Sales opportunities (source) -- sales report (sales analysis) link, help!

Hello,
Should be a simple quetion but I just can't work it out, please help!
On our sales opportunities we record the source. Ie where we advertised to get that opp through the door.
On Sales Reports>Sales Analysis I can see the totals for the month and the gross profit.
What I'm trying to do is map the totals for the month and gross profit against the source. Ie to see which sources make us the money that keeps us going as a company
But I can't seem to find the links anywhere to do a custom query.
Can anyone help?
many thanks

Hi.......
You can get this link very easily......
Its there in standard report.
When you punch the Sales Opportunity and conclude the same by attaching the document reference like Sales Quotation or Sales Order or any sales Doc. After that if your refer any Opportunity report (Sales Opportunity--> Sales Opportunity Reports) then you have to select the document tick. It will give you the document wise opportunity status.
Hope this will help you.....
Regards,
Rahul

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XL-Reporter - sales analysis including row discount and document discount

Hello World!
In XLR I want to report all item-sales to customers grouped by item-groups based on invoives.
Since I am interested only in net amounts (without tax, freight and other expenses) and discounts I use 'S0_LineTotal' as attribute.
'SO_LineTotal' includes the discount of each item-row in the document.
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FACT
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Thank you very much for your support!
Frank Romeni
Edited by: Frank Romeni on May 15, 2008 3:55 PM
Edited by: Philip Eller on May 29, 2008 8:53 AM

Hello,
To get this, I tried drag following information from Report composer:
Under Sales tab, choose Items(Display more atrributes to choose Item Group), Document Number(choose this one because same items may have different discount in different documents), Discount % Per Row(light dimension),Discount % Per Document(light dimension), Row Total(measure).
Drag the Item Group to the Group region.
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Hope this helps you.
Regards,
Maggie An
SAP Business One Forum Team

Report for analyse the sales realisation for a particular period

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thanks
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Sales Opportunities and Follow Up Activities

Hi Experts.
We have a customer who uses Sales Opportunities and Activities extensively.
What they are finding is that when they create a follow up Activity from an Activity linked to a Sales Opportunity, the fields Source Object Type and Source Object No. are not always populated with Sales Opportunity and the Sales Opportunity number. This data is showing on the original Activity.
Also, when you access Related Activities from the Sales Opportunity, the follow up Activity is not always show.
I would like to be able to send you some screen dumps of this.
Any suggestions?
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What is your B1 version and PL? It is probably a bug due to less demand to this function. Log a message to support team anyway to get their official answer.
Thanks,
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Sales Opportunities and Activities Import

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Description     OOPR.OpportunityName
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Sales Person Commission Payout Report

Good Day Mentors,
I am currently working on a report that ought to compute for Sales Agent commission.
Sources for gross sales computation is A/R Invoice(OINV) and A/R Credit Memo (ORIN).
Client also wants to exclude the VAT from the computation of gross sales as well as all credit memos issued for a specific period in which the commission of the agent will be based on.
DocTotal in both OINV and ORIN already have the VAT(VatSumSy) included in them upon commit into the databse. So i subtracted it from the DocTotal. The formula I came up with
OINV.DocTotal - OINV.VatSumSy - ORIN.DocTotal - ORIN.VatSumSy
Now, the main source of the problem is the part in which the report ought to have a date range facility. Since the commissions for the sales people will be computed every month.
Edited by: Sean Yu on Apr 4, 2009 9:46 AM

I am now trying to incorporate both queries into a single one.
Current code
/*SELECT FROM [dbo].[OINV] T1*/
declare @fromdate as datetime
   /* WHERE */
set @fromdate=   /* T1.[DocDate] */
              '[%0]'
   /*SELECT FROM dbo.OINV T3*/
declare @tilldate as datetime
   /* WHERE */
set @tilldate=   /* T1.[DocDate] */
              '[%1]'
SELECT T0.[ChannlBP] 'Upline Code',
       (SELECT CardName
       FROM   OCRD
       WHERE CardCode = T0.CHannlBP) 'Upline Name',
       T0.[CardCode] 'Downline Code',
       T0.[CardName] 'Downline Name',
       SUM (T1.[DocTotal]) - SUM (T1.VatSumSy) - SUM (T2.[DocTotal]) - SUM (T2.VatSumSy) 'GrossSales',
       Rate = CASE WHEN ( (SUM (T1.[DocTotal]) - SUM (T1.VatSumSy) - SUM (T2.[DocTotal]) - SUM (T2.VatSumSy) ) <= 10000) THEN .03 WHEN ((SUM (T1.[DocTotal]) - SUM (T1.VatSumSy) - SUM (T2.[DocTotal]) - SUM (T2.VatSumSy) ) > 10000
       AND (SUM (T1.[DocTotal]) - SUM (T1.VatSumSy) - SUM (T2.[DocTotal]) - SUM (T2.VatSumSy) ) <= 49999) THEN .025 WHEN ((SUM (T1.[DocTotal]) - SUM (T1.VatSumSy) - SUM (T2.[DocTotal]) - SUM (T2.VatSumSy) ) > 50000
       AND (SUM (T1.[DocTotal]) - SUM (T1.VatSumSy) - SUM (T2.[DocTotal]) - SUM (T2.VatSumSy) ) <= 149999) THEN .02 WHEN ( (SUM (T1.[DocTotal]) - SUM (T1.VatSumSy) - SUM (T2.[DocTotal]) - SUM (T2.VatSumSy) ) > 150000) THEN .015 ELSE 0 END,
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       AND (SUM (T1.[DocTotal]) - SUM (T1.VatSumSy) - SUM (T2.[DocTotal]) - SUM (T2.VatSumSy) ) <= 149999) THEN .02 WHEN ( (SUM (T1.[DocTotal]) - SUM (T1.VatSumSy) - SUM (T2.[DocTotal]) - SUM (T2.VatSumSy) ) > 150000) THEN .015 ELSE 0 END) 'Commission'
FROM   OCRD T0 INNER JOIN OINV T1 ON T0.CardCode = T1.CardCode INNER JOIN ORIN T2 ON T1.CardCode = T2.CardCode
WHERE T1.[DocDate] >= @fromdate
       AND T1.[DocDate] <= @tilldate
       AND T2.[DocDate] >= @fromdate
       AND T2.[DocDate] <= @tilldate
       AND T0.[ChannlBP] IS NOT NULL
       AND T0.[frozenFor] LIKE '%N'
       OR T0.[validFor] LIKE '%Y' GROUP BY T0.[ChannlBP], T0.[CardCode], T0.[CardName]
The query should be able to show all of the Sales people who have Credit Memos issues to them as well as Sales people who don;t have Cm's issued to them.
But what I am currently getting from my query above are the people who only have CM's issued to them. I am unable to get the sales people who don't have CM's in ORIN table for the specified date range, but of course have records in OINV table.
Did I link the tables incorrectly?
Also, the commission rate is also being computed in this query using CASE function as you can see from the code above. Which makes the query complex and very rigid. Is there also a good way of handling the commission rate? I am also thinking that in the future, client might change the commission rate. Be it increase the ranges or change the rate for each range. Is there a good way of handling that other than an AddOn? Since currently everything is hardcoded in the query.
Thanks in advance for everyone's time,
Sean

Sales Analisys on Items report in Delivery

Incorrectly sales analysis report on Items in the context of Delivery Notes, if Delivery has a status - Closed.
1. Add the document u2013 Delivery №1 with item/service type to the system.
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The Items report, Sales Employees report and customers report have the same values.
3.Closed the document "Delivery".
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How can I remove this error?
Tnaks.

Yes, i agree with Gordon.
YOu can try this SQL query.
SELECT T0.ITEMCODE,
(SELECT SUM(T1.QUANTITY) FROM DLN1 T1 with (NOLOCK)
WHERE MONTH(T1.DOCDATE) = 1 AND T1.ITEMCODE =
T0.ITEMCODE) AS 'JAN QTY',
(SELECT SUM(T1.QUANTITY) FROM DLN1 T1 with (NOLOCK)
WHERE MONTH(T1.DOCDATE) = 2 AND T1.ITEMCODE =
T0.ITEMCODE) AS 'FEB QTY',
(SELECT SUM(T1.QUANTITY) FROM DLN1 T1 with (NOLOCK)
WHERE MONTH(T1.DOCDATE) = 3 AND T1.ITEMCODE =
T0.ITEMCODE) AS 'MAR QTY',
(SELECT SUM(T1.QUANTITY) FROM DLN1 T1 with (NOLOCK)
WHERE MONTH(T1.DOCDATE) = 4 AND T1.ITEMCODE =
T0.ITEMCODE) AS 'APR QTY',
(SELECT SUM(T1.QUANTITY) FROM DLN1 T1 with (NOLOCK)
WHERE MONTH(T1.DOCDATE) = 5 AND T1.ITEMCODE =
T0.ITEMCODE) AS 'MAY QTY',
(SELECT SUM(T1.QUANTITY) FROM DLN1 T1 with (NOLOCK)
WHERE MONTH(T1.DOCDATE) = 1 AND T1.ITEMCODE =
T0.ITEMCODE) AS 'JUN QTY',
(SELECT SUM(T1.QUANTITY) FROM DLN1 T1 with (NOLOCK)
WHERE MONTH(T1.DOCDATE) = 7 AND T1.ITEMCODE =
T0.ITEMCODE) AS 'JUL QTY',
(SELECT SUM(T1.QUANTITY) FROM DLN1 T1 with (NOLOCK)
WHERE MONTH(T1.DOCDATE) = 8 AND T1.ITEMCODE =
T0.ITEMCODE) AS 'AUG QTY',
(SELECT SUM(T1.QUANTITY) FROM DLN1 T1 with (NOLOCK)
WHERE MONTH(T1.DOCDATE) = 9 AND T1.ITEMCODE =
T0.ITEMCODE) AS 'SEP QTY',
(SELECT SUM(T1.QUANTITY) FROM DLN1 T1 with (NOLOCK)
WHERE MONTH(T1.DOCDATE) = 10 AND T1.ITEMCODE =
T0.ITEMCODE) AS 'OCT QTY',
(SELECT SUM(T1.QUANTITY) FROM DLN1 T1 with (NOLOCK)
WHERE MONTH(T1.DOCDATE) = 11 AND T1.ITEMCODE =
T0.ITEMCODE) AS 'NOV QTY',
(SELECT SUM(T1.QUANTITY) FROM DLN1 T1 with (NOLOCK)
WHERE MONTH(T1.DOCDATE) = 12 AND T1.ITEMCODE =
T0.ITEMCODE) AS 'DEC QTY'
FROM dbo.OITM T0
LEFT JOIN dbo.DLN1 T1 ON T1.ItemCode = T0.ItemCode
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Sales Order wise contribution report

Hi Guru's,
I am using transaction code KVBI to get sales order wise contribution reports for make to order materials.
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Regards,
Abhishek

Thanks for reply Mr.amit,
Before posted this thread i searched in the SDN forum i got the 2 links based on that i tried but i didn't get satisfied because why
i am asking this report is mainly required to my client but this is report also normal for each and every manufacturing industries
that is the reason i think it is available in Standard SAP
and also i tried another T-Codes SAP1, SAP2 but in that also i couldn't able to find out
please guide me how to get my report
Regrads,
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Sales information system-customer report

Hi!,SAP gurus,
Brief description about the project:I am in a support project,and facing the issue that the standard sis reports are not running properly.
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the transaction-MCY,MC2 and MC(u, in the path way information system-logistics-sd-customer,material,sales org,shipping point,sd documents,apart from customer,all are the information structures are generating report,but the customer structure when selected(transaction-mc(a,is showing that no record exists
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also the statistical indicator in the customer master was already set.
please guide me,
Thanks in advance,
Regards,
Anshuman chakraborty.

Hi,
Please check whether the entries maintain in LIS update or not?
Path:
SPRO --> IMG --> Logistics-General -->Logistics Information System --> Logistics Data Warehouse --> Updating --> Updating Control --> Settings: Sales --> Update Group
--> Assign Update Gropu at Header Level
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DstCh:
Division:
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Division:
Customer Statistic Group: +
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SPRO --> IMG --> Logistics-General -->Logistics Information System --> Logistics Data Warehouse --> Updating --> Updating Control --> Settings: Sales --> Update Group
--> Assign Update Group at Item Level
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DstCh:
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Customer Statistic Group: +
Material Statistic Group: 1
Statistics group for sales document type: 1
Statistics group for the item category: 1
and
Sales Org:
DstCh:
Division:
Customer Statistic Group: +
Material Statistic Group: 1
Statistics group for sales document type: 2
Statistics group for the item category: 2
Best Regards,
Amit.
Note: Once, you will maintain Settings for LIS-Update, it will update onwards transactions and will not update for already done transactions.

Want report to display Sales Life Cycle for Particular Sales Area

Hi all,
What are the select-options,parameters and tables for the report sales life cycle for a particular sales area and if possible send me the code for the same.
Thanks in advance
Santosh R

Hi Sandy,
You would probably be better to post this in Crystal Reports Design forum category.
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Issues with Sales Opportunities

Hello again!
Sorry to be a pest! I'm trying to put WebTools 2007 (628) through it's paces prior to training some of our staff in it's use for CRM purposes, and I've hit a few more snags, these in particular are related to Sales Opportunities.
1. Hitting the Refresh Button (F5) on Stages tab after adding a Stage duplicates that stage and can be repeated multiple times. In theory this creates stages that would not be possible in B1. This would also create a Synching issue because B1 wouldn't allow the overlapping stages.
2. "Associated Document Number" does not link to correct the sales document. For example a sales order in WT is totally a different BP, although it does appear correctly in B1. I know in the OPPR1 Table there is a docid (docentry) and docnum column, perhaps WT is synching on the wrong one, thus linking the wrong document.
3. Adding stages appear not to be Synching back to B1. The following error message occurs. Since the Close Date is not an exposed field in WT, there is no ability to go back to alter the close date of the prior stage before creating a new stage. Because of this there is no way to prevent the following Error:
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at NetPoint.SynchSBO.WebToolsChildObjects.OpportunityStage.NetPointToSBO(NPQueueObject qData)
at NetPoint.SynchSBO.SynchObjectBase.Synch()
4. Adding/Deleting Stages which have a sales amount does not update the "Total Sale" Amount in the heard record as it would the Potential Amount on the B1 side.
5. Column headings are incorrect under Sales opportunity --> Stages. It shows "sale sPerson" and "Tota lSale" and each column is shifted over by one because the date column heading appears to be missing.
Thanks,
Jason Walters

Just checking to see if anyone has re-produced any of these issues...
Thanks!
Jason Walters

Update sales opportunities with DTW

Hi Experts,
I am trying to update sales opportunities with DTW but get the error below even with a file as simple as:
RecordKEy;SequentialNo;OpportunityName
RecordKEy;SequentialNo;OpportunityName
1;17803;Anything
2;17892;Anything
3;17894;Anything
The Reason of the error:
"CServiceData::VerifyPropertyWrite failed: Property 'SequentialNo' of 'SalesOpportunities' is read onlyoSalesOpportunities"
Do you have any idea what may be wrong?

Dear Martin Kamau,
By SDK help, the Source table of SalesOpportunities Object is OOPR, and SalesOpportunitiesLines is OPR1.
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Best Regards
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SAP Business One Forums team

Importing Sales Opportunities with DTW

Hello,
I am trying to import the sales opportunities with the DTW, but I keep on getting the following error
potential amount is missing [OPR1.MaxSumLoc][Line: 1][Application defined or Object- definederroroSalesOpportunities]
I am using SAP 2007A patch level 47.
I have the following one line that I have been testing with, after my previous inputs failed. Please assist.
RecordKey 1
CardCode L1004
ContactPerson 2
Dataownershipfield 14
SalesPerson 4
Date 20090419
Status sos_Open
TotalAmountLocal 100.00
Edited by: Martin Kamau on Apr 19, 2009 6:57 PM

Dear Martin Kamau,
By SDK help, the Source table of SalesOpportunities Object is OOPR, and SalesOpportunitiesLines is OPR1.
In B1 application Sales Opportunity form, you could check which field need to set for OOPR and OPR1, you could refer to SDK help file also.
Best Regards
Jane Jing
SAP Business One Forums team

Sales Opportunities Activity

Dear Experts,
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Regards,
Jimit

Dear Jimit,
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Thanks,
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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,
Gordon

Sales opportunities (source) -- sales report (sales analysis) link, help!

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