Sales employee field in VA01 blocked & which fields are must to see in COPA

Hi,
I am able to see all the transactions from SD and FI direct postings coming into COPA.
But the management wants to see the profitability in Sales employee level also.
I am able to give the sales employee wise details in FI but in SD vao1 while I create a sales order the sales employee field in account assignments is blocked.
I gave the same information in the other tab Partner function, but still I am not able to see the transaction in COPA at sales employee level.
Also please let me know if I have make all the characteristics I am seeing in COPA S mandatory like(WBS element, sales order, sales employee, ) mandatory or is it sufficient that I keep only profit center as a mandatory field.
I feel profit center should be kept as mandatory field in SD and FI posting while remaining are all optional.
Please explin me how I should unblock the sales employee in Va01 and also let me know the logic why we have to keep the fields optional or mandatory.
Please assist me.
Thanks,
Shilpa.

Hi Shilpa
Leave the fields as they are.. NO need to make any thing as optional or mandatory
Include the sales employee as partner fucntion in your sales order... You also need to write derivation rules in KEDR for the same
You will need to write 2 derivation rules for each partner function
1. In one Der Rule, make the sale order item KDPOS as constant value 0000
2. In the other one, dont make it a constant....Leave it as it is
DERIVATION RULE 1
SOURCE FIELDS
VBPA-VBELN = COPA-KAUFN
VBPA-POSNR = COPA-KDPOS
VBPA-PARVW = GLOBAL-USERTEMP1 (Click on Magnifying lens.. Specify Constant = Your SD Part Function)
TARGET FIELDS
VBPA-KUNNR/PERNR = COPA-WW100 / KMVTNR
DERIVATION RULE 2
SOURCE FIELDS
VBPA-VBELN = COPA-KAUFN
VBPA-POSNR = COPA-KDPOS (Click on Magnifying lens.. Specify Constant = 0000)
VBPA-PARVW = GLOBAL-USERTEMP1 (Click on Magnifying lens.. Specify Constant = Your SD Part Function)
TARGET FIELDS
VBPA-KUNNR/PERNR = COPA-WW100 / KMVTNR
Regards
Ajay M

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Sales order is on overall block still requirements are passed to md04/md07.

Hello Experts.
Sales order is on overall block still requirements are passed to md04/md07.
Please suggest...

Hi Experts,
Issue: Sales orders are on overall block at header level. still sales orders are passing demand in MD04 and MD07 -
here in this case the actual scenario is
This Sales order was created on 09/28/2007. with overall block at header level.
then sevral times header block for this order was removed & it was last set on 8 feb. 2009.
after this, there was no change in delivery block at header till the date.
in mean time at every month there was program from legacy system which used to change the below info from SO
(In schedule lines --> shipping tab).
except Delivery date.
Delivery date         D   08/31/2007
Goods issue date          07/30/2009
Loading date              07/30/2009
Material avail.date       07/30/2009
Transportation Plan. Date 07/30/2009.
*if we replicate this scenario in dev. and check this, system will not allow to keep above dates as delivery date is in past.
Now if we check SO is on oveall block at header, but we can see Ruquirement for the same SOs in MD04.
(*Note : here we found that date in MD04 for requirement of this SO, is same as date on which legacy system changed the data in SO for schedule line.)
we have replicated the sales cycles like this in development with different possibilities of Blocks on SO header as well as Item level. but they are working fine with dev. and quality system, as all config. settings are fine.(as suggested above by experts).
but it seems like a bug kind of thing.
kindly revert if someone has faced issue like this ,knows to get rid of it.
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Sujit

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 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,

Sales employee base table

Dear experts,
I want to create sales employee wise billing report . I dont know what is the base table for sales employee and how to link the sales employee field with vbrk or vbrp table. Please help me.

Hi,
You can acheive this by configuration as well,
Assign sales employee in customer master or in your sales order so that it is copied to billing as well,
now go to the following path IMG>Sales and Distribution>Sales Support>Lists>Set updating of Partner Index
Trans.group---- Function -Name
7(billing)----SE--
Sales employee
Now Goto T.code VF05 Press Partner function button
Choose SE (Sales Employee) from F4 help
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you will get the list of your sales employee
Regards
Senya

Rights to modify sales employee on sales opportunities

Is there a way on sales opportunities to prevent users changing the sales employee field?
"Change sales employee" in general authorizations is working only for documents, but not for sales opportunities.
May it be done for example with a stored procedure comparing the actual and the previous value of the field before an update?

You may post it here in order to become a candidate for next B1 version:
/community [original link is broken]
Thanks,
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Linking Sales Employee name/code to Employee data

I want to display the phone number and email address for the name that is selected in the Sales Quotation Sales Employee field in my sales quotation form. I am having a hard time making the link between the two tables so I can display the correct information.
Any tips will be welcomed.

Thank you. Here are the details of what I did.
The Sales Quote shows:
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Employee:Sales Employee = 14 (I don't know where this number comes from)
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If I reverse the names in the Sales Quote:
Sales: Octavio and his Employee No. is 11
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In the Print Layout Designer I have the following results:
Employee:Sales Employee = 22 (I don't know where this number comes from)
Employee:Employee No. = 14 (this is the Owner's employee number)
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Francisco

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 / sales person

Hi,
I want to use the sales employee , and want report on the same. As there is a option that i can use sales employee without implementing HR. Since we Are not implementing HR.
Plz guide me as how i will use this function,
How to maintian master data for sales employee, what is configuration required the complete process.
Thanks in advance

Dear Rishi,
To use Sale Employee without implementing HR Module, follow this:
You have to Maintain Partner Determination in SPRO:
SPRO --> IMG --> SD --> Basic Functions --> Partner Determination -->Set up Partner Determination
As you want it in Sales Order (say, At Header), Click:
-->Set Up Partner Determination for Sales Document Header
Select TA - Standard Order.
Now, From Left-hand side tree, click on:
Partner determination procedure assignment.
Here assign TA to your Sales Doc type (Say, OR - Sales Order).
Again from Left-hand tree, select
Account groups - Function Assignment
Here, Link all Customer Acct Groups to PE/ VE
Similarly configure Partner Determination for Customer Master & other Sales Documents.
Now in Sales Order (T. Code: VA01/ 02), to include Sales Employee:
Goto --> Header --> Partner
here, in Column Partner. Function: Select VE/ PE as defined for Sales Employee.
To Create Sales Employee / Representative - T. Code: VPE1 / PAC1
Hope this helps...
Give points if useful...
Thanks,
Jignesh Mehta

How to create sales employee without HR module

Dear Experts
IMGSDMASTER DATABUSINESS PARTNER-USE SALES EMPLOYEE WITHOUT HR
2. Define PErsonnel area (usually locations)
3. Define PErsonnel Subarea (bifurcations within loctions, may not exist but recommended to be maintained)
4. Define Employee Group ( usually Types of employment)
5. Define Employee sub group (usually used as grades)
6. Assign Employee sub groups to Employee groups
7. partner function part also i finish in sales order it shows fine
i already finish above steps and i already gone the more than 40 threads
but in t.code VPE1 system show the message
Choose an action type
can you please guide what steps i have to do further so i can create sales employee

hello, friend.
try t-code VPE1 or PAL1. even without HR, you may have to define certain HR organizational units in Enterprise Structure (e.g. personnel areas and sub-areas).
regards.

Which field shows me that, the Sales Order is under CREDIT BLOCK?

Hi Experts,
I know that, I can see weather the Sales Order is under Delivery block, by looking VBAK-LIFSK.
So, pls. let me know that, weather the Sales Order is under CREDIT BLOCK? which field, table telle me?
thanq

Hi,
Look for field CMGST in VBUK or
CRBLB check box in KNKK table.
thanks
Dan

How to make all fields mandatory in sales order T- code VA01 initial screen

Dear all,
how to make all fields mandatory in sales order T- code VA01 initial screen itself
The fields are
Sales Organization
Distribution Channel
Division
Sales Office
Sales Group
Regards,
Amar Reddy

Hi,
You can use Transaction Variant to achieve this functionality.Please go through the following link which helps you in creating the same.
[Link|http://wiki.sdn.sap.com/wiki/display/Snippets/TransactionVariant-AStepbyStepGuidefor+Creation]
Regards,
Phani Prasad

Sales Employee VRTNR is missing in Field Catalog

Hi,
I can identify the field Sales employee - VRTNR in Field Catalog(Pricing Sales/Distribution) but it is not availble to select when creating the condition table.
I can see other fields appearing but not the sales employee which I can find in Conditions: Allowe Fields.
Please let me know what I am missing here?
Thanks,
Rahim
Edited by: ARahim on Feb 13, 2010 11:38 AM

http://www.sap-basis-abap.com/sd/how-to-add-new-fields-to-field-catalog.htm
Try the above link which may provide additional insight as to recognizing the field once it is added to the field catalog.

How to put Sales employee (Splcode) Mandatory Field, when adding A/R invoice

Hi,
Kindly solve, How to put Sales employee (Splcode) Mandatory Field, when adding A/R invoice.
Regards,
Rajeev.

Follow this step..
1. In SQL Server, go to the SAP B1 Database you're using.
2. then on the Object Explorer , go to Database Folder, explode the SAP DB->Programmability->Stored Procedures->SBO_SP_TransactionNotification * the only Stored Procedure that is allowed to be edited. Just right click and modify
3. Try to paste this -> and click F5
If
@object_type ='13' and @transaction_type in ('A','U')
Begin
If EXISTS
select DocEntry from ONIV
Where DocEntry = @list_of_cols_val_tab_del
and SlpCode<>'-1'
Begin
set @error_message = 'Please select the Sales Employee'
set @error = 1
END
END
Regards
Kennedy

How to make Sales Office field mandatory in VA01 initial screen?

Hi,
How to make Sales Office field mandatory in VA01 initial screen? I mean in the first screen where we enter the document type and the sales area?
Regards,
Ajit

Dear Deepak,
Thanks for the clarification.
But, as far, I have understood the query - it is very simple and that is..
Whenever one creates a Sales Order (T.Code: VA01), Parameter: Sales Office needs to be mandatory (for all Sales Order, irrespective of Customer Account).
Until-unless, user won't enter the parameter: Sales Office, System will not lead to next page (now, here we need to enter Customer/ material etc...).
I have answered the query, in this regards, only.
Best Regards,
Amit.
Note: Pls. correct me, if I am wrong. Thanks for everyones guidance.

Sales employee field in VA01 blocked & which fields are must to see in COPA

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