Preset Sales Area Data in a new account of a company - CRM WebClient UI 7.0

Hello,
how can I preset the Sales Area Data with Sales Org. ID, Distribution Channel and Division when I apply a new company (account).
Thanks for your help!
Kristin

Hi Aaron Smith,
It will be great, if you guide us in how to delete the sales area of a business partner from Web UI.
I had tried SAP Note 1906379 and 725857 but i still can't delete sales area as such from business partner.
Your response is much appreciated!!!!

Similar Messages

Discrepancy in Sales area data display of an Account in WEBUI and SAPGUI .

Hi Guru's ,
There is a custom program which deletes sales area data for an account .
This program basically deletes values from table crmm_but_lnk0010, crmm_but_lnk0011 , crmm_but_lnk0020 , crmm_but_lnk0021 , crmm_but_lnk0030 , crmm_but_lnk0031, crmm_but_lnk0140 , crmm_but_lnk0141 and crmm_but_frg0100 for the given account .
After running the program the maintained sales area value for the given account gets deleted from SAPGUI .
But strangely , the value still exists in some buffer and is getting displayed on WEBUI in sales area assignment block of an account .
I need this value to be deleted also from WEBUI . Can someone tell where the flaw can be and which method in webui framework needs to be coded for to remove the issue OR custom report program needs to be enhanced to delete value from some other tables . Thanks in advance !
regards
Piyush

Hi Kavindra ,
Actually the program was written by someone many days back . The program was written to directly update db tables as mentioned before .
Is that the reason for the inconsistency between GUI and Webui ? The buffered BOL layer is having values where as values are deleted from db tables so not appearing on GUI ?
If this is the case then report program needs to be updated with BOL programming statements deleeting sales area values from buffered entities and then saving and commiting bol . thanks in advance !
Regards
Piyush

Sales area data is missing when Customer contact replicated to CRM

Dear Experts,
I am facing some problem with the Customer Contact replication from isu to crm, problem is when i create a customer contact by using bct0 interaction record is replicated to the crm, when i open the interaction record in the webic i am getting the error maintain the sales area data ,i am manually maintaing the sales are data in the crm could you please tell me why sales area data is missing while replication could you tell me how to rectify this error.I am using the standard transaction type 0010.
Thanks & Regards
Boyz..

Hello Shravanthi,
Have you looked at the screen in the screen painter in ERP (transaction SE51)? Maybe this will give you a clue to what data is missing.
Kind regards,
Johan Wigert

Prospective Account Sales Area Data on CRM Online

Hi Experts,
I am using CRM2007 SP4, and i am trying to assign Sales Area Data to a Prospective Account on CRM Online. However, unlike a reqular Sold-to account (CRM000) there does not seem to be a Sales Area Data Button where the Sales Area can be maintained for a Prospective account.
The BP Role for the Prospective account is BUP002.
It only seems possible to maintain this through the Web Client. Is there anyway which the Sales Area can be assigned to a Prospective Account through CRM Online.
Any assistance would be appreciated.
Thanks,
Jonathan

Hi Sasha,
I've been checking it in our system (CRM 6.0). The field Price group (cust) from ECC (KNVV-KONDA) gets standard replicated to field Price Group (Cust) on the billing tab of customer data (BP).
No additional customizing or development is needed.
The field is stored in: CRMM_BUT_SET0030-PRICE_GROUP
regards,
Wim

Sales Area Data Cannot be Cleared after deletion

Hi All!
We are installing CRM 5.0 by following the SAP Best Practice. However, while creating organizational structure in CRM, we did not replicate the sales area data from R/3. Instead we created the org. structure manually in CRM. So we decided to delete the manually created org. units and download from R/3. Everything went fine until the point when we tried to assign the sales area data to a new BP (Organization). Every item in the list says 'Not found' but the new ones replicated from R/3 is not on the list.
It sounds to me that some buffer in CRM that contains the sales area data is not cleared. I ran the ABAP program 'HRBCI_ATTRIBUTE.....' but it didn't help.
Any sugguestion/advice?
Thanks,
Leon

Try turning on buffering for Scenarion Sales in the table T77OMATTR. This should help solve you issue.
Regards,
Vimal

Create Account with Sales Area data

Hi,
Can we create new account in account identification in Interaction Cetner with Sales area data?
We need to create accounts(Sold to party, customer, consumer) in the call center and subsequently service orders will be created for the new account.
Regards,
Shridhar
Edited by: Shridhar Deshpande on May 31, 2011 3:52 AM

Hi ,
You can create the organisation information in CRM using transation ppoma_crm. Please take a look at this link for some more information
http://help.sap.com/saphelp_crm50/helpdata/en/56/0d4e3cb7f4d83ee10000000a114084/frameset.htm
Thanks & Regards ,
Anita

Sales Area Data For Account (CRMM_BUT_FRG0080) - FM needed

Hello experts,
i search for a bapi (or FM) to assign new sales area data to an account. I need to do this without creating a contact-assignment (Leave CRMM_BUT_FRG0081 blank).
I know the table CRMM_BUT_FRG0080, but i have no success in searching for an FM.
Any ideas?
Regards,
Mario

Hi Mario,
You can assign sales area data to an account using the FM:BAPI_BUPA_FRG0010_ADD
Just fill in all the required fields in import parameter SALES_AREA and DATA.
Your query will be resolved.
Regards,
PePe

Delete Sales Area Data in Account Management

Hello,
we are trying to delete data from Sales Are Data assignment block (BP_SALES/CorpAccountSalesOV) from acconts in WebUI.
For doing that we have activated the Delete button in method GET_OCA_T_TABLE of the enhanced class CL_BP_SALES_CORPACCOUNTSA_IMPL.
When clicking the Delete button the method EH_ONONE_CLICK_ACTION is processeing the DELETE event and the Sales Area Data line entry will disappear as expected from the table view in the assignment block.
But when saving the account the delete sales area entry will be available again.
So it is not deleted by the framework.
Do we have additional adjustments?
Thanks in advance,
André

Hi Veena,
cl_crm_bol_core->modify( ) is called by standard:
The DELETE event is handled by the standard method EH_ONONE_CLICK_ACTION
of the class CL_BP_SALES_CORPACCOUNTSA_IMPL (BP_SALES/CorpAccountSalesOV).
Line 59 of that method calls lr_core->modify( ).
Within that method CL_BUPA_IL_SALES_AREA->MODIFY is called.
Therein the standard is calling the FM CRM_BUPA_FRG*_DELETE but without
importing iv_x_save= X.
So a memory save on commit is not registered and the data will not delete from the database.
Best regards,
André

Credit management....sales area data

hi gurus,,
I have some doubts in Credit Management>
1. In my development Server....Customer Master data > Sales Area Data > Billing Tab Page>CREDIT CONTROL AREA...is not reflecting.
using version 4.7... why is was not reflecting... any configaration settings is required??.
Anybody having configuration material of CREDIT MANAGEMENT and FREE GOODS DETERMINATION..
MAIL ID::: [email protected]

Hi ravi,
Notes on Credit mangement
SAP SD Credit Management
All business have their own credit management needs, SAP allows you to specify your own automatic credit checks based on a variety of criteria. You can also specify at which critical points in the sales and distribution cycle the system carries out these checks.
SM30 - Table/View
V_TVTW - Define Distribution Channel
V_TVTA_KKB - Assign sales area to credit control area
V_T014 - FI - Define Credit Control Area
T001CM - FI - Assign Permitted Credit Control Area to company code
OVXG - Set up Sales Areas
e.g. Sales Organization
                  Distribution Channel
                              Division
                  Distribution Channel
                              Division
FD32 - Customer Credit Management
OVAK - Define credit limit check by sales document type
Check Credit
A - Credit limit check and warning message
B - Credit limit check and error message (no sales order can be created)
C - Credit limit check and delivery block (block delivery if hit credit limit)
Options B and C -> used for checking open order values (when you create/change the sales order)
D - Automatic credit control with open order values
More control in transaction OVA8 - Automatic credit control
You check for open orders and deliveries, or just open deliveries.
or open order values with other options
Credit group
Allows you to combine different sales document types for the credit limit check
VKM1 - Blocked SD Documents - Finance have to released the delivery block
OVAD - Define credit limit check by delivery order
whether the automatic credit check occurs at the time of delivery creation and/or goods issue
OVA7 - Define credit limit check by item category
Set whether to include/exclude item category for credit limit check
OVA6 - Define credit group. You can groups together different business transactions which should be dealt with in the same manner with regard to the credit check.
You enter the credit groups when you configure the sales document types for credit management and define the (D - automatic credit check).
SAP default credit groups
01 - credit group for sales order
02 - credit group for delivery
03 - credit group for goods issue
OVA8 - Automatic credit control - Double click on the line items
You can have the followings credit limit check :-
Static
Depends on the customer total value of open orders, deliveries, billing documents and open items.
Open items
No of days open
Overdue open items checks is based on the ratio of open items that are overdue by a certain number of days.
Max open items %
The customer balance must not exceed a certain percentage.
Oldest open items
If you don't want to deliver to the customer at all when even only 1 invoice is overdue.
Tick the Check for Oldest Open Item and Set the field Days oldest item = 1.
Days oldest item
No of days allowed for overdue or payment terms.
Use of the credit check Oldest Open Item. If a user attempts to alter the order quantity of a released sales document
that was previously blocked, it would be reblocked again by the system. The system only reblocks the sales document if the new order quantity is above a certain % amount.
Released documents are still unchecked
The preset % is whatever you want to set it as when configuring your automatic credit processing. You enter a deviation % and number of days,eg, you can set it so that an order can be changed by up to 10% within 30 days of original order entry date without it going back on credit block.
Next Review Date
If a customer has a credit limit of 1000 USD, and you would like to restrict this credit limit only to be available in current month (say March). If the document day is in April then the credit limit is zero.
You can use the "NextReview date" and "Number of days" fields and combined it with the "Last int.review" field in customer credit master "Status" view (FD32).
VOKR - Display of work list for credit management (configure the display variant)
Free goods determination
Free Goods Determination in Sales Order
Free goods has the following limitations:
- Free goods can only be supported on a 1:1 ratio. This means that an order item can lead to a free goods item. Agreements in the following form are not supported: With material 1, material 2 and material 3 are free of charge or If material 1 and material 2 are ordered at the same time, then material 3 is free of charge.
- Free goods are not supported in combinations with material structures (for example, product selection, BOM, variants with BOM explosion).
- Free goods are only supported for sales orders with document category C (for example, not quotations).
- Free goods are not supported for deliveries without reference to a sales order.
- Free goods cannot be used in make-to-order production, third-party order processing and scheduling agreements.
- If you defined a free goods for variants in a generic article (only SAP Retail), you can only process the variants in the purchase order and goods receipt individually (as single articles). In other words, you cannot process them using the generic article matrix.
4.6x
Not all Sales Order can be used for free goods determination. You have to check the SD document category if it does not work. Only category 'C' are supported. Check transaction VOV8.
Assume that you want to configure an inclusive FREE goods routine. Customers must order a minumum quantity of 5 before any free goods can be assign. For every quantity of 3, the customer will be given 1 free goods.
WC07 - Maintain Number Range Intervals
e.g.
No   From number       To number
01    0000010000         0000099999
IMG -> Sales and Distribution -> Basic Functions -> Free Goods ->
Maintain Access Sequences
New Entries
Acsq
NA00
Save
Maintain Condition Types
New Entries
Ctyp   Name             AcSq
FREE Free Goods    NA00
Save
Maintain Pricing Procedures
Procedures
New Entries
Procedure   Description
FREE           Free Goods
Select Procedure FREE then click Control data
Step   Cntr   Ctyp
10       10      FREE
V/N6 - Activate Free Goods Determination
Assign Order Type OR with Document Procedure A with Procedure FREE
VBN1 - Create free goods determination
e.g. FREE inclusive
Material Min qty   From   are free good   Calc Rule   Free Goods
                       5           3                1                      1                1
In this example, if you create a Sales Order for a quantity of 10, SAP will prompt you 7 as the customer order qty and 3 will be free. Customer only pay for the 7 quantity.
Reward points if it helpful

Customer sales area data not replicated to CRM

Hello,
I'm setting up the data replication model for master data based on configuration guide C03.
We have the following customer master situation:
existing customers with nr range 500000 - 599999 and account group A are created in ERP and replicated to CRM.
new customers with nr range 600000 - 699999 and account group B are created in CRM and replicated to ERP.
PIDE settings are fine.
The initial download of CUSTOMER_MAIN en CUSTOMER_REL went well. I've set a filter in CUSTOMER_MAIN on field KUNNR: value between 500000 - 699999. Everytime a sold-to business partner is created in CRM or a customer is created in ERP, the data gets replicated to the other system.
So far so good.
But here comes the problem: when I assign a sales area to a customer created in CRM (nr range 600000-699999) in ERP, the sales area data is NOT replicated back to CRM. When I assign a sales are to customer created in ERP (nr range 500000-599999) in ERP, the sales area is replicated back to CRM.
Do I have to run BUPA_MAIN? I don't think so, because sold-to business partner are already replicated to ERP.
Is the filter in CUSTOMER_MAIN not good? Should I split the nr ranges into 2 rows: 500000-599999 and 600000-699999 instead of 500000-699999
System environment:
CRM 7 EnhP2 (CRM RDS)
ERP 6 EnhP6
Kind regards,
Koen

Hello,
I found the problem. The PIDE was not set up completely: I only set the account group for ERP customer in the 'R3-->CRM' dialog structure. I've added the account group for CRM customers as well, and now customer data of CRM customers added in ERP, is replicated to CRM.
Cheers

Sales Area Data Template

Hello,
When creating/editing an account, in the sales area data assignment block, there is an option "New from Template". I assume we can use this option to populate the sales area data from a predefined template.Question is, where do we create these templates?
any input muych appreciated.
Thanks in advance.

You can create the templates in IMG - CRM - Master Data - Business Partner - Templates
In Templates you will see three options... you can select anyone to create template for your sales area data accordingly
Thanks and Regards
Ravi Gaikwad

Display sales area data in view mode?

Hello,
we use CRM 7.0 with the WebUI. In Account view we have the assignment block of sales area data. but in this assignment block we only have the possibility to open the sales area data in Edit mode.
Is there a way to open the sales area data in view mode and if how does it work?

Hi Fabian,
If you see this block as delivered by SAP, its in display mode with possibility of edit( button to edit ). If you want to take out this button/disable this button then you will have to redefine GET_OCA_T_TABLE from IMPL class of respective view ( BPSALES/CorpAccountSalesAreasOV) also you will have to remove buttons for adding new entry by redefining DO_PREPARE_OUTPUT.
Regards,
BJ

BP Creation in Web UI - How to enable Sales Area data?

Hello Gurus
We are using CRM 2007 and create BPs in CRM and then have them replicate to OLTP. This works as desired if I launch Transaction BP and maintain the record.
But in Web UI, I dont see many of the fields that are necessary for replication such as Account group for R/3 customer acct group. Nor do I see a tab for sales area data maintenance. I am logging on to Web UI with SALESPRO profile. How do I enable enter of key information in Web UI BP maintenance, so that I could see the replication from CRM to OLTP R/3.
Please advice.
Thanks
Jai

Hi Jai,
I am glad that the answer was helpful for you.
In the create mode just the details view is available, as this is the way the component BP_HEAD is implemented.
To understand this please open the component workbench, component BP_HEAD. Go to the runtime repository and compare the window CorpAccountNew(this is for the create mode) with the default window named MainWindow. In the first one just a sole view is offered.
But after you change from the create mode to edit mode (push the save button and then the edit one) you will actually see all the assignment blocks. Maybe this helps. But if you still see the need of the sales area assginment block it can easily be made available via a customer UI enhancement.
Good luck and best regards,
Erika

About Business Partner Marketing, Sales Area Data tables

Hi,
I want the table names where Business Partner sales area data and Marketing Attributes are stored.
Thanks in advance.
Regards,
Dhanraj.

Hi Natarajan,
Thanks for your help.
But There is no data inside this CRM_MKTPL_ATTR table.
I want the Sales Organisation,Distribution Channel, Division data and Marketing Attributes of Every Business Partner.
I found table CRMM_BUT_FRG0080 contains data, but when I created a new Business Partner and maintain the Sales Area Data, the saved data does not reflect in the CRMM_BUT_FRG0080 table.
Regards,
Dhanraj.

Sales Area Data isnt replicating from CRM to ECC

Hi Gurus,
We are replicating some BPs of certain groupings from CRM to ECC.
We performed all steps relevant for this task mentioned in Best Practice u201CMaster Data Replication C03u201D. After performing the
steps results are as follows:
u2022     BP General Data is replicating without any trouble.
u2022     When registering sales area data in CRM and trying to get this replication to ECC we see that the BP Sales Area data isnu2019t replicated.
Monitoring SMW01.
The BDOC BUPA_MAIN ended with the following error:
Messages for business partner 0007000362: Fill in all required entry fields
Action already taken:
After reading this message I have reviewed the mandatory fields per Account Group in ECC and mapped them with the CRM ones. Even this changes I still can get sales area data in the ECC BPs replicated.
Is there something I am missing here.
Thanks for your help.

Hi,
Regarding debugging from CRM to R3. Please follow the below steps.
There are 2 methods to debug the Business Partner (BP).
First Method:
1)     In CRM, Go to SM59 -> ABAP Connections => The ECC client -> See if the saved user (in logon details) that is used to connect to ECC from CRM is a Dialog user.
2)     You can use transaction code SU01 to check User Type of User.
3)     Deregister the Queue through SMQS.
4)     Make changes to BP.
5)     Go to SMQ1, Select the Queue name Double Click 2 times then select the Tool bar (Debug LUW).
Second Method:
1)     Put a break point in Function Module SMW3_MFLOW_UPDATETASKBDOC.
2)     Create a BP and before save, type /h to activate debug, Mark update debugging option.
3)     When stops in Function Module u201CSMW3_MFLOW_UPDATETASKBDOCu201D you must be sure to set header-dbgmode = 'X' this will make the BDoc stay stopped in SMW01.
4)     Go to SMW01 and type /h and process the BDoc.
5)     Put a breakpoint in Function Module u201CCRM_UPLOAD_AFTER_MAP_HANDLERu201D and be sure to change LV_SYNCHRON = 'X' this will allow you to connect in ECC.
If the variable LV_SYNCHRON does not have any value, then it will work as background task, if the value is filled with the value u2018Xu2019, then it will allow debugging in R3.
And another point to be noted here is, the user type of the R3 should be Dialog User. If the user is not dialog, then it will not connect with R3.

Preset Sales Area Data in a new account of a company - CRM WebClient UI 7.0

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