Item Groups G/L settings

Our postings to G/L COGS are done by ITEM GROUPS therefore the ITEM GROUP Setup/Accounts screen governs most of the postings to the G/L.
a.What I wonder if anyone knows of a chart that shows which function in SAP effects whch Nomial Setting in this screen. eg if the function is a Sales Credit Note = Nominals affected in the setup is Credit the Sales Returns Account
b.For instance, When using an A/R Credit Note, which NOMINALS are affected. In other words the Book Keeping entry for a Sales A/R Credit Note is Debit Sales and Credit Debtors, however, what I am not sure which are the two relevant NOMINALS in the Item Group Setting.
So if anybody can help me with a. or b. I would be grateful
Thanks
Robert
PS I already have a list of each Term used in this setup screen and a short description of the subject but it does not tell me clearly the Double Bookkeeping entry, The Debit and the Credit

I have now obtained the information

Similar Messages

Item Groups/Accounting Tab

I use SAP B1 2007 version. The SETUP/Stock Management/ItemGroups/ Accounting Tab is a most confusing screen because it is a mixture of Profit And Loss and Balance Sheet Nominal, not in any particular order or logic and using confusing terms which are most impotant to understand. I would appreciate any explanations about these terms such as "Sales Credit Account" and Purchase Credit Account" Are these nominal reversal entries to Sales and Purchases ie Sales Credit Note and Purchase Credit Note and are they supposed to reverse STOCK ie Stock Of Goods Sold.
Also what is a Goods Clearing Account?
Any help on this topic would be appreciated.
Thanks
Robert
PS The help I need is to clarify the terminology used in SAP

Thanks for your reply. Actually my comments were regarding an improvement needed to future B1 versions. I am a business owner and a user and also an Accountant by profession and the Item Group Setup drives the Nominal Postings in the Accounting system. As a business owner I need to understand where and why the postings are done and noone I spoke to seems to fully understand the reasons for various nominal settings in this screen.
My suggested solution for future versions is to split this screen between Balance Sheet and Profit and Loss Nominals. Furthermore a Main and Secondary screens would be useful because there are Nominals that one is obliged to determine however, many Nominal (sorry G/L Accounts) are not important in most business scenarios.
I spent a long time trying to understand the logic of this screen and I am convinced that the design of it can be improved to help the setup process.
It is only a suggestion for improvement.
Thank you
Robert

Bom alternative item group

Hello Experts,
I have one issue in BOM alternative item group I have made the settings as below.
Material 1     AltItemGroup         01
                     Priority                                  1
                     Strategy             2 100% check
                   Usage prob.         100
Material 2     AltItemGroup                      01
                      Priority                                  2
                      Strategy             2 100% check
                      Usage prob.         100
For Material 1 required bill of material quantity is 65 MT
For Material 2 required bill of material quantity is 65 MT
Now I am creating the process order for quantity 1000 MT. When the material availability check done it proposing as below in process order.
Material 1 = 65 MT    (Available Stock 807.109 MT)
Material 2 = 0 MT      (Available Stock 5.850 MT)
And again Material 2 = 32.5 MT
My question is as per above settings and stock situation of the material it should propose only Material 1 = 65 MT. But here system is also proposing Material 2 = 32.5 MT. Can any one tell what I am doing wrong?
Any settings are missing or what will be output for the above settings.
Please explain in detail.
Thanks in Advance
Regards,
Ganesh

Hi Ganesh,
Pl. make the following settings:
Material 1 AltItemGroup 01
Priority 1
Strategy 2 100% check
Usage prob. 100
Material 2 AltItemGroup 01
Priority 2
Strategy 2 100% check
Usage prob. 0
The strategy 2 will automatically handle the situation when Material 1 is not available and 2 is available.
Pl. test & revert. It will work as per your requirements
Regards,
HKV...

Item grouping into groups and subgroups

In case there are a lot of items in Business One, companies usually group these by item groups. In some cases when there are thousands of items, these are further on divided into subgroups by using UDFs. Then when you are making, say a sales order, you first look for the item group and then for the subgroup. This is where it gets tricky. You can only display the code when browsing for subgroups. It is not possible to display the value within the description field (I do not know how to do it). The code lenght is limited to 8 characters and hence makes it difficult to write a proper description for this subgroup. Is there any way to overcome this issue?

Hello,
thank you Gordon and Deepak for your efforts. First level grouping (B1 standard) by item groups is working fine, the second level just displays codes. The issue is that the value within udf-field on item master data card (on the right-hand side) does display correctly. However when I search for this item, say when making a sales order, I will just get the value, not the description. It makes no difference if I select it in the document settings to display as visible.
Codes and description for this udf-field are as follows:
Code Description
100    Roses
110    Tulips
120    Lilies
Now when I sort this field by subgroup value, it only displays 100, 110 etc.
All help is appreciated.
Thanks,
Samuli Ajo

Item Group clasification for GL Accounts

Hi All,
In Inventory from the GL Account determination we assign the GL Accounts for provided fields.
My client requirement is having 5 item groups and each group needs to be linked to separate GL account.
If I assign a GL account to each group will SAP accept and provide me the correct information or is it suggested to have a single GL account for all the groups.
The reason is previously I had raised a question in the forum that the user needs to have an option to select the GL account when entering in the Purchases (PO, GRN, A/P Invoice) for which I got a reply that SAP will not allow to select the GL Account, and is pre-defined in GL Account determination.
Now my question is can I assign different a GL account to a particular group which will update when transactions are happening and do need to take some extra steps which will help me and the client to resolve the problem
Please help me out this issue
Regards
Shanker

Hi Sridharan,
Thanks for the suggestion.
i am unable to get the screen from Form settings G/L Account.
Also what i wanted for two Item Groups say Grp1, Grp2.
the GL account will be
Grp1 --> GL Account10
Grp2 --> GL Account12
this is what i required and if i am not wrong the same u r suggesting?
Please help
Regards
Shanker

Difference - set g/l account by warehouse,item group,item level

hi all,
Pl. explain what is difference between setting
g/l accounts by warehouse,item group,item level ?
Jeyakanthan

Hi Jeyakanthan,
Let us consider an example that will make you understand this better. Consider that you are creating GRN's for Item A and Item B. The accounts that get updated are :
1. Inventory Account/Stock account: gets debited
2. Goods Received Not Invoiced Account : Gets Credited.
Now let us consider that Item A has been grouped under the item Group Raw Materials and Item B has been grouped under Item group Finished Goods. Now as mentioned above if you choose the Set G/L accounts by as Item Group in the Accounting tab of the item Group Raw Materials you will have to choose the Inventory/Stock Account as Inventory - Raw Material and for the Item Group Finished Goods the Inventory/Stock account has to be Inventory- Finished Goods. In all cases the Goods Received not Invoicved account will remain the same.When you create the GRN's the respective Inventory accounts will get debited and when you create the A/P Invoice for these the Goods Received Not Invoiced account will get Debited and the Vendor account will get credited.
Now in case if your company manages goods according to the Warehouse i.e. if the company has different warehouses for different types of goods like Raw Material warehouse for Raw Materials , Finished Goods warehouse for Finished goods then you should set the G/L accounts by Warehouse so that in the item master in the inventory Tab the respective warehouse is chosen and the relevant accounts are updated. Just for example when you choose Set G/L accounts by Warehouse for item A then in the accounting tab of the Raw Material Warehouse choose Inventoty - Raw material.
In the 3rd case consider that you are buying a Machine to be used in your workshop which is costing you around Rs. 10,00,000/- and the management wants to know the monthly utilisation costing of the machine like power, labour charges and overheads for that particular machine then it is better to define G/L accounts based on that item i.e. if Item C is a machine for which the Management wants to know the costing details then it would be better off defining a G/L account as Inventory - Item C. This option is better to be used for capital goods or Fixed assets.
For better understanding in the item master you need to initialise thru the Form settings the various G/L accounts like Goods received Not Invoiced accounts, Inventory accounts , Allocation Cost account etc.
Hope this calrifies matters.
Nagesh.

Item Master data form settings

Hello friends,
I need to change the form setting for one of my users in item master data for "item group" and "set GL accounts by" field, but when I go to form settings it does not display these fields. How can I make these fields inactive or make not visible.
Thanks
Suman

Hi Nagarajan,
Thanks for your reply.
So is there any alternative to achieve this to restrict one user from updating these two fields?
Rgds
Suman

Hide Particular Item Group from Selection Criteria of Sales Analysis Report

Hello Experts,
Is this possible to Hide Particular Item Group from Selection Criteria of Sales Analysis Report?
I have one Item Group as 'Special Items'.
Now, when I open Item wise sales analysis report, I want to hide above mentioned group from selection criteria.
Thanks in advance.
Best Regards,
Pankit Sheth

Hi,
1. Not possible to put validation for selection criteria windows.
2. In standard, I don't think it is possible to hide only one item group.
3. Alternatively don't give authorization to user for running sales reports. If still need create customized query and ask user run every month.
Thanks & Regards,
Nagarajan

Sales and Closing Stock By Item Group

Dear all,
Can anybody give me modified query for the following code. I need Item Group wise sales & Stock.
As of this query data values are not getting perfect,opening stock and Closing stock values are not getting prefect.
Some items are not getting,which item code is starting form 5%.
*Start of the Query *
select * from ( SELECT T0.Itemcode, min(T0.Dscription) as 'Item Description', W1.Whscode,
(isnull((Select sum(isnull(inqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate<@FromDate and O1.transtype in (59,20,18,16,14,67,-2)),0) - isnull((Select sum(isnull(outqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate<@FromDate and O1.transtype in (21,19,60,15,67,-2,13)),0)) as [Opening Stock],
(isnull((Select sum(isnull(inqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.inqty>0 and o1.Price >0 and O1.transtype in (20,18)),0))-(isnull((Select sum(isnull(outqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.outqty>0 and o1.Price >0 and O1.transtype in (19)),0)) as [Purchase Quantity],
(isnull((Select sum(isnull(inqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.inqty>0 and o1.Price = 0 and O1.transtype in (20,18)),0))-(isnull((Select sum(isnull(outqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.outqty>0 and o1.Price = 0 and O1.transtype in (19)),0)) as [Purchase FOC Qty],
( isnull((Select sum(isnull(outqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.outqty>0 and O1.Price>0 and O1.transtype in (13,15)),0)) as [Sale Qty],
(isnull((Select sum(isnull(inqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.inqty>0 and O1.Price>0 and O1.transtype in (14,16)),0))as [Return Qty],
( isnull((Select sum(isnull(outqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.outqty>0 and O1.Price>0 and O1.transtype in (13,15)),0))- (isnull((Select sum(isnull(inqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.inqty>0 and O1.Price>0 and O1.transtype in (14,16)),0))as [NetSale Qty],
(isnull((Select sum(isnull(outqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.outqty>0 and O1.Price=0 and O1.transtype in (13,15)),0))-(isnull((Select sum(isnull(inqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.inqty>0 and O1.Price=0 and O1.transtype in (14,16)),0))as [FOC Quantity],
(isnull((Select sum(isnull(inqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.inqty>0 and O1.transtype in (59)),0)) as [StockIN Quantity],
(isnull((Select sum(isnull(outqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.outqty>0 and O1.transtype in (60)),0)) as [StockOUT Quantity],
(isnull((Select sum(isnull(inqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate<=@ToDate and O1.transtype in (59,20,18,16,14,67,-2)),0) - isnull((Select sum(isnull(outqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate<=@ToDate and O1.transtype in (21,19,60,15,67,-2,13)),0)) as [Closing Stock]
FROM OINM T0 INNER JOIN OITM T1 ON T0.ItemCode = T1.ItemCode INNER JOIN OITW T2 ON T1.ItemCode = T2.ItemCode INNER JOIN OITB B1 ON T1.ItmsGrpCod=B1.ItmsGrpCod INNER JOIN OWHS W1 ON T2.WhsCode = W1.WhsCode INNER JOIN OLCT C1 ON W1.Location=C1.Code and T0.ItemCode Like '5%' and W1.WhsCode not in ( 'WH-DEMO', 'WH-AHM-R','WH-MUM-R','WH-NDL-R')
Group by T2.MinStock ,T1.itemcode, T0.Itemcode, W1.WhsCode, C1.Location) a
End of the Query*

Hi,
Starting Query ****
select * from ( SELECT T0.Itemcode, min(T0.Dscription) as 'Item Description', W1.Whscode,
(isnull((Select sum(isnull(inqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate<@FromDate and O1.transtype in (59,20,18,16,14,67,-2)),0) - isnull((Select sum(isnull(outqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate<@FromDate and O1.transtype in (21,19,60,15,67,-2,13)),0)) as [Opening Stock],
(isnull((Select sum(isnull(inqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.inqty>0 and o1.Price >0 and O1.transtype in (20,18)),0))-(isnull((Select sum(isnull(outqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.outqty>0 and o1.Price >0 and O1.transtype in (19)),0)) as [Purchase Quantity],
(isnull((Select sum(isnull(inqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.inqty>0 and o1.Price = 0 and O1.transtype in (20,18)),0))-(isnull((Select sum(isnull(outqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.outqty>0 and o1.Price = 0 and O1.transtype in (19)),0)) as [Purchase FOC Qty],
( isnull((Select sum(isnull(outqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.outqty>0 and O1.Price>0 and O1.transtype in (13,15)),0)) as [Sale Qty],
(isnull((Select sum(isnull(inqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.inqty>0 and O1.Price>0 and O1.transtype in (14,16)),0))as [Return Qty],
( isnull((Select sum(isnull(outqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.outqty>0 and O1.Price>0 and O1.transtype in (13,15)),0))- (isnull((Select sum(isnull(inqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.inqty>0 and O1.Price>0 and O1.transtype in (14,16)),0))as [NetSale Qty],
(isnull((Select sum(isnull(outqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.outqty>0 and O1.Price=0 and O1.transtype in (13,15)),0))-(isnull((Select sum(isnull(inqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.inqty>0 and O1.Price=0 and O1.transtype in (14,16)),0))as [FOC Quantity],
(isnull((Select sum(isnull(inqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.inqty>0 and O1.transtype in (59)),0)) as [StockIN Quantity],
(isnull((Select sum(isnull(outqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate>=@FromDate and O1.docdate<=@ToDate and O1.outqty>0 and O1.transtype in (60)),0)) as [StockOUT Quantity],
(isnull((Select sum(isnull(inqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate<=@ToDate and O1.transtype in (59,20,18,16,14,67,-2)),0) - isnull((Select sum(isnull(outqty,0)) from OINM O1 where O1.itemcode=T1.itemcode and O1.Warehouse=W1.Whscode and O1.docdate<=@ToDate and O1.transtype in (21,19,60,15,67,-2,13)),0)) as [Closing Stock]
FROM OINM T0 INNER JOIN OITM T1 ON T0.ItemCode = T1.ItemCode INNER JOIN OITW T2 ON T1.ItemCode = T2.ItemCode INNER JOIN OITB B1 ON T1.ItmsGrpCod=B1.ItmsGrpCod INNER JOIN OWHS W1 ON T2.WhsCode = W1.WhsCode INNER JOIN OLCT C1 ON W1.Location=C1.Code and T0.ItemCode Like '5%' and W1.WhsCode not in ( 'WH-DEMO', 'WH-AHM-R','WH-MUM-R','WH-NDL-R')
Group by T2.MinStock ,T1.itemcode, T0.Itemcode, W1.WhsCode, C1.Location) a
End Query ************
This is correct and complete query i using for reporting
Thanks & Regards,
Rajeev

SBO - How to use two different Stock Account within the same Item Group

Hi,
I'm currently stuck within one of my implementation.
I'm deploying the same solution worldwide which worked pretty well until now. All the items are connected to an item group, with a unique GL account, supposed to book at the same time the good receipt and the good issue (Balance-Sheet Account = 14xxxxx).
My new unit is willing to use two different GL accounts when performing its stock entry (let say 14xxx10) and another GL account for the good issue, let say 14xxx20.
Do you have any clue so i can please them and keep using at the same time the item group ?
Thanking you in advance
Stephane

Hi,
In fact, we use the GL account as the HQ Account (Reporting Account) while the "Export Code" will be used to store the local GL Account (greek account).
As such, we can, somehow handle two different chart of accounts.
In my reporting, i'm only using a single GL account for stock movements, while my greek counterparts want to handle two different accounts.
Threfore, i have only two solution since there is normally a one to one relationship between a HQ account and a local account that are :
1 - Duplicate the HQ accounts
In that case, i do respect anytime the one to one relationship. I've got one HQ account for one local account. But how can i put this since i can only handle one single stock account.
2 - I keep my single stock account like this but i won't be managing the possibility to get two different Export Codes.
Regards
Stephane

Item group field in A/p Invoice jounal Report

Hi,
in Financial Reports -> Accounting-> Transaction Journal->
A/P invoice.
in this report along with Vendor Details & Tax %, Respective Item Group also should display.
for this what to do. if i drag any group name from the list, it is repeating.
how to bring "Item Group" of the perticular item which is a/p invoiced.
plz help me asap.
Regards.
Nagababu

Add Item group as group in the report.This will avoid repetition on the group name.
Regards,

Stacked and standard item groups

Hi,
Can anyone give a clue if the following problem can be solved?
I have a table with many columns which I want to display on a single form with multiple tab-canvases. And on each tab-canvas I want to use item groups (two side-by side!).
I managed to generate this only partly by using stacked item groups for each tab-canvas and item groups within these stacked item groups. But the item groups are all placed beneath each other! I can not find a way to control the layout-generation. It looks like the forms-generator does not use the tabulation preferences.
I am using Designer 6 (6.0.3.10) and Forms 6i (6.0.8.10).
Thanks.
null

It is not possible to get Service Item w/o delivery in to Invoice along with the the delivery item..unless the Service item is configured as item relevant to delivery.

Sales Analysis query per item group summarized per BP Group

Dear experts,
My client is requiring me to create a query that when i select a certain item group it returns a sum/total of sold items in that group per BP group
format:
parameter: Item Group A
BP Group A    1,000
BP Group B    2,000
BP Group C   1,000
I have managed to get total sales per BP Group but i cant seem to figure how to break it down per Item Group
here is my query:
SELECT T2.[GroupCode], SUM(ISNULL(T0.Debit,0) - ISNULL(T0.Credit,0)) as "Amount(LC)" FROM JDT1 T0 INNER JOIN OJDT T1 ON T0.TransId = T1.TransId and T0.TransType IN (13,14)
INNER JOIN OCRD T2 ON T2.CardCode = T0.ShortName
WHERE T1.[RefDate] BETWEEN [%0] and [%1]
GROUP BY T2.[GroupCode]
how can I link Item Groups to JDT1?

Hi Carlo
Try This
SELECT t5.ItmsGrpNam AS ItemGroup,
   t7.GroupName AS BPGroup,
   SUM(ISNULL(T0.Debit,0) - ISNULL(T0.Credit,0)) AS "Amount(LC)"
FROM JDT1 T0
INNER JOIN OINV T1 ON T0.transid = T1.transid
LEFT OUTER JOIN INV1 T3 ON T1.docentry = T3.docentry
LEFT OUTER JOIN oitm T4 ON t4.itemcode = T3.itemcode
LEFT OUTER JOIN oitb T5 ON T4.ItmsGrpCod = T5.ItmsGrpCod
INNER JOIN ocrd T6 ON T0.ShortName = T6.CardCode
INNER JOIN OCRG T7 ON t7.GroupCode=t6.GroupCode
WHERE T1.DocDate BETWEEN [%0] AND [%1]
GROUP BY t5.ItmsGrpNam,
   t7.GroupName
Rgds

Sales Analysis by Item Group (Monthly) - To include Sales Employee Name

Hi,
I have added Sales Employee Name in the Sales Analysis by Item Group (Monthly) report by A/R Invoices. I have added this under Repetitve Area Header0. However, the sales employee name showed in the preview is different than the criteria entered. It seems that the report only the first Sales Employee Name in the report.
Anyone have any idea? Thanks in advance
Regards,
MH

That is a good question. You have to find out any unique relationships between your Sales Employee and your sales analysis data if there is. Hope the help below can assist you:
Relate to
This option is relevant for special scenarios only and requires knowledge of SQL.
This field is used for retrieving data related to key records found in tables other than the table linked as default to the current print template.
A key record is a field used as a primary key in a certain table. This key record functions as the identifier of the record, and, therefore, it is required to retrieve any additional data related to it.
Following is an example:
e.g.If you need to print the name of a certain bank, which is not linked to the table used in the current print template, you must first create a Text field of Database source type using the required table and select a key record, such as Bank Code.
Then, you need to create an additional Text field of Database source type. Select the table again, select the required column (such as Bank Name), and enter the unique ID of the field with the key record in the Relate to field.
There might be two or more key records in the same table. In such a case, these two key records are both required for retrieving the data.
Identical bank codes are used in many countries. If you need to print the name of a specific bank, you need to link it to a relevant country, in addition to its relevant bank code.
You are currently working on a print template for Incoming Payments. However, you need to retrieve data (such as the business partner's bank name) linked to the key record Bank Code from the Bill of Exchange for Payment table, rather than from the Incoming Payments table.
In the Relate to field, select the unique ID of the field containing the required key record. In this example, this is a Text field of Database source type containing Bill of Exchange for Payment in the Table field and BP Bank Country in the Column field. The drop-down list contains the unique IDs of all the fields that are situated in the same area as the current field.
This link makes the system retrieve the Bank Code linked to the BP Bank Country field found in the Bill of Exchange for Payment table.

Commision based on item group & customer group

Dear all,
Does anyone have an idea about how to get commission based on item group & customer group sales?
My customer wanted commission report based on item group or customer group & based on payment collection dated.
Example
Term given for customer A is 30 days.
12/3/09 Inv 1000   RM 10,000   30 days payment
20/4/09 Inv 2000 RM    5,000   60 days payment
The term given is 30 days of the invoice month.
Salesman will get commission if get the collection at May'09 for Inv 1000, & July'09 for iinv 2000 based on the invoice date month.
The salesman get commission at any date of the month May'09. More longer collection, less commission they will get.
Example:
Salesman A
Customer Group             1st of the month, 2nd of the month, 3rd of the month, 4th of the month
Normal Dealer                         1.5%         , 0.75%,              0.00%                   ,    -0.25%
Sub Distributor                       0.5%         , 0.25%,               0.00%                  ,    - 0.25%
Any idea?
Thanks in advance?
Regards,
Eric Tan

Hi Eric
SAP does not calculate commissions, but merely provide a mechanism to report on it. The multi level calculation you require can be achived with a custom query linked to a report layout. Standard SAP will not provide this type of calculation. You will need to look at the open transactions such as invoices and link to the relevant payment transaction to get the payment date. Then compare this date to the invoice due date to determine if the terms were adhered to or not. If not payment date - due date in number of days will be needed to calculate the effective commission percentage.
Kind regards
Peter Juby

Item Groups G/L settings

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