Crm licence - business partner account balance

With a CRM licence, can the BP account balance be viewed?
Cheers Lisa

Hello Lisa,
Check the license comparison chart.
https://websmp106.sap-ag.de/~form/sapnet?_SHORTKEY=01100035870000700291&_SCENARIO=01100035870000000183&_ADDINC=011000358700001192682007E&_OBJECT=011000358700000953982007

Similar Messages

Business Partner Account Balance Drill Down

I have a problem with a specific user a site not being able to Drill down into Account balance on the BP screen. She has restarted her PC and is having the same issue on other PCs. The drill down seems to working fine for all the other users.
They are running 8.82 PL07 We've ran the restore item balances function, but the problem still exist.
She can see the account balance and the drill down arrow, but SAP hangs as soon as she clicks the drill down buttton. I doesn't cause any locks for any other users.
Any ideas?
Regards,
Riana de Lange

Hi,
Please check these threads:
http://scn.sap.com/thread/1870263
http://scn.sap.com/thread/1502030
http://scn.sap.com/thread/1609552
http://scn.sap.com/thread/1976962
http://scn.sap.com/thread/1337140
Thanks & Regards,
Nagarajan

Business partner account assignment and G/L account assignment different

Hello Experts,
I am facing the issue of "Business partner account assignment and G/L account assignment different" Message no. FKKFMCHK039, while I am processing the Check lot (FP25).
Notable points are:
01) We are using the functionality of Interest, if customer pays the outstanding after due date, payment will post the interest on the outstanding;
02) I cross checked the account balance of business partners for which I am facing this problem, if payment amount is more then the outstanding balance then only we are facing this error, however under clarification processing if we post the payment with option of Post on account , payments are getting posted.
Looking for your valuable inputs.
Regards,
Anurag

Hello Experts,
Thanks for your support. However, I have regular interaction with SAP regarding above issue, and we have found there is program error, for which they have released the note number 2014364.
Regards,
Anurag sharma

New function Planning Group and Affiliate in Business partner/Account tab

Hi all!
I'm using SAP 8.8 PL10 , Localization Australia. I have new function in Business partner/Account tab is Planning Group and Affiliate.
Can you explain ? i don't see any help file about this.

Hi,
You may check this: What is the use of AFFILIATE check box in Business partner?
Thanks,
Gordon

Uploading Business Partner Opening Balances

Hi
All
I want upload business partner opening balance by DTW or Import data is it possiable????
Thanks & Regards
Amit

BEST PRACTICE:
Import all the open documents with Service Invoices/Credit Memos, with the same document number and date than in the legacy system. It does not matter what the client says - they ALWAYS have issues afterwards.
In this case DTW is the best option.
Kind regards
Carin
Edited by: Carin Botha on Aug 17, 2010 3:05 PM

Initial Load of IS-U business partners to CRM - wrong business partner cat

Hi Gurus,
when donwloading CUSTOMER_MAIN from R/3 to CRM
Where is determined that the business partner in CRM should be created in the business partner category 'Person'?
We have the problem that all our business partners in CRM are now 'Organizations' (but were sold-to-parties in R/3 with account group DEBI)
PIDE - setting is:
R/3 account group DEBI ---> classisifaction 'B' ('Customer')
In the customizing of the business partner roles for the role type CRM000 (and for all the others) Organization, Person and Group is all allowed by default.
The download itself and the number ranges work fine.

The reason for the problem is unknown but a workaround is to first initial load BUPA_MAIN instead of CUSTOMER_MAIN, then the right business partner category is taken by the system

Function modules in CRM (read Business Partner attributes)

Hi,
I would like to print a document in wich will be Business Partner attributes and other crmdata. Does anybody know how I can read the Business Partner marketing attributes. Can I use for this some function modules or else?
Are there some documentations about all Function modules in CRM and what they do?
Thanks,
Malnor

Hi Malnor,
Marketing attributes of a BP can be found in table AUSP.
You can build your own custom function module to read marketing attributes.
Refer to the link below for sample code of a FM to read BP marketing attributes -
[Custom Function module to read BP marketing attributes|http://divulgesap.com/blog.php?p=NDg=]
Hope it helps.
Regards,
Ravi

CRM based Business Partner Reporting for Retailers

Hello,
has anyone build a Business Partner Reporting based on CRM Data?
We want to report roles, relations, marketing etc.
What is the basic datamodel you use? Do you save Data in ODS using InfoSet or do you use InfoCubes or else?
At the moment we use ODS and InfoSet but we are facing timeouts and performance problems when there are too many business partners chosen.
Thanks in advance!
Angelika

Hi!
you have to use ODS objects for loading data into BW no alternative available.
I think you have to solve performance problems by fine tuning the system or by changing the datamodel.
with regards
ashwin

Problem with business partner cumulative balance

Hi
I used to used the business partner balance enqury to quickly tell customers what they were due to pay up to the start of the month. I just looked at the cumulative balance of the last transaction of the previous month and that was it. I know I could run an aged credit report but this was quicker and easier. However since upgrade to 2007A the cumulative balance does not give the amount due for a part paid invoice so this does not work any more.
Question is has anyone writen a fast query or other report that calculates the cumulative balance based on outstanding amount?
Thanks in advance
Derek

Hi!
Run this in SAP B1 Query Manager
SELECT     T0.CARDCODE, MIN(T0.CARDNAME) 'Customer Name', SUM(T0.DOCTOTAL - T0.PAIDTODATE) 'Last Balance'
FROM        DBO.OINV T0
WHERE     DOCSTATUS = 'O' AND T0.DOCTOTAL - T0.PAIDTODATE > 1 AND T0.CANCELED = 'N' AND DATEPART(month,T0.DOCDUEDATE) < DATEPART(month,getdate()) AND T0.CARDCODE = '[%1]'
Group By T0.CARDCODE
UNION ALL
SELECT     T0.CARDCODE, MIN(T0.CARDNAME) 'Customer Name', -SUM(T0.DOCTOTAL - T0.PAIDTODATE) 'Last Balance'
FROM        DBO.ORIN T0
WHERE     DOCSTATUS = 'O' AND T0.DOCTOTAL - T0.PAIDTODATE > 1 AND T0.CANCELED = 'N' AND DATEPART(month,T0.DOCDUEDATE) < DATEPART(month,getdate()) AND T0.CARDCODE = '[%1]'
Group By T0.CARDCODE
ORDER BY T0.CARDCODE

Business PArtner - Opening Balances

Please guide me how to upload the opening balances of business partner , ( please share the template if any )
thanx in advance

Please check this thread:
Re: Customer Vendor balance upload
Thanks,
Gordon

CRM employee (business partner) & org unit extraction question

Hi all,
I have a question regarding extracting business partner and org unit in CRM. Basically user wants to report on employee level and org unit level.
When I looked at the org unit hierarchy datasource (0BBP_ORGUNIT_HR01_HIER), it does not include the employee. I also tried the DS 0BP_UNAME_ORGUNIT_ATTR, but that does not give me the org unit of an employee.
Any hint is highly appreciated.
Best regards,
Ben

HI
Try this DS 0CRM_POSITION_ATTR,here u will get the org.unit,but u need to add the users (employees) in the data source.
Sridath..

CRM BDT Business Partner

Hello,
how is it possible to read the information of the BP Dynpro when creating one. I´ve created an own function module. In the BUS7 I´ve set this one in the event DSAVE. How can I get now the data from the dynpro, e.g. postal code?
Thanx for replying
Andreas

Hi Siggi,
thanks for your reply. I´ve used the funtion module, but it´s not working.
Let me explain the problem again.
I´m in the transaction BP of the CRM and want to create a Business Partner. In the transaction BUS7 I have the opportunity to call an own function module at special events. For example at the event DSAVE. My own funtion module will be called if I´m creating a Business Partner. The problem I have is that I cannot read the data of which made in the transaction. The function modules you can use don´t support any interface. I just have to read one field. The postal code, but i don´t know how to do it.
Best regards
Andreas

Business Partner Opening Balance

How can we define the opening balance of business partner when defining new company & From where we can import it?

You may check these threads:
Business Partner's Opening Balance Bill Wise
Re: BP open balances
Re: Data migration tool for SAP Business One
Thanks,
Gordon

Trading partner account balances

Experts,
How can we move the account balances from one Trading Partner to another Trading Partner?
Please help!
Thanks,
Bob

Hi Bob
Check the balance of GL/Trading Partner Combination
eg
GL          Trading Partner Balance
666666   XX003                 -20000
666666   XX004                 30000
Now suppose you need to transfer balance from CN003 XX004
You can make a posting as
DR 666666 XX003     20000
CR 666666 XX004     20000
So that the GL balance is not affected, but the trading partner balance is transferred
Regards
Sachin

Activating Business partner accounts in netpoint

Hey All,
I am having some problems with activating netpoint users for one of our clients. They do not use the active check box on the business partner form in Business one and thus all of their accounts are synching over as non active and they have to manually activate each one (or they get an account locked message when logging in). Is there a better way for them to do this? or do they have to check the active check box in business one for any new partners they create?
Any help would be appreciated.
Thanks.
Curtis

Ok so for any new business partners they also have to check the active check box in business one before they are synched over?
Is this going to change in newer versions of ecommerce as its a bit confusing for Business One users. They do not normally use that active flag to activate accounts in Business One.

Crm licence - business partner account balance

Similar Messages

Maybe you are looking for