Regd data ownership

Presently data ownership has been applied.But there is a problem.
   For eg sales person logs on the system and makes a sales order
   and is displayed rightly as a owner.Now a warehouse person
   logs on and makes a pick list and he is also displayed rightly as
   a picker/user but when he delivers that pick list i.e he goes to
   the delivery screen the owner is displayed as sales person.
              Client is not accepting this.is there any solution?
    delivery is copied from sales order i.e owner is transferred but
    owner should be displayed as logged on user.
    Next week is golive.So Urgently need a solution.
    Thanks in advance.Points will be rewarded
    Atul

Atul,
There was a similar requirement on one of the other messages I had replied to.
Please try this.
The automatic way (presuming all the Employees defined in the Employee Master data have a user code assigned)
Using a formatted seach as below
SELECT T0.LastName + ', ' + T0.FirstName FROM [dbo].[OHEM] T0 WHERE T0.UserId = $[USER]
Attached this formatted seach to the Owner field of the Delivery document. Set to Auto Refresh on Field Customer/Vendor Name. Check Display Saved Values.
Please let me know if you need further help.
Suda

Similar Messages

Data Ownership in Sales Analysis Report

The company has sales employees around the world and the company is not interested that each of them
can see the others sales, so when an employee runs a sales analysis report they should only see
their own documents but it not happened despite the data ownership funtion was activated and all the
options related with the sales analysis excluded forms was filtered by header only.
According to SAP Support team their comments were:
"We have reproduced the issue in our testing database. After verification, we noted that this is the current system definition as described in the attached Data_Ownership2004_A.pdf file. In page 11, it mentions that Data Ownership Authorizations apply to sales and purchasing documents, the Open Items List, Sales Opportunities and Sales Opportunities Reports. This is why the header filtration does n ot work in Sales Analysis Report.
As the requirement is currently not available in the standard software version of SAP Business One, we would like to ask you post your requirement in our SAP Business One Product Development Collabora tion forum."
Due to the current situation and the disconfort that this can produce, I will appreciate a lot your help.
Thanks in adavance,
Manuel Barrero

Hi Vassilis,
Sorry, but in my opinion it's correct.
We also use Drop Ship and like you said in the Stock Posting List we don't have any document and it's perfect. In other way when we sell an item we want and it's true the quantity that B1 is showing.
We want to see the for a itemcode we sold 100qty qith the value of 1000.
There's no way to avoid this SAP B1 behaviour.
Kind regards,
Augusto

Critical Problem with "Data Ownership Authorization"

Dear Guru's,
I am facing a problem with applying Data Ownership Authorizations and badly needing your help.
The scenario is as follows.
For example "A" is a Product Manager sitting in Mumbai (Main Branch) and person "B" is a Sales Manager sitting in Banglore (Sub Branch).
In Mumbai there are say 5 product managers, no i am able to make DOA such as particular product manager will be able to view only his sales opportunities and can edit,delete it. I have made it with the owner of the document basis by forming a team called "A" and made A as a member of the team.
Now person B sitting in Banglore should be able to view sales opportunity with branch as Banglore and not any other branch but these opportunities can have any product manager (from Mumbai) as owner.
Please tell me how can i do this in B1.
Thanks in advance
Regards,
Ashish Tambe
Edited by: Rui Pereira on Nov 7, 2008 1:49 PM
Edited by: Rui Pereira on Dec 9, 2008 5:07 PM

Hi,
It is given on the link that for using DOA on Branch basis, the user and owner must be from the same branch, but this is not the case here.
Owner is from HO and user is from branch office.
Problem still persists sir.
Edited by: Rui Pereira on Apr 28, 2009 12:17 PM

Data Ownership

Hi Experts.
Our client is using SBO 2007A SP00 PL47.
They are using Data Ownership in order that Purchase Orders can only be viewed only by the originator or their manager. This seems to be functioning perfectly well.
The issue is that they need the Accounts Payable Clerk to be able to see all Purchase Orders in order that she be able to copy them to AP Invoices.
We have changed the Accounts Payable Clerk to have FULL access on the Data Ownership Authorisations screen but she is still not able to see all the Purchase Orders in the system.
The number she is able to view changes depending on who I set her manager as in Human Resources.
Any ideas experts?
Thanks for your time.
Regards,
Julie Coppins

Hi.
Thanks for your reply.
I am sorry, but you will need to clarify what you mean exactly by:
"You may need to add this Accounts Payable Clerk with access to all PO by adding to each data owner in explicit manner."
Much appreciated.
Julie

Data Ownership for Outgoing payment document?

Hi All
How do I enable data ownership authorisations for outgoing payments window?
Thanks
SV Reddy

Hi
Read Below line
The checkbox labeled Owner Filtering Active is a global flag to activate or deactivate data ownership authorizations for the entire company. Once this is activated, for all sales or purchasing documents and sales opportunities, access will be granted only if the user has a relationship to the owner and has the permission for that relationship either as Read Only or Full. In the case that a document or sales opportunity has no owner, then any user can access it as if no data ownership is in place. Any user can assign an owner to a document or sales opportunity that does not have an owner. Once an owner is assigned, only the owneru2019s manager or a superuser can change the owner.
Excluded Forms Tab
For each selected document, choose one of the filtering options:
· No filtering: Data ownership is not active for this specific form irrespective of the owner fields at the header or line or stage.
· By Header Owner Only: The document or sales opportunity is visible to the owner of the document and to all those users that have a defined relationship to the owner of the header and have the requisite permission for the specific relationship. The owner of any of the lines or stages will have no affect on providing access to the document or sales opportunity
Kevin

Service Module u2013 Data Ownership

Hi Experts
A company has got multiple business division. These divisions provide u201CServiceu201D to the products sold by their respective Department. Individual division donu2019t want the other department to see or view their work details as they are independent of each other. Hence Data ownership is required for this module.
Rgds,
AKC

Hi Sridhar,
There are 12 different divisions, each independent of each other exclusively for providing service to clients once an item is sold. The users require that other department do not access their calls, contracts, activities etc. How to assign data ownership now.
Kalli

Data Ownership for Reports - ex Customer ageing

When we run Customer Ageing. The Ageing details for the customer belonging to the Sales employee to be shown.
Currently shows all the customers.
Ex - Customer 1,2,3 belong to Sales employee A
Customer 4,5,6 belong to Sales Employee B
Now when I run Customer ageing, Sales Employee A should see only the Ageing report for Customer 1,2,3
and Sales Employee B should see the ageing report for Customer 4,5,6.
Is this possible to establish through Data Ownership.
Regards,
Sid

I believe it may not be achievable just by built-in data ownership authorization. That is because authorization mostly only block updating. You probably need SDK to get solution.
Thanks,
Gordon

Cloud Computing Data ownership

Dears,
We need to know your option about Data and Metadata ownership. How to provide law,
copyright, confidentiality and contract (SLA)<o:p></o:p>
Who owns my data?
END

Hi Rosi,
Your issue has to do with the method you've defined for filtering the data ownership authorization. According to your explanation, I can conclude that you are using the By Header and Row Owners method for all those documents that belong to the user 3 and that are also being seen by both users 1 and 2.
To solve your question, go to Administration\System Initialization\Authorization and open the form Data Ownership Exceptions. In that form, and for all those documents that you want an exclusive access by the user 3, set the filtering method to By Header Owner Only and make sure you set the header owner of these same documents to the user 3.
This will solve your issue.
Kind Regards
Victor

Reports in Data Ownership Authorisations

Hi,
The Data Ownership Authorisations was defined In the system.
The sys administrator does not like that in Sales Analysis Report, employees see the results of other branches.
Hi would like that the employees from various locations seen the values in the Sales Analysis Report, only from the documents which they own.
Are the reports will be included in the Data Ownership Authorisations in the next version of SAP
Thanks & Regards,
Michal

Hi Michal,
Welcome you to the forum.
Your question is not very clear. If you want to have a DRQ, post it here: /community [original link is broken]
Thanks,
Gordon

Data Ownership Authorization for JEs & Banking

Hello All,
Is it possible to have data ownership authorization for documents other than Sales & Purchase documents? For a company with multiple branches, we need to block access of Financial related information such as JE, Incoming & Outgoing payments, Deposits of one branch to the other. Can this be done?
Any help on this would be highly appreciated.
Thanks & Regards,
Gyanesh Rupani
Edited by: Philip Eller on May 27, 2008 11:48 AM
Edited by: Philip Eller on Jun 10, 2008 9:13 AM*

Hello Suda,
Thanks for the reply. The requirement is that a user from one branch should not be able to see what the other branch is doing. However, stock levels at all the branches should be visible to any branch.
Hence, similar to marketing documents, the display of Journal Entries, Vouchers, Posting Templates, Inventory Transactions, Banking transactions of any given branch should not be visible to other branches.
Can this be accomplished using Transaction notification stored procedure or by some other means? If yes, I would appreciate if you can throw some light on it.
Thanks & Regards,
Gyanesh

Drag&Relate with data ownership

At this time, the Drag&Relate don't take the data ownership into consideration, however you can choose the Drag&Relate form in the Data Ownership Exceptions - Excluded Forms. The users can see all the objects and they can open all objects. So this time we must disable the Drag&Relate for this user, but it makes difficulties in searching and reporting

Hello,
Currently you can perform Drag&Relate with CRM 4.0 and EP 6.20.
In the future the same capability will be enabled over CRM 5.0 and EP version > 6.20
The folowing link described how to do it:
http://kwhelp.sap.com/SAPIKS/S682060d5cdc846bab359671938f6d5ca/KW/IWB_STRUCTFDA74520211EBF4B8265A03750D12E3C/IWB_EXTHLP9CFFA3014CE645E493E9983B3631519A/?LANGUAGE=EN&RELEASE=406&IWB_INDUSTRY=BBPCRM&IWB_COUNTRY=&TMP_IWB_TASK=DISPLAY
Best Regards,
Ran

Data Ownership - Problem

Hi all,
I am facing one problem since long.
We have used Data Ownership for all our users.
I have one user STORES-1 who is authorised to create new Business Partners. We have given full authorisation to create new Business Partner and also given full rights from Data Ownership too.
Then I have checked the Data filteration option on Data Ownership exception.
Now the user STORES-1 try to add new BP and going to select Sales Employee, SBO Gives error "You are not authorised to change Sales Employee"
Can any body guide me that which setting is left or not done by me.
Thanks in advance for response.
Chitnesh Soni

Thanks Lorna,
I will try this on Test server again. I have already tried this PL27.
Did u know there is one more prob in SAP B1 2005B, when I am upgrade from PL 25 to PL27 on my TEST Server, XL Reports are not genereted, all UDFs were changed so i have not upgrade to PL27.
Did u know any solution about this...
Can i request you to please give any of your messanger ID.
Can i have your yahoo mail ID or any messanger ID, so that i can cont. u when i hav need u r help. me have skypee too.
With Warm Regards,
Chintesh Soni
India

Document List in Data Ownership Window

Hi,
Can we extend the list of documents in the Data Ownership Authorization Window?
This list contains Sales and Purchase documents only. I have issues regarding dataownership of Activity and Leads(Business Partner).
How can I do so?

Dear Mr/Ms Sengupta,
It is not possible to add other options to the Data Ownership Window. However, the Data Ownership exceptions can be of some use for you.
Besides, you can use the authorizations. If you go to the Authorisation window and you select the user you can choose if s/he is fully authorised, not authorised or read only the activities and the Business Partner Master Data when the user is lead.
In this second case, you have to remember to set the Business Partner Type Customer and Vendore as no authorization and the Lead with full authorization (under Business Partner, Business Partner Type).
Kind Regards,
Marcella Rivi
SAP Business One Forums Team

Data Ownership for Activity

Hi All,
I need to filter records according to user login (OCLG - UserSign) for "Activity" document (within Business Partners module). Have tried to use Data Ownership Exceptions - Excluded Forms, but try with no luck.
May I know anyone use this before? Or any cutomization needed-SDK/Query + Formatted Search?
Thanks.

Dear
This is a missing functionality.
Ownership only can be applied on sales or purchasing documents and sales opportunities in the header.
Best Regards,
Xiaodan AN

Data Ownership Authorisations

We have a form that was created in SDK and would like to apply Data Ownership Authorisations - Is this possible and how?
Richard.

You cannot use 'Data Ownership Authorisations' for user-created forms.
Alternatively, You can use 'Administration -> System Initialization -> Authorizations -> Additional Authorization Creator Window'
The 'Additional Authorization Creator Window' is used to create and add a new permissions object for user-created forms through SDK.

Regd data ownership

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