Sales Employee Target in COPA

Dear SAP Gurus,
Can any one tell me how to put sales employee target in COPA thorugh characteristic and key fields? How exactly maintain the sales employee target in COPA? Please through some lights on this coz its very important...
Regards,
Mohsin

Hiya,
Sales Employee can be created as a partner function or can be represented in COPA as PAPARTNER. If you wish to plan by Sales Office, or Business Area, etc. all of these exist as Characteristics in COPA. You may however include these into your Org Structure.
By targets, you probably mean Sales Targets. This could be Gorss Sales, Net Sales, Sales in a specific currency (say, company code), etc. Create a Value Field called "Target" and define it as a numeric value (Value Field, as opposed to a Quantity Field).
You can plan on these using standard COPA planning functions, like KE11, KEPM, KEFC, etc. Enter Sales Values into these fields.
When driving actual values, make sure the same Value field captures actual Sales Revenue as well (by mapping it to the appropriate Condition Type in SD).
Create a report with the Characteristics and this VF in it and you have achieved your objective.
Cheers.

Similar Messages

Sales Employee Target & Achievement

Hi All,
Can anybody help me how to define the Sales Target for an employee & get the report based on the same alongwith achieved target.
Regards,
Mahendra

The most suitable place for UDF would be under Master Data - Sales Employee.
It is easy to set up a static UDF for the fixed Quota. However, the FMS to update accumulated sales UDF might be risky.
Thanks,
Gordon

How to set the Description Name of Sales Employee in COPA

Dear Expert,
I maintained Characteristis Sales Employee at COPA but when I run this report, there is no description name of employee appear. It just appear the Number of Sales Employee.
I used table VBPA and field Name PARVW in Characteristic Derivation. In Sales Document I created Partner Functin VE Sales Employee.for characterristic and I ser VE Partner Function in SD Document.
In Data Structure KMVTNR Sales Employee there is no Validation Check Table.
Kindly help to solve this problem and thank you in advance for your help.
Cyrenia

You need to use Characteristic Derivations for this to work.
In transaction KEDR, maintain a "look-up" and provide your Reference table as VBPA and your target field will be the COPA Characteristic that you defined for the Partner Function Sales Employee.
Select the Characteristics that will allow you to determine the Sales Employee (Partner Function = "VE") and then map the KUNNR field to the COPA Value Field.
This will allow the flow of Sales Employee Values into COPA and hence the description as well.
Hope this helps.
Cheers.

Characteristic Name of Sales Employee in COPA report is not appear

Characteristic Name of Sales Employee in COPA report is not appear, it is just the a Code of Sales Employee
1.I created Characteristic Derivation t.code KEDR Table lookup PA0001 using condition Origin GLOBAL USERTEMP1 until USERTEMP6
2.During Test Analyze Derivation there was result Derivation was not carried out. Reason: Not fulfilled in Field USERTEMP6
How to solve this problem?
Thanks & Regards,
Cyrenia

You need to use Characteristic Derivations for this to work.
In transaction KEDR, maintain a "look-up" and provide your Reference table as VBPA and your target field will be the COPA Characteristic that you defined for the Partner Function Sales Employee.
Select the Characteristics that will allow you to determine the Sales Employee (Partner Function = "VE") and then map the KUNNR field to the COPA Value Field.
This will allow the flow of Sales Employee Values into COPA and hence the description as well.
Hope this helps.
Cheers.

Derivation rule to Capture Billing Doc & Sales Employee

Dear All,
I want to create a derivation rule by table tookup to update the billing documnet no and the sales employee details in COPA. From which table i can get these details
Regads
Vasantha

If i want to use VBRK Table my key field is sales document (VBELN) and Item Position(POSNR) . whereas in VBRK VBELN is Billing document no and in COPA VBELN is sale order no. Hence the table lookup can not be executed
Regards
Vasantha

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

Sales Employee Description is not following into COPA

Dear Experts
I have set sales employee as a characteristic in my operating concern that was triggered from PAPARTNER. From there I developed then run COPA report painter (KE30) for sales employee with ALV display options. In fact the report can only display sales employee code, without the description. I desperately need sales employee description in my report, based on user requirement.
Here we didn't activate HR module. In the same time SD has defined Sales Employee as Partner Function (SE) in customer master data. The Partner Function is looked up the sales employee name from HR table, PA0001 so that they can display sales employee code and name in the customer master data.
From the story above I've tried to do some ways, such as:
Changed display options from ALV to Drilldown -> with this way, sales employee description can appear from the report, but actually I just need the ALV report because of my client didn't accept the report layout except ALV. This is my big problem.
2. I found other threads with similar problem with me, then I tried to follow that instructions that will be described below:
I tried to create new char WW100 with PARVW table for sales employee then follow these steps:
Create 2 derivation rules in KEDR using table look up (table VBPA) for the same 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 = COPA-WW100
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 = COPA-WW100
Unfortunately the ways above still can't solve my problem, the report still only show the sales employee code without description. At the last whether possible if i want sales employee characteristic with origin table coming from PA0001, so that data will derive from HR table? or perhaps any other solution to solve my case?
Please suggest me in detail..
Thanks a lot
Regards,
Maradona

Hi Maradona,
I want a clarification - Does the value flow properly to the value field and only the description is not coming?
1. If the value flow is proper and only description is a problem, then check whether compunding has been used in KEA5 for the characteristc WW100? If yes, check the text table for WW100 and compare it with the origin table in terms of the fields in both the tables.
(My guess is that not all the compunding characteristics are available in text table)
2. If value flow is a problem, then compare SE16 and SE16N for any sales order for the denotion of partner function field PARVW. Sometimes the denotion of partner function (two character code) may vary in SE16 and SE16n.
Get back for any more query
BR
Abhi

Sales Employee in COPA

Hey Guys,
I have used partner function PE and attached to customer account group and Sales Order Header and Item. When I create sales order sales employee is being copied from customer master.
In COPA we maintained derivation rule to derive sales employee from PAPARTNER structure, but its not derived to COPA.
Please Help !!

Hi,
Reference doc.... you mean PA document??
You can check it in KE24 and see what are the values posted against it.
check the values there ......and do not check in the sales doc or billing doc.
also check the values in corresponding CE1XXXX tables.
The values may not be present in sales or billing or may get overwritten when the PA document is created.So what you are getting in the report may be correct.
If you have not missed any delta then changes may get missed.
You can do a selective deletion from the cube for that PA document and can do a full repair from the R/3 to the DSO first and then to the cube for the same document.
Thanks
Ajeet

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'kar

Sir,
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

Sales employee as characteristic in copa

Dear All,
Sales employee as characteristic in copa , Pls let me know the Origin table available for sales employee.
If no origin table is available then how to do the derivation rules in COPA.
Pls suggest
Thanks

you maintain user-defined characteristic values in tc KES1
they are stored in tables T25xx
cheers
matej

How to give Target to Sales office & sales employee

Dear friends,
My client want to give Target to sales office & Sales employee & monitor it weekly.
How to give terget.
Pls help me out quickly.
regards
rdc

Hi
Hi try with stp
<a href="http://help.sap.com/saphelp_crm40/helpdata/en/05/d15d3be9baeb39e10000000a114084/content.htm">Sales Target Planning</a>
Or else try <a href="http://www50.sap.com/businessmaps/2A4AF670F1DA11D812D100306E055DA7.htm">Sales Planning & Forecasting</a>
Message was edited by:
SHESAGIRI.G

Sales employee not update in COPA

Dear All
Can anyone tell me how to make order update for changes made to Sales Orders after the fact.
For Example:
An order was entered but had the wrong Sales Group and Sales Employee. We made the change in the order header but it does not profitability segment of every item. How can I make this update?
Best Regards
Adit

Hello,
One option is in VA05, Edit header tab, mass chnages, you can check the options there,
individual chnages in each line item else you may write a LSMW or a BDc for the chnages based on the documets affected
hope this helps
Thanks
Akasha

Sales employee without HR

Hello All,
we have a scenario to map the sales employee and pay the commision.this needs to mapped without HR module.
I could see a config in S&D->Master Data>Business Partner--->Use Sales Employee without HR.
has any used this function? Pls let me know how to use 'Use Sales Employee without HR' since there is no much information in IMG on this.
Thanks in adv
Shripad

HI
Use of Sales Employee in HR and SD
When you access this in the IMG it creates two transport requests to
transport the relevant HR tables from client 000. So I added these requests
to the buffer and imported the requests into the development client.
However, still when trying to access the funtion in the IMG it asks to
create two more requests. Does anyone know what steps I need to take to get
this to work. I don't know if I'm doing something wrong on the Basis side or
whether this is an HR/SD configuration question. Running the below mentioned
report just generates the same transport requests.
This is the help text on the subject.
Use Sales Employee Without HR
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.
Note
In order to transport the required HR tables from client 000 into the target
client, you must have two transport requests. Report RPUTRL00 is called and
updates the Customizing and system tables in separate transport requests
Report RPUTRL00 only copies the standard SAP config.
You will need some basic HR config doing (switching off unnecessary fields,
payroll area's , etc.) which shouldn't take more than a couple of hours
Personnel area's (usually same as Company code)
Personnel sub area's
Employee Group and subgroup
Action L1 may need changing (if the standard doesn't suit your requirements)
0001 Organizational Assignment
0002 Personal Data
0006 Addresses
0900 Sales and Distribution Data
0105 Communication
If you let me have your email I'll send you a document that may help, HR
mini-master was setup for 6 countries, config & testing took 2 days / 18
hours. The doc doesn't say which fields we switched off but it should give
you some idea of what was done.
Message was edited by:
SHESAGIRI.G

Sales Employee

Dear All,
What is 'Sales employee'? What is the concept behind that? And where we use it?
regards,
buddhika
Edited by: BUdayanga on Jul 6, 2011 8:19 AM

What is 'Sales employee'? What is the concept behind that? And where we use it?
Hi,
In the Enterprise structure while defining and assigning you have sales group. Sales Employee comes under the sales group which is assigned to Sales office. We also take the sales employee in partner determination as sales rep or sales employee.
A sales employee is one who is answerable for all the procured orders from the field which he collect he passed on to the office. For statistical purpose sales employee is mantained to know what is the sales he brought for the company and from the company prespective, how much company is owing to the sales employee for his commission or bonus when he achieve his target.
A sales employee is the vital link in real scenario, who communicate with the customer, understanding his needs, selling brands, upselling, cross selling informing them about free goods to create more sales for the profitability of the company and to achieve his target to earn commission.
A sales employee is exclusively appointed by the company to manage sales in the given geographical location and responsible for the some amount of customers whom he handles, starting from sales merchandising, product promotion, procuring orders after enquiry from the customer and by submitting quotation. He is also sometimes involved in making contracts with the customer to send the goods to his location. In the scenarios of consignment sales, he is also responsible for monitoring the sales activity by monitoring the rack stock (which is a traditional method) , although now changed with the emergence of SAP availability checks.
So in a nut shell sales employee although not very important to map in SAP SD module but depends upon the clients requirement , if they need we can map under sales group.
I hope to certain extent I could help you understand the role of a sales employee. If you have still any uncleared area where I have not thrown light, You can certainly take my advice.
Regards,
Sridhar.

Authorization by Sales Employee

Hi All,
I have one report called Sales by Sales man. this report has to view by specific sales employee by his/her actual sales and target sales.
He/She should not able to see others data. only he/she able to see his/her data only.
How do i achieve this. i know this is something to deal with Authorization.
Can somebody help me on this.
Thanks
Prerana

Hi,
Please examine these articles. You may be need to create dynamic authorization which I gave second link.
1.
http://www.sdn.sap.com/irj/scn/index?rid=/library/uuid/101fb4f5-eb7c-2c10-5daa-b479c47f0a14
2.
http://www.sdn.sap.com/irj/scn/index?rid=/library/uuid/b0b3fb3f-a21c-2e10-3a9c-efc3e59996a8

Sales Employee Target in COPA

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