Mass transfer of sales person accounts,contacts ,transactions to another
Hello All
in CRM2007, is it possible to transfer Acounts/Contacts/Leads and Opportunities from one Sales employee to another Sales employee and if YES,
How it can be done for Mass tranfer
Regards
Kumar
Hi Phani!
May be you should check for SAP Notes.
In our case we were need only to transfer contacts & some other data,
but because of mass cleansing we did a Z-development (to make it faster than standard & to fo some special cleansing).
You can make some mix I think:
Step 1. Use development (based on FM 'BAPI_BUSPROCESSND_CHANGEMULTI') for Accounts cleansing.
Step 2. Continue with standard cleansing routine.
Hope it helps.
Best regards,
Alexander Kirillov
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Transfer of sales orders from one plant to another
Dear all,
My requirement is as follows:
I have created some 500 sales orders (open) in one sales org+plant.
Now due to plant shifting to other area, I want to transfer all the above open sales orders to another sales org+plant.
One option is to create them manually. But that is time consuming and prone to errors.
Second option is to upload thru LSMW. That too is very tedious.
Third option is to extend/assign new plant to the old sales area and change the plant in the orders. But I want in the new sales org + new plant.
Is there any other option by which I can transfer the above sales orders from one plant to another?
Regards
SAPshedHi SAPshed,
The problem is not the change of plant, which is standard functionality, but the change of sales organization.
An awful lot of information depends on the Sales Organization: Company code (!!), customers, materials, prices, profit center, etc.
SAP does not even admit creating a sales order in a Sales Organization A with reference to a sales order with a sales organization B.
IMHO your best option is to try to maintain the current Sales Orders with the current Sales Organization and change the Sales Order in VA02 (your third option).
If you are absolutely sure that all materials and customers are created for the new Sales Area in the same way and that prices (discounts) are the same, you might want to do a direct update to VBAK table to change the Sales Organization (nasty!), but be prepared for the consequences (no SAP support in case of problems, you are on your own).
Therefore if you insist on a different Sales Organization, then option 2) will be your best best.
Best Regards,
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"Sales Person" updated as "Associated Account" owner
Hello,
I have some doubts on "Sales Team" field present on the lead
When a user tries to update "Associated Account" on lead, field "Sales Person" is updated with Account owner name even though we already have populated "Sales Person" with other value.
Steps to reproduce:
Create a new Lead, update the "Sales Person" with a valid user. When users tries to update the same lead for "Associated Account" then it overwrites the information on "Sales Team" with Account Owner. Please let me know if this is the standard functionality or is a issue in the system.
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Thanks
DKEdmund,
The behavior you describe is different from what DK is referring to.
What you're describing is the lead-conversion behavior when a NEW account is created as part of that lead-conversion. This can be adjusted in the lead-conversion-mapping settings in the Admin-section.
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Thank you Ben - for logging the Enhancement Request. -
Sales person assigned to an account?
On which screen of the WEB UI can i see a sales person assigned to an account?
Hello!
Within the Account Overview Page there is the Assignment Block u201CRelationshipsu201D. Here all Employees related to this Account are listed here with the Relationship u201CHas the Employee Responsibleu201D.
In addition the u201CMainu201D Employee Responsible is visible in the Header of the Account Overview Page directly.
The main Employee Responsible is also visible directly in the Account Search-Result-List.
Within the Employee Overview Page you can see the other direction of the Relationship. Here the Relationship is u201CIs the Employee Responsible Foru201D.
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Sales Accounting by sales Person
Dear all,
Please give me a solution for how to calculate Sales Accounting /sale by sales Person indivually.
Thanks & Regards
Amit KaralkarHi,
Implement partner function Employee responsible/Sales Employee in customer master,
OR
Implement partner function Employee responsible/Sales Employee in Sales Document (Header Level).
Create personel number in HR with help of HR Consultant
Create sales order,include partner function Employee responsible/Sales Employee - Speciefy personel number (at header level).
Now go to t-code VA05N
Speciefy Partner Functions Responsible or Personnel Number Responsible and execute,
you will get personel wise sales.
kapil -
PurchasedMac Book pro From Shenzen China and at that moment the sales person inserted my account details for china but i leave in Pune India and like to change my details for india.Question is how can i do this.
What needs to be changed? Most details such as Date & Time can be set in System Preferences.
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I am not able to set my Personal Hotspot setting, if I try to set it massage displayed "To enable Personal Hotspot for this account, contact carrier " I am in Oman and using Nawras service for data plan. Plz help me. Before I was using this service but now facing problem.
Md Asad wrote:
Yes but they told mobile co mean Device 'iPhone co'
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Allan -
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Block customer sales order for other sales persons
Hi all
Could some one tell me how is it possible to block the sales documents created by one sales person from not being accessed by other sales person.
In my case, we r having sales person dedicated to a customer nad when ever he wants to access a document, he should not be able to go into others documents not even in the display mode.
Requirement quite urgent. points assured for helpful answer.
SailendraHi,
There is no exit name for field exit.Go to se38 run program RSMODPRF.
Here you will have to create the field exit for the required field.
Consult your ABAPer,he will do the rest
Few more info for you:)
Short text
Field Exits for Data Elements
Description
Maintenance transaction for creating and activating field exits
As part of the extension concept, SAP allows you to install a field exit for each screen field. Similar to the conversion exit, the system branches at the field exit at DCI (DATA COMMUNICATIONS INPUT) to a function module, if the field is an input field and a function code was triggered. The function module must adhere to the following naming convention:
Prefix: FIELD_EXIT_
Infix: <Data element name>
Suffix: _0 to _9 (optional), _A to _Z
The interface is automatically generated during the creation of the function module, and has 2 parameters:
Import parameter: INPUT
Export parameter: OUTPUT
After a function code has been triggered the contents of the field are made available to the FB via the "INPUT" import parameter. You can edit this and, when changed, make it available to the ABAP/4 processor in "OUTPUT". The input field contents are usually passed on: you can simply write OUTPUT = INPUT.
If, e.g., you have activated the field exit for the data element 'PROGRAM', then the fields of all the screens, which refer to the data element 'PROGRAM', branch to the function module FIELD_EXIT_PROGRAM. This includes the field 'Program' of the initial screen SAPMS38M0100 in transaction SE38, for example.
If you do not want the function module to be accessed from all screens, assign particular screens to the data element PROGRAM. By allocating an exit number, it is also possible to branch to other function modules with the corresponding suffix _0 ... _Z.
Example: You have assigned screen SAPMS38M0100 and exit number 5 to data element 'PROGRAM'. The corresponding field on SAPMS38M0100 branches to FIELD_EXIT_PROGRAMM_5.
As soon as you activate an exit, the corresponding screens are invalidated.
Note: Field exits are only taken into account during screen generation if the parameter abap/fieldexit = 'YES' is set in the system profile.
Requirements
Set the profile parameter abap/fieldexit = 'YES' before system start.
Limitations
The following ABAP statements are not allowed in the function modules of field exits:
BREAK-POINT,
CALL SCREEN, CALL DIALOG, CALL TRANSACTION, SUBMIT,
COMMIT WORK, ROLLBACK WORK,
COMMUNICATION RECEIVE,
EXIT FROM STEP-LOOP,
MESSAGE I, MESSAGE W.
Note:
Field exits cannot be edited with the debugger.
You should not use any external Performs in field exits. The ABAP processor shares the table work areas of externally called programs with those of the first caller. This could lead to errors at field exits that can hardly be analyzed, as field exits are sometimes slipped into the flow of the program at unforeseen events.
Questions and answers on field exits
1. A field exit was created with the CMOD and activated, but it does not get executed when the screen is called.
Since the field exit is not executed until DCI, some action must occur in the screen (e.g. press Return, saving....).
Set the abap/fieldexit profile parameter to YES and start the system again.
After the FIELD_EXIT... function module has been activated and the field exit has been activated, the transaction in whose screen the field exit is to be executed must be terminated. The screen is not generated until it is called.
Do not work on different application servers, otherwise there may be a delay before the field exit becomes active.
The profile parameter must be set either on all application servers or on none.
If the field exit is to be active in certain screens only, then you should check whether you have selected the correct program and the correct screen number (Careful with SUBSCREENS Do not rely on the F1 information for the field!
2. How does setting abap/fieldexit affect the performance?
If a screen is generated and the profile parameter is set, then the system checks in 2 tables (TDDIR, TDDIRS) to see whether a field exit has to be generated for the field. In practice the screen load after a Put is not generated until the screen is called. The user will not experience a noticeable delay, since screen generation is extremely fast.
3. Can the contents of other screen fields be read in a field exit?
In principle all fields can be copied to global variables in the TOP or the function group. However, since the order in which the field exits are called is not guaranteed, this possibility should not be used.
4. How does the field exit work in step-loop fields?
After data input to DCI the field exit will be called as many times as fields are visible on the step-loop. The SY-STEPL system variable is incremented each time. If a new value is assigned to be field, then it will be visible in the module between LOOP. ENDLOOP. This module will also be called as many times as there are visible step-loop lines.
5. Can field exits be debugged?
No. Field exits have to be tested in isolation in the development environment. To analyze problems that occur only in the screen environment, the relevant variables can be written to the file system using TRANSFER... and can be analyzed there.
6. What should one do if the field contents are not getting transported to ABAP/4?
Check whether you have assigned a value to the OUTPUT field.
7. When does the field exit get called in the case that there is a conversion exit attached to the data element?
The field exit will be called after the conversion exit. This means that the INPUT field contains the data in the same form as that in which the ABAP/4 program also gets them.
Reward points if useful
Regards,
Amrish Purohit -
Compare with my cost of goods sold account to my sales revenue account
Hi,
i want to compare with my cost of goods sold account to my sales revenue account.
After PGI my COGS a/c will be debited INVENTORY a/c will be credited so after sales my SALES a/c credit & customer a/c debit . I want to see what is the difference value of COGS a/c with respective billing Sales A/C
No doudt we can see in Profit of margin in billing doc. It is quite impossible to see all document in respective wise. Please give a solution for which i can know what is profit of margin with comparing values in both of Account.
Thank's
AbhayHi,
This is possible through CO-PA report. You can get the result per sales order.
Also the same can be achieved in FI as follows:
Outbound delivery document thr" VL01N is captured in "Reference field" of FI doc (BKPF-XBLNR) generated through delivery.
If the settings are done by SD person to capture the outbound delivery no. in "Reference field" of FI doc generated through Billing document (VF01), then there will be a common field to compare the documents in both accounts.
In transaction FAGLL03, select the account COGS & Sales revenue account. Once the report displays, sort or take sub total on this common field "Reference".
This will give you difference between COGS & Sales revenue per document.
Hope this resolves your query.
Regards,
Ashutosh
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