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
Similar Messages
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Creation of sales employee without HR...?
Dear Gurus,
I have confusion in creating a sales employee without HR..
I need your suggestions and inputs on this issue..
Note-I have thoroughly searched all the forums before posting it here .I am abit confused now going through all those ..
In some forum suggested to use V+23 to create sales employee with PE partner function with account group: 0007 and some forums people are saying use PA30 OR VEP1?
Can you guide me which transaaction code i should use for sales employee creation.
For your valuable inputs will be reward and will great help for me.
Regards
VenkatHello,
You can create Sales Exployee with T-Codes VPE1 or PA30 only if you have implemented HR Module.
To create Sales Employee without HR, refer this IMG Link (& the F1 help there):
IMG - Sales and Distribution - Master Data - Business Partners - Use Sales Employee Without HR
Also refer the blow link for detailed information:
Sales employee without HR
Hope this helps,
Thanks,
Jignesh Mehta -
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,
MitraHi,
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 -
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 -
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.
GirishHi 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 -
XL Reporter - Sales Employee Name
Has anyone else had issues getting Sales Employee Name to show up correctly on XLReporter from the default employee linked to a business partner? We can get the Employee code to show up correctly but when adding the name it always displayes "no sales employee" even though there is one specified.
You need select both codes and names. Code can be hidden. Have you tried that?
Thanks,
Gordon -
Monthly Sales By Sales Employee
Hello All!
Is there any report that shows Monthly sales by Sales Rep. So basically, consolidating all invoices for a rep by month. The headers would look like this:
Sales Rep...Jan...Feb...March...April...etc. Total
Thanks!
MikeHello Mike,
Please check the Sales Module > Sales reports > Sales Analysis > by Sales Employee tab.
You can select the Annual, Monthly, Qterly Report from the various options in the Selection creteria window.
Hope it solves the issue you are looking for.
Regards,
Jitin Chawla -
Sales Employee wise Profitability in COPA
Experts,
Below mentioned are COPA characteristics in current structure. Mentioned in RED are characteristics based on Derivation Logic.
Company Code
Plant
Sales Org.
Distr. Channel
Division
Customer
Product
Sales employee
Supervisor
Manager
Segment
I am able to run COPA Assessment cycle for all other segmental level characteristics maintained in KEQ3, But for Sales Employee my logic failed i Have searched for some SAP notes in which SAP mentioned that Sales employee as a receiver characteristic we can not run assessment cycle.
SAP Note : 74399
But in this case my derivation logic is failed as
Supervisor
Manager
Segment
Are based on Sales Employee based derivation logic.
In this case how to run KEU5 with Sales employee as a receiver characteristic or else any work around is available for the same.
Thanks
Sagar C'karSir,
Near to Resolve....
Need your Approval & expert comments... :-)
I have maintained 4 Custom Characteristic
WW010 Sales employee
WW011 Supervisor
WW012 Manager
WW013 Segment
KEDR with Move Concept from(Std characteristic) KMVTNR to WW010 (Custom Characteristic)
KEDR Maintained for Supervisor and manager based on Sales Employee (WW010) to flow Revenue & Cogs
similarly KEDR maintained for Segment on different combination like customer grouping
Now system has revenue posted with
WW011 Supervisor
WW012 Manager
WW013 Segment
and the same can be used in Assessment cycle for OH allocation.
But if i keep (Std characteristic) KMVTNR for assessment i am unable to allocate OH to this due to system constraints.
So i am having WW010 (Custom Characteristic) with flow Revenue & Cogs and i am planning to allocate OH to this through COPA Assessment cycle..... And display only this characteristic in the COPA reports.
Is it fine.... May i proceed with this which will resolve my issue for Sales Employee based profitability...
Thanks
Sagar C'kar -
Use the sales employee, you need an HR master record
hi:
when I do vpe1 in sd model ,it prompt two transport request .
In order to use the sales employee, you need an HR master record. If you do not use the Human Resources application component (HR), you can transport the HR tables that you need for creating, changing or displaying a sales employee from client 000 into the target client.
How should i do?I'm moving this thread to the SD forum.... This is a funtional issue not a technical one.
Regards
Juan -
Require Sales Employee Name when creating SO or AR Invoice
Hi everyone,
I would like to set up my Sales Orders and AR Invoices so that it is required to enter a Sales Employee Name. Is there a way to make it so that if no Sales Employee name is entered, a pop up will require you to go back and enter one in the same manner it does for Posting Date.
Thanks,
HaydenHello,
Add this code in SQL .
Open SQL>Select your Database(Comapny DataBAse)>Programbility>Find([dbo].[SBO_SP_TransactionNotification] ) >right click and modify it.
and paste the code at that place between dot dot line.
This Code for Invoice Docuement.
if (@object_type = '13' and @transaction_type = 'A' )
BEGIN
IF exists ((SELECT OINV.DocEntry
FROM OINV where slpcode = -1 and OINV.Docentry = @list_of_cols_val_tab_del ))
Begin
select @error =@object_type
select @error_message = N'Please fill Sales Employee in Business Partner master Data'
End
END
This Code for SAles OrderDocuement.
if (@object_type = '17' and @transaction_type = 'A' )
BEGIN
IF exists ((SELECT OINV.DocEntry
FROM OINV where slpcode = -1 and OINV.Docentry = @list_of_cols_val_tab_del ))
Begin
select @error =@object_type
select @error_message = N'Please fill Sales Employee in Business Partner master Data'
End
END
If you got any issue revert same.
Thanks
Manvendra Singh Niranjan -
Hi,
I have a typical case of a Sales employee eligible for an incentive on the billing document. I have created a Condition type (Item level) ZSEM by copying the Agent Commission since this is not in the standard process.
In the pricing procedure (given Requirement Routine as 24 i.e. In the Billing Document and Calculation Type as 7 i.e. Percentage Variant), if I keep this as Statistical, this value is not getting posted to A/C's and if I don't then this value is adding upto the total Net value.
My need is this value should accrue in one account and at the end of the month I should be able to run a report and disburse incentive to this employee whom I created thru FI route as a Vendor.
Kindly suggest a solution to this issue.
Regards,
Vinodhi vinod,
" as i understand ZSEM keeping it statistical is not passing to Accounting ".
I am sure it goes to accounting still. You can also confirm this with the FI. As well when you release to accounting, you can see this in the billing document > account determination analysis.
Even you can pass this value to CO-PA also for costing purposes by assigning this condition type to value fields through KE4I.
Make sure you have an acckey attached with this condition in the pricing procedure. Even if you mark a condition as statistical it releases to accounting provided you have assigned an acckey to it in the pricing procedure and have done required revenue account determination in VKOA. Keep a different GL account so that you can clearly know whats the condition value.Otherwise you can pass this condition value to a sub total field and use it for any further processing with the help of abapers.
Not only for a sales employee, even incase say we have depot sales managed by a third and pay commision to him for example 0.5 % on the turnover made, we can have a condition type determined in the sales order and capture the value. We need to keep it statistical only to ensure it doesnt effect the net value calculation.
Thanks
Sadhu Kishore -
Multiple Sales Employee in Projects
Dear All.
Can someone explain how to assign multiple sales employee in the project sales order against a single project.
EX:
Project - ABC-12
Sales Employee- A,B
Is there any special settings to be made in SPRO
Thanking you
Regards,
MercyDear Mr.Virendar
Thank you for your reply,
can you please tell me the reason as to why
if I create two project sales order for the same project ,each sales order having different partners
and I run the Settlement ,in the ZSA01 report the revenue is reflected only against one of the partners and against only one sales order number.BOTH the sales order numbers and both the sales employee are not reflecting in this report.However the reveue is reflected against the project.
Example:
Project : AEEEEE-1
SALES ORDER : A - INVOICED VALUE - AED 50000 SALES EMPLOYEE - BOB
B - INVOICED VALUE - AED 25000 SALES EMPLOYEE - TOM
IN THE ZSA01 REPORT
IT IS REFLECTED AS
WBS
AEEEEE-1 - 75000
SALES ORDER - B - 75000
SALES EMPLOYEE - TOM
HERE iF you see the order no A and employee no BOB is not reflecting.
Can you please help me on this issue
Thanking you,
Regards,
Mercy -
CRM EmployeeResponsible of BP replicated to ECC Sales Employee error
Hi Experts,
We are integrating CRM 7.0 with ERP 6.0 and make CRM act as a leading system.
BP is created in CRM to have field Employee Responsible. And the relationship "Has the Employee Responsible" and its sales organization has been maintained with Partner Function = 'Sales Representative'. On saving this BP, it is supposed to have this customer created in ECC and have partner function 'PE' (Sales employee) to be the responsible employee.
However in CRM we get an error message for this BDOC,
Deletion not allowed: SP is mandatory function
(Error message: F2 609)
Any hint will be helpful.
Thanks in advanceHi Kai,
Thanks for your reply.
But we already have those mappings in both CRM and ECC side and all of them are standard, since we do not have any custom partner functions.
Fortunately, we have succeeded to solve this issue by removing the "unique" flag for "Sold-to party", and importing note 1392878 to solve the problem of changing and deleting issue of relationship/partner function in CRM.
To setting unique flag for "Sold-to party", it is in ECC, view V_TPAR.
By the way, we also have Note 497146 - Relationship remains in CRM aft downld partner functn deltn implemented in our CRM. But not sure whether it is working. -
Query help for sales employee sales
Hi....
How can we have a query for
Name of sales employee
Item group
Item name
Total selling amount
Total sales order
Total delivery
Total AR invoice
Please help
Thanks a lotHi,
What Total selling amount do you need? Invoice - Credit Memo?
How about the other Total, total count or total amount?
Thanks,
Gordon -
Update sales employee for Portugal
This functionality is available for Spain and this request is for Portugal as this is not available for that localization.
Functionality requeted consisted on updating sales employee data for Portugal, so you can change the sales employee or buyer data for all the documents listed below at any time (including after the document is closed), at both document and row level.
Documents:
A/R Invoice & A/P Invoice
A/R Down Payment Request & A/P Down Payment Request
A/R Down Payment Invoice & A/P Down Payment Invoice
A/R Reserve Invoice & A/P Reserve Invoice
A/R Credit Memo & A/P Credit Memo
Delivery & Goods Receipt PO
Return & Goods Return
If the change is done at the document level, a message asking the user whether to apply the change on the rows should appear.Hola Carmen,
That functionality is available since B1 2007A SP01 PL07. Please check SAP Note 1369615 for more information.
Please visited the LEGAL REQUIREMENTS AND IMPORTANT CORRECTIONS Channel Portal page regularly to check for important changes.
¿Vale?
Regards,
Vítor Vieira
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