sales Order Authorization

Great Gurus
Related to authorization
1) how we can authorization Sales Order Type Level, Like we create sales order in Va01. and there are different sales order type with same Org. structure
2) How we can do. . Sales Rejection authorization ( even the user will have the va02 rights) .
3) Sales Order Delete authorizaiton ( restriction even the user will have the va02 rights)

Dear Adnan,
First of all you have to Create a Roles, specific to your requirement in
T. Code: PFCG
Create Roles:
1. Profile for role Z:AL_SD_Sales Order_OR*
2. Profile for role Z:AL_SD_Sales Order_SO*
so on, so forth.
*Here, OR - Standard Order, and
So - Rush Order etc...
Afterwards, in
T. Code: SU01
Assign these Roles in to User-Profiles, as reqd.
Say,
User: XYZ with Profile for role Z:AL_SD_Sales Order_OR*
and
User: PQR with Profile for role Z:AL_SD_Sales Order_SO*
Best Regards,
Amit
Note: You have to tell to your Basis-Admin to "Maintain Authorization Data" for every role for every user-profile.
Path: SU01 --> User --> Change --> Roles (select Role) --> Authorization --> Display Authorization Data --> Sales and Distribution --> Maintained Sales Document: Authorization for Sales Document Types
--> Activity (Here, you may restrict activities like, Delete, Reject etc..)
--> Sales Document Type (Here, you can maintain Sales Doc type for particular role)
Once, you explain your requirement to your Basis-Admin and if he reads this post (which, he must be knowing in advance), immediately he will do the needful; else post the subsequent query, if any.

Authorization Object - Sales Office in VA02?

Hi SD Guru's
I have a requirement where in i want my delhi finance team to release orders created only by Delhi Sales office.
Any suggestions?
How do i find authorization's for a T-CODE?
Regards
Ravi

Dear Ravi,
You can refer to standard Role "SAP_CS_AG_CUST_ORDER_COMPLETE".
Authorizations Under Sales and Distribution -> Billing: Authorization for Sales Organizations
Similarly, you can maintain for Authorization for Sales Areas by selecting proper Activity (Create, Display, Change etc.), Sales Organization, Distribution Chennel, and Division.
You can use Authorization Object V_VBAK_VKO for "Sales Document: Authorization for Sales Areas".
Create Authorization for Roles as above and assign them to Users.
Regards,
Naveen.

Update sales employee for Portugal

This functionality is available for Spain and this request is for Portugal as this is not available for that localization.
Functionality requeted consisted on updating sales employee data for Portugal, so you can change the sales employee or buyer data for all the documents listed below at any time (including after the document is closed), at both document and row level.
Documents:
A/R Invoice & A/P Invoice
A/R Down Payment Request & A/P Down Payment Request
A/R Down Payment Invoice & A/P Down Payment Invoice
A/R Reserve Invoice & A/P Reserve Invoice
A/R Credit Memo & A/P Credit Memo
Delivery & Goods Receipt PO
Return & Goods Return
If the change is done at the document level, a message asking the user whether to apply the change on the rows should appear.

Hola Carmen,
That functionality is available since B1 2007A SP01 PL07. Please check SAP Note 1369615 for more information.
Please visited the LEGAL REQUIREMENTS AND IMPORTANT CORRECTIONS Channel Portal page regularly to check for important changes.
¿Vale?
Regards,
Vítor Vieira

Change sales employee authorization for sales opportunities

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