Restriction per sales employee in outlook integration in SBO

Is there a way in outlook integration to restrict a sales employee (SBO User) to choose BPs/Calender or tasks asociated with him/her in SBO.

Yes there is one USER AUTHORIZATION but I'm now sure that it is working.
One one the sales employee for my customer is unable to save emails as activities in Outlook if the authorization is set to NO AUTHORIZATION, even if the customer in SAP is linked to him...
Can anyone help please ?
Thanks,
Luce

Similar Messages

Sales Employee in Outlook Integration

I would like to check in Outlook Integration that the Sales Employee field is available for usage when synching Activites, meetings, etc.

Hi,
What I mean is that there is no special sales employee synch but it is included in the 4th area mentioned in my previous answer.
Based on OI ppt file :
Data synchronization between SAP Business One and Microsoft Outlook comprises the synchronizing of the following items.
MS Outlook Calendar appointments --> SAP Business One Activities (Meetings / Phone Calls).
MS Outlook Tasks --> SAP Business One Activity (Task).
MS Outlook Contacts --> SAP Business One Business Partner / Contact Person.
To define which of these are synchronized, you choose from specific criteria for each of these items.
These criteria (default settings) are grouped into the following categories:
General settings, for example, what kind of item (appointments, contacts, and/or tasks) will be synchronized.
Calendar-specific settings, for example, the date range of the appointments that will be synchronized.
Contact-specific settings, for example, only the contacts belonging to a specific business partner will be synchronized.
Task-specific settings, for example, only open tasks will be synchronized.
Scheduling settings, for example, you can schedule an automatic data synchronization every time you log on to SAP Business One
Conflict resolution settings, for example, when two different system copies exist for the same appointment (one in SAP Business One and one in Microsoft Outlook), you decide which system data is written to the other system.
There are two main settings for performing a synchronization, these are synchronize and quick synchronize.
The main difference between the two being when you choose quick synchronize data between SBO and Microsoft Outlook are synchronized without the user being prompted by the system to check the criteria for the synchronization. Whereas when you select synchronization the user is prompted to check the criteria of the synchronization. In the next demonstration we will set up and run the synchronization.
So, I guess the sales employee synch included in the 4th area I have mentioned.
Rgds,

DRQ: down payments & sales analysis per sales employee

Our client sells projects which last from 2 to 8 weeks. A down payment invoice is issued before the start of the project and the remaining amount is invoiced upon completion. Sometimes due to the fast pace of the project and the payment terms, the down payment invoice payment has not been received before issuing the final invoice. In SAP Business One this results in a problem as only paid down payment invoices can be drawn from the final invoice (this is by system definition). To make matters worse the only workaround seems to be (correct me if I am wrong) to amend this with manual journal entries. However, sales employee field cannot be activated in a manual journal entry. Hence, the sales analysis report per sales employee does not reflect true sales figures. Our suggestion is to develop the down payment functionality so that it can detect issued down payment invoices when putting the final invoice into the system, to make the whole process run smoothly.

Hi Ajo,
the comming version 8.8 includes the functionality which in the following scenario:
1) Create Sales Order
2) Create DP Invoice based on Sales Order from point 1
3) Record payment of the DP Invoice
4) Create Final Invoice based on Sales order from point 1
proposing ther DP Invoices created based on the Sales Order from point 1 for the Final Invoice (when the Final Invoice is created).
User can check and adjust (if necessary) the DP Invoices automatically linked to the Final Invoice.
Hopefully this would help in your customer business process.
Best Regards,
Martin Slavik
SAP Business One Solution Manager

Sales Analysis Report per Sales Employee with BP Reference No

Hi All,
I need your assistance in creating a query that balances back to Sales Analysis Report but I require the BP Reference No to show per row. I have created 2 queries through Query Generator. The 1st contains the OINV and OSLP tables with Fields: DocNum, NumAtCard, SlpName, DocDate, CardCode, CardName, DocTotal
The 2nd contains the ORIN and OSLP tables withe the same Fields.
I need to combine these 2 queries and I need assistance with the DocTotal. I need the amount before tax.
This report needs to balance back to the SAP B1 Sales Analysis Report.
Your assistance would be appreciated.
Regards,
Desiré Janse van Rensburg

Thank you for your assistance! After googling a few pages I came across this query. I adjusted it to comply to my needs.
Herewith query if you guys are interested:
SELECT
T0.DocNum AS 'Invoice Nr',
T0.NumAtCard AS 'Customer Ref Nr',
T1.SlpName AS 'Salesperson',
--T0.SlpCode AS 'SP Code',
T0.DocDate AS 'Posting Date',
T0.CardCode AS 'Customer Code',
T0.CardName AS 'CustomerName',
'Credit Memos' AS 'Doc Type',
((T0.DocTotal) * -1) AS 'Total Docs',
(((T0.DocTotal - T0.VatSum) - T0.TotalExpns) * -1) AS 'Product Sales',
((T0.GrosProfit) * -1) AS 'Gross Profit',
CASE
WHEN (((T0.DocTotal - T0.VatSum) - T0.TotalExpns) * -1) = 0.00 THEN 0.00
ELSE (((T0.GrosProfit) * -1)/(((T0.DocTotal - T0.VatSum) - T0.TotalExpns) * -1)) * 100
END AS 'Gross Profit %',
((T0.PaidToDate) * -1) AS 'Paid To Date',
((T0.DocTotal - T0.PaidToDate) *-1) AS 'Open on Docs'
FROM ORIN T0
INNER JOIN OSLP T1
ON T0.SlpCode = T1.SlpCode
WHERE
(T1.SlpName LIKE '%%[%0]%%' OR '[%0]' = ' ')
AND T0.TaxDate >= '[%1]'
AND T0.TaxDate <= '[%2]'
UNION
SELECT
T0.DocNum AS 'Invoice Nr',
T0.NumAtCard AS 'Customer Ref Nr',
T1.SlpName AS 'Salesperson',
--T0.SlpCode AS 'SP Code',
T0.DocDate AS 'Posting Date',
T0.CardCode AS 'Customer Code',
T0.CardName AS 'CustomerName',
'Invoices' AS 'Doc Type',
(T0.DocTotal) AS 'Total Docs',
((T0.DocTotal - T0.VatSum) - T0.TotalExpns) AS 'Product Sales',
(T0.GrosProfit) AS 'Gross Profit',
CASE
WHEN (((T0.DocTotal - T0.VatSum) - T0.TotalExpns)) = 0.00 THEN 0.00
ELSE ((T0.GrosProfit)/((T0.DocTotal - T0.VatSum) - T0.TotalExpns)) * 100
END AS 'Gross Profit %',
(T0.PaidToDate) AS 'Paid To Date',
(T0.DocTotal - T0.PaidToDate) AS 'Open on Docs'
FROM OINV T0
INNER JOIN OSLP T1
ON T0.SlpCode = T1.SlpCode
WHERE
(T1.SlpName LIKE '%%[%0]%%' OR '[%0]' = ' ')
AND T0.TaxDate >= '[%1]'
AND T0.TaxDate <= '[%2]'
Thanks again for the replies!

Tracking of Stock & Cheque/Cash with respect to sales employees

Hi all,
I am in an implementation project with ECC5. It is a cigarette and tobacco manufacturing company. The business keeps track of stock movement and as well as cash and bank receipt from customer as per sales employees. That is for example they keep track of stock when the finished good is coming out from depot and the depot clerk hands over the material to sales employee to deliver to customer, in this stage the stock should be recorded against employee. After that when the sales employee delivers the material to customer then the finance entry will be for stock with sales employee credited.
When the sales employee receives the cheque from customer at that time the customer account will not be credited till the cheque is not cleared. The business will deposit the cheque to depot clerk , the depot clerk will deposit the cheque to bank and when the bank stmt will come at that time the customer account will be credited. In this cases also the business wants to keep track of cheque/cash what the sales employee has collected from customer.
I am giving here the details of transaction in the cases of stock movement and as well cheque receipt and finance entry.
     Sales transaction entries
     Terminology:
     ESR     Excise Location
     DEPOT     Depo
     SALES REP     Territory
1     Stock issue from ESR to DEPOTS
     1     Delivery Note at ESR
     2     GRN at DEPOT
2     Stock issue from DEPOT to SALES REP
     1     INT Delivery Note
3     SALES REP activities
     1     Cash or Cheque sales
     2     Daily sales record
     Entries in goods movement:
1     When stock issued from ESR to DEPOT
     FG Stock Depot     Dr
     FG Stock ESR     Cr
     ( Should be tracked Qty and Value)
2     When stock issued from DEPOT to SALES REP
     FG Stock Sales Rep     Dr
     FG Stock Depot     Cr
     ( Should be tracked Qty and Value)
3     When SALES REP is selling stock
     Cost of Goods sold      Dr          Customer account
Dr
     FG Stock Sales Rep     Cr          Sales Revenue     Cr
     ( Applicable taxes and SALES REP details should be tracked)
     CHEQUE ENTRIES
4     When SALES REP is cllected CHEQUE from customer
     SALES REP     Dr
     SALES REP Cheque Holding     Cr
5     When SALES REP is deposited CHEQUE to DEPOT
     DEPOT Cheque Holding     Dr
     SALES REP     Cr
6     When DEPOT is deposited into bank
     BANK      Dr
     DEPOT Cheque Holding     Cr
7     When Cheque realises
     SALES REP Cheque Holding     Dr
     Customer account     Cr
     Cash Entries
4     When SALES REP is cllected cash from customer
     SALES REP     Dr
     Customer     Cr
5     When SALES REP is deposited CASH to DEPOT
     DEPOT     Dr
     SALES REP     Cr
6     When DEPOT is used some cash for office expenses and balance
deposited
into bank
     DEPOT OFFICE CASH     Dr
     BANK      Dr
     DEPOT     Cr
     (Some expenses kept for office expenses and balance deposited into bank)
To track the stock with sales employees we have decided each sales employee will be considered as storage location and we will define business areas with the combination of plant and storage location and these business areas will be as against the sales employee and when posting the cheque and cash transaction the business areas will be accepted and we will generate the report against sales employees. The business requires the stock and cheque/cash reconciliation report as against the sales employees.
We want your input and suggestion in this scenario and will be waiting for your reply.
If you need any clarification please let me know.We are not implementing HR.
Thanks & Regards,
Mitra

Hi,
Good morning and greetings,
I dont think so that there is a standard report by which you can get the info...Better to do a bespoke development or use SQVI transaction to map the TABLE - TABLE joint option to get the requirement.
Please reward points if found useful
Thanking you
With kindest regards
Ramesh Padmanabhan

Outlook Integration Contact Sync

I'm having problems with the Outlook Integration for SBO not syncing all of our contacts. I have tried deleting everyone and starting over from scratch but it gives me the error failed to link contacts. Any suggestions would be helpful. In the past I would have to run it serveral times but it would finally pick up everone.
I now get the error that internet explorer has stopped working.
Versions
SBO 2007 A (8.00.178) SP: 00 PL: 42
OI 8.00.00.42
Thanks,
Rebecca

Sorry, I've been on another project. I deleted the contacts from Outlook and started over. I know you can only sink 400 contacts through OI at a single time, but we have instances where it won't sink one at a time and we can not find a reason for it. SAP has stated the only limit is the 400 contacts per sync. Is there a field that could be causing the issue?
Thanks,
Rebecca

Outlook Integration Contact Persons inactive in SBO

Hi,
We use outlook integration on SBO 8.81 PL7 and Outloook 2010 and having following issue.
When we set an contact person in SBO as 'inactive' and we synchronize Outlook with SBO the contactperson still exist.
It should accualy delete the one in Outlook because it's no longer a valid Contactperson.
If we delete an contactperson in SBO the contactperson is still in Outlook??
Does anybody has an solution or is it (strange) system behaviour??
Mark
Edited by: M. Hageman on Sep 12, 2011 10:19 AM

Hi Gordon,
Yes i tried it also with delete of the contactperson, but still the contact stays in Outlook
Thanks
Mark

Outlook Integration - email as Activity of Sales Opportunity

Hello all,
Is there an option to attach an email from Outlook to Sales Opportunity as Activity? Outlook Integration offers a lot of document type, business partners, items, etc., but not Sales Oportunity.
I really need it for our customer so any ideas how to make it are welcome.
Regards, Roman

I haven't found any solution for adding an activity to a sales opportunity with the DIAPI except direct update of the DB. It's not even possible to add a "Follow Up" activity to activity linked to a sales opportunity, DIAPI loose link to sales opportunity.
According to [1075696|Link activity to an opportunity level DIAPI; and [966860|Adding Activity to Sales Opportunity stage; it is still not possible to do that in DIAPI
Interesting that in the DTW we can do that...

Can we restrict Customer list filter based on Sales Employee

Dear All,
One of my client is having sales offices through out india with sales employees working at each locations. Client wants that whenever any sales employees access SAP business One and enter Leads in CRM, that sales employees should not be displayed other customer except the customer he has been assigned. May i know is this possible ?
For Ex...
I have 2 Sales person by the name Samir & Atul
Now Samir has been allotted following customer
-- XYZ Ltd
-- LMN Ltd..
Atul has been allotted following customer
-- ABC Ltd.
-- GHI Ltd
Now Whenever Samir wants to enter data in CRM, he should only be displayed the customer list he has been allotted ie XYZ Ltd & LMN Ltd.... and not other sales person customer. Is this possible ? If yes then how ?

Possible but would have to be done through Custom Code (SDK)
Suda

Restricting some sales orders in Report

hi i have a problem , i want to restrict some sales orders based one the following logic , can any one help me in coding this logic
if ( 0Doc_categ = k ( Credit memo request) or H (Returns))
get( Sales Documents )
for all these sales Documents get Reference sales Doucmens and the Refece Document Category )
case ( Reference Document category )
when ( 0 )credit memeos
inc = inc + 1 ,
when (s ) credit Memo cancelations
dec = dec + 1 ,
endcase.
if (inc > dec )
result = sales order
esle dont consider the record
i want to implement this login in the report while selecting the Orders , i cant do this in the start routine or update routine becasue other reports consider these sales orders . Thanks in advance.

Hi GSM ,
Thanks for ur reply , so is there no chance that i can implement this logic in Customer exit for the report , the probelm is we want to keep the number of ODS to minimus as integration will become a problem in the future in our project. Any one can u plz suggest a way .
Regards,
Abhiram

More than one "Sales Employee"(Partner Function Value) in sales order.

Hi Experts,
My customer requested add more than one "Sales Employee"
in Sales Item Line. As the standard SAP, I can add only one
"Sales Employee" value in one partner function. Any suggestions?
Thanks,
Prach

Hi Prach,
You can add one sales employee per line item. In one line item you cannot add morethan one sales employee however.
If you want to include morethan one sales employee to EVERY LINE ITEM, then
1. Create some PFs like Salesperson1, Salesperson2 etc, say upto 5.
2. Now assign this PF to the sales document header and item category,
3. For all the PFs, you can have the same account group.
4. Now you can create customer master for all these sales person.
5. Once this is done, you can link multiple sales persons for each line item.
Hope thsi helps you
Pls reward if thsi helps you

Sales employee wise sales report

Hi,
Can anyone explain me,how to write functional specifications to obtain sales employee wise sales report?
Thanks in advance..
Regards..
Yogi...

Hi
This is the standard T Code for sales employee-MCTI
But as per your requirement we hv to create.
Examplemy past implimantation..we hv captured sales employee as partner function.sales employee1& 2 with peoper partner determination proceture.then we hv captured at Billing document Header Partner function.
This Sales employee name has to captured through HR Master data.According U hv to say only the business process and from where data has to captured to ABAPER.
I think it ll help
Regards
JAGA

Sales employee wise report

Hi,
I need a report to see total sales by sales employee wise. We are using HR module and I am able to select sales employee in my sales order from the HR master. However when I run the report MCTI, I am not able to select the sales employee (no drop down available). I guess the issue is with sales employee data from sales order not getting updated in LIS. Can any one tell me the settings to update sales employee data in LIS.
Girish

Hi Girish,
If you run MCTI without sales employee selection (use just sales org, distr. channel or whatever), what's the result? Do you see a bunch of zeros 00000000 under the sales employee column?
In VPE3, are you able to find the sales ppl list under Personnel no. (with restriction to the relevant sales area)?
Thanks for your feedback
BR,
Zuzana

OutLook Integration Add-On

Hi there,
There is a post about enhancements of OutLook Integration Add-On from a Chinese Partner.
outlook integration addon 的应用实施及产品功能探讨
Translation as below:
1.Offline access: Enable quotation creation even OI is not connected to B1 .Many sales people has no iternect access in travel.
2.Connection in VPN: B1 client connect fast in VPN, but OI take time to connect.
3.Email Signature: They would like to use the default email account's signature, thus they have to modify the qutotation email with their own signature by manual.
Kind Regards, Yatsea

Hi,
For initialization error, this is a solution from SAP Note:
Solution
1) Check on your MS SQL Server (Enterprise Manager) your server and use the right mouse click and choose "Properties". Select the
"Security" Tab and then select under Authentification "SQL Server and Windows". Change if not selected and try to start the addons again.
2) In the "Choose Company" (Administration>Choose Company) choose Current Server "Change" make sure that the "Use Trusted Connection" is de-selected. De-select and try to start again.
3) When you start SAP Business One in the initial Logon Screen in the left corner make sure that the "Use NT Authentification" is de-selected.
For resource error, the solution from SAP note:
This error usualy occurs after an upgrade. To resolve this error, please do the following:
   1. Locate the Temp folder by going to Start -> Run and type %temp%.
   2. Locate the SM_OBS_DLL folder and rename it.
   3. Uninstall the DI API from Add/Remove Programs.
   4. Install the DI API from the latest patch.
   5. Connect to the addon again and the SM_OBS_DLL folder will be recreated and replaced with the latest version. You should now be able to connect sucessfully.
Rgds,

Use of Sales Employee in HR and SD

Hi
We have this scenario in our company.
1.A Employee is hired using the HR module and h gets a personnel number.2.we maintain infotype 0900 "Sales Data" for this employee here we
select his Sales Org , Sales Office , Sales Group.
3.We want to send some samples to this employee on his communication
address maintained in HR by creating a sales order in the SD module.
4.i tried various search in this site and other forums to find out how
a employee can be used as a customer but was not able to find much.
5.Request your help to tell me how to use a employee hired thru HR in
the SD module for order creation etc.Please send/direct me to documents if
available.
regards
Pravin

Hi Everyone
Thanks for your replies but i am still confused as to why i have to create a customer again for this sales employee whom i hired in HR . I mean cant i create a sales order directly against this sales employee ?.
You see if i have to create a customer again then i have to put in all the details again. I am trying to eliminate the need of typing in the communication address etc from HR again. We found people make mistakes during data entry and then there is inconsistency between data in HR and data in SD.
Like I want to be able to create a sales order on a sales employeei hired in HR and any changes done in HR should flow seamlessly to SD for these guys as after all both these moduls SD and HR are said to b integrated ?
Waiting for your inputs
Regards
Pravin

Restriction per sales employee in outlook integration in SBO

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