Reconnect base and target document if duplicate marketing document

How can you reconnect the links between the base and target documents when you duplicate marketing documents?
For example, an error was made during the entry of the GR PO and we performed the Goods Return. However, when you create a Goods Receipt PO and then a Goods Return, the original PO is now closed. How can you re-open the original PO or else link a new target document to it?
Thank you.

Thats right. You can create a new business process for Exceptions and exceptions have to handled as a one off situation.
I would suggest you take measures to minimize the error by putting business rules in place and for these one off situations simply type in the PO / SO number in the remarks.
Creating all document is a big efforts.
Suda

Similar Messages

Add ability to reconnect base and target documents

Hello,
One major issue we keep running into (and is a major headache for us) is when we have created, say, a Purchase Order from a Sales Order and have to change something on the Purchase Order. If we change anything on the line item, SAP loses it's connection back to the Sales Order and unless we recreate the Purchase Order again, we have lost that link (other than adding it into the remarks field). We think the base/target document functionality is great, but this breakdown really gives us problems. Often, we can't actually recreate the Purchase Order because cleaning that part of things up with our vendors is often a mess.
Anyways, this is one of our major issues that we would like to see addressed. Even just making the base or target doc field on the line item editable would do the trick.
Thanks for your consideration,
Brent McDonell

Hi,
But I tested in SBO 2005A SP01 PL45, the link between sales order and purchase order which is based on sales order would not be broken.
When you add a sales order, you could tick the box 'Purchase Orders' in Logistics tab. Then when you click on Add button, the purchase order confirmation windwo will pop up. In this window you can change quantity, price, vendor, and so on. And even you have added this purchase order, you still can edit and update it under purchase order window. But either editing above won't break the link between the sales order and purchase order. You can see the remarks in purchase order, the line information about base document in purchase order and you also could open based sales order by using 'Base document' button.
This is my testing results. If you could give me more information about version, patch level, local and more detailed reproduce stpes, maybe I could do more test and give you more information.
Anna Shao

Broken Link between Base and Target document in 'Copy To' option

Hi Folks,
One of our client has been facing a peculiar issue. When the 'Copy To' function is used to Copy document from Sales Order to Delivery and recently one instance of 'Copy To' from Delivery to A/R Invoice ,the base document got copied to the target document in each case but there was no trace of any Base Ref. left in the Target document( either in row level or Remarks), thereby the link between the Base and Target document got broken.The Base document remains with status as open.The same base document when tried again to 'Copy To', it creates the link between Base and new Target document.
This instance had occurred recently 3- 4 times in a span of 3 months or so. In normal circumstance this never happens. The client is pretty sure they have used 'Copy To' option to copy the document from Base to Target.
Any hints or possible reasons if one can highlight would be appreciable.
The current version used is SAP B1 8.82 PL11 and it was upgraded more than a year back.
Regards,
Bharath

Hi,
All the data in Sales Order and Delivery are matching one to one in terms of row details,
and Document header level.
The missing data was Base Ref. data and Del.Date didn't get copied from base to target as shown in screen shot.
Also i have checked it earlier regarding change of target document row details like changing item, but this will only remove the link of that particular row and remaining row link remains intact, but in this case there are many items and it doesn't seem user will have changed in all the rows.
Regards,
Bharath

Question about base and target document

Dear All,
Does anyone know which table maintain the relationship between base and target document.
For instance, user clicks the base document in the form of AR invoice and return the base sales order.
From Samson

Hi,
In each and every document table the base docs and the target docs information is stored.
Just take a look at the REF DB help file in which u can see the fields and their relations.
For AR Invoice in the lines table INV1 there are 3 fields BaseRef,BaseType,BaseEntry these fields help u in knowing the base doc details, and for the target doc details the following fileds will help, TargetType,TrgetEntry.
U can find the reference file at the following location. C:\Program Files\SAP\SAP Business One SDK\Help\REFDB.chm
Vasu Natari.

Linking Base and Target document

Hello Experts,
                               How to Link 2 user defined forms as Base and Target document. Like it is done for Sales Order and Sales Invoice.
Quick Reply will be very helpful
Please Suggest

Hello Manish
Basically it is not possible by default, but you can code the logic behid.
I am recommend to use linkedbuttons for drill down, and when the linked button is pressed, you can stop the event, and open your user defined form.
here is a sample code for itemevent. I have a matrix, where i have used linkedbuttons in columns. On Col4 i have my object defined, so when the matrix link pressed i am opening my form.
Now You can define some Base and Target Document types and keys stored in the database, and you can open your documents by this.
Please note: Base and Target documents menus (in toolbar) will not work, because you cannot enable/disable them from SDK.
Case SAPbouiCOM.BoEventTypes.et_MATRIX_LINK_PRESSED
                If (pval.BeforeAction = False) Then
                    oMatrix = otmpform.Items.Item("3").Specific
                    oMatrix.GetLineData(pval.Row)
                    Select Case pval.ColUID
                        Case "COL4"
                            sCode = otmpform.DataSources.UserDataSources.Item("COL4").Value
                            Call StoragePlacesEX.CreateoStoragePlaceForm(otmpform)
                            Call StoragePlacesEX.GetData(otmpform, sCode)
                    End Select
                End If
Regards
J

Activate Base and Target Document menu's

Hi all,
i am facing a problem, i have added a new form and know i want want to activate Base Document and Target Document menu's of system for my form but when i am doing
oForm.EnableMenu("5898",True)
the system throws an exception that menu not found.
can any body please tell me that is there any way to enable these menu's for user forms
Thanks..

Hi Manu,
In B1, only when target and base documents arre present for a particular Sales/Purchase document, the menu target doc and base doc menus are enabled. otherwise it will not be enabled. Since this is disabled by the system, when you try to activate the system disabled menu it throws an error.
Hope this helps.
Amudha M.

View List of BP's in Segmentation Basis and Target Groups

Hi Experts,
We are using Segmentation Basis for Segmentation. When I create the Segmentation Basis using WINGUI I see that the list of Business partners in the Segmentation Basis is around 15,000 but I can view only 100 of them in the List output. Is there any other way where I can see all the BP's that are assigned to a Segmentation Basis/Master group.
I have a similar issue with the Target Group members in a Target group. The Target Group to file export will save the file to an application server to which all the users will not access . Is there any alternate method to view all the BP's in a Target group other than the file export to the application server.
Please Help.
Regards,
Pooja

Hi Pooja
I have the same problem with segmentation basis.
I have created a segementation basis for certain number of targetgroup example: 500 members
When i am trying to create a new profile set by selelecting the created segementation basis , no target group was displayed and it is showing as Zero. but the target group is displaying in SAP GUI.
Is anything i am missing , can you please let me know the steps for segementation basis procedure and how we can use them for further segementation.
Thanks
shashi

How to Choose Document Number of Marketing Documents with Crystal Reports

Dear Experts,
I am trying to prepare a simple marketing document, such as a sales order, with Crystal Reports Basic 2008.
[Goal]
Being able to choose the document number of a particular sales order when I open Crystal Reports from SBO.
[Problem]
The document in Crystal Reports shows nothing, although I can choose a document number when Crystal Reports opens.
[Parameters I set up]
Parameter Fields Screen
List of Values: Dynamic
Value: DocNum
Parameters: My Parameters
Select Expert Screen
{ORDR.DocNum} = {?Document Number}
[Crystal Reports Design]
Report Header
SALES ORDER
Page Header
ORDER#: (ORDR, DocNum)
BILL TO: (ORDR, CardName) (ORDR, Address)
Details
ITEM#: (RDR1, ItemCode)
ITEM NAME: (RDR1, Dscription)
QTY: (RDR1, Quantity)
PRICE: (RDR1, Price)
Total: (RDR1, LineTotal)
Page Footer
TOTAL DUE: (ORDR, DocTotal)
Thank you for your help,
--Toshi

Hi Toshiomi,
The parameter fields should be
List of Values: Static
Value: {ORDR.DocNum}
Parameters: DocNo
Type: Number
and in the Select Expert screen
{ORDR.DocNum} = {?DocNo}
I hope this will solve your problem in the most efficient way.
Thanks,
Nazar
Edited by: Nazar N on Dec 22, 2009 10:52 AM

Missing document numbers in marketing documents

Hi All,
Why document numbers are missed in marketing documents?For Example I post from 1 to 10 numbers in GRPO.Missed numbers like from 4 to 7 numbers.
Regards,
S.S

Hi,
The same situation i have seen when multiple users are adding the same type of document.
For example if 5 users are punching the data in sale order at the same time, Possibilities are there to get numbers to skip and miss.
Also need to check, if it happens when two users using same user id and password to raise same type of document.
Regards
Ravindran Srinivasan

Disabling document date of marketing document

Hi
my client wants to make invisible the posting date, so that his person may not change them and system should go according to document date. is there any possibility to make invisible the document date.
Thanks

hi krishna,
This can be achieved thru form settings,Detick Visible & Active for Posting Date both in table & row format.
Jeyakanthan

Problem with base and target document

Hi all,
My customer is telling me that the "copy to AR invoice" function in the sales order doesn't link the documents together (but randomly).
Have you ever seen this before ? If yes, what was the scenario ?
Thanks
Charles

Hi!
You can reproduce the issue by
1. Copy the Sales Order to AR Invoice
2. Cut the Customer Code
3. Click on some other filed in header
4. Paste the Customer code again
5. You can notice the Base Document Icon get greyed out, which means you lost the document connectivity.
This is the behaviour in SAP B1 of all version and patches, this is not a bug.

Link between Base and Target report

Hi All,
We have a scenario. We have a base report based on a Custom Object from which we are passing a field value (which uses a joined field value from Product Object) to another target report based on another Custom object which matches the values passed from the base report(link field).
Also in the Base Report we have specified the Navigation report and prompted the link fields accordingly in both the reports
But when we click on the hyperlink in the base report, the matching values are not displayed
Both these reports are REAL TIME reports. We tried the same kind of link between these two Objects using Account Name and it is fetching the matching records.
What can be the reason behind this? Is it because we are passing the Joined field value as the reference to the target report the matching records are not shown?
Kindly share your ideas.
Thanks and Regards,
Sabarish

it could be that the formula for that filed in both the custom objects is different 'coz of which its not working

Looking for the "Procurement Document" property in marketing documents

It's a new check in the sales order, according to the DI API documentation it is PO Process and according to the current sceen it is is Procurement Document, both of them are not visible in the DI API, maybe there another property for it??

Hi. I am having problems with this too. I am creating a sales order in code and a purchase order for procurement. I can't find how to link the two documents so that the PO will show on the relationship map for the sale order, as well as serve for procurement.

Can I enable menu for base document and target document for user forms

Hello friends
I want to add Base and target document functionality for our addon
but when i do this
oform.EnableMenu("5899", True) ' 5899 is menu uid for target document
i got this exception
Menu - Not found [66000-27]
Is there another way around
Thanks in advance ....
Atul

Atul try adding this to ur form Xml schema and specify the userdatasrc(bold text) for the form as well..
<item uid="10000329" type="113" left="475" tab_order="0" width="90" top="481" height="19" visible="1" enabled="0" from_pane="0" to_pane="0" disp_desc="0" right_just="0" description="" linkto="" forecolor="-1" backcolor="-1" text_style="0" font_size="-1" supp_zeros="0" AffectsFormMode="1">
 <AutoManagedAttribute />
 <specific AffectsFormMode="1" TabOrder="0">
 <ValidValues>
 <action type="add">
 <ValidValue value="A/R Credit Memos" description="14" />
 </action>
 </ValidValues>
 <databind databound="1" table="" alias="SYS_312" />
 </specific>
 </item>
 <item uid="10000330" type="113" left="380" tab_order="0" width="90" top="481" height="19" visible="1" enabled="1" from_pane="0" to_pane="0" disp_desc="0" right_just="0" description="" linkto="" forecolor="-1" backcolor="-1" text_style="0" font_size="-1" supp_zeros="0" AffectsFormMode="1">
 <AutoManagedAttribute />
 <specific AffectsFormMode="1" TabOrder="0">
 <ValidValues>
 <action type="add">
 <ValidValue value="Sales Quotations" description="23" />
 <ValidValue value="Sales Orders" description="17" />
 <ValidValue value="Deliveries" description="15" />
 </action>
 </ValidValues>
 <databind databound="1" table="" alias="SYS_313" />
 </specific>
 </item>

Is there a link between the Journal tables and the Marketing Document tables?

Hi Everyone,
Is there a link back from the Journal Tables (e.g.: OJDT and / or JDT1) to the Marketing Documents tables (e.g.: OINV and / or INV1)?
If there is a link can you please let me know what it is?
Kind Regards,
David

David..
Try This
Select T1.RefDate,
Case
When T1.TransType=13 Then 'Invoice'
When T1.TransType=14 Then 'A/R Credit Memo'
When T1.TransType=15 Then 'Delivery Note'
When T1.TransType=16 Then 'Delivery Return'
When T1.TransType=162 Then 'Stock Revaluation'
When T1.TransType=18 Then 'Purchase Bill'
When T1.TransType=19 Then 'A/P Credit Memo'
When T1.TransType=20 Then 'GRPO'
When T1.TransType=202 Then 'Work Order'
When T1.TransType=21 Then 'Goods Return'
When T1.TransType=24 Then 'Incoming Payment'
When T1.TransType=30 Then 'Journal'
When T1.TransType=46 Then 'Outgoing Payment'
When T1.TransType=59 Then 'Goods Receipt'
When T1.TransType=60 Then 'Goods Issue'
When T1.TransType=67 Then 'Stock Transfer'
Else T1.TransType
End [TransType],
T1.TransId,
Case
-- Sales A/R
When T1.TransType = 13 Then (Select isnull(Comments, '') From OINV Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- Invoice
When T1.TransType = 14 Then (Select isnull(Comments, '') From ORIN Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- A/R Credit Memo
When T1.TransType = 15 Then (Select isnull(Comments, '') From ODLN Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- Delivery
When T1.TransType = 16 Then (Select isnull(Comments, '') From ORDN Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- Delivery Return
-- Purchase A/P
When T1.TransType = 18 Then (Select isnull(Comments, '') From OPCH Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- Purchase Bill
When T1.TransType = 19 Then (Select isnull(Comments, '') From ORPC Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- A/P Credit Memo
When T1.TransType = 20 Then (Select isnull(Comments, '') From OPDN Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- GRPO
When T1.TransType = 21 Then (Select isnull(Comments, '') From ORPD Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- Goods Return
-- Production
When T1.TransType = 202 Then (Select isnull(Comments,'') From OWOR Where DocNum = T1.BaseRef and PostDate = T1.RefDate) -- Work Order
-- Banking
When T1.TransType = 24 Then (Select isnull(Comments, '') From ORCT Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- Incoming Payment
When T1.TransType = 46 Then (Select isnull(Comments, '') From OVPM Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- Outgoing Payment
When T1.TransType = 30 Then (Select ISNULL(LineMemo, '') From JDT1 Where Ref1 = T1.Ref1 and ShortName = T1.ShortName) -- Journal
-- Inventory
When T1.TransType = 59 Then (Select ISNULL(Comments, '') From OIGE Where DocNum = T1.Ref1 and DocDate = T1.RefDate) -- Goods Receipt
When T1.TransType = 60 Then (Select ISNULL(Comments, '') From OIGN Where DocNum = T1.Ref1 and DocDate = T1.RefDate) -- Goods Issue
When T1.TransType = 67 Then (Select ISNULL(Comments, '') From OWTR Where DocNum = T1.Ref1 and DocDate = T1.RefDate) -- Stock Transfer
When T1.TransType = 162 Then (Select ISNULL(Comments, '') From OMRV Where DocNum = T1.Ref1 and DocDate = T1.RefDate) -- Stock Revaluation
Else ''
End [Remarks],
T1.LineMemo,
Case
When exists (Select AcctCode From OACT Where AcctCode = T1.ContraAct)
Then (Select AcctName From OACT Where AcctCode = T1.ContraAct)
else (Select CardName From OCRD Where CardCode = T1.ContraAct)
End [Account],
Case
When T1.Debit=0.0
Then 0.0
Else T1.Debit
End Debit,
Case
When T1.Credit=0.0
Then 0.0
Else T1.Credit
End Credit
From JDT1 T1
Where T1.TransType <> -3
And T1.RefDate Between @FromDate and @ToDate
And T1.ShortName = @Account
Order By T1.RefDate,
T1.TransId
Regards
Kennedy

Reconnect base and target document if duplicate marketing document

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