Prospective Customer Usage

I am confused. We are using the prospective customer account group (005), that supposedly will let you create a quote and an order but save the order as incomplete until you enter in a valid sold to partner number. I can save and deliver an order using the customer created as a prospect. What am I missing that will make the sales document incomplete until a valid customer number is entered?

It looks my mistake in understanding the requirement. Why don't you use user exit USEREXIT_CHECK_VBAK in program MV45AFZB to check valid customer number. If no valid customer is not maintained, then you can provide hard error/waring message and by further using user exit USEREXIT_SAVE_DOCUMENT in program MV45AFZZ, you can apply delivery/billing block.
Will this fulfill your requirement?
Regards,

Similar Messages

Error while changing Account Group for Prospective Customer

Dear All,
I am getting an error when the account group of a prospective customer needs to be changed to Sold to Party
The planned change is not allowed as the following groups would be masked by the new account group,
S Group Group Name M Group Name
V D315 Shipping 030 Rail Specifications.
Please let me know what is the reason for this error and as per my knowledge even if the no range is different for both these partner functions the system should allow me to change the account group however the earlier no given to prospective customer will still exist even if the prospective customer number is changed to sold to party please let me know otherwise.
Kind Regards
Atul

Hi,
Go to KOH2
Select the order by pressing F9. Now place the cursor where you want to put the order group. i.e on same level or Lower level.
Regards,
Jigar

R/3 to CRM: Automatic replication of Prospect customer

Hi Guys
We are downloading Business Partner data from R/3 to CRM , Manual download of BP'S (Initial Load->start) is working fine . we are creating prospect customer in R/3 through CRM Action Box call the moment we create the prospect customer in R/3 it should automatically replicate in CRM with out initiating manual down load .
pls help what settings to be done inorder to download BP'S automatically
Thanks in advance
Warm regards
Rajasekhar

Hi madhu,
Have you done the Intial load for the object "CUSTOMER_MAIN". Once the download of this object is done, Delta load for business partners to flow from R/3 to CRM and vice-versa will be activated automatically.
Please check the transaction R3AC4, where you should identify the Object calss entry as BUPA and RFC destination as your R/3 system. If not please make that entry, then delta will happen automatically
As vikas suggested, please make sure the PIDE settings, where you should assign R/3 prospect account group to CRM classification "C" and Number grouping.
And also check the BDOCS in Transaction SMW01.
Rewards points if it helps
Murali

Ship to Party in Prospective Customer

Hi All
I am facing problem with Prospective Customer. In account group 0005 there is no Ship to, Bill to and Payer as partner.
which is logical in this scenario.
But when I create a sales document it asks for a Ship to party in the initial screen and does not let me go further.
My doubt is how would I bring Ship to party here for this Propective customer.
Regards,
Neeraj Srivastava

Hi neeraj,
as i told u earlier, u cannot do inquiry or quotation or order with prospective customer..u only can do Sales Activity with him..
This is a special feature available in SD which is similar to Lead Management in CRM. Lead (Prospective Customer) make a phone call or mail you. If he agrees to do business with you, then you can treat him as a Regular Customer.
Use: By following this process, you can create a sales activity called Computer Aided Selling.
Procedure: To define a Sales Activity you should follow the below mentioned SAP Menu path.
1. Create Customer under u201CProspective Customeru201D Account Group (Account Group-0005) by using Transaction Code XD01
2. Create a Contact Person for this customer by using Transaction Code VAP1
3. Go to Sales Activity screen by using Transaction Code VC01N
4. Enter type of Sales Activity
5. Enter your Prospective Customer, Contact Person, Sales Summary and other details.
IF THE CUSTOMER AGREES TO DO BUSINESS WITH US,THEN U HAVE TO CONVERT HIM AS A REGULAR CUSTOMER. then u can raise inquiry,quotation or sales order from that sales activity itself (from VC01N)..then u can see the sales summary of that customer also..
hope it helps..
reward points if helpful..
regards..
yogi...

R/3 BP role ship to party from prospective customer not updating in to CRM

Hi,
When we change Business partner role to ship-to-party from prospective customer in R/3 not updating in to SAP CRM .
Please suggest the solution for this.
Thanks,
Naveen Kumar.

Dear Rekha,
I have verified but No issues in PIDE, looks everything is fine.
Account Groups 0001 to 0005 were asssigned to Classification B.
But initially when I started replicating customers all the roles were created as Sold-to-Party in CRM irrespective of their role in R/3. We have applied Note: 914437. Since then the issue got resolved.
Pls suggest me in this regard.
Srujan

Custome Usage Report

I've created a custom usage report using a query from the APEX_WORKSPACE_LOG_SUMMARY_USR table. I've noticed that records seem to age off of this report. For instance, when viewing today, The earliest connection to my application I see is 7 days ago. Is there a way to see a complete history?

1. Please share your first name and put it in your handle and/or profile to help us.
2. The data you see in the activity log views are kept in rotating log tables that are purged at relatively short intervals. For details about how to deal with that see these threads:
Re: Apex Administration Service as Select Statement
Cumulating application statistics
Scott

Questions to be asked to a Prospective Customer

Dear Guys,
Well we are in need of some Questionnare or Document which covers the List of Questions or Topics to be asked to a Prospective Customer,coz we are about to meet them regarding BW Implementation.So it would be great if someone can take time to help us out with this...
Manythanks
Arun
([email protected])

HI here are the few Question from ASAP methodology:
Questionnaire for Initial Business Blueprint Design Workshop
What is the current systems environment, which exists today, in support of the Planning Process? Please include all primary source systems / interfaces currently in use as well as any outbound interfaces / systems which receive data from the planning Process. If systems documentation exists please provide.
What changes to the above process are expected as a result of the current implementation and/or other projects currently underway?
Does the Company have SAP-BW installed and if so which version? For what purpose is the BW currently being used? Is there existing content within the Business Warehouse, which would potentially be utilised in the Planning Process (i.e. Actual Data / Master and Meta-Data)?
If BW is currently in place, what are the primary data sources for that Master / Transactional data which will be utilised in the Planning Process?
Is the intent to develop a global template for rollout across the organisation?
What are the key business benefits which it is expected the implementation will deliver?
What is the current organisational structure of the Business Units, in which planning is to be implemented?
What are the key characteristics or dimensions by which planning will be performed?
Approximately how many characteristic values would exist for each of these key dimensions/characteristics (i.e. Number of accounts, cost centres, product masters etc.)?
What is the source for Master Data and Meta-Data (i.e. Hierarchies) for these characteristics?
What is the planning period (annual, monthly, weekly etc.)?
How many different plan/budget versions are created by the Company and what is the purpose of each?
DATA SOURCES
What source data is required to support the planning process (i.e. Actual results)?
Where would this data be sourced?
Does an existing interface currently exist to extract this information from the source system?
Can this data be obtained via the use of SAP BW Data Extraction from R/3?
DATA INPUT
How do users currently input / process plan data?
Are input templates/models available for analysis?
How many different data input templates/models currently exist?
What changes to the input process are expected?
Is WEB enabled input of data a requirement?
Approximately how many users currently provide input into the planning process? How many users are expected subsequent to introduction of the new system?
Where Excel templates/models are currently used, would the intent be to integrate these models into the core BPS functionality or alternately to maintain the existing Excel spreadsheets and link to SEM-BPS?
Are centralised templates to be developed or will different users within the organisation require the ability to create their own business models locally?
AUTHORISATION AND CONTROL
Is control over access to either plan and / or reported data required?
By which characteristics does plan access need to be restricted.
What are the primary roles within the Planning Process? Obtain a brief overview of functions and any required restrictions on the ability to either plan and/or view data.
STATUS AND TRACKING
Is there a requirement to monitor the current status of the Planning Process?
Does this monitoring include the requirement for plan data to be submitted for review and approval at different levels within the organisation?
If monitoring and approval is required please define the current review and approval process, additionally highlight any desired changes to this process.
REPORTING/ OUTBOUND INTERFACES
What Plan Reports are generated today?
What new and or additional reports are desired?
What is the current process for report distribution?
Are there desired changes to this process?
Is WEB Based Reporting Required?
Are third Party Reporting Products currently utilised if so which ones?
Is it expected that they will continue to be going forward?
Are Published Quality Reports required (I.E. Requirement to utilise Crystal)?
Will Reports / Queries be defined centrally or is the desire to allow end-users full ad-hoc query capability?
Are there any requirements to provide for Outbound Interfaces passing plan data from BPS to other Systems? If so what data needs to be passed, to which system and how often?
Is there a requirement to retract the plan data back to SAP R/3? Is so what data needs to be passed and to which modules within R/3?

How to Create Custom Usage Decisions

Hi,
I am working in ECC 6.0. I want to create a Custom Usage decision (Plant Specific). I can not remember where to go to set this up?
If I use transaction QS41 and set up my own Code Group under Catalog type 3 (Usage Decision), where can I attach the Selected Set that tells the system how to post the Usage Decision (i.e. Unrestricted, Restricted, Scrap...)
Any help with this would be huge.
Thanks so much,
-Bruce

Thanks for your quick feedback.
I get confused sometimes with this.
When I go into QS51..I get to choose Catalog Type 3 (Usage Decision) and my Plant. Then I create my Selected Set. I highlight that and Double Click on Selected Set Codes. Inside there I create my Accept and Reject codes and assign Posting Proposals. From there I save.
I just ran a MIGO transaction and created an 01 type Inspection Lot. I tried to go in and do a Usage Decision on it. When I hit the drop down...it gives me the Original SAP Catalog. I do not see my Selected Set I just created.
Can you tell me what I'm doing wrong?
Thanks a Ton!

Classification by role sales org (prospect, customer, competitor).URGENT!!

Hi All,
Could someone please help me in customizing the Classification by
Classification customizing:
- Role by sales organization (prospect, customer, competitor)
- Ranking by country (gold, silver, normal, problematic)
This can be done in the IMG>Master Data>BP--> define classification.
The criteria should be role as Sales Org and ranking as Country with their respective attributes as mentioned above.
Please help me guys!!!
U can also mail me at [email protected]
thanks in advance ....

Hi Chin,
You need to maintain the sales organization field in transaction code O7F1. Then, this field is available for open item selection on incoming payment.
In the same screen, you can rearrange and bring this field on the first few fields of selection.
Also, you can update the same field on O7F3, this will be useful for making search for selection of open items.
Hope this helps. Let me know if you have any questions.
Rgds,
Sreeni

Create prospect customer from UI

Hello to All,
Does anyone know how to create a prospect customer from UI?
Thank you in advance,
Roula

Hi Roula,
Please, see OSS Note 1129682. The correct authorization object is CRM_BPROLE for WEB UI.
I have completed similar requirement in our CRM 2007 WEB UI.
I have maintained CRM_BPROLE authorization object for users with the following values:
Activity: 02 (Change)
Value: ZBP02 (Prospect).
and
Activity: 03 (Display)
Value: ZCRM01 (Sold-To).
Also, please activate the badi Implementation - BADI_CRM_BP_FILTER_ATTRIBUTE for BADI_CRM_BUPA_FILTER_BPROLE.
spro->CRM->Master Data->Business Partner->Business Add Ins->Implementation:Filtering of BP Roles by Authorization check.
Let me know if it helps.
Regards,
Vadim.
Edited by: vadim0770 on Oct 28, 2009 4:37 PM

Prospective Customer

Dear All,
How to use the prospective customer account grp in std SAP(Scenario)? Means During at the Inquiry& Quotation stage? If so the std acc.grp 005 doesn't have the proper field settings? Does this needs to be amended as per our requirement?
Also Once the customer turns as a regular customer we can change the a/c grp from 005 to 001..Am i correct? and how can i get the report to see in a year how many prospect custoemr are turned as regular customers? Is there a std report for the same?
Pls clarify.
Thanks in advance.
Reg,
JJ

hi,
this is to inform you that,
i refered SAP LIABRARY intensely to give solution to you. but invain.
Prospective Customer - you mean, the customer who is in the first stage of discuission but he identified himself as PROSPECT for our product.
you can use 0005 account group for the same & this account group can be used only when a customer who is in stage of discuission and most of the integration fields will not support as 0001 account group.
0005 - will be having different number ranges & changing from 0005 to 0001 will be difficuilt and the integration fields has to support for the change and it SAP it will not happen.
hope this clears your issue.
balajia

Extending prospective customer to Customer

Hi
I have a issue loke--
When i Extending prospective customer(Account group-0005) to Customer(Account group-0001) by mistake we have changed sold to party is different than customer.Now we want same customer number should appear in Sold to party.
Deletion option is not acceptable.
Any suggestion to rectify this problem?

Is any solution to correct it?

Query on Customer usage on a VMs

Hi Team,
I need assistance on the following queries
We are trying to check the feasibility of using VCloud usage meter but we are not able to understand how we can achieve following things
1) Customer X has been provided access to VM Cloud machine. some ip address machine.
2) I need to know how to configure this Customer X usage in vCloud usage meter on VM A. ITs not allowing me check the particular users usage on each VM? I mean I want to understand how this Customer X used the VM and charge him accordingly for his usage.
Like wise I have many users using the VMs.
Thanks and request you to please email me if you have any queries
Regards,
Shiva Shankar Sheela

Hello
I am facing an issue on User exit usage. I am doing following steps.
1. Dragging Calander year/month characteristic.
2. Define a varaible (Technical Name: ZCALMONTH) with Customer exit as processing by and Single value with entry "Optional" field.
3. Go in CMOD and oepn EXIT_SAPLRRS0_001.
4. Open include "ZXRSRU01".
5. Write following code and activate it.
data: l_s_range type rsr_s_rangesid.
data: l_help(8) type c.
case 'i_vnam'.
when 'ZCALMONTH'.
clear: l_s_range.
l_help = sy-datum. "actual day
l_help+6(2) = '01'. "first of month
l_help = l_help - 1. "previous month
l_s_range-low = l_help(6).
l_s_range-sign = 'I'.
l_s_range-opt = 'EQ'.
append l_s_range to e_t_range.
endcase.
After doing all above steps, variable default value remains blank. Please let me know if i am wrong or missing any step.
Thanks

Account edit authorization based on prospect/customer classification

Hi everyone,
Is it possible somehow to ensure that a user is allowed to create and edit prospects but when the prospect flag gets removed the user should not be able to edit the customer data?
The business logic is that when an account is classified as a customer then we do not want sales people to change address data in Cloud for Customer because this will then be replicated as a change to ERP which is considered the master for customer master data.
Br,
Anders

Hello Andres,
We had a similar requirement for one of our Customers who had integration to CRM OnPremise.
They did not wanted users to Create or Change Accounts, but only Prospects.
We used SDK fro that where in we had set the Properties for the Prospect:
1. Make Prospect Flag READ-ONLY & Checked, so that ONLY Prospect creation is permitted.
2. Make the Header & other available items for the Account Object READ-ONLY, this would not allow any user to make changes to the Accounts.
There is a little Custom work involved here of creation of your solution & using the extesnsibility explorer to enhance this.
[Generally, Customers would not like Master data to be flowing back from Cloud to ECC/CRM OnPremise to maintain consistency of Master data, for this case which I have mentioned above, for Accounts, it was a unidirectional integration flow of accounts from CRM OnPremise to Cloud.]
Hope this gives you some direction.
BR
Ankur
Message was edited by: Ankur Godre

How to crate custom usage analytics using javascript

hi friends
i am working on usage reports in sharepoint 2013.
i need to show user infromation in reports, like most visited and least visited user names. but it is not possible through out of the box functionalities. how to do that using javascript.

Hi,
According to your post, my understanding is that you wanted to custom the usage analytics report.
Per my knowledge, we can see the top visitor and least visitor with the out of the box feature.
In the Site Collection Web Analytics Reports, there is an option called Top Visitors, it shows the top visitor and least visitor.
You can custom the report by clicking the Customize Report button on the Analyze tab of the ribbon.
Or you may create your own analysis with data in WSS_Logging database:http://social.technet.microsoft.com/Forums/en/sharepoint2010setup/thread/8ba7b6e9-0b5d-4c4b-bd66-d2c72bb538b3
More reference:
http://blogs.msdn.com/b/tejasr/archive/2010/12/26/customizing-web-analytics-in-sharepoint.aspx
http://todd-carter.com/post/2011/04/26/Extending-The-SharePoint-2010-Health-Usage-Part-1-Feature-and-Capability-Overview.aspx
Thanks & Regards,
Jason
Jason Guo
TechNet Community Support

Prospective Customer Usage

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