Default Sales Org Data based on User parameters

Hello,
I wonder if it was possible to have the Sales org data beeing filled in automatically based on the user parameters. In ERP you can set this up in the user settings "Own data". In CRM you also have this option but I'm not sure if the WEB GUI uses this data in order to default the values.
What I would want is that when a user creates a prospect, the sales are data is automatically filled based on the user's parameters.
would this be possible?
Kind regards

Hi Tom,
You can attach the user to a BP which in turn is assigned with org attributes.
Also the determination should be enabled.
Regards,
Leon

Similar Messages

How to determine Organizational Data based on User Login

Dear all,
How to determine organizational data based on user login in Activity transaction, currently org determination is happening after entering customer number in the transaction.
We have used 'Responsibility' determination rule for this configuration. Now the requirement is to determine org data based on user login.
In Org model we have assigned user to org data through a business partner. But still org data is not getting determined in the transaction.
Please help me to trace out the problem.. your suggestions will be highly appreciated.
Best regards
Raghu ram

You just have to use other organization determination rule. In your case this would be rule 10000194 (ORGMAN_12). This determination rule delivers the responsible organizational unit of the user
User is defined as a business partner in the container attribute 'PARTNER'. If not, the system user (sy-uname) is used.
So you have to do the following:
- use this determination rule
- in BP link username with employee
- assign in PPOMA_CRM employee or user to organizational unit
This should solve your problem.

Sales Org determination based on Employee responsible for Opportunity

Hi,
How can i do the sales org determination based on the Employee reponsible for opportunity. Currently it is happend on employee responsible but when i change the employee responsible the organization data is not getting changed.
Please help me in this regard.
Thanks
Naveen

Hi,
The sysytem wont accept ur procedure,
The system determines the process as
When u enter a prospect, the syetem determines the organisation based on attributes ,which in turn pick up the employee responsible from that particular organisation.
Hope ur solution is solved if so reward me.

In the Date Picker, How can I default to select * dates if the user does ..

In the Date Picker, How can I default to select * dates if the user does not select a date.
Thanks,
Doug

Doug,
Now lets say l want everythingCould you post some sample data and the output that you want to get..? It would be much easy to understand the requirements...
When you mean everything, I am assuming you need all possible dates possible between date1 and date2.
you can use... (from asktom.oracle.com).
1 select to_date('12-jan-2009','DD-MON-YYYY') + rownum -1
2    from ALL_OBJECTS
3    where rownum <= (to_date('20-jan-2009','dd-mon-yyyy') -
4*                     to_date('12-jan-2009','DD-MON-YYYY') +1 )
sql> /
TO_DATE('
12-JAN-09
13-JAN-09
14-JAN-09
15-JAN-09
16-JAN-09
17-JAN-09
18-JAN-09
19-JAN-09
20-JAN-09
9 rows selected.
For your case, since you have date1 and date2...
select to_date(:p12_date1,'DD-MON-YYYY') + rownum -1
from ALL_OBJECTS
where rownum <= (to_date(:p12_date2,'dd-mon-yyyy') -
                    to_date(:p12_date1,'DD-MON-YYYY') +1 )Should work.. in my opinion...Haven't tested the second one in Apex .
Is this what you were looking for ..?? If not, please elaborate...
Thanks,
Rajesh.

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.

How to display filtered data based on user login

We have a SSRS report (.rdlc) which gives the report about Online count of machines. Report is incoperayed in Asp.net.
We have many filters in This report. Now we have to retrict the report based on user login to the application .
For ex: report has a drop down for Regional Admin. Now if one person login to the application he has to view only his region online count.
How can we do this in SSRS?. We have our application hosted in Microsoft Azure . Please suggest

Hi csmbrnoc,
In Reporting Services, if we want to filter data based on user login, then there must be some relationship between the UserID and the Region in the dataset. For example, there is a field named UserID in the dataset, and each ID map some region and the corresponding
“Online count of machines”. In this scenario, just as Visakh suggested, we can use built-in field User!UserID to obtain UserID of the current user, then directly add a filter to the dataset as below:
Expression: [UserID]
Operator: =
Value: [&UserID]
If there are any other questions, please feel free to let me know.
Thanks,
Katherine Xiong
Katherine Xiong
TechNet Community Support

XD99 Create sales Org data

HI,
I have a reuqest to create additonal Sale Org data for the existing customer.
I want to extend this to another sales org data. Can XD99 help in that.
Thanks & Pls advice.

Hi Prasad,
Yes, it is possible. Chose the table KNVV for uploading the Sales Related data.
regards,
ravi

Default Sales area data during BP Account creation in WebUI

Hello everyone,
I have got a requirement where I need to populate Sales, Shipping and Billing data whenever a BP Account is created in WebUI.
Based on Sales Org selected the corresponding details as to be populated by default. This functionality exists in standard BP transaction whenever we create a BP in Sold-to-Party and select Sales Org.
Can we implement the same functionality in WebUI as well using any standard Function modules.
Please Help.
Thanks in Advance,
Naveen

Hi Pratyasha!
Thanks for your reply. I figured, that by explicitly calling the commit FM, system commit procedures are interrupted.
The thing is, that just by calling the FM for adding the sales areas does not result in those sales areas acutally created. What I mean is, that after the BAdI is executed, no sales areas are maintained for the newly created customer. All the more funny, since this exact same procedure is working for creating relationships. See following code:
READ TABLE it_changed_instances INTO ls_changed_instances INDEX 1.
* Get BP-Number for sy-user
CALL FUNCTION 'CRM_ISA_IUSER_GET_BP_TO_ALIAS'
    EXPORTING
      username         = sy-uname
    IMPORTING
      business_partner = lv_user_partner.
* Map GUID to partner number
CALL FUNCTION 'BUPA_NUMBERS_GET'
    EXPORTING
      iv_partner_guid = ls_changed_instances
    IMPORTING
      ev_partner      = lv_partner
    TABLES
      et_return       = lt_return.
CLEAR lt_return.
* Create employee responsible
CALL FUNCTION 'BUPR_RELATIONSHIP_CREATE'
    EXPORTING
      iv_partner_1_guid = ls_changed_instances
      iv_partner_2      = lv_user_partner
      iv_relationship   = 'BUR011'
      iv_date_from      = sy-datlo
      iv_date_to        = '99991231'
      iv_testrun        = ' '
      iv_x_save         = ' '
      iv_xdfrel         = 'X'
    TABLES
      et_return         = lt_return.
which is in the same BAdI and acutally results in this relationship beeing created for my newly created customer. Works fine, just not for sales areas.
I´ll be grateful for any comments on that issue!
Kind regards
Christoph

Display Org Unit based on User logon in Business partner creation..

Hi Gurus,.
I have to assign Sales Org , DIV, Distribution Channel to the Business Partner in Sales Area data. When I try system shows entire Org structure. But I want the Org structure should be displayed based on the user log on. Assume that, I am assigned to Shangai and creating Business partner for Shangai, the system should not show Beijing or other Org Unit since I belong to Shangai. How to address this scenario thro standard customization?
Is it common problem in CRM Webui(6.0 and 7.0).
My Org Structure:
Global
China
     Shangai
     Beijing
   Nanjing.
Thanks in Advance....

Hi Varma,
From my understanding of your problem, you can approach it in a different manner. Since, you mentioned that you will be receiving a delimited flat file around 5 to 6 times a day, you can probably consider coming up with a Report Program. This Report will consume the flat file, generate the necessary organizations, business partners, BP relationships and then create them and finish with the logging of all the messages ( Success, Error, Warnings, etc.)
You can now schedule this report execution in a Batch Processing Job which will be executed as per the scheduled time and at the end of the day you can see all the application log files.
This is just an approach and you can modify the report in your own way. I guess that the flat file will be located somewhere in the same place daily so that you can hard code the File Name and Path in the report.
Regarding the Organization and Business Partner creation, you can use the standard SAP delivered BAPI's which will return you all the errors properly.
Hope this helps.
Thanks,
Samantak.

Delivering site in VA01 based on user parameters

Hi,
My requirement is to set the field 'Delivering Site' from transaction VA01 (Program Name: SAPMV45A ; Screen Number: 4440; Screen-field: RV45A-DWERK) defaulted by the user parameters.
The problem is that this field in standard VA01 doesn't have the Parameter ID = WRK. Is there any way I can 'force' this field RV45A-DWERK to use the parameter from the user-parameters?
Thanks in advance,
Best regards

Hi,
Not sure about how to force a parameter id !
However, you can check user exit MV45AFZB -> FORM USEREXIT_SOURCE_DETERMINATION
where the delivering plant that need to be set according to user parameters can be done by coding your logic.
This field is normally defaulted from the customer master -> sales area data.
Regards,
Amit

Grouping of data based on user prompt having a list of dimensions

Hi All,
I have a requirement to be able to group data in OBIEE request or Dashboard based on user prompt selection.
The prompt should list the Dimensions Available
e.g.
Dimensions: Product, Region, Employee
Fact: Sales
The report is to display sales total for the quarters of the current year.
The user prompt should list the available dimensions (In this case - Location, Employee and Product).
If I choose Product, the data is to be grouped by Products - Layout having a simple tabular grouping with Product names as Group headings.
Similarly any other choice of Dimension from the prompt should group the data by that dimension and have the dimension values used in the group headings.
How could we implement this? I understand this type of requirement (ability to choose dimension) is met in some OLAP reporting tools.
I have used multiple views and the View Selector for similar requirements previously, but looking for a dynamic solution here.
Any pointers or solution will be great.
Thanks,
Kiran
Edited by: Kiran Kudumbur on Sep 8, 2009 5:43 PM
Edited by: Kiran Kudumbur on Sep 9, 2009 12:42 PM
Edited by: Kiran Kudumbur on Sep 10, 2009 2:26 PM

Hi All,
I used column view to address this requirement.
Thanks,
Kiran

Create default sales area data on BP creation using BUPA_GENERAL_UPDATE

Dear all!
We have the following requirement: whenever a user creates an organization in WCUI, we need to create some default data for the BP in the background, such as relationships (employee responsible, etc) and sales area data.
I have created an implementation for BADI BUPA_GENERAL_UPDATE and use it to add the desired data. For relationships, this is working just great, but I´m having trouble with the adding of sales area data, since the system is not properly saving the data. I use the following code:
* Assign data for sales area
MOVE: 'O 50000632' TO ls_sales_area-sales_organization,
        '01'   TO ls_sales_area-distribution_channel,
        '01'   TO ls_sales_area-division.
ls_data-customer_group1 = '330'.
ls_data-customer_group2 = '003'.
ls_data-customer_group3 = '002'.
ls_data-customer_group4 = '006'.
ls_data-customer_group5 = '021'.
ls_data-pay_guar_proc   = '0001'.
CALL FUNCTION 'CRM_BUPA_FRG0010_ADD'
    EXPORTING
      iv_partner_guid = ls_changed_instances
      is_sales_area   = ls_sales_area
      is_data         = ls_data
      iv_x_save       = ' '
    IMPORTING
      et_return       = lt_return
      ev_error        = lv_error.
CALL FUNCTION 'CRM_BUPA_FRG0010_SAVE_COMMIT'.
Problem is, that with the call of
CALL FUNCTION 'CRM_BUPA_FRG0010_SAVE_COMMIT'.
I get a short dump of type "SYSTEM_ON_COMMIT_INTERRUPTED", but without the call, the sales area data is not saved. I tried the same code in a Z-report (not in a BADI) and it worked just fine.
Any ideas on how to commit the data so the sales areas will be saved? Helpful answers will be rewarded!!
Thank you all & Kind regards
Christoph

Hi Pratyasha!
Thanks for your reply. I figured, that by explicitly calling the commit FM, system commit procedures are interrupted.
The thing is, that just by calling the FM for adding the sales areas does not result in those sales areas acutally created. What I mean is, that after the BAdI is executed, no sales areas are maintained for the newly created customer. All the more funny, since this exact same procedure is working for creating relationships. See following code:
READ TABLE it_changed_instances INTO ls_changed_instances INDEX 1.
* Get BP-Number for sy-user
CALL FUNCTION 'CRM_ISA_IUSER_GET_BP_TO_ALIAS'
    EXPORTING
      username         = sy-uname
    IMPORTING
      business_partner = lv_user_partner.
* Map GUID to partner number
CALL FUNCTION 'BUPA_NUMBERS_GET'
    EXPORTING
      iv_partner_guid = ls_changed_instances
    IMPORTING
      ev_partner      = lv_partner
    TABLES
      et_return       = lt_return.
CLEAR lt_return.
* Create employee responsible
CALL FUNCTION 'BUPR_RELATIONSHIP_CREATE'
    EXPORTING
      iv_partner_1_guid = ls_changed_instances
      iv_partner_2      = lv_user_partner
      iv_relationship   = 'BUR011'
      iv_date_from      = sy-datlo
      iv_date_to        = '99991231'
      iv_testrun        = ' '
      iv_x_save         = ' '
      iv_xdfrel         = 'X'
    TABLES
      et_return         = lt_return.
which is in the same BAdI and acutally results in this relationship beeing created for my newly created customer. Works fine, just not for sales areas.
I´ll be grateful for any comments on that issue!
Kind regards
Christoph

Select Data based on User Permissions

Post Author: nomore
CA Forum: General
I've got a Crystal Infoview server which is becoming quite cluttered with reports.In a lot of instances, I will have 4 or 5 copies of the same report which are tailored to specifc users. For example a sales report which will show data based on a specific customer. I could create on report with a parameter where the user could just select the customer - but i dont want some people to be able to see specific customers. So at present i have a seperate report for each customer - and then set the report permissions to only allow specific users to run it.I attended a course a while back where they showed us how, hiding particular fields/data to certain users if they should
not be allowed to view it - but for the life in me i cannot remember at
all how they did it. Any tips greatly appreciated.

Post Author: V361
CA Forum: General
In the special fields section is CurrentCEUserName, not sure if this would work for you, because I have CR XI
You could surpress based on the id logged in, but that would be a lot of work,
Perhaps you could create a "permissions" list in excel or in the database if possible, with a list of the reports that each ID can run, then based on the id, you populate the list....
CurrentCEUserName inserts (in a formula) the name that was used to log on to the current session when using the Log On to BusinessObjects Enterprise dialog box.

Filtering report data based on user login and Parameter fields

Post Author: mronquillo
CA Forum: General
Hi,I am running a report that filters data based on the user login. To do this, I created a formula called @user that compares the login name (using the CurrentCEUserName field) and returns the user's name. If the user login is not a login specified in the if statements, it returns the parameter field "user_name":For example: if CurrentCEUserName = "loginname1" then "User's Name 1"else if CurrentCEUserName = "loginname2" then "User's Name 2" else if CurrentCEUserName = "loginname3" then "User's Name 3" else if CurrentCEUserName = "loginname4" then "User's Name 4".. .else {?user_name} In select expert, I have a condition which filters data based on the string returned from that formula:{Table.Name} = {@user} This works fine and when the users run the report they only their own data. However, they are still prompted to choose a parameter field regardless if of the value returned by the @user formula. Oddly enough, regardless of what parameter field they choose, they will still only see their own data (i.e. if John chooses "Bob" from the parameter list, he will still only see John's data.)If I remove the "else {?user_name}" line from the @user formula, then the users are not prompted anymore. However, if they are not a "valid" user - that is, if any of the if statements in the formula are not true for their login name - then they will see no data. What I want to do is make the report ONLY prompt the user to choose a parameter field if their login name is not "valid". That is, if the @user formula is able to return a string value for their login name, then they will jump right into the report without being prompted to choose a parameter - otherwise, the user will be prompted to choose a name from the parameter list. I thought my formula would allow this (hence the "else" clause), but it seems that if a parameter field is present in any formula, then the report automatically prompts the user to choose a parameter. Is what I am trying to accomplish possible in CR (I'm using CR v10.0) or is there a better way to do what I am trying to do?Thanks in advance.

Post Author: sharonmtowler
CA Forum: General
try, or something like that
(if CurrentCEUserName ={?user_name} then true else ({Table.Name} = {@user}) )

Sales area determined based on user/employee when creating an account?

Hi Experts.
Can anyone tell me how to implement the following:
When a user creates an account, the sales area should be filled out with the sales area of the employee of the user. In case of more sales areas, a pop-up should appear to choose from (simlar to transactions).
Thanks and regards, Mia

Hi Mia,
Pls inform if you found teh solution for above.
Even we are facing the same problem of getting User Default sales Area for BP.
Regards,
Rahul

Default Sales Org Data based on User parameters

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