Customer complaint and credit management

Hi,
we have the following business case, credit management activated:
1. a customer has a complain about a delivery (e.g. poor quality/wrong material)
2. the corresponding invoice is shown as an open item in FBL5N
3. a credit note request is created for the sales order, but it can take weeks until it gets released. In the meantime the customer becomes overdue.
4. now the following happens: when the customer wants to place a new order he will be blocked by the credit management.
We first have to release him e.g. via VKM4. The same with deliveries.
Is there a possibility to mark the invoice in question as not relevant for the credit management?
My first idea was to change the credit note requests as relevant for the credit management (VOV8), but unfortunately those requests are not visible in FBL5N. Thus we would loose the overview of invoices in question.
Thanks for your answers...
Cheers,
Marc

hello, PP.
i don't have an answer yet. actually, i will add to your question.
a credit memo request is supposed to be not relevant for delivery. so why is this updating open delivery value? maybe it's SAP standard? maybe credit group 03 (delivery docs) was assigned to the credit memo request doc type? if so, why assign credit management to credit memo requests anyway?
regards.

Similar Messages

SAP Reports: Accounts Receivable and Credit Management

Good Afternoon Folks-
Can anyone give me a listing of all the AR and Credit Management Reports and what they tell?
I cannot find anything that tells me this report is good for DSO, etc.
Thanks!

Hi,
To View the Reports in Accounts Receivable , here is the menu path
Accounting - Financial Accounting - Customers - Information System - Reports for Accounts Receivable Accounting
Customer Balances
S_ALR_87012167 - Accounts Receivable Information System
S_ALR_87012172 - Customer Balances in Local Currency
S_ALR_87012186 - Customer Sales
S_ALR_87012169 - Transaction Figures: Account Balance
S_ALR_87012170 - Transaction Figures: Special Sales
S_ALR_87012171 - Transaction Figures: Sales
Customers: Items
S_ALR_87012168 - Due Date Analysis for Open Items
S_ALR_87012197 - List of Customer Line Items
S_ALR_87012173 - List of Customer Open Items for Printing
S_ALR_87012174 - List of Customer Open Items
S_ALR_87012175 - Open Items - Customer Due Date Forecast
S_ALR_87012176 - Customer Evaluation with OI Sorted List
S_ALR_87012177 - Customer Payment History
S_ALR_87012178 - Customer Open Item Analysis by Balance of Overdue Items
S_ALR_87012198 - List of Cleared Customer Items for Printing
S_ALR_87012199 - List Of Down Payments Open On Key Date - Customers
Master Data
S_ALR_87012179 - Customer List
S_ALR_87012180 - Address List
S_ALR_87012182 - Display Changes to Customers
S_ALR_87012183 - Display/Confirm Critical Customer Changes
S_ALR_87012195 - Customer Master Data Comparison
For Credit Management, the menu path is
Accounting - Financial Accounting - Customers - Credit Management - Credit management info system
F.31 - Overview
F.33 - Brief overview
F.32 - Missing data
FCV3 - Early warning list
FDK43 - Master data list
S_ALR_87012215 - Display changes to credit management
S_ALR_87012218 - Credit master sheet
This is for Ecc 5.0. to know more about the particular report, click on the program documentation (Shift + F1). The icon is in blue color and ' i ' is what u have to select to know more information about the report.
Hope it helps.
Regards
M.S.Reddy

Checklist for blueprinting phase in AR and Credit Management

Hi Guys! My company is in the blueprinting phase and they have assigned me as the blueprinting guy in the AR and Credit Management side. I would like to know if anyone has a checklist or can mention things about which i am supposed to look for and ask.
any help will be awarded with points. Thanks.

Hi Mahesh,
In order to change the horizon period in OVA8 you have to do it in transaction OMO1.
The consequences of this change are the following:
1. First of all, a reorganization of the credit values is necessary
so you have to run RVKRED77.
2. The change in the horizon will not affect already created orders
(it means that already created orders will not be blocked). This new
horizon will only affect newly created orders or "old" orders which are
changed and for which a new credit check is performed.
3. Date volume: when period= M, all orders for the same month and the
same customer create just one entry in S066 (you can check it through
SE16). However, when period= T, all orders for the same day and the
same customer create on entry in S066 (that means that nearly every
sales order gets an entry in S066).
Thanks and best regards,
Smile

Error while opening supplier/customer forms and payment manager templates

we are having 11.1.0.7 database and 12.1.1 E-business suite with 10.1.2.3 forms
user is getting
Error Page
You have encountered an unexpected error. Please contact the System Administrator for assistance.
while accessing supplier/customer forms and payment manager templates and this gets resolved after bouncing the application. the current instance is a staging one and this will be replicated to production so please help or suggest any solution or work around
thanks
pankaj

There should be a link on the error page for further details about the error. Can you post the contents of that error link page ?
Pl also check the Apache logs for any errors - see MOS Doc 419839.1 (How to enable Apache, OC4J and OPMN logging in Oracle Applications R12) for name and location of the Apache log files.
HTH
Srini

Tables for Collection, dispute and credit management

Hi SAP Gurus,
I would appreciate if any one could provide the list of tables for collection, dispute and credit management. Thanks!
Regards,
aj

I think you mean the tables for FSCM.
The easiest way to find it is to do SE16 FDM*
FDM_AR_WRITEOFFS               FSCM-DM: Automatic Write-Offs Not Executed
FDM_BUFFER                     Cluster for Decoupling in 1-System Scenari
FDM_BW_INV_DELTA               Delta Queue for BI Invoice Extractor
FDM_COLL_CCOLOAD               Company Codes for which Initial Load Perfo
FDM_COLL_CFIELD                FSCM-COL: Relevant Fields for Document Cha
FDM_COLL_COMPCOD               FSCM-COL: Active Company Codes of Collecti
FDM_COLL_DUNNLEV               Harmonized Dunning Levels
FDM_COLL_LASTPAY               Last Payments of Business Partner
FDM_COLL_LTRIG                 Missing Entries of Table FDM_COLL_STRIG
FDM_COLL_SFIELD                FSCM-COL: Relevant Fields for Document Cha
FDM_COLL_STRIG                 FSCM-COL: Control of Trigger Update in TRO
FDM_COLL_TROBJ                 FSCM-COL: Trigger Table for Collections Ma
FDM_CONTACT_BUF                Personalization of Contact Person Data
FDM_DCOBJ                      FSCM-DM Integration: Disputed Objects
FDM_DCPROC                     FSCM-DM Integration: Dispute Case Processe
FDM_P2P_ATTR                   Attributes of Promise to Pay; Required for
FDM_PERSONALIZE                Personalization of Collections Management
FDM1                           Cash Management & Forecast: Line Items of
FDM2                           Cash management line items from MM purchas
FDMV                           Cash Planning Line Items of Earmarked Fund
Hope this helps, award points if useful.

Pa custom infptype and org management infotype creation

hi experts,
pa custom infptype and org management infotype creation
steps are same or not.
If any difference b/w both plz give me step by step procedure.
Regards,
Sandeep

PA infotype will create in PM01 everything we need fill from PM01.
OM infotype
:- 1. we need to create HRI9XXX structure.
2. PPCJ t-code u can create from this t-code.
PA INFOTYPE CREATION
1) Go to Transaction PM01.
2) Enter the custom Infotype number which you want to create (Should be a 4 digit number, start with 9).
3) Select the `Employee Infotype' radio button.
4) Select the `PS Structure Infotype'.
5) Click on Create. A separate table maintenance window appears.
6) Create a PS structure with all the fields you want on the Infotype
7) Save and Activate the PS structure
8) Go back to the initial screen of PM01.
9) Click on `All' push button. It takes a few moments.
10) Click on `Technical Characteristics' . Infotype list screen appears
11) Click on `Change'(pencil) button
12) Select your Infotype and click on `Detail' (magnifying glass) button
13) Give `T591A' as subtype table
14) Give `T591S' as subtype txt tab
15) Give your subtype field as subtype field
16) Save and come back to PM01 initial screen
17) Click on `Infotype Characteristics' . Infotype list screen appears
18) Click on `Change' (pencil) button
19) Click on `New Entries'
20) Enter your Infotype number and short text
21) Here we have to set different Infotype Characteristics as per the requirement. (Better open another session with some standard Infotype's infotype characteristics screen and use as the reference to fill yours)
22) Save your entries.
23) Now the Infotype is created and ready to use.
24) If you want to change the layout of the Infotype as per your requirement.
25) In the PM01 initial screen.Select `Screen' radio button and give 2000 as the screen name, then click on edit.
26) In the next screen.. Select `Layout Editor' and click `Change'.
27) Screen default layout appears.here you can design/modify the screen.. change the attributes of the fields. etc.
28) Save and activate. (Don't forget to `Activate at every level)
Edited by: sapabap229 on Aug 30, 2010 11:19 AM

Re : Complaints and returns Management

Hi,
Any body could let me know about the Complaints and return Management scenario along with the customization steps involved in that.
Best regards,
Sathish Prabhu

please check the following link
http://72.14.235.132/search?q=cache:w40uqHFRpzQJ:help.sap.com/bp_crmv250/CRM_DE/documentation/C38_Scen_Overview_EN_US.pptComplaintsandreturnManagement&hl=en&ct=clnk&cd=1&gl=in
http://help.sap.com/bp_logservicev1600/LSP_Global/Solution_Map/4EC2201A4FB44052AAE902804CB277E4.htm
http://www50.sap.com/businessmaps/970AEE9438854CD68965805C9D7CA498.htm
hope this helps and solves your query

STANDARD SMARTFORM FOR CUSTOMER INVOICE AND CREDIT MEMO

GUD MORNING ,
I WANT THE STANDARD SMART FORM FOR THE CUSTOMER INVOICE AND CREDIT MEMO RELATED TO FI FOR SALES.
ARUN REDDY I

Hi,
Search For Standard or Customise Smartform
*& Report       : ZTEST_SEARCH_FORMNAME
*& This program will help you to search the SMARTFORM either Standard
Or Customer created in your compatiable language.
REPORT ZTEST_SEARCH_FORMNAME .
TYPE-POOLS: SLIS.
TABLES: STXFADM, STXFADMT.
DATA: BEGIN OF ITAB OCCURS 0,
       FORMNAME     LIKE STXFADM-FORMNAME,
       MASTERLANG   LIKE STXFADM-MASTERLANG,
       DEVCLASS     LIKE STXFADM-DEVCLASS,
       VERSION      LIKE STXFADM-VERSION,
       FIRSTUSER    LIKE STXFADM-FIRSTUSER,
       FIRSTDATE    LIKE STXFADM-FIRSTDATE,
       FIRSTTIME    LIKE STXFADM-FIRSTTIME,
       LASTUSER     LIKE STXFADM-LASTUSER,
       LASTDATE     LIKE STXFADM-LASTDATE,
       FORMTYPE     LIKE STXFADM-FORMTYPE,
       CAPTION      LIKE STXFADMT-CAPTION,
       END OF ITAB.
DATA: IT_FIELDCAT TYPE SLIS_T_FIELDCAT_ALV,
          WA_FIELDCAT TYPE SLIS_FIELDCAT_ALV,
          WA_LAYOUT TYPE SLIS_LAYOUT_ALV.
SELECTION-SCREEN BEGIN OF BLOCK B1 WITH FRAME TITLE TEXT-001.
SELECT-OPTIONS: S_DEV FOR STXFADM-DEVCLASS NO INTERVALS.
SELECT-OPTIONS: S_FORM FOR STXFADM-FORMNAME NO INTERVALS.
SELECTION-SCREEN SKIP 1.
PARAMETERS: P_LANG LIKE T002-SPRAS DEFAULT 'EN'.
SELECTION-SCREEN END OF BLOCK B1.
PERFORM F_SELECT_DATA.
PERFORM F_LAYOUT.
PERFORM F_FIELDCAT.
PERFORM DISPLAY.
*&      Form f_select_data
      text
--> p1        text
<-- p2        text
FORM F_SELECT_DATA .
SELECT
         A~FORMNAME
         A~MASTERLANG
         A~DEVCLASS
         A~VERSION
         A~FIRSTUSER
         A~FIRSTDATE
         A~FIRSTTIME
         A~LASTUSER
         A~LASTDATE
         A~FORMTYPE
         B~CAPTION
         FROM STXFADM AS A INNER JOIN STXFADMT AS B ON
         AFORMNAME = BFORMNAME INTO TABLE ITAB WHERE
         A~DEVCLASS IN S_DEV AND
         A~FORMNAME IN S_FORM AND
         B~LANGU = P_LANG.
    IF SY-SUBRC = 0.
    SORT ITAB BY FORMNAME.
ELSE.
    MESSAGE I398(00) WITH 'No Form Exits for this selection criteria'.
    LEAVE LIST-PROCESSING.
ENDIF.
ENDFORM.                    " f_select_data
*&      Form display
      text
--> p1        text
<-- p2        text
FORM DISPLAY .
    CALL FUNCTION 'REUSE_ALV_GRID_DISPLAY'
    EXPORTING
      I_CALLBACK_PROGRAM = SYST-CPROG
      IS_LAYOUT          = WA_LAYOUT
      IT_FIELDCAT        = IT_FIELDCAT
    TABLES
      T_OUTTAB           = ITAB.
IF SY-SUBRC <> 0.
ENDIF.
ENDFORM.                    " display
*&      Form f_fieldcat
      text
--> p1        text
<-- p2        text
FORM F_FIELDCAT .
DATA: WA_COL TYPE I VALUE 1.
WA_FIELDCAT-COL_POS   = WA_COL + 1.
WA_FIELDCAT-SELTEXT_L = TEXT-003. " Form Name
WA_FIELDCAT-FIELDNAME = 'FORMNAME'.
WA_FIELDCAT-TABNAME   = 'ITAB'.
APPEND WA_FIELDCAT TO IT_FIELDCAT.
CLEAR WA_FIELDCAT.
WA_FIELDCAT-COL_POS   = WA_COL + 1.
WA_FIELDCAT-SELTEXT_L = TEXT-004. " Smart form Text
WA_FIELDCAT-FIELDNAME = 'CAPTION'.
WA_FIELDCAT-TABNAME   = 'ITAB'.
APPEND WA_FIELDCAT TO IT_FIELDCAT.
CLEAR WA_FIELDCAT.
WA_FIELDCAT-COL_POS   = WA_COL + 1.
WA_FIELDCAT-SELTEXT_L = TEXT-005. "Package
WA_FIELDCAT-FIELDNAME = 'DEVCLASS'.
WA_FIELDCAT-TABNAME   = 'ITAB'.
APPEND WA_FIELDCAT TO IT_FIELDCAT.
CLEAR WA_FIELDCAT.
WA_FIELDCAT-COL_POS   = WA_COL + 1.
WA_FIELDCAT-SELTEXT_L = TEXT-006. "First User
WA_FIELDCAT-FIELDNAME = 'FIRSTUSER'.
WA_FIELDCAT-TABNAME   = 'ITAB'.
APPEND WA_FIELDCAT TO IT_FIELDCAT.
CLEAR WA_FIELDCAT.
WA_FIELDCAT-COL_POS   = WA_COL + 1.
WA_FIELDCAT-SELTEXT_L = TEXT-007. "First Date
WA_FIELDCAT-FIELDNAME = 'FIRSTDATE'.
WA_FIELDCAT-TABNAME   = 'ITAB'.
APPEND WA_FIELDCAT TO IT_FIELDCAT.
CLEAR WA_FIELDCAT.
WA_FIELDCAT-COL_POS   = WA_COL + 1.
WA_FIELDCAT-SELTEXT_L = TEXT-008. "Version
WA_FIELDCAT-FIELDNAME = 'VERSION'.
WA_FIELDCAT-TABNAME   = 'ITAB'.
APPEND WA_FIELDCAT TO IT_FIELDCAT.
CLEAR WA_FIELDCAT.
WA_FIELDCAT-COL_POS   = WA_COL + 1.
WA_FIELDCAT-SELTEXT_L = TEXT-009. "Master Language
WA_FIELDCAT-FIELDNAME = 'MASTERLANG'.
WA_FIELDCAT-TABNAME   = 'ITAB'.
APPEND WA_FIELDCAT TO IT_FIELDCAT.
CLEAR WA_FIELDCAT.
WA_FIELDCAT-COL_POS   = WA_COL + 1.
WA_FIELDCAT-SELTEXT_L = TEXT-010. "Last User
WA_FIELDCAT-FIELDNAME = 'LASTUSER'.
WA_FIELDCAT-TABNAME   = 'ITAB'.
APPEND WA_FIELDCAT TO IT_FIELDCAT.
CLEAR WA_FIELDCAT.
ENDFORM.                    " f_fieldcat
*&      Form f_layout
      text
--> p1        text
<-- p2        text
FORM F_LAYOUT .
    WA_LAYOUT-COLWIDTH_OPTIMIZE = 'X'.
ENDFORM.                    " f_layout
Regards,
Jagadish

Extended Complaints and Returns Management

Hi there,
Can anyone tell me how to access the application : Extended Complaints and Returns Managements?
Thanks in advance
chan

Hi,
as far as I know, the application Extended complaints and returns is a J2EE application:
sap.com/crm~cr_b2b
So the way to access it, is:
http://host:port/cr_b2b/admin
This way, you should be able to access the XCM settings. Of course the application should be activated.
regards,
Wim

Complaints and Returns Management in CRM

Hi,
We are working on Complaints and Return Business Process in CRM. Let us know if any Enterprise Service available to create the Complaints and Process the same.
I am able to see the process in the ES workplace however not able to see the corresponding services as PO creation etc. Hence would like to know the same.
Appreciate your thoughts.
Rgds,
Moorthy

Hi,
basically if you do not find it in the ESW ... this means it's not existing (yet) !
I double-checked and there are indeed no services for complaint handling.
There are services for Customer Return handling (Manage Customer Return In), but only in ERP
Rgds,
Karim

Link between Payment Terms and Credit Management .

Hi Friends
Where and how does Payment Terms interact with Credit Management ? Is it with Horizon date or open items check ?
Regards
Mahesh

Hi
Payment terms means the time given to a customer or vendor to pay the value of goods.
credit management is used to check whether the customer has excedded his credit limit given to him.
An agreement the company has with its customers or vendors, including:
Payment period
Price list
Total discount in the document
This information is used to calculate prices for the items; the due
dates of invoices and the total discount.
A key functional area of mySAP CRM that provides credit check with use of information about payment history and credit risk analysis.
Please let me know if you need more information.
Assign points if useful.
Regards
Sridhar M

Customer complaint and dissatisfaction of services and treatment provided

I RARELY complain and try to just get on with things but this company has just about made my situation as bad as it could ever get. Where do I begin? I chatted with them as I noticed I had a charge on my account that was supposed to be part of my international favorites (that I pay for every month). The woman said the following (verbatim as I have a screenshot): "You'll not be charged for this and please be assured it will not happen again". Then went on to say the credit amount will be reflected before the bill is generated. This chat was several weeks ago BEFORE my bill and I have proof in a screenshot of the chat message. Of course they have it as well but refuse to take responsibility for this. I then received a text message yesterday saying I had to pay the full amount (without the credit) so I chatted again and the final answer was that the credit was going on the next bill. SO not only was I lied to but now they have had the audacity to say that there is nothing they can do now that the bill has been generated. I KNOW that there is something they can do. They are the company, their accounts, their billing. I called this morning as the chat service was obviously NOT working and was told again that there was nothing they could do. Washing their hands of their responsibility once again. AND on top of that, my last month's device charge had not been deducted and I was late on payment. I NEVER unauthorised any payments. I was told to call my bank. BUT before hanging up I wanted proof of credit. Carmen advised she had sent the text to my phone 3-5 times and also sent a email and I have yet to receive either. I tried to keep her on the line until I had some type of proof but she would not stay on. Why were they not able to send me text or email? THEY ARE the phone company I pay for these types of services??? I went on to call my bank who then advised that there had been no transactions on O2's end and are now sending a letter that I will get within 5 working days to have written proof from my bank that no such payments have been UNAUTHORISED. So I found myself wanting to make a payment I did not want to make in the first place and could not do it!!!! RIGHT?? Get where I am going with this? I propose to this company that they take a serious look at the treatment of customers and most important that they VALUE their customers because without them they would NOT exist. Bottom line is they did not keep their word and I am not happy about that. Not once did I feel any type of retribution for what they have caused. Yes, they credited my account and it will show on my next bill but it is about the principal of the matter and the respect they should have for their clients. I wonder if I will get a response from this? Probably not. I bet this gets deleted from their FB page. below is the copy of my chat Inline image 1 looking forward to hearing someone. Best

Crazy that you have to keep chasing this. Just a couple of observations, I would never rely on live chat to deal with anything account related, a credit can be added to the account immediately. This obviously wasn't done and that's unacceptable, it should have been applied when agreed. However the adviser was correct about not being able to alter the bill once it has been produced, the system won't allow this and it will have to now applied on your next bill. Keep an eye on My O2 and I agree with about making an official complaint via the link. Very poor customer service and experience.

Letter of Credit functionality and Credit Management

Hi,
we want to use Letter of Credit functionality for exports.
Currently, we have an ERP system that contains the sales data. In a separate system we have the credit management functionality (Financial Supply Chain Mgt - FSCM).
When order is created, the credit limit is checked in the FSCM system (via PI messages).
Now, we want to link some of the Sales orders with Letter of Credit. I believe, this is standard functionality in GTS.
So when Sales Order is created a LOC should be connected to this.
Can the GTS be connected also to FSCM credit management, so credit limit is not affected?
Example:
Sales Order value: 1 Mio USD
10% down-payment > this would be in the credit exposure visible (net exposure).
90 % covered through LOC > credit exposure should showing this, or it shows order value and in a negative figure this amount deducted so no effect on exposure.
Down-payment has no relation to LOC. When money is received for this the net exposure of the sales order is 0.
partial invoice: 0.4 Mio USD > it should be possible to link this invoice to the LOC. The posting FI document should have some LOC information, so when payment comes in the amount in LOC is reduced as well as in credit management this open.
Final invoice 0.5 USD: as above, all values go out from exposure if there are any.
A second case would be guarantees, where there is no reduction of values. This would stay same.
Anyone who can advise a solution here?
Thanks + Regards
Hein

Letter Of Credit can be used as a standard solution of SAP GTS with ERP solution. Yes you can connect both SAP & no SAP systems with GTS, but plugins, PI etc needs to be built in. But it would not be real time like RFC works. There are some standard available which needs to be hard coded to meet specific requirements.
Connecting LOC to Sales Order, invoice etc, is manual, based on business specific parameters and it comes standard with SAP GTS. Maintaining Values & Quantity of LOC based on actual LOC from bank is also possible. The depreciation of values & quantities is also standard with in LOC in GTS.
You can also setup various communication methods for LOC.
I think when Invoice is raised and payment is received the LOC should be closed in the system. There can also be other scenarios where in system determines LOC based on predefined logics for determination strategy put in to the GTS system.
Cheers,
Abir

Tracking sales, customer retention and Inventory management

Hi,
I own a t-shirt screen printing business and am looking for a solution to help me track sales, categorize customer information and manage inventory. I'm still relatively new to numbers 09 so I'm trying to determine if this program can help me achieve my desired end result.
I conduct two different types of business; wholesale printing and online sales.
I offer wholesale printing for local companies such as pizza shops, churches, family events etc. They typically have a design prepared and order 50+ t-shirts at a wholesale price. Pricing is determined by a lot of different factors such as; amount of t-shirts ordered, number of colors in print, number of print locations.
Online sales, refers to a line of t-shirts I created myself and sell directly to customers. I sell through multiple online mediums such as; etsy, ebay and my dot.com. Each of the sites I sell through has a different set of fees associated with the transaction. For example, when selling through etsy; for each transaction etsy takes a % of the sale, plus a predefined insertion fee for posting the listing. When a customer is making a purchase through etsy they have two payment options; etsy's direct check out, or to pay with paypal. When the customer opts to pay through etsy's direct check out; there is a % fee etsy charges, as well as a predefined processing fee (in addition to the original % fee and insertion fee I mentioned above). If a customer through etsy opts to pay with paypal while checking out, then there is a different % fee as well as processing fee that paypal will charge. Also, both etsy's and paypals checkout methods charge a different % fee and processing fee if the package is being shipped to an international destination. Ebay's fee structure is similar to etsy ie; a % fee and insertion fee, as well as a seperate % fee and processing fee that paypal charges.
Wholesale printing only makes up about 10% of my business so I can pretty easily track those sales as is. Retail sales makes up the other 90% of my business and has become difficult to manage.
Etsy, ebay and paypal all keep transaction details that can be downloaded in csv files. In the past I have found it difficult to organize all that information and make sense out of it because its coming from multiple sources. I'd like to have one program to track all my online sales and customer information and present in in a nice neat fashion.
That's where a program like numbers 09 comes into play, hopefully. To keep track of blank inventory I would like to organize and keep track of all the different blanks shirts i have in stock. Say for example I print on a blank gildan brand shirt that is called GL2000, I would like to have a category for the GL2000 as well as a sub category for the different colors of that shirt I have (blue, black, brown, green etc.), as well as another sub category for the different sizes (small-5xl) available in each of the different colors. I would like to have a separate spreadsheet listing all the finished goods (printed shirts), along with the sizes available for that design on hand. Then, when I print new shirts and enter them into the finished goods spreadsheet, I would like it to subtract that amount from the corresponding blank shirt spreadsheet. For example; I have some designs I print on brown shirts and I would need to create a formula that knows that that particular design is on a brown shirt and not green or some other color. That way as I print more shirts I will have a running inventory of both finished goods as well as what I still have left in stock as blank shirts.
Then I'd like a spreadsheet for me to enter in all the relevant sales data as it comes in. I was envisioning entering the data into that spreadsheed right as I'm shipping out the order. It makes perfect sense because all the information I'd like to track and organize is readily available on the screen when I am creating the shipping label. I would like the spreadsheet to keep track of; Sale date, ship date, item sold, item size, buyer id, transaction id, first name, last name, address, city, state, zip, country, price, coupon (if used), shipping, total (price + shipping), how much the shipping label cost, site item was sold on (ebay or etsy), etsy fee if sold on etsy (% of price + predefined insertion fee), ebay fee if sold on ebay (% of price + predefined insertion fee), refund (if applicable... also if a refund is issued, it would have to automatically adjust the total as well as fee, after entered), sales tax (would only apply if they entered the sate I do business out of in the state column), ebay processing fee, (for etsy transactions) a checkbox to inform the spreadsheet if the etsy transaction was paid through paypal or direct etsy check out (because of the different fees associated with each.) then a corresponding cell with the correct processing fee, it would also have to take into account which country the item was being shipped to and apply the correct fee associated with that country for either of the check out methods; etsy or paypal, then a total after all fees, then possibly a total of all fees paid.
Like I mentioned before, I'm relatively new to numbers 09. I have made some progress in creating the spreadsheets but feel there is a steep learning curve when defining some of the formulas and functions of the program. I'm still not sure if numbers 09 will be able to do all that I need it to do in the end, so I wanted to ask if it is possible before I continue working on it.
Any help would be appreciated. Are there any books I could study to learn the program better? I just picked the apple pro training series for iwork 09 but found the numbers section was mainly for beginners and didn't go over some of the more complex functions I'd like to learn about. I searched for other training material but couldn't find any.
If numbers 09 isn't a suitable program for what I'm trying to accomplish, any suggestions on what program to use? I've looked in to quick books but wasn't sure If I could do something similar with numbers. Thanks for taking the time to read.

Thanks a lot Mahesh for your reply. I just tried your answer: I've assigned the CRM Service User license to the user, on top of the CRM Sales user license. But still same problem.
Can you let me know where you can view the exact license chart? The link I have posted above seems a bit outdated as it does not reflect the actual license limitations.
Véronique

XI and Credit Management in FSCM 6.0

Hello,
We have ERP2005 with FSCM and want to use the Credit Commitment interface ( http://help.sap.com/erp2005_ehp_01/helpdata/en/43/2a1c518e5f601fe10000000a422035/frameset.htm ) to pass FI-AR data to SAP Credit Management via XI. The sender is the FI-AR system and the receiver is the SAP Credit Management system Both FI-AR and FSCM are on the same ERP2005 system and XI is on a seperate system.
I have downloaded the XI content for the the intefaces CreditCommitmentNotification_Out and CreditCommitmentNotification_In and set up the configurartion so messages come out of ERP and the determined receiver is the same ERP system but my problem is with the receiver communication channel. The SAP help link referenced above says I should be using the communication channel XIChannel. Can someone help me and tell me what type of communication channel this is and what I have to do set it up please.
Thanks in advance for your help.
Pete

Felipe,
Thanks for the info it solved the problem and the interface works now. For future reference in case anyone has the same problem the scenario is as follows
Sender                  = ERP (FI module)
Sender interface     = http://sap.com/xi/PI/FIN/Operational/Global
Sender namespace = CreditCommitmentNotification_Out
Receiver = ERP (FSCM)
Receiver interface     = CreditCommitmentNotification_In
Receiver namespace = http://sap.com/xi/FSCM/Global
No interface mapping is required just set up the receiver determination with receiver determination to use a receiver communication channel of type XI.
Thanks,
Pete

Customer complaint and credit management

Similar Messages

Maybe you are looking for