Sales employee assignment in soldtoparty master record

Hi gurus,
I have to assign sales representative to customer master record. Following are the settings i made
1. created account group (SREP)with OBD2. only general data tab selected
2. Define Partner determination procedure-SG
3. defined new partner function SS(SALES REP) With partner typ PE and Error is 09.
4. Assigned PF(SS) to account group SREP
5.Maintained only PF-SS in partner determination procedure SG
6.Assigned PDP(SG) to account group SREP
7. In AG(PDP) maintained Partner function SS so that i can assign
Now created sales rep 3434 with account group SREP-ONLY GENERAL DATA MAINTAINED NO SALES DATA FOR Partner functions.
While i am assigning sales rep-3434 to customer(100) customer partner functions in sales data, system is giving error message no persennol no with 3434 maintained. But i have already created 3434 sales rep with account group SREP.
No HR module is implemented.
I want to assign commission to this sales rep when every any purchase happened by this customer.( i will do with rebate agreements). Pls anybody tell me where i made mistake in partner assignments. or should i assign other partner type instead of PE to SS partner function.
Regards

Hey thank you Warren for your quick reply.
So If I am right, the only option to add sales employee is in partner function tab.
Moreover, will we use LSMW to add the data or T code MAss will work.
And we dont have HR module in place, so I guess we will not be able to use. T- code Like PAL1

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Hey thank you Warren for your quick reply.
So If I am right, the only option to add sales employee is in partner function tab.
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And we dont have HR module in place, so I guess we will not be able to use. T- code Like PAL1

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Dear Phanikumar,
I am not sure whether we can create a customer for a future date or not.
I might sound absurd but suggested this solution because I had faced a similar issue while I was working on a remotly supported IDES server which I was using for practice purpose.
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Hi friends do the need ful regarding sales employee incustomer master

while creating customer master am getting partner has not been created.
please please give me the solution.
because. I want to include sales employee in customer master. How can i do that i used account group standard for the 0007 to create sales employee. With using xd01 i created sales employee like 9 number. When am going to assign in customer master xd01, it showing that sales employee has not been created.
so please do the need ful

Hi Friend,
Let me throw some light on this.
First and foremost thing is How does you create sales employee? If you wants to create sales employee, you must used tcode VPE1 but not XD01.
Ple follow the steps as given...........
First create a account group for sold to party having all partner function assign i.e. SP, SH, BP,PY & SE (sales employee)
Then create customer master data using same account group.
Create sales representative using t code VPE1. Assign this sales representative number to customer master data under partner functions as SE & save it.
Hope you would get solution.
<b><REMOVED BY MODERATOR></b>
Thanks
Shiv

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How to Copy Sales Text Data from Customer Master to Sales Order.

Hi SAP Guru's
I have Completed Configuration for Central Text for Customer Master for two texts 1)Additional Attachments 2) Wooden Packing
I got these two fields in Customer Master.
I need these data to be copied from Customer Master to sales order. But i am unable get these two in to sales order.
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Text Control
In this IMG activity, you define the rules for text determination. You must carry out the following steps:
Select a text object and define the rules for text determination for this object. Text objects are, for example, the sales texts in the customer master record or the sales document header.
Define the permitted text types for every text object. If the text types contained in the standard SAP R/3 System are not sufficient, create new ones.
Define the access sequences. This way, you define how the SAP System should determine the texts for a text type.
Group the text types together in text determination procedures. The SAP System then proposes the text types from the procedure when you maintain a customer master record or a sales & distribution document. The search for the respective text is carried out using the access sequence which you have stored for each text type in the procedure.
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Customer master record

well, i m new in sap..may i know what is customer hirarchy, how does it work...and how to configure it in the system?

Hi,
CUSTOMER HIERARCHY:
Customer hierarchies are available in Sales and Distribution, so that you can create flexible hierarchies to reflect the structure of customer organizations. If your customer base includes multi-level buying groups, cooperatives, or chains of retail outlets, for example, you can create hierarchies to reflect the structure of these groups. Use customer hierarchies during sales order processing and billing for determining pricing and running statistics.
A customer hierarchy consists of nodes.
To create a customer hierarchy:
1. Create master records for each node.
2. Assign the nodes to each other.
3. Assign the customer master records to the relevant nodes.
Hierarchy nodes are only valid for a certain period of time. They may also be moved. If a node is moved, the system automatically reassigns all related nodes and customer master records.
With customer hierarchies, you can assign price or rebate agreements to a higher level node. The agreements are then valid for customers at all subordinate levels to this node. You can create pricing condition records for each node indicated as relevant for pricing. If one or more nodes in the hierarchy path of a sales order contain pricing information, the system takes them into account automatically during pricing.
'How to check'
All the customizing is in SD/Master Data/Business Partner/Customers/Customers hierarchy
All the customizing is in SD/Master Data/Business Partner/Customers/Customers hierarchy
1) Define hierarchy type: just put and ID and a name to the new hierarchy.
2) Set partner determination: if you want to user the hierarchy in price determination, then, in the orders, at the header level, you have to have a Partner Procedure with a partner function for each level. In the partner procedure, in each partner function you must indicate the source partner function. With this information, in the order, you obtain the business partner for each partner function.
3) Assign account groups: you indicate which accounts groups are allowed for being part or your hierarchy.
4) Assign sales areas: simple you indicate which sales areas are allowed in your hierarchy. (Here you can customize common sales areas, just for not having to build de hierarchy in all the different sales areas).
5) Assigning hierarchy type for pricing: you indicate which classes of documents uses hierarchy in pricing determination.
It is possible to maintain so called customer hierarchies. This might be useful when for example you create a condition discount for a customer that is part of such a hierarchy structure. All subnodes in the hierarchy below that customer, will thus receive the same discount.
Customer hierarchy setup, firstly decide the hierarchy type to be used.
The standard is type A.
You can also assign a partner function to the customer so that the higher level customer in the hierarchy is copied into a sales order as a partner function - but you don't need that right?
Next assign your customer account group to the hierarchy type. And enter the combinations that will be allowed for creating the hierarchy.
You want to assign a ship-to to a payer. So enter the ship to account group and enter the payer account group as the higher level.
You must also make an entry for permitted sales area assignments. So if you want to a hierarchy for customers in the same sales area then enter the sales area and enter the same one as the higher level sales area.
All these settings can be found in the IMG. Under SD - master data - business partners - customers - customer hierarchy
You use for example customer hierarchy when you have an company like Unilever and you agree both on a discount. Unilever does have different locations / businesses and you have to maintain the discount for all customers. If you use a customer hierarchy you can maintain the discount for the partner in the top of the hierarchy and in this way it will be valid for all customers in the hierarchy.
Please go through the following links,
http://help.sap.com/saphelp_46c/helpdata/en/dd/55f4d9545a11d1a7020000e829fd11/frameset.htm
http://www.sap-img.com/sap-sd/customizing-customer-hierarchy-in-sd.htm
Thanks,
Sree.Manam

Partner function....of Sales employee..

Hi, i want to create a partner function of sales employee in my customer master. there is no HR role in the organinazion...how will i go for it? The requirement is, that partner function has to flow in the order document as well. Can anyone plz tell me the process for the same? i am on client's site..
Regards.
amit.

hi,
to add partner function sales employee follow these steps:
1. img>S & D>basic functions>go to partner determination screen and select customer master and select your partner proceedure.
2. now double click on partners in partner proceedure and add partner function SE using new entries and save.
3. now assign the partner function to you account group and save
to create a sales employee goto t code PAL1 and create sales representative.
to add sales rep to your customer master goto your customer master using XD02 and in sales area tab goto partner tab and add the partner function SE and the sales rep number and save
regards,
krishna prasad

Sales Employee Issue

All,
Here is the issue i am having.
In a sales order i have 10 items.
I can see the Partner function "Sales Employee" for all items in sales order.
But in billing document 3 items do not have sales employee assigned and as a result its not coming up in COPA reports.
Sales Employee is assigned correctly in Customer master and its really strange how it shows up for some items in the same billing document but not coming for the rest.
Somehow i need to find why Sales Employee is not being copied to billing document for some items in a sales order.
Please help!
thank you

a. SPRO >> Sales and Distribution >> Basic functions >> Partner Determination >> Set up Partner determination.
b. Click on the node and double click on ' Set Up Partner Determination for Sales Document Item'.
c. Click on 'Partner Determination Procedure Assignment' to the left hand side... (Looks like a folder)
d. Now, click on Position and give your item category. You should see if N is assigned to all the item categories.
Now, what you have to ensure is, partner determination procedure N has sales employee in it. (which seems to be like)
Hope this helps...
Regards,
Mukund S

How do I stop business partners from getting a default sales employee/buyer?

I'm currently using SAP B1 version 8.82.
Every time a salesperson creates a lead or customer, it is automatically filling in the "Sales Employee" field in the "General" tab with that person's name. This is causing a problem because whenever someone else creates a sales order for that customer, it pulls the name of the person who created the customer rather than the person creating the sales order. Is there a way to make all Business Partners default to "No Sales Employee" in the Business Partner Master data?
Thank you,

Here's an example of one of the customer cards. Alessandra created this one, but she didn't select her name in the drop down box. It filled it in automatically. I don't want that to happen though because when Beth does a Sales Order for this person it automatically puts Alessandra's name on the Sales Order. I recently changed this customer to have no sales employee assigned to it. Now if Alessandra does an order for this client it fills in Alessandra, and if Beth does one it fills in Beth on the SO. That's what I want to happen but I don't want to go back and individually change every customer. I don't really want to do a DTW update either because that only solves the problem for customers already in the system and not new ones. I want that field "Sales Employee" to default to "No Sales Employee"

Sales employee assignment in soldtoparty master record

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