CRM 5.0 Sales Area Data - Organization Tab

Hi All,
We have upgraded to CRM5.0 and as a result, under Sales Area Data a tab called 'Organization' has appeared and I cannot seem to remove it through field groupings even though all the fields available under field groupings are hidden.
Under field groupings there are 3 fields for configuration:
District
Sales Group
Sales Office
These are all hidden. Yes on the Sales Area Organiation tab two greyed out buttons appear:
Own Data (with create icon)
Own Data (with delete icon)
Also under sales area data there are other tabs such as 'Shipping' and 'Fact Sheet', all their fields are cojnfigured to be hidden and as a result their respective tabs (correctly) do not appear on the screen.
Does anyone knowe if it is possible to remove these and what is the correct way to remove this tab from the screen?
Many Thanks for any help/advice given.
David

Thank you, Gregor.
I'm still confused by the following portion of the release notes "<i>The person and organization are saved with the target group."</i>
It would be a problem for my company if organizations remained in the final target group.
Thanks again, Matt

Similar Messages

Tables in CRM- Sales Area Data

Hi,
We have downloaded the Customer Master from R/3 to CRM system. Initial Load was successful and delta is also working fine. We are getting the R/3 sales area data in CRM system when we open a BP.
But here our issue is, we could not locate the sales area data in any of these below CRM tables -
CRMD_ORGMAN
CRMM_BUT_FRG0081
CRMM_BUT_FRG0080
This data we require for BW purpose, Can anyone help me where I can get this data?
The Bdocs coming from R/3 to CRM contains complete sales area data.
Thanks&regards,
kalyan

It depends on the tab you have maintained for sales area.
CRMM_BUT_LNK0011 holds the sales area data for the sales tab on the screen.
CRMM_BUT_LNK0021 holds the sales area data if the shipping tab is maintained.
Similarly if the billing tab is maintained, you ll find the data within the CRMM_BUT_LNK0031 table.
I hope this helps.
Regards,
Gaurav Gera

Credit management....sales area data

hi gurus,,
I have some doubts in Credit Management>
1. In my development Server....Customer Master data > Sales Area Data > Billing Tab Page>CREDIT CONTROL AREA...is not reflecting.
using version 4.7... why is was not reflecting... any configaration settings is required??.
Anybody having configuration material of CREDIT MANAGEMENT and FREE GOODS DETERMINATION..
MAIL ID::: [email protected]

Hi ravi,
Notes on Credit mangement
SAP SD Credit Management
All business have their own credit management needs, SAP allows you to specify your own automatic credit checks based on a variety of criteria. You can also specify at which critical points in the sales and distribution cycle the system carries out these checks.
SM30 - Table/View
V_TVTW - Define Distribution Channel
V_TVTA_KKB - Assign sales area to credit control area
V_T014 - FI - Define Credit Control Area
T001CM - FI - Assign Permitted Credit Control Area to company code
OVXG - Set up Sales Areas
e.g. Sales Organization
                  Distribution Channel
                              Division
                  Distribution Channel
                              Division
FD32 - Customer Credit Management
OVAK - Define credit limit check by sales document type
Check Credit
A - Credit limit check and warning message
B - Credit limit check and error message (no sales order can be created)
C - Credit limit check and delivery block (block delivery if hit credit limit)
Options B and C -> used for checking open order values (when you create/change the sales order)
D - Automatic credit control with open order values
More control in transaction OVA8 - Automatic credit control
You check for open orders and deliveries, or just open deliveries.
or open order values with other options
Credit group
Allows you to combine different sales document types for the credit limit check
VKM1 - Blocked SD Documents - Finance have to released the delivery block
OVAD - Define credit limit check by delivery order
whether the automatic credit check occurs at the time of delivery creation and/or goods issue
OVA7 - Define credit limit check by item category
Set whether to include/exclude item category for credit limit check
OVA6 - Define credit group. You can groups together different business transactions which should be dealt with in the same manner with regard to the credit check.
You enter the credit groups when you configure the sales document types for credit management and define the (D - automatic credit check).
SAP default credit groups
01 - credit group for sales order
02 - credit group for delivery
03 - credit group for goods issue
OVA8 - Automatic credit control - Double click on the line items
You can have the followings credit limit check :-
Static
Depends on the customer total value of open orders, deliveries, billing documents and open items.
Open items
No of days open
Overdue open items checks is based on the ratio of open items that are overdue by a certain number of days.
Max open items %
The customer balance must not exceed a certain percentage.
Oldest open items
If you don't want to deliver to the customer at all when even only 1 invoice is overdue.
Tick the Check for Oldest Open Item and Set the field Days oldest item = 1.
Days oldest item
No of days allowed for overdue or payment terms.
Use of the credit check Oldest Open Item. If a user attempts to alter the order quantity of a released sales document
that was previously blocked, it would be reblocked again by the system. The system only reblocks the sales document if the new order quantity is above a certain % amount.
Released documents are still unchecked
The preset % is whatever you want to set it as when configuring your automatic credit processing. You enter a deviation % and number of days,eg, you can set it so that an order can be changed by up to 10% within 30 days of original order entry date without it going back on credit block.
Next Review Date
If a customer has a credit limit of 1000 USD, and you would like to restrict this credit limit only to be available in current month (say March). If the document day is in April then the credit limit is zero.
You can use the "NextReview date" and "Number of days" fields and combined it with the "Last int.review" field in customer credit master "Status" view (FD32).
VOKR - Display of work list for credit management (configure the display variant)
Free goods determination
Free Goods Determination in Sales Order
Free goods has the following limitations:
- Free goods can only be supported on a 1:1 ratio. This means that an order item can lead to a free goods item. Agreements in the following form are not supported: With material 1, material 2 and material 3 are free of charge or If material 1 and material 2 are ordered at the same time, then material 3 is free of charge.
- Free goods are not supported in combinations with material structures (for example, product selection, BOM, variants with BOM explosion).
- Free goods are only supported for sales orders with document category C (for example, not quotations).
- Free goods are not supported for deliveries without reference to a sales order.
- Free goods cannot be used in make-to-order production, third-party order processing and scheduling agreements.
- If you defined a free goods for variants in a generic article (only SAP Retail), you can only process the variants in the purchase order and goods receipt individually (as single articles). In other words, you cannot process them using the generic article matrix.
4.6x
Not all Sales Order can be used for free goods determination. You have to check the SD document category if it does not work. Only category 'C' are supported. Check transaction VOV8.
Assume that you want to configure an inclusive FREE goods routine. Customers must order a minumum quantity of 5 before any free goods can be assign. For every quantity of 3, the customer will be given 1 free goods.
WC07 - Maintain Number Range Intervals
e.g.
No   From number       To number
01    0000010000         0000099999
IMG -> Sales and Distribution -> Basic Functions -> Free Goods ->
Maintain Access Sequences
New Entries
Acsq
NA00
Save
Maintain Condition Types
New Entries
Ctyp   Name             AcSq
FREE Free Goods    NA00
Save
Maintain Pricing Procedures
Procedures
New Entries
Procedure   Description
FREE           Free Goods
Select Procedure FREE then click Control data
Step   Cntr   Ctyp
10       10      FREE
V/N6 - Activate Free Goods Determination
Assign Order Type OR with Document Procedure A with Procedure FREE
VBN1 - Create free goods determination
e.g. FREE inclusive
Material Min qty   From   are free good   Calc Rule   Free Goods
                       5           3                1                      1                1
In this example, if you create a Sales Order for a quantity of 10, SAP will prompt you 7 as the customer order qty and 3 will be free. Customer only pay for the 7 quantity.
Reward points if it helpful

BP Replication with Sales Area Data

Hi all,
We are having an issue with BP replication from CRM to R3. The issue is that when we create a new BP and add sales area data to this Sold-To business partner, the BP is replicated to R3 all blanked out. There is no name, address or any data that is replicated. However, if we create a new Sold-To business partner and do not maintain any sales area data, the replication works as expected. Any ideas?
Thanks in advance. Points will be awarded for helpful responses.
Message was edited by:
John S

Yes, the sales area exists in both systems but I get errors for both scenarios...
When I create a sold-to BP in CRM and maintain Sales Area Data, the error I get is "Business partner #### does not exist as customer, change not possible" (XR012). In the extended data part, there are two entries under Partner table. The first entry appears to be the Update to include sales area, and the second entry appears to be the Insert of a new customer. However, this new customer uses the Reference Customer information.
When I create a sold-to BP in CRM without Sales Area Data, I get "Updating could not be completed" (S&150). In the Partner table there is one entry and it contains an Insert for the new customer with all of the new data (no reference customer info in there).
Any ideas?

Clarification required on the Sales area data information.

Hi Master's,
As per the standard taxation practice,Tax determination depends upon the Tax liability of a Shipt to Party.
But in a Customer master The Tax classification is maintained in the SALES AREA DATA-BILLING TAB,To my understanding
the Billing Tab data comes from Sold to party.If so how does Billing tab convey the Tax liability of Ship to party.
I am Confused,please let me know in terms of Customer master and Partner types:
1) Which Tabs under the sales data i.e Shipping Billing...come from which Partner.i.e like Sold to party.
(Clarification required on the Sales area data information coming from which Partner functions).
Please suggest,
Thanks
Gajender

Hi
As per the standard taxation practice,Tax determination depends upon the Tax liability of a Shipt to Party.
But in a Customer master The Tax classification is maintained in the SALES AREA DATA-BILLING TAB,To my understanding
the Billing Tab data comes from Sold to party.If so how does Billing tab convey the Tax liability of Ship to party.
I am Confused,please let me know in terms of Customer master and Partner types:
1) Which Tabs under the sales data i.e Shipping Billing...come from which Partner.i.e like Sold to party.
(Clarification required on the Sales area data information coming from which Partner functions).
There is no need of any confusion here
All the tabs and data or fields pertains sold to party only
If for a sold to party say 1001 if he himself is going to be SH and PY and BP then there is no confusion
If for a sold to party say 1001 the ship to party is 1002 and PY is 1003 and bill to party is himself that is 1001
This is what mentioned or assigned in the partner functions of CMR of 1001 in the sales area data
This means there are another CMR lies in the name of 1002 and 1003
Whenever an order comes for 1001 as Sold to party for tax classifications the ship to paty 1002's master record is accessed by the system
System accesses another record for a particular detail (tax details)
Similarly for this customer 1001's order for payment terms 1003's CMR is accessed by the system
System accesses another record for a particular detail ( for terms of payment)
There is no need for any confusion and if you run this in the system with different data you will understand it much better
Regards
Raja

Need to know how to extract those Sold to Party with sales area data

Hi,
As in our system i need to check that for all
sold to party existings , who are all the having the sales area data.
how can i able to pull those Sold to Party that does not having sales area data.
I know that the data is huge , but canot help because some of the Sold to Party maintained in CRM is without sales area data.
I want to know that if the numbers ar ehuge it can be a customizing problem.
Waiting for your reply
Thanks & Regards
Prajith P

Hi Prajith,
Refer to the link, might help u in getting the BP's with sales area.
Tables in CRM- Sales Area Data
Hope this helps!!!
Prerna

Trying to add sales area data to sold to party in CRM using

Hi all,
i am trying to add sales area data to a sold to party business partner and i used the BAPI BAPI_BUPA_FRG0010_ADD. it executes i dont get runtime error but i get the error "invalid sales and distribution area" in return table.
also i see that the sales area data of the sold to party is not updated after i execute my program
can anyone tell me what i am missing
Edited by: jessica sam on Nov 13, 2008 8:17 PM

hey Rob i dont know if the configuration is done.but if i try to create a sold to party business partner in the screen in CRM i sales area data tab----->sales area, i find the drop down list with the values for sales organization, ditribution channel and division.
i am able to create a sold to party in CRM and it is replicating in ECC. but if i try to display the sales area data of a sold to party that i created using the function module BAPI_BUPA_FRG0010_GETDETAIL
it throws me an error saying invalid sales area data.
Also i find that data is there in CRMM_BUT_LNK0021, CRMM_BUT_LNK0031 tables but not even one entry in CRMM_BUT_LNK0011
Also i find that data is there in CRMM_BUT_SET0020, CRMM_BUT_SET0030 tables but not even one entry in CRMM_BUT_SET0010
is some thing missing in functional configuration. the CRM guy did an intial upload from R3 and brought the sales organization to CRM.

Product sales area data missing in crm

hi, expert
I'm currently having a problem with some of the products that are being replicated from R/3 to CRM.Product sales data initial synchronization is complete from ecc to r3,user create order is ok in crm.After a period of time,product sales area data missing in crm,we don't know when is lost,the problem is that we can't do an order for several products because there's no data in the sales and distribution tab(Sales Org., Distribution Channel) of the product master in CRM.

Hi ,
What you can do is,
Create a request for a material whose Sales Area data is missing in
CRM , and perform the request load in transaction:R3AR4.
And please check whether sales area data flows to CRM.
Put a filter in txn:R3AC1, to download single material or material
range.And before performing an initial load in txn:R3AS,please make
sure that sales area data is missing in CRM.Now, perform the initial
load in txn:R3AS.And please check whether sales area data flows to
CRM.
Check the filter settings in transaction R3AC1 for
object MATERIAL and please make sure that it would bring down all
the expected materials from R/3 along with the sales area data. I guess there is some
filter setting which is blocking it.
Please check the entries you have maintained in table MVKE - the entries
for the sales data maintained here must match with the ones maintained in the
filters.
thanks & regards,
Krishnen
Edited by: Krishnen Subramanian on Aug 9, 2011 8:47 AM

Prospective Account Sales Area Data on CRM Online

Hi Experts,
I am using CRM2007 SP4, and i am trying to assign Sales Area Data to a Prospective Account on CRM Online. However, unlike a reqular Sold-to account (CRM000) there does not seem to be a Sales Area Data Button where the Sales Area can be maintained for a Prospective account.
The BP Role for the Prospective account is BUP002.
It only seems possible to maintain this through the Web Client. Is there anyway which the Sales Area can be assigned to a Prospective Account through CRM Online.
Any assistance would be appreciated.
Thanks,
Jonathan

Hi Sasha,
I've been checking it in our system (CRM 6.0). The field Price group (cust) from ECC (KNVV-KONDA) gets standard replicated to field Price Group (Cust) on the billing tab of customer data (BP).
No additional customizing or development is needed.
The field is stored in: CRMM_BUT_SET0030-PRICE_GROUP
regards,
Wim

CRM - Bapi for creating relationship between BPs with sales area data

Hi
I am looking for BAPI for creating relationship between business partners with sales area data in CRM 5.0.
Example - I would like to create relationship type CRMH03.
Bapi BUPR_RELATIONSHIP_CREATE does not allow for maintaining sales area data (Sales org, distribution channel, division).
Does anybody know such a bapi?
Regards
Radek

Hey Radek,
I am actually looking for the same functionality. Were you able to find a solution although no one replied to your question in this thread? If so, it would be very helpful for me to know. Maybe you have to combine more BAPIs in order to add the organization information to the relationship. But I have no idea how.
Best Regards
Mirko

CRM 3.0 BP Maintenance - Sales Area Data

Hi Gurus
In CRM 3.0 for Transaction BP
In the Sales Area Data is a Tab for Partner Functions.
In which table is this Partner Function data stored please. Please do not provide a Structure name as I am not technical
Many Thanks
Panduranga

Hi Panduranga, how are you?
The information contained there is in table CRMM_BUT_FRG0081.
Kind regards,
Garcia

User Exit for XD02 in Sales area data in Sales tab

Hi Sap Gurus,
I have a problem . I need help .
The requirement is
In XD01 transaction , In Sales area data, In Sales tab i need to add a Check box which i already have added.This check box refers to KNVV table-Zflag
In VA01 transaction , In menu goto -> header -> Sales , In Additional data B .
I have another Check box. This check box refers to Vbaktable-Zflag .
<b>I need the code and exact locations where to put this to get my issue resolved which is given below in Functional Description</b>.
Functional Description where you can understand better.
   Our custom logic will be initiated once the Sold-to Party (VBAK-KUNNR) is entered for any order type. When the sold-to party is entered the user exit program will check table KNVV for the custom field ZFLAG that corresponds to the Print Prices on Delivery Note flag (hereafter referred to as the Pricing Flag) and populate the same setting of the flag into the ZFLAG that will be on the Additional data B tab on a sales order at the header. The user can manually change VBAK-ZFLAG Pricing Flag setting to something different than what is populated for the customer master level.
If the user happens to change the sold-to party for any reason then the user exit program should take the following approach when populating the ZFLAG Pricing Flag in a sales order:
-     Recheck the ZFLAG Pricing Flag setting in the customer master for the sold-to party that the user has newly selected.
The user will still have the option to manually ZFLAG Pricing Flag on a sales order after the user exit program defaults it.

Transaction Code - XD02                     Change Customer (Centrally)
Exit Name           Description
SAPMF02D            User exits: Customer master data
No of Exits:          1
USER EXIT
http://www.sap-img.com/abap/a-short-tutorial-on-user-exits.htm
http://www.sapgenie.com/abap/code/abap26.htm
http://www.sap-img.com/abap/what-is-user-exits.htm
http://wiki.ittoolbox.com/index.php/HOWTO:Implement_a_screen_exit_to_a_standard_SAP_transaction
http://www.easymarketplace.de/userexit.php
http://www.sap-img.com/abap/a-short-tutorial-on-user-exits.htm
http://www.sappoint.com/abap/userexit.pdfUser-Exit
http://www.sap-img.com/ab038.htm
http://help.sap.com/saphelp_46c/helpdata/en/64/72369adc56d11195100060b03c6b76/frameset.htm
http://www.sap-img.com/abap/a-short-tutorial-on-user-exits.htm
http://www.sap-img.com/abap/what-is-user-exits.htm
http://expertanswercenter.techtarget.com/eac/knowledgebaseAnswer/0,295199,sid63_gci982756,00.html
Rewards if useful.........
Minal

Sales area data is missing when Customer contact replicated to CRM

Dear Experts,
I am facing some problem with the Customer Contact replication from isu to crm, problem is when i create a customer contact by using bct0 interaction record is replicated to the crm, when i open the interaction record in the webic i am getting the error maintain the sales area data ,i am manually maintaing the sales are data in the crm could you please tell me why sales area data is missing while replication could you tell me how to rectify this error.I am using the standard transaction type 0010.
Thanks & Regards
Boyz..

Hello Shravanthi,
Have you looked at the screen in the screen painter in ERP (transaction SE51)? Maybe this will give you a clue to what data is missing.
Kind regards,
Johan Wigert

Sales Area Data isnt replicating from CRM to ECC

Hi Gurus,
We are replicating some BPs of certain groupings from CRM to ECC.
We performed all steps relevant for this task mentioned in Best Practice u201CMaster Data Replication C03u201D. After performing the
steps results are as follows:
u2022     BP General Data is replicating without any trouble.
u2022     When registering sales area data in CRM and trying to get this replication to ECC we see that the BP Sales Area data isnu2019t replicated.
Monitoring SMW01.
The BDOC BUPA_MAIN ended with the following error:
Messages for business partner 0007000362: Fill in all required entry fields
Action already taken:
After reading this message I have reviewed the mandatory fields per Account Group in ECC and mapped them with the CRM ones. Even this changes I still can get sales area data in the ECC BPs replicated.
Is there something I am missing here.
Thanks for your help.

Hi,
Regarding debugging from CRM to R3. Please follow the below steps.
There are 2 methods to debug the Business Partner (BP).
First Method:
1)     In CRM, Go to SM59 -> ABAP Connections => The ECC client -> See if the saved user (in logon details) that is used to connect to ECC from CRM is a Dialog user.
2)     You can use transaction code SU01 to check User Type of User.
3)     Deregister the Queue through SMQS.
4)     Make changes to BP.
5)     Go to SMQ1, Select the Queue name Double Click 2 times then select the Tool bar (Debug LUW).
Second Method:
1)     Put a break point in Function Module SMW3_MFLOW_UPDATETASKBDOC.
2)     Create a BP and before save, type /h to activate debug, Mark update debugging option.
3)     When stops in Function Module u201CSMW3_MFLOW_UPDATETASKBDOCu201D you must be sure to set header-dbgmode = 'X' this will make the BDoc stay stopped in SMW01.
4)     Go to SMW01 and type /h and process the BDoc.
5)     Put a breakpoint in Function Module u201CCRM_UPLOAD_AFTER_MAP_HANDLERu201D and be sure to change LV_SYNCHRON = 'X' this will allow you to connect in ECC.
If the variable LV_SYNCHRON does not have any value, then it will work as background task, if the value is filled with the value u2018Xu2019, then it will allow debugging in R3.
And another point to be noted here is, the user type of the R3 should be Dialog User. If the user is not dialog, then it will not connect with R3.

Making a field mandatory in additional data tab in sales area data in XD01/XD02

Hi,
Making fields in additional data tab in sales area data in XD01/XD02 as mandatory is not achievable through configuration. Also, user exit SAPMF02D was not helpful in achieving this. Kindly help me on this.

Is this a new field you are creating or an existing field you want to mark as mandatory? My impression from your original post was that it was the second. If so then you don't need to create an implementation of CUSTOMER_ADD_DATA as there must already be one, instead you should be looking for the implementation that manages data for the screen you are interested in. This might be why you don't see your BADI get activated when you go to "area data -> extras -> additional data" as it isn't the right implementation.
If you just want the field to be mandatory when the user goes into the additional data tab I would code this in the screen of the customer exit. If you want this field to be mandatory whether or not they enter other additional data then you should try the method of the badi Nabheet suggested but not in your own implementation.

CRM 5.0 Sales Area Data - Organization Tab

Similar Messages

Maybe you are looking for