FMS to get sales employee in incoming payment screen

Dear Experts,
I have created a UDF in the incoming payment screen, kindly provide a query for the following scenario, whenever customer code is input in the incoming payment the UDF has to populate the Sales Employee name linked to the customer in the business partner master data.
Saravanan

Dear Saravanan,
Please save this query and attach it to your Sales Employee Name UDF:
SELECT T0.\[SlpName\] FROM OSLP T0 INNER JOIN OCRD T1 ON T0.SlpCode = T1.SlpCode WHERE T1.\[CardCode\] = $\[$-5.CardCode\]
Have it refresh when the Customer / Supplier number changes.
As its referencing screen data it will only run as a formatted search and will error if you run it from a query screen.
Regards,
Adrian
PS, as you are adding it to a UDF its good practice to add the - in between the $ and the 5. This will mean it will run the FS manually by pressing shift F2.

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Sales Return and Incoming Payments

Hi, I have worked with SAP Business One for a long time, but as an end user. Now I am employed as SAP Support for my new employer. I have a couple of questions:
1. My past experience with SAP is that a Return is a function created through a credit memo. My new company has a Return AND Credit memo in AR. I understand why this is needed, but when a return is used instead of a credit memo, the invoice is not linked to the return, nor is closed by the return. Is this because of the way the system was initially set up through SDK? Can this be corrected/reconstructed to do Sales Order -> Delivery -> Invoice -> Return -> Credit Memo. And have all the reconciliations done internally by SAP?
2. SAP was working on an issue but then stumbled upon another issue that they wanted me to look into from our database.
Here is a copy of their response:
In the course of our investigation for message 1065121 2010, for the database of (Customer 1127763), we noted that this is also affected by the scenario described in Note 1026115 - Invoice does not appear on Incoming/Outgoing Payment. I have attached the said Note for your reference. We have created this message on your behalf to pro-actively create a fix for the issue.
What I found out: My past experience with Incoming payments was that in the incoming payment screen, you could easily reconcile/click on the credit memo and the invoice and add it just fine. But in my new company, we are not allowed to add an incoming payment without entering a payment in the 'money bag', which is impossible because it's a credit memo against an invoice. We have to do an internal reconciliation, therefore the invoices do not show up in the incoming payments table. I know there is not a validation created to validate an incoming payment because I did not create a validated function to do so. How is this possible?
Your response is kindly appreciated.

Hi Marianne,
I think this is more a Business Process issue than an SAP issue.
If you have delivered goods, but not invoiced them, the correct document is a return. If you have delivered and also onvoiced, the correct document is a credit memo, not a return.
The return is drawn from the delivery, which creates the required links, and the credit from the invoice, also creating the links.
Creating a return where the goods have been invoiced is a redundant step and will break the links, as you point out, and requires additional reconciliations.
The credit memo based on an invoice will create all the accounting and stock entries you need. Perhaps some testing & training will convince them to change their processes?
PS if you do use internal reconcilation to close an invoice, you can find the applied transactions by using right click on the invoice

Can We enter Sales Invoice and Incoming Payment VIA SDK

Dear Experts
We have to develop an integration bridge with retrieve data from excel sheet and upload in SAP , i want to clear is it possible to enter sales invoices and incoming payment via SDK?. If it is possible please guide me about objects name and any reading material for SDK development.
Thanks

Hello,
Yes it is possible with 2 steps:
1. you post the invoice
2. you post the payment
I have already posted into the forum several examples, you may check them:
For invoice + payment
for payment only:
Regards
János

Incomming payment screen - form settings

On form settings for incomming payment screen, the box show cust ref no is checked yet the field does show on the grid.
Version 2007
Anyone have any idea why?

Keith,
It is showing up on mine, I am on 2007A PL44. Do you have under form settings-Document-General-BP Reference number checked? What patch are you on?
Karl
Edited by: Karl Heagle on Dec 30, 2008 7:19 PM

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

Rounding method in sales document and incoming payments in SBO2005,PL39

While making an A/R invoice I wish the amount in the invoice to get rounded. Where is the setting or what is the process to do this? Is it possible in SAP B1?
For example:- I make an Invoice of amount Rs.7000.36 and I want the amount recievable to be Rs.7000 only and the invoice should also carry this value. The rounded off amount Rs.00.36 may move to a offset account.
Edited by: debraj bhattacharyya on Apr 15, 2008 7:20 AM

Hi,
if you want to allow over & underpayment, you can set ip up quite easily in the document settings -> per document tab -> overpayment/underpayment amount allowed for incoming & outgoing payments.
For the 0.36 to be allowed off in the incoming payment you would have to allow an amount for 0.36 or more. Please see note 1089652 for an explanation regarding the tax implications of the functionality.
If, on the other hand you wish to work without decimal places, just define the currency as having no decimals. You can also set it to be automatically rounded to the five hundredth, ten hundredth, to one or to ten. If the rounding is applicable to payments as well, put a tick in the appropriate column.
Note: In order to set rounding at the currency level, the method under document settings -> general tab must be set to rounding by currency, otherwise the columns are not available in the currency definition window.
Cheers,
kerstin

TableName and Business Object to get Sales Employee Details.

Hi everybody,
I am extracting all the modules data using SAP SDK..
In Contacts Object,SalesPersonCode also comes.I want to know in <b>which table Sales Employee datas are stored</b>.. In Employees object of HR module,Sales Employee details can't be extracted..
Please help me to take Sales Employee details using BusinessObject or Querying..

Hi,
Which SBO version are you running? in 2005 there is a SalesPerson Object.
The PaymentMethod is in the OPYM table, and even in 2005 there isn´t any object in the DI API for it.
Regards,
Ibai Peñ

Error on Incoming Payments Screen

Hello Experts,
We have recently upgraded one of our customers from 2007A to 8.81 PL06. When they try to create an Incoming Payment and click on payment means, they get this message. I have checked GL Account Determination setup screen. Please advise asap.
No matching records found 'G/L Accounts' (OACT) (ODBC -2028) [Message 131-183]

Before raising a ticket in SAP
You should check which all account which you have mapped in G/L account detemination ,it is available in chat of account by clcik in orenge button.
Because such type of message indicate that ,you have mapped accouint but not in char of account.
some time upgradation take such type issue.
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How to post the credit card payment Transaction in incoming payment screen?

Dear All,
I post the incoming payment for credit card transaction.The Following errors is occur
Failed to Post Incoming Payments:Credit card code does not exist [RCT3.CreditCard] how to solve this error..

Hi,
The Payments.CreditCards object contains a CreditCard property which must be defined before adding the payment. This property should contains the code of one of the credit cards defined in the system (OCRC table).
You can handle this table under Administration --> Setup --> Banking --> Credit Cards.
Beni.

Sales order and incoming payment query

Hi experts,
I jus need a query that contains sales order doc num, date, cust name item description doc total and how much he paid towards the document and what is the balance due....pls help me...
regards,
Vignesh.R

Hi Vignesh.......
Are you using AR Downpayment based on Sales Order?
If yes then try this.....
SELECT T0.[DocNum], T0.[DocDate], T0.[CardName], T0.[DocTotal], T0.[DpmAppl] FROM ORDR T0
Regards,
Rahul

FMS on Incoming Payments

Hi, Experts
I need your help in making a query. I want to make a query as per the scenario please help me out or give query or suggestion.
there is Documnet No. on the incoming payments screen and posting date of invoice on the row level.
I write a query for fetching the document No.
select $[$20.1.number] it is working fine but it fetch only first value .i.e row one value but i need that depending on the selected invoices it will come . suppose i mark two checkbox then the query fetch documnet no. depending on the check mark.
Regards
Honey

Hi Honey,
Unfortunately, FMS could only get the first line. That is the limitation by B1.
Thanks,
Gordon

Error creating incoming payment. (ODBC -2035)

The error that I get while creating an incoming payment is:
This entry already exists in the following tables (ODBC -2035)
Here is the code:
public static bool CreatePayment()
       DateTime now = DateTime.Now;
       Payments pmt = (Payments) m_company.GetBusinessObject(BoObjectTypes.oIncomingPayments);
            pmt.ApplyVAT = BoYesNoEnum.tYES;
            pmt.CardCode = invoice.CardCode;
            pmt.CardName = invoice.CardName;
            pmt.CashSum = 0;
            pmt.ContactPersonCode = invoice.ContactPersonCode;
            pmt.DocCurrency = invoice.DocCurrency;
            pmt.DocDate = now;
            pmt.TaxDate = now;
            pmt.DocRate = 0;
            pmt.LocalCurrency = BoYesNoEnum.tYES;
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            pmt.HandWritten = BoYesNoEnum.tNO;
            pmt.JournalRemarks = "journal remarks";
            pmt.Remarks = "remarks";
            pmt.Reference1 = baseEntry.ToString();
            pmt.TransferSum = 0;
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            pmt.Invoices.DocEntry = baseEntry;
            pmt.Invoices.DocLine = 0;
            pmt.Invoices.InvoiceType = BoRcptInvTypes.it_Invoice;
            pmt.Invoices.SumApplied = amount;
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            pmt.CreditCards.AdditionalPaymentSum = 0;
            pmt.CreditCards.CardValidUntil = Util.CCDateToDateTime(cardExpirationDate);
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           pmt.CreditCards.CreditCardNumber = ccNumber;
            pmt.CreditCards.CreditSum = amount;
            pmt.CreditCards.CreditType = BoRcptCredTypes.cr_InternetTransaction;
            pmt.CreditCards.FirstPaymentDue = now;
            pmt.CreditCards.FirstPaymentSum = amount;
            pmt.CreditCards.NumOfCreditPayments = 1;
            pmt.CreditCards.NumOfPayments = 1;
            // there's a record in OCRP (credit card payment methods)
            pmt.CreditCards.PaymentMethodCode = 1;
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                int errCode;
                string errMsg;
                m_company.GetLastError(out errCode, out errMsg);
                // here errMsg is "This entry already exists in the following tables (ODBC -2035)"
                return false;
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I had 53 records in ORCT (incoming payments) but the next number in NNM1 and ONNM was 1. So I assumed that it was wrong and tried to set NNM1.NextNumber and ONNM.AutoKey to 54 for ObjectCode = 24 (Incoming payment).
The error remained the same. Then I removed all records from ORCT and its subordinate tables RCT1, RCT2, RCT3,.... and changed the next number back to 1.
The error is still: "This entry already exists in the following tables (ODBC -2035)".
Do you have any ideas what may cause the above error and how I can get more info which is the entry that already exists and in which table?
The code above works on another company (database).
Thanks.
Svilen

Thanks Alexey,
Please note that I have manually modified SBO tables once the problem appeared not before. I do not know how receipt numbers got out of sync.
I also find the message "This entry already exist in the following
tables" without actually specifying any table, strange, the least.
The SDK is not particularly good and the samples in the help file are outdated and therefore wrong.

XL Reporter - Sales Employee Name

Has anyone else had issues getting Sales Employee Name to show up correctly on XLReporter from the default employee linked to a business partner? We can get the Employee code to show up correctly but when adding the name it always displayes "no sales employee" even though there is one specified.

You need select both codes and names. Code can be hidden. Have you tried that?
Thanks,
Gordon

Sales Employee based on Ship to party

Hi ,
We have a scenario where one sold to party is having multiple ship to parties... and each ship to party is catered by one sales employeee.
Can we get sales employee number determined in sales order based on ship to party if yes how.
please help.
regards,
Kiran.

In the partner determination procedure of the Ship to party - add the Sales Employee partner. So when ever ship to is created, the sales employee can be added to the ship to master.
In the Sales order Header Partner Determination, add the sales employee partner and in the Source column give SH - ship to . So the sales employee in the order is derived from the ship to.
Partner Determination T code VOPAN.
Hope this helps
Regards
Sai

Dimension 1 Cost centre field is not able to edit in Incoming payment for Down payment Request

Hi Exports,
I am facing an issue on selecting Cost centres in Incoming payment screen.
Issue: While I am booking the payment entry for Down payment request, I am not able to select first Dimension cost centre in Incoming payment rows for down payment request document, the Second dimension is able to select and update. the field is in non-editable mode (only on specific document row)
Setup:
1. Two Dimension are enabled
2. In Separate Columns - Both Cost Centres are in separate column
The above issue is only for Down payment request, for other documents (Invoice) I am able to select and update cost centre
Please find below snap shot for reference
Kindly check and let me know the solution
Regards,
Kiran

Hi Gordon,
Thanks for your reply.
Yes agree, The Down Payment request is not a financial document but the Cost centres are able to select in Down payment request rows, no issue at all in this case.
In Incoming payment screen it is necessary to select Cost centres because it has financial implication using down payment request with related to currency difference or Bank charges (both are Expense accounts) and DR assignment is mandatory in this case.
And you have to notice one thing in above issue, I am able to select second dimension cost centre and it is allowing to edit and update the cost centre on respective row. Only issue is specific cell (dimension 1 cost centre) is not able to edit.
Even I am not able to process payment entry without selection of Cost Centre on first dimension, the system is blocking and displaying the error message "DR Assignment is mandatory on Dimension 1 for specific account"
Looks like bug, please clarify
SBO version: 9.0 PL 11
Regards,
Kiran

FMS to get sales employee in incoming payment screen

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