How set authorizations for sales reports and other reports in SAPB1

Hi, I'm currently working in SAP Business One Version 8.82
The issue I'm facing is that I want to set it up so that certain users cannot see other users' sales information.  I know that I can turn on or off the Sales Analysis Report for various users for instance, but what I really want specifically is this.  Suppose we have 3 different teams: Team A consists of (Angie, Angela, and Anita the manager), Team B consists of (Bob, Barbara, and Ben the manager), Team C consists of (Cat, Charlie, and Courtney the manager).  I would like to make it so that everyone can view the individual sales order documents of everyone else (in case a customer calls and needs information, but the salesperson who created that document isn't there); however, Angie should only see her own orders when she does a Sales Analysis while Anita, the manager of Team A, should see the the orders of Angie, Angela, and herself of course.
To summarize, I'd like to see the following
1.  Each salesperson can lookup and view any sales order.
2.  Each salesperson can run an sales report to view all his/her own open sales orders.
3.  Each manager can run a sales report on his/her subordinates, but not on the other managers or their subordinates.
4.  The boss or other people working in corporate are able to run a report on all open sales orders.
What's the best way to approach this?  Is it best if I create my own report?  I haven't created any reports from scratch yet, so I'm not sure exactly how that works.  I'd like to be able to group the salespeople up by location if possible.  The sales analysis report doesn't really do that, but it is useful.  I just don't want everyone to be able to see the numbers on their peers.
Thank you I appreciate any help or advice.

Hi,
1.  Each salesperson can lookup and view any sales order.
Answer:
Create own report by using query and save under query manager and the assign for all group. So that all sales person can run this query  and can get sales order detail.
2.  Each salesperson can run an sales report to view all his/her own open sales orders.
Answer:
Create individual query ( add condition in where clause slpname = 'XXX') for each sales person and save it under query manager and assign to particular user group
3.  Each manager can run a sales report on his/her subordinates, but not on the other managers or their subordinates.
Answer:
Create query for only particular team (  condition is slpname = XXX OR YYY OR ZZZ) and save under query manager. Make schedule report on this and send it to only particular manger
Same way create for another manager and schedule report.
4.  The boss or other people working in corporate are able to run a report on all open sales orders
Answer.
Create query for all sales person and schedule report to big boss.
Hope you can get an idea.
Let me know if you need sales report ( advice required field)
Thanks & Regards,
Nagarajan

Similar Messages

  • HT1338 i got an i pod mini but it is set up for a mac and i have a pc how can i get it to factory settings?

    Hi,
    I have received an Ipod mini and It is set up for a mac and I only have a PC does anyone know how to factory reset it?  I have tried holding down the middle and menu u at the same time. I will not let me update the software.

    http://www.tomshardware.co.uk/forum/55578-32-reformat-ipod-mini
    This will tell you how to reformat your iPod mini to PC format which will then allow you to use it on your PC. Put simply, just plug it into iTunes and that should reformat it (however you will lose songs that are on the iPod).

  • I want to email a photo through iPhoto but it says I need a password... I entered my password but it says it doesn't match - what password do they want and how do I fix? (Facebook and other social media iPhoto posts work - just email asking for pass)

    I want to email a photo through iPhoto but it says I need a password... I entered my password but it says it doesn't match - what password do they want and how do I fix? (Facebook and other social media iPhoto posts work - just email asking for password)

    Your email password.
    iPhoto '11: Email your photos
    Open Mac Mail. From the Mac Mail menu bar click Mail > Preferences then select the General tab.
    Make a selection from the:  Default email reader   pop up menu.

  • Any setting to use alt+tab for switching adobe and other file ?

    any setting to use alt+tab for switching adobe and other file ? instead of opening a adobe file agin and agin?
    thanks.
    really hate using win8...........................

    i mean ..can adobe fild open it in a normal way like win7 did...
    so i can use alt+tab to switch task easily..

  • Insufficient authorization for sales document

    Insufficient authorization for sales document
    We are getting an error message as insufficient authorization in spite Sales Order fully approved. We are using Credit Card Processing without clearing house as payment process on sales order processing. Sales Order is process correctly with credit card pre-authorization.
    Creating delivery and billing document is giving an error as Insufficient authorization.
    We have completed configuration related to payment card. Also Maintain Clearing House...
    Chart of Accounts              ***
    Payment card receivables       ####        CASH CLR-CREDIT CARD
    Clearing account               ####        CASH - PNC
    Authorization                            CCARD_AUTH_SIMULATION
    Initialization Authorization SET
    Result Authorization (SET)               SD_CCARD_AUTH_CALL_RFC
    RFC destinations of functions
    Settlement                               CCARD_SETTLEMENT_SIMULATION
    RFC destination of functions
    Settlement answer                        CCARD_SETTLEMENT_RSP_EXECUTE
    Thanks
    PP

    Yadav,
    The new documents are working fine. The documents already created when try to release billing to accounting getting
    message..Insufficient authorization for sales document 90000055
    Message no. V/032
    Procedure
    Check the authorization amounts in the payment card plan and repeat authorization. Or reauthorize at a later time.
    Thanks
    PP

  • How to look for sales order number if I know outbound delivery number?

    How to look for sales order number if I know outbound delivery number?

    Hi ,
        If you want to see the Sales order Number from Outbound delivery or invoice,go to their respective T-codes,say for example,
    for delivery,Goto Tcode: VL02N / VL03N.There you will find Document Flow Icon,click on that,or press F7.
    You will get a window,there you can see the Sales order Number before your outbound delivery Number
    With Thanks and Regards,
    Priya

  • How to Use views of one report to other reports

    I have so many reports with same views like static text, header & footer .
    My question is: I have created these views on some reports which are same to all reports as i said. Now i want to use these views from the existed reports without creating once again which takes long time to ensure that size and color everything should be same for all reports for those views.
    Can any body give an idea how to make use the views of one report to other reports...?
    Thanks & Regards
    G. Kishore.

    Hi...
    I have achieved using Headers & Footers in another report through import formatting from another analysis option presents in compound layout view.
    But i unable to get the remaining views like static, Legend....etc. into another reports....
    Can anybody help me in doing this...
    Thanks & Regards
    G. Kishore

  • How to assign a Sales Org and Product group

    all the config have been maintained (creating the hierarchies/categories, assign the set types to categories etc.) under IMG->Cross-Application Components->SAP Product.
    Also assigned the set type for sales data/product group for category MAT_DIEN.
    But the fields from these section are greyed out when I try creating a product (not able to assign the sales org, or product group)
    Edited by: Agarwal Ameet on Aug 9, 2010 9:56 AM

    Dear Sun,
    One way is:
    Maintain the required setting in T. Code: VKOA.
    Another way is:
    Create an Internal Order (T. Code: KO01) with required Field-entries in
    Tab: Assignment --> Profit Center; and
    Tab: Period-end Closing --> Cost Center ( or G/L account).
    and attach it to your Sales Order.
    To know more about Internal Order Processing, refer:
    [Internal Order|http://help.sap.com/saphelp_erp2005vp/helpdata/en/a9/ab7f68414111d182b10000e829fbfe/frameset.htm]
    Or, consult FI-Personnel at your end.
    Best Regards,
    Amit
    Note: Also, sharing one document for knowledge-sake:
    [Acct assignmt logic sales order proc.|http://www.saptechies.com/acct-assignmt-logic-sales-order-proc-rem/]

  • DRQ: Different default warehouse for Sales,Purchase and Production Process

    Hi Experts,
    In my recent Implementation Project I realised that there should be provision of capturing and using different default warehouse for Sales,Purchase and Production.
    For example in manufacturing company
    1. Default ware house for Purchase process should be QC ware house for raw material.
    2. Default ware house for Production process should be RM ware house for raw material (components).
    3. Default ware house for Production process should be QC ware house for Finished Good (Parent Item).
    4. Default ware house for Sales process should be FG ware house for Finished Good (Parent Item).
    I hope the idea is clear, I am looking for 3 different set as default warehouse for each item in Item master Inventory tab.
    Internally when a user create a document than default warehouse is to be picked up from this setting !
    Best Regards,
    Samir Gandhi

    Hi !
    I guess the indicator "Exclusive" in the accessess of the access sequence can meet the requirement if I have note misunderstood the issue.
    Press : F1 help on Exclusive Indicator -
    Indicator: Exclusive condition access
    Controls whether the system stops searching for a record after the first successful access for a condition type within an access sequence.
    Thanks & Regards

  • How to move all the standard and adhoc reports from cube to multi provider

    How to move all the standard and adhoc reports from the basic cube to multi provider?
    i created this multiprovider to do the maintenence on the basic cube. for example the infocube physical partition, line item dimension and compression.
    what we decided to do is move all the Standard and ad-hoc reports from the basic cube to the multiprovider. How to do it? and make a copy of the basic cube and do the maintenence on the cube. please help.
    Thanks in advance sdn experts!

    Hi Les,
    This sounds good and one thing we try to always keep in mind when undertaking such activities is to always minimise the impact to the user and make the process as transparent to them as possible. So lets say you have your multiprovider and copied queries up in Prod, these queries will still pick up the data from the base cube.
    Now you need to make a copy of the base cube for some changes to the cube model, I would suggest that you copy the cube and make your changes on the copied cube itself. Then 9depending on the changes done) you can load data from Original Cube to New Cube. When this is being done, make sure that you change your queries to add a restriction on 0INFORPOV by Original Cube.
    After the load to the new cube is complete you can run reports restricted to each cube to verify the numbers. Then change the 0INFOPROV restriction in the queries to point to the New Cube and disengage the old cube from the multiprovider.
    Hope this helps...

  • How do I transfer my photos and other items from the cloude to my Dell desktop

    How do I transfer my photos and other items from the cloud to my Dell
    desktop

    Hello johnfromwildomar,
    Thank you for using Apple Support Communities.
    You can use the following articles to help you set up to share photos from iCloud to your computer.
    iCloud: Set up My Photo Stream
    iCloud" My Photo Stream FAQ
    Regards,
    Jeff D. 

  • How to use url to open report and refresh report's data,but the report's toolbar haven't "refresh data" button

    Post Author: madbird
    CA Forum: WebIntelligence Reporting
    HI,
    scenario is
    I hope use url to open the report,and refresh the report data,but I didn't the user use the "refresh data" button to refresh the report's data.How to do that?
    regards

    Post Author: madbird
    CA Forum: WebIntelligence Reporting
    Thank you for your attention, amr_foci .
    I created a Web Intelligence report,there will be more than 30 companies use.The company only allowed to see the Company Data. I want to use the url of the way, from my company in the development of the system to open report, and refresh reported Table data.but do not want users to use the toolbar of "data refresh" button to refresh the data .
    Now the question of identity authentication system, as well as statements by url open the question of Has been resolved, but it can not shield statements through the pages of "data refresh" button.
    In addition, I now used by the business object XI system is posted on the JAVA environment.
    Regards,

  • Linking column for sales,delivery  and invoices

    I just have a question regarding database schema in SAP B1.
    I would like to know   how SAP b1 links
    Sales Delivery and invoices
    In other words
    i want to know all invoices based on Sales and delivery
    all invoices based on  just delivery etc
    What is the linking field or column between these three tables
    rdr1, dln1,inv1
    How does Sap keep track of whether a invoice is based on sales or delivery or
    both.? I appreciate your help.
    Thanks,
    Josh

    Hi Joshua,
    What you need to look at are the BaseEntry, BaseType and BaseLine fields in the item row (ie INV1 or DLN1). It works as follows:
    BaseType = The originating document type where 17 is a sales order and 15 a delivery
    BaseEntry = The DocEntry of the originating document
    BaseLine = The LineNum of the originating document
    A simple example is as follows:
    1) I create an order (DocEntry 10) with 2 rows (LineNum 0 and 1)
    2) I create a delivery (DocEntry 5) based on this order with both rows. In the DLN1 table my rows will have BaseEntry 10, BaseType 17 and BaseLine 0 and 1.
    3) I create an invoice for the second row from the delivery. In the INV1 table I will see BaseEntry 5, BaseType 15 and BaseLine 1.
    You also have TargetType and TargetEntry which show the target document details but these are not that useful as they only show the last target number and type and cannot be used where you have multiple target documents.
    Kind Regards,
    Owen

  • How to link Finance sales organization and logistic sales organization ?

    Hi all,
    In VA02, I defined BP05 for sales organization, and two items : the first one in the BP01 plant and the second one in the BP02 plant.
    The sale order works and  I am trying to delivery two products from two differents plant in the same document.
    Here the message No VL415 : "Plant BP01  has deviating sales area data"
    "In a delivery with internal offsetting, the system determined during the
    plant check that the plant has different sales area data from the header
    sales area data determined for internal offsetting."
    How can I link finance and logical sales organization ?
    Thanks
    Regards
    Pierre

    There is no link between Finance sales organization and logistic sales organization
    Look at the following points in spro for the intercompany billing:
    Sales and Distribution > Billing > Intercompany Billing > Assign Organizational Units By Plant
    Sales and Distribution > Billing > Intercompany Billing > Define Internal Customer Number By Sales Organization

  • CRM - R-3 integration for sales order and billing

    Hi All,,
    Please could you help me to set up the connectivity between CRM and R-3.
    This will be for Sales order and billing.
    Regards,
    Piyush

    Hi All,
    Thanks for your information.
    I have created a site, subscription, connectivity is established between R-3 and CRM through RFC destination.
    What else do i need to do, Could you please share <b>step by step</b> information for the whole scenario 'Sales order in CRM to R-3 and Billing info from R-3 to CRM ?
    This will help me a lot to do things.
    If you have documents for this please mail me at [email protected]
    Regards,
    Piyush

Maybe you are looking for

  • How to disable message images in Mail app for all but contacts?

    I use the Mail app for OS X Mavericks and have been inundated with spam lately. I understand that spam email campaigns can confirm that you have opened their mail (and subsequently continue to send you mail) by image tracking so I would like to disab

  • Owa_cookie.get('DIVEPORT_COOKIE');

    I am trying to bypass the login screen but know who is logged in. We have a deployment site in DI Diver which will launch a APEX application from a URL. The user logs into DI DIver and we can write a cookie out stating who is logged in. I want to all

  • Command-Click Channel Icon Selects inverse in CMYK/RGB channels?

    Photoshop CS4, Mac, PPC OS 10.5.8. When i command+click on a channel icon to select the contents of a channel in CMYK or RGB mode, it selects the white/highlights instead of the shadow/content of the channel. The opposite is true when I command+click

  • Url Iview from SAP Portal to Infoview encounters "Access is denied"

    Hi We are using URL Iview to point to Business Objects Infoview from SAP Portal. Our requirement is to launch the Infoview within the portal content area. We are able to preview the iview, but encounter "Access is denied" error when we add the iview

  • Ios operating system order of packet flow

    Is there a DETAILED packet processing flow chart for IOS (specially the ISR platform)? Something like; packet comes to input interface -->      decision branches (depending on processing modes, route, inspection processes, session, policy lookup, nat