How to maintain sales employee as a customer master

How to maintain sales employee as a customer master not like sales employee responsible for sales

Hi Prem,
For storing the sales employee details, we need an HR master record.
The controlling factor while maintaining Customer Master data is Account Group. Try creating a custom Account group and link the Sales Employee to it.
regards,
Raj

Similar Messages

How to add Sales Employee Details in Customer Master Data

Hello Gurus,
The requirement is that my client is in manufacturing and sales. And they have different sales person assigned (like territory manager and accounts support) for respective customers. My clients needs to have the name of the territory manager available somewhere in CMD so that the end user is aware about the sales support representative. How we can configure it? If yes, will we use LSMW or MASS to upload the data. Please suggest. And we dont have a HR module in Place, so do we use T COde VPE1 (or PAL1) and then asign it parnter function or is there someway else. Eg - My customer number is 1000, in the same master number, details of sales employee with the phone numbers and email address should appear.
Regards

Hey thank you Warren for your quick reply.
So If I am right, the only option to add sales employee is in partner function tab.
Moreover, will we use LSMW to add the data or T code MAss will work.
And we dont have HR module in place, so I guess we will not be able to use. T- code Like PAL1

How to Copy Sales Text Data from Customer Master to Sales Order.

Hi SAP Guru's
I have Completed Configuration for Central Text for Customer Master for two texts 1)Additional Attachments 2) Wooden Packing
I got these two fields in Customer Master.
I need these data to be copied from Customer Master to sales order. But i am unable get these two in to sales order.
Steps which I have done for Text Determination.
1) Text Id in for Text Object KNA1
2)Placed Text Id in Text Procedure and assigned this procedure to Customer Account Group.
Could you please advice me
Thanks in Advance.

Text Control
In this IMG activity, you define the rules for text determination. You must carry out the following steps:
Select a text object and define the rules for text determination for this object. Text objects are, for example, the sales texts in the customer master record or the sales document header.
Define the permitted text types for every text object. If the text types contained in the standard SAP R/3 System are not sufficient, create new ones.
Define the access sequences. This way, you define how the SAP System should determine the texts for a text type.
Group the text types together in text determination procedures. The SAP System then proposes the text types from the procedure when you maintain a customer master record or a sales & distribution document. The search for the respective text is carried out using the access sequence which you have stored for each text type in the procedure.
Allocate the text determination procedures so that a procedure applies to the following criteria in each case:
account group customer
sales & distribution document type
item category

How to maintain street2 and street3 in customer master

Hello All,
I m uploading customer master data through xd01 tcode, but while recording there is no field called street2 and street3 but if create customer manually through xd01 only i can extend tht tab.
pls let me knw how i can maintain street 2 street3 field while uploading customer master
regards,
SUnny

Hi,
While recording for XD01 there is a check box in the initial screen. If u click that all the additional fields will be appeared in recording.
Regards,
Balavardhan.K
Edited by: balavardhan k on Feb 26, 2008 11:48 AM

How to put Sales employee (Splcode) Mandatory Field, when adding A/R invoice

Hi,
Kindly solve, How to put Sales employee (Splcode) Mandatory Field, when adding A/R invoice.
Regards,
Rajeev.

Follow this step..
1. In SQL Server, go to the SAP B1 Database you're using.
2. then on the Object Explorer , go to Database Folder, explode the SAP DB->Programmability->Stored Procedures->SBO_SP_TransactionNotification * the only Stored Procedure that is allowed to be edited. Just right click and modify
3. Try to paste this -> and click F5
If
@object_type ='13' and @transaction_type in ('A','U')
Begin
If EXISTS
select DocEntry from ONIV
Where DocEntry = @list_of_cols_val_tab_del
and SlpCode<>'-1'
Begin
set @error_message = 'Please select the Sales Employee'
set @error = 1
END
END
Regards
Kennedy

How will i configure partner determination for customer master

how will i configure partner determination for customer master data.

hi
Check this
BUSINESS PARTNERS AND PARTNER DETERMINATION
In the partner determination procedure you can determine whether partner functions can or should occur in a partner object (Customer Master, Sales Document, Item Category etc.) For each object, in which partner function can be created, you can define partner procedures. This also means that
For Customer Master
For Sales Documents
For Sales Documents and Billing Documents: for items
We can define our partner determination procedure for each of these levels as shown below. In Blue are given the ones wherein the Partner Procedures are assigned to the Partner Objects
Customer Master Account Group
Sales Document Header Sales Document Type
Sales document Item Item Category in sales
Delivery Delivery Type
Billing Header Billing Type
Billing Item Billing Type
Sales Activity Sales Activity type
By assigning a procedure you determine for which account groups (for the customer master), which sales document types (for sales documents) and for which item categories this procedure would be valid.
In the partner determination procedure you can determine for each partner function
whether the partner function is an obligatory partner function
whether the partner function can be changed in the document
BUSINESS PARTNER FUNCTION
By assigning a business partner function to a partner you can determine which functions the partner fulfils in the business process. Partner Functions are classified using partner type. The partner type represents the roles played by the business partner within the business transaction.
Following partner functions exist in the standard process of Sales and Distribution
Partner Type Customer
Sold-to Party, Ship-to Party, Bill-to Party, Payer and Sold-to Party authorized to release against a contract. You can define the sold-to party authorized to release against a contract in the partner screen of a contract. This partner may only schedule orders with reference to this contract, even when he is not the sold-to party authorized against a contract.
Partner Type Contact Person
Contact persons are natural persons whom you must contact at the customers for business processing (e.g. purchasers) Contact person can be created directly in customer master record.
Partner Type Vendor
A forwarding agent is an example of a business partner on the credit side, who is included in a sales process. If you commission a particular forwarding agent for deliveries to a specific customer, you can define the forwarding agent in the customer master record as the partner.
The other possible partner functions on the credit side in the sale process are interpreters, auditors etc. The forwarding agent is an agent who performs transportation services. This includes organizing the shipment, delivery and receipt of the goods, arranging the carrier services and handling the customs issues.
Partner Type Personnel
Employee Responsible
Sales Personnel
You can enter an employee from your firm as the person responsible:
In the Customer Master If the employee is normally responsible for processing transactions with this customer.
In the Sales Document If the employee is responsible for processing the Business Transaction.
STEP WISE PROCESS FOR PARTNER DETERMINATION PROCEDURE
Sales and Distribution->Basic Functions->Partner Determination->set Up Partner Determination->Set up Partner Determination for Customer Master.
First go to OVT0 create customer account groups. Here you make new entries, click whether it is a one time customer, description. Also you can do the field selection here for general data, co. code data and sales area data.
Now go to IMG logistics general business partner customers control define & assign customer number ranges define the number. Here you range that you want and assign it to your customer account group.
Now go to VOPA here the selection will be on customer master, click on partner procedures, create the partner determination procedure. The following steps need to be done in partner determination area
Assign partner function to account group i.e SP,SH, BP, PY to account group (debit side ). Sales and Distribution->Basic Functions->Partner Determination->Assign Partner Functions on the debit side to account Groups.
Then create Partner Determination Procedure.
Assign the Partner Determination Procedure to Partner Function.
Then finally assign the Partner Determination Procedure to acc group.
Important Points in Business Partners and Partner Determination Procedure
Partner relationship maintained/defined in the customer master is proposed automatically in the document header when you create a sales document.
In customizing we can decide whether several partners can be assigned to one partner function in the customer master.
In sales documents, the system is configured so that only one partner can be assigned to each partner function.
We can define partners at item level in the sales documents.
Business Partners that are defined at the header level however cannot be changed at the item level.
You can prohibit anyone from changing a partner that has already been entered in a sales document.
It is also possible to manually change or enter the address of a partner, such as the Ship-to Party. This change does not affect the master record.

Sales order block in customer master

Hi Gurus,
There is one requiremnet from client.
_Create one additional Sales Order Block which is maintained in the customer master and prevents order creation for these customers._
Can any one tell me where is sales order block in customer master.
Regards,
Ajoy

Hi,
You can block the customer centrally or for the required sales areas using XD05. this is one option.
As i understand additional block at sales order for this customer means you can set the customer credit limit as say 1 $ assuming any of the material that is sold is above that, the system does the credit check and blocks the order. How do you want to deal with this block you can think in terms of credit management settings. This is config.
But if you want to set a block at the sales order dynamically for the required some customers, then you need to implement an user exit like, Userexit_save_document. the authorised users can go in VA02 and remove the block. But to identify in the user exit logic which customer you want to block you need to maintain some master at customer master level.
Anyways let me know if this idea helps you so that i can guide furhter.
regards
sadhu kishore

Custom fields to the sales area tab of customer master data

Hi Guys,
i have one requirement, where i need to add Zfields to the Sales tab in sales area data of customer master. Can somebody give me steps how to do it? do we need to do screen programming or just appending KNVV so that functional consultants can do configuration based on account group?
help would be appreciated
Thanks in advance
Siva

Hi,
.First in IMG - Enterprice Structure - Definition
Create the Organisational Units you want to use
2.Then In Enterprise structure - assignment
Setup the sales areas you want to use in SD
Then go to XD01/ VD01 and create a new customer to whom you want to sell goods & service thr a particular sales area which you have already set up in IMG.
YOu can create a customer master for only those sales areas which you have created in Step 2 above.
Then create a sales document type VOV8 and then assign sales document type to sales area in which you want to use.
IMG-Sales & distributin-sales-sales document-sales doc header
Do all other assignments like item category determination, schedule line category, pricing procedure determination etc
and then you can cretae a sales document using the particular sales area.
<b>Reward points</b>
Regards

How to change the reconciliation account in customer master record?

hi friends,
i created customer master with wrong reconsiliation account in XD01. i failed when i am trying to change that reconsiliation account in XD02. it was suppressed. how to change the reconcilition account in customer master data?

Hi,
Go to this path: Spro>Financial Accounting>Account Receivable & Account Payable>Customer Accounts>Master Data>Preparations for Creating Customer Master Data>Define Account Groups with Screen Layout (Customers)
Double Click on Your Group, Then Click on Company code Data under Field Status, Then Double click on Account Management, That screen you will find the Reconcilation Account, Select Requred Entry.
now it will coming Customer master.
It's useful assigne points as a way to say Thanks
Regards
gvr

How to call external js file to custom master page

Hi all,
I have created custom master page and i need to call external .js to master page. i tried every aspect of including this in master page. but this js is not running.
<script src="test.js" type="text/javascript"></script>
i have put the above calling js script to head tag.
And, When i am running the site, the js file is not loading.
How to load this js file to custom master page.
Thanks,
Rakesh

I have placed js file in same folder of custom master page.
This is quite annoying and i am struggling to call it.
js file is in same master page folder still i am calling it through whole URL as
<script type="text/javascript" language="javascript" src="http://SharePoint/sites/SiteName/_catalogs/masterpage/Master%20Page%20Template/test.js"></script>
Still it is not working.
Now i am not sure what is wrong here.
Please help..
Thanks in adv !!
Rakesh

How to synchronise contact person data from customer master to Bus partner.

Can someone please explain how we can synchronize contact persons from customer master to business partner data.
Are existing contact persons of customer are automatically created as Business partners(persons) when we do the synch.
Can MDS_LOAD_COCKPIT be used for this purpose.
I have some existing customers whose contact persons data is not already reflected in BP. How can I do that.
Please help.
Thanks-Donny

Hi,
I think the BP data will change with the changes in the critical fields of the customer master. Try chaning certain fields in the customers where you want the data to be updated. Hope that will work. Other wise you need to look out to do a mass update on the BP.
Best Regards,
Jagadeesh
Edited by: Jagadeesh G Chary on Feb 1, 2012 7:34 AM

Maintain Sales area for a customer...if this is through VOR1 & VOR2..HOW?

Hi All,
i forgot to add the sales area for a customer. now how can i maintain the sales area . sales org,, dist. channel., and division.
if you suggest to check thjrough VOR1 and VOR2. please let me know how to proceed through this. what are the parametres i choose.
i go through the other forms on this subject, let me know more.
Thanks in advance.
sachin.s

Dear, Sachin
Your question is not directly clear but let me answer your question from 2 angles.
If you mean to say that your customer does not have the needed sales area then please enter the sales area when you do XD01 and enter the customer number this will extend him.
If you mean to say that the Sales Area is not in configuration period then please go to SPRO, Enterprise Structure Sales n Distribution Define all the needed Sales Organization, distribution channel, and division. Then assign your Divisions to your distribution channels, and do all relevant needed assignments. Then make sure your sales order document is allowed to do business on that particular Sales Area.
good luck

How to block sales employee without enter in sales order.

Dear Guru's,
I have created sales employee code 1234 and using same in sales order with using partner function due to the some reason now I donu2019t want to book sales for same employee code 1234. Can anyone help me how to block employee code.
Regads
dharma

hi
if i enter sales employee manually in sales order it should not allow me to enter and it should give message this employee in inactive status so that user will under stand accordingly.
this employee number we are entering in sales order manually it's not copying from customer.

How to maintain change history for a custom field

Hi All,
I have added a new custom field in standard table FKKVKP by appending a new structure to FKKVKP. Now this custom field will appear in transaction CAA2. My requirement is I have to maintain change history for my custom field. In transaction SCDO I have seen that there is an object MKK_VKONT that maintains change history for FKKVKP entries. But I am not aware how to adjust this field so that SAP generates change history for my custom field as well.
Thanks in advance,
Venkat

Venkatesh,
DFKKTAXEX
FKKVK
FKKVKP
FKKVK_CORR
I have never used these tables but I have working experience with change docs.
The Z field which you have added should be in the above structures, then you should be able to see that field in the changes.
Of course change document should be set to that field-data element.

How to maintain the sequence in the custom table

Hi,
We have custom table where we will store the standard text name based on different flags and it will be fetched the value according to the condition.
Example code
SELECT SINGLE field1
                  field2
             INTO ( vaiable1 variable2 )
             FROM custom table
            WHERE tdobject = iv_signature
              AND bukrs    = vbdkr-bukrs
              AND vkorg    = iv_vkorg
              AND vkbur    = iv_vkbur
              AND lland    = vbdkr-land1
              AND fkart    = vbdkr-fkart
              AND kschl    = iv_kschl.
CHECK sy-subrc <> 0.
SELECT SINGLE field1
                  field2
             INTO ( vaiable1 variable2 )
             FROM custom table
            WHERE tdobject = iv_signature
              AND vkorg    = iv_vkorg
              AND vkbur    = space
              AND fkart    = vbdkr-fkart
              AND kschl    = iv_kschl.
CHECK sy-subrc <> 0.
SELECT SINGLE field1
                  field2
             INTO ( vaiable1 variable2 )
             FROM custom table
            WHERE tdobject = iv_signature
              AND vkorg    = iv_vkorg
              AND vkbur    = space
              AND fkart    = vbdkr-fkart
              AND kschl    = space.
The solution I created to avoid the select is, i have created the FM with all parameter. Addition to the FM, I have created a Table as well to maintain the flag.
New table
TDOBJECT   TDID BUKRS VKORG VKBUR KUNNR      MWSKZ AUART VGBEL_AUART KTGRM LLAND FKART WERKS KSCHL STNAME
FOOTER                                                                           X     X           ZNET_DICI_FTR_FI
FOOTER                                                                           X     X           ZNET_DICI_FTR_NL
FOOTER                X     X                                                    X
i.e. say example if we maintain the value in the custom table based on the first select query. Then we need to maintain the flag in the table which was created newly.
Note In the both field the key fields are same.
The problem now is we have plenty of select query for different condition, i though of maintain the sequences of the entries. But my worry is how many sequence number will be maintained and in what bases it will be maintained.
Could you please help me to resolve this problem?
Regards,
Vijay

Hi,
I got your requirement as,
whenever a new entry is made in the table, one sequence has to be maintained somethign like serial number and everytime it has to be incremented. If it is so, then you can go for an additional field as serial number. Then get the max serial number from the following select query:
select max(serial) from cust_table
into v_serial.
Now, when you make a new entry, just give (v_serial + 1) to serial number...
Please let me know if i understood wrongly... or what you want...

How to maintain sales employee as a customer master

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