Sales Order Import

We have a client that is looking to purcahse SAP B1 and they have a current systems used to generate sales order for their internal processing and the sales order is transfer to the current accounting package. What options are there in SAP B1 to import a sales order from an external applicatioin? The application uses SQL Server to store its data.

What they can do is exporting sales order from their legacy system (hope the function is available) and then DTW to B1.
Thanks,
Gordon

Similar Messages

Hi All, We are in to Release 11.5.10.2.There is a specific requirement to Prevent users from creating Manual Sales Orders in oracle and yet users should be able to book the Sales Orders Imported from CRM system into Orcale.Please advise.

Hi All, We are in to Release 11.5.10.2.There is a specific requirement to Prevent users from creating Manual Sales Orders in Oracle and yet users should be able to book the Sales Orders Imported from CRM system into Orcale.Please advise.

Thanks for your advise.
However, I missed to mention that we have two set of users One is for Finished Goods and another for Spares.
Only Spares users need to be prevented from creating Direct/Manual Sales Orders in Oracle.
As you suggested, if this will be done at Form level, that may Disallow FG users also to create Manula Sales Orders which should not be the case.
Further, I tried to test one scenario through Processing Constraints but it did not work.
Application
OM
Validation Type
Entity
Temp
Short Name
TBL
Validation Semantics
Created By
Equal To
User(Myself)
Processing Cosntraint
Application
OM
Entity
Order Header
Constraint
Operation
User Action
Create
Not Allowed
Conditions
Group
Scope
Validation Entity
Record Set
Validation Template
101
Any
Order Header
Order
Above Created
Please advise.

Internal Sales Order imported with Line status "Booked".

Hi Guys,
Expecting a status of "Awaiting Shipment" in the line status but getting the status of "Booked".
checked the following metalink notes but did not help
Scheduling Internal Sales Orders Results in Error - One of the Group Elements or Mandatory Components Failed [ID 368187.1]
Internal Sales Order Gets Created In "Booked" Status [ID 1357172.1]
Any Thoughts???

Guys,
Issue is resolved.
Earlier in 11i in ASCP, instance Org defintion is setup for only the required Inv org.
But in R12 we need to define for all the available Inv organisations.
Later after running the complete collections and running the ASCP plan resolved the issue.
Thanks
Radha.

Disable duplicate check for customer address on sales order creation

I am using the following tables to create sales order as well as customer and addresses together. All data are coming from third party system through dblink.
OE_HEADERS_IFACE_ALL
OE_LINES_IFACE_ALL
OE_CUSTOMER_INFO_IFACE_ALL
however, whenever the address to be created already exist in OFS, the sales order import program ended with:
Source/Order/Seq/Line Message
*1122/SOSHM006// Duplicate SHIP_TO ADDRESS found for SOSHM006_S. Please correct the data.*
*1122/SOSHM006// Duplicate BILL_TO ADDRESS found for SOSHM006_B. Please correct the data.*
how can I disable the above checking? ie: allow the address to be created even the address already exist.
See Example below, notice that the addresses for SOSHM006_S and SOSHM005_S are identical, and addresses for SOSHM006_B and SOSHM005_S are identical, but we want them to be created as separately addresses.
Example (first time)
Insert into ONT.OE_HEADERS_IFACE_ALL (ORDER_SOURCE_ID, ORIG_SYS_DOCUMENT_REF, ORG_ID, ORDERED_DATE, ORDER_TYPE, PRICE_LIST, SALESREP_ID, SALES_CHANNEL_CODE, SHIP_FROM_ORG_ID, CUSTOMER_NUMBER, BOOKED_FLAG, CREATED_BY, CREATION_DATE, LAST_UPDATED_BY, LAST_UPDATE_DATE, OPERATION_CODE, ORIG_SHIP_ADDRESS_REF, ORIG_BILL_ADDRESS_REF) Values (1122, 'SOSHM005', 86, sysdate, 'Corporate (NOR)', 'Corporate', 1, 'CORPORATE', 90, 'SHM01', 'Y', 0, sysdate, 0, sysdate, 'INSERT', 'SOSHM005_S', 'SOSHM005_B');
Insert into ONT.OE_LINES_IFACE_ALL (ORDER_SOURCE_ID, ORIG_SYS_DOCUMENT_REF, ORIG_SYS_LINE_REF, LINE_TYPE, INVENTORY_ITEM, ORDERED_QUANTITY, SHIP_FROM_ORG_ID, FULFILLMENT_SET_NAME, UNIT_LIST_PRICE, UNIT_SELLING_PRICE, CREATED_BY, CREATION_DATE, LAST_UPDATED_BY, LAST_UPDATE_DATE, OPERATION_CODE, SUBINVENTORY) Values (1122, 'SOSHM005', 'SOSHM005A_S', 'Corporate Line (NOR)', '01-09-PAC-3522-01', 1, 90, '1', 0, 0, 0, sysdate, 0, sysdate, 'INSERT', 'Mesad');
insert into OE_CUSTOMER_INFO_IFACE_ALL(CUSTOMER_INFO_REF, CUSTOMER_INFO_TYPE_CODE, current_customer_number, org_id, COUNTRY, ADDRESS1, CITY, STATE, POSTAL_CODE, IS_SHIP_TO_ADDRESS, IS_BILL_TO_ADDRESS, CREATION_DATE, CREATED_BY, LAST_UPDATE_DATE, LAST_UPDATED_BY) values('SOSHM005_S', 'ADDRESS', 'SHM01', 86, 'MY', 'Ship4 479, JALAN PASIR PUTEH 31650 IPOH PERAK.', 'IPOH', 'Perak', '31650', 'Y', 'N', sysdate, 0, sysdate, 0);
insert into OE_CUSTOMER_INFO_IFACE_ALL(
CUSTOMER_INFO_REF, CUSTOMER_INFO_TYPE_CODE, current_customer_number, org_id, COUNTRY, ADDRESS1, CITY, STATE, POSTAL_CODE, IS_SHIP_TO_ADDRESS, IS_BILL_TO_ADDRESS, CREATION_DATE, CREATED_BY, LAST_UPDATE_DATE, LAST_UPDATED_BY) values('SOSHM005_B', 'ADDRESS', 'SHM01', 86, 'MY', 'Bill4 479, JALAN PASIR PUTEH 31650 IPOH PERAK.', 'IPOH', 'Perak', '31650', 'N', 'Y', sysdate, 0, sysdate, 0);
Example (second time) - the differences are highlighted in bold.
Insert into ONT.OE_HEADERS_IFACE_ALL (ORDER_SOURCE_ID, ORIG_SYS_DOCUMENT_REF, ORG_ID, ORDERED_DATE, ORDER_TYPE, PRICE_LIST, SALESREP_ID, SALES_CHANNEL_CODE, SHIP_FROM_ORG_ID, CUSTOMER_NUMBER, BOOKED_FLAG, CREATED_BY, CREATION_DATE, LAST_UPDATED_BY, LAST_UPDATE_DATE, OPERATION_CODE, ORIG_SHIP_ADDRESS_REF, ORIG_BILL_ADDRESS_REF) Values (1122, *'SOSHM006'*, 86, sysdate, 'Corporate (NOR)', 'Corporate', 1, 'CORPORATE', 90, 'SHM01', 'Y', 0, sysdate, 0, sysdate, 'INSERT', *'SOSHM006_S'*, *'SOSHM006_B'* );
Insert into ONT.OE_LINES_IFACE_ALL (ORDER_SOURCE_ID, ORIG_SYS_DOCUMENT_REF, ORIG_SYS_LINE_REF, LINE_TYPE, INVENTORY_ITEM, ORDERED_QUANTITY, SHIP_FROM_ORG_ID, FULFILLMENT_SET_NAME, UNIT_LIST_PRICE, UNIT_SELLING_PRICE, CREATED_BY, CREATION_DATE, LAST_UPDATED_BY, LAST_UPDATE_DATE, OPERATION_CODE, SUBINVENTORY) Values (1122, *'SOSHM006'*, *'SOSHM006A_S'*, 'Corporate Line (NOR)', '01-09-PAC-3522-01', 1, 90, '1', 0, 0, 0, sysdate, 0, sysdate, 'INSERT', 'Mesad');
insert into OE_CUSTOMER_INFO_IFACE_ALL(CUSTOMER_INFO_REF, CUSTOMER_INFO_TYPE_CODE, current_customer_number, org_id, COUNTRY, ADDRESS1, CITY, STATE, POSTAL_CODE, IS_SHIP_TO_ADDRESS, IS_BILL_TO_ADDRESS, CREATION_DATE, CREATED_BY, LAST_UPDATE_DATE, LAST_UPDATED_BY) values( *'SOSHM006_S'* , 'ADDRESS', 'SHM01', 86, 'MY', 'Ship4 479, JALAN PASIR PUTEH 31650 IPOH PERAK.', 'IPOH', 'Perak', '31650', 'Y', 'N', sysdate, 0, sysdate, 0);
insert into OE_CUSTOMER_INFO_IFACE_ALL(
CUSTOMER_INFO_REF, CUSTOMER_INFO_TYPE_CODE, current_customer_number, org_id, COUNTRY, ADDRESS1, CITY, STATE, POSTAL_CODE, IS_SHIP_TO_ADDRESS, IS_BILL_TO_ADDRESS, CREATION_DATE, CREATED_BY, LAST_UPDATE_DATE, LAST_UPDATED_BY) values( *'SOSHM006_B'* , 'ADDRESS', 'SHM01', 86, 'MY', 'Bill4 479, JALAN PASIR PUTEH 31650 IPOH PERAK.', 'IPOH', 'Perak', '31650', 'N', 'Y', sysdate, 0, sysdate, 0);

Hi George Chen
with sales order stock .. is ther a way of allocating the stock from unrestricted stock .. i understand that you have to have the stock in a "special" area to move it to the sales order?
excuse my ignorance but what is IS-AD solution?
thanks
Nick

Sales order net value

How and where the sales order net value will be communicate with credit management as a open order value?

Hi Gopalal.,
The subtotal field A is related with credit managemnt in Pricing,In pricing if we want to caliculate the credit limit on only PR00 you can set subtotal A immediatly after A,If you want to caliculate Credit limit after dicounts then Subtotal A should be placed after discounts,
So Subtotal A is nothing but the values of the pricing are stored in A field which compares the credit limit in sales order
IMPORTANT thing is credit limit gets updated with the help Of INfo structure SO66 in OMO1
REWARD if helpfull
Thanks & Regards
Narayana

Mass Closing of Sales Orders

Hi All,
One of our guys has messed up the sales order importing process. We have 3000 orders which have been targetted to an invoice but the delivery has been left behind. He created the delivery in the invoice without linking to the sales order reference.
Therefore, we need to mass close the 3000 orders. It seems docstatus is read only so we can't use DTW.
Anyone know how to do this?

Hi,
We are not actually using DTW but some other software which uses the API. For our software, we choose the function we are using, such as "Add, Update, Delete" and there were another 2 "close" and "cancel".
So, it's def available via the API somehow. Try just changing the docstatus or canceled field via DTW.

Sales order with negative amount

let said, i have 1 order, 2 lines.
line 1 has shipment, price is 100.
line 2 is no shipment, price is -50, subsidy purpose.
the lines are uploaded from external system, we use sales order import program to upload.
however, one case is, item code for line 1, was set to inactive.
the sales order import program imported line 2 only, the order closed, and interfaced to receivables (ra_interface_lines_all).
but the autoinvoice fail as the total amount of the order is -50, negative invoices and the transaction type is set to allow only positive sign.
1) order can not be open back and add in the missing line.
2) order can not be discard and recreate a totally new order.
how can I solve this issue?

1) Manually create a new order with +ve qty and interface it to AR. Create manual invoice if necessary.
2) Manually create a credit memo for the customer. And apply it to the above invoice.
To avoid this in future, you should put a delay in your order header workflow.
That way, the header won't close as soon as the lines close. You will have some time to rectify such situations.
Hope this helps,
Sandeep Gandhi

Importing of Open sale order through DTW

Hi Experts,
Please explain how to upload open sale quotation,sale order,delivery,A/R Invoice.And what are the templates names for this.
Regards'
silpa

Hi Silpa n,
try to search the steps how to upload the open documents in the help file of DTW template. Here is the definition of the template and how to have it:
User-Defined Templates
Data Transfer Workbench provides users with default templates for all the objects in SAP Business One, which do not include user-defined fields. This release supports the import of user-defined fields for all the user-defined fields supported by SAP Business One DI API.
Use
As of Release 2005, SAP Business One Data Transfer Workbench allows the users to generate Microsoft Excel templates as the new interfaces.
There are situations where the user may need properties of the interface that are not provided by our templates. For example, in the case of User Defined Fields, the user can go to the Interface Maintenance tool to add the desired fields.
The user may also want to reduce the fields in the templates or rearrange the sequence of the fields. Interface Maintenance tool also allows users to remove unnecessary fields and rearrange them in the desired order.
After maintaining the interfaces, the user could generate new templates based on the new interfaces.
Procedure
1. To use the Interface Maintenance Tool, you need to first go to the menu bar and select Advanced à Maintain Interface to open the Maintain Interface window.
2. In the left frame, there is a drop-down list of all the business objects that are supported by the DTW. Each object contains one or more structures. For example, oChartofAccounts has one structure and oBusinessPartners has seven structures. To add or delete fields from these structures, right-click on a field and select Add Field or Delete Field. If you select Add Field, a list of fields will appear on the right frame. Double-click on a field from the list to add. Before it is added, the application will check if there is duplication. You can only add the fields that appear on the list.
3. To create a new template based on the new interface, right-click on a structure and choose Create Template for the Structure.
To view the existing templates that are provided with the installation, go to Start à Programs à SAP Business One à Data Migration à Templates
Rgds,

Importing Sales orders and Invoices thru DTW

Hi every one,
I am facing a unique problem when using DTW to import sales orders and invoices through DTW.
I am using the two templates- Documents and Document Lines. But the imported Invoice or the sales order(In both cases) the dicount field in the row is taking a negetive discount value. Let me elaborate....
1. I am taking a BP which has been alloted a Particular pricelistcode in the BP Master.( say it be Purchase price).
2. Now In the Doc_lines Template I have put the value in the price column- (eg. Rs. 500).
3. Now the itemcode used in the template is already having a masters and the prices are also defined in SAP B1. Say the Purchase price defined for the item is Rs.400
4.When I am importing the order/nvoice then the discount field in the row automatically takes a value of -25%, the unit price has the value Rs.400 and the Total Field shows Rs.500.
( this Implies that the price I have suggested to Import i.e. Rs500 is some how not taken by the system. The system takes the price defined for the BP and then adjusts it with the price suggested by the user during import) So a negetive discount is taken.
On the other hand if the same procedure is followed for an item where the prices are not updated in the master data then there is no such problem. the unit price field reflects the price which is given in yhe template.
please suggest a way to get out of this problem.

Hi Debraj,
Try the following..
In Admin > System init > Document Settings > General Tab ..Calculate the Row total using Unit price ....... leave this unchecked
Also, at the Document_lines template fill the discount column with 0
Suda

Importing sales order throgh DTW

hi,
i have imported sales order through DTW.there was no error and it came as imported successfully.but 0 objects were imported.can any help me
with regards
priya

hi all,
i had an another doubt in DTW.the customer code is in numeric(for example 001).when i enter this number it takes as 1 in that cardcode field(in csv file).while importing it displays the error as invalid BP code.whether the cardcode should be in alphanumeric ?
regards,
priya

Import of Sales Order through DTW

Dear All
I am having problems in importing Sales Orders through DTW. I have used the template 'oOrders' and enter the required data in the 'Document' and 'Document-Lines' files.
When, I run the DTW and uploaded the Sales Orders, it was imported successfully. But when I search in SBO, no Sales Order was created.
I have also, unchecked the box 'Test Run', but still it doesnot posted any Sales Order.
Kindly, help me in this regards
Thanks and Best Regards
Nabeel

Dear Gordon
Thanks for your prompt response.
In the 'Documents' template, I filled the following columns:
RecordKey   CardCode            DocDate       DocDueDate
1                  AAJ-KAC-6         20081203      20081203
In the 'Documents-Lines' template, I filled following columns:
RecordKey    ItemCode                 DocDate       DocDueDate     Price   Quantity   Tax Code
1                  701-0020-0000         20081203      20081203         10        10            X0
I, also tried to post the Sales Order manually by entering the above data and SO was posted. But it is not posting through DTW.
Thanks and Best Regards
Nabeel

Best Way to Import Open Sales Orders

Dear Experts,
Which is the best possible way to export and import open sales orders from one DB to an another both being (SAP B1 2007)
Regards,
Aditya

Hi,
The only othe way to acheive this would be with SDK really. I've heard of people doing things like this in the past where the volume of data was so much that it was worthwhile to write some code, but to be honest if you're relatively proficient in DTW then you can have done the job by the time you've conned a programmer into writing it for you!
Good luck!
Julian

Import order not creating internal sales orders for some orgs

Hi,
We are getting one issue in UAT instance. The details are as below -
1. Created Sales Orders in all 7 orgs.
2. Ran ASCP plan
3. planned orders got auto released in all orgs.
4. Corresponding Internal requisitions got created in all orgs.
5. Ran 'Create Internal Orders' from each org.
6. Ran 'Order Import' from BE org as all the IR's were sourced from BE as per sourcing rules.
7. Issue is that out of 7 orgs, in 2 orgs, DK and SE, the internal sales orders didn't get created and order import gave error. I am attaching the error log below.
For other 5 orgs, ISO got created successfully and we performed picking/shipping and receiving as well for these 5 orgs.
Any help will be most welcome.
error log is -
Order Import Concurrent Program
Concurrent Program Parameters
Validate Only: N
Order Source: 10
Order Ref:
Sold To Org Id:
Sold To Org:
Change Sequence:
Performance Parameter: Y
Trim Blanks: N
Operation:
Number of Instances: 0
Debug Level: 0
Request Id: 6891
Org Id: 2453
Failed to perform Action Request BOOK_ORDER
Failed to perform Action Request BOOK_ORDER
Failed to perform Action Request BOOK_ORDER
No. of orders found: 2
No. of orders imported: 0
No. of orders failed: 2
Source/Order/Seq/Line Message
10/1046001536//2 User-Defined Exception in Package OE_SCHEDULE_UTIL Procedure Load_Results_from_rec
10/1046001536//2 ATP Process resulted in no data
10/1046001536//2 User-Defined Exception in Package OE_SCHEDULE_UTIL Procedure Load_Results_from_tbl
10/1046001538//2 User-Defined Exception in Package OE_SCHEDULE_UTIL Procedure Load_Results_from_rec
10/1046001538//2 ATP Process resulted in no data
10/1046001538//2 User-Defined Exception in Package OE_SCHEDULE_UTIL Procedure Load_Results_from_tbl
End of Order Import Concurrent Program

Try running the Order import from a responsibility where the profile "OM: Override ATP flag" is set to YES at that responsibility level..

Issue in sales order order import program

Hi all,
I need to create a Sales Order using interface tables.First I inserted the record into the interface table OE_HEADERS_IFACE_ALL.I populated necessary columns in it.
Then I executed Order Import Concurrent program giving value of order source(which I created using order import source setup),order reference(which is origSysDocumentRef column value in the above said interface table).
But the concurrent program is not picking up the records in the interface table and its output shows no order to process.As a result no record is inserted in the OE_ORDER_HEADERS_ALL table.
I dont understand where the problem lies.Please help me out to solve the issue.
Thanks,
goutam

Hi Sandeep Gandhi,
Thanks for your reply.
Now Order Import Concurrent program picks up the header records from the OE_HEADERS_IFACE_ALL interface table successfully for processing.
But during the process some errors are raised, and the error_flag in the header interface table is set to 'Y'.
I want to know where can i find those errors,so that I can correct them.
Is there any error log tables that contains these errors occured during import?
Or we have any other way to identify it?
Please help me..
Thanks,
goutam

Order Import of Sales Tax

I have an order with a number of order lines. For each of the order line there is a sales tax associated with it. The orders are created outside OM and needs to be imported into Order Import as order lines and sales tax lines.
What is the proces to setup Order Import and OM to receive orders, order lives and tax lines?
The only way I have found is to setup "dummy" transaction types.
Any help on this will be greatly appreciated.
Please reply here or to [email protected]
Thanks,
Hans

Hello Rahul,
I think you didn't get my question. If customer give purchase order i.e. our sales order in PDF file, how to upload this file in SAP Business One?
Regards,
Akshata

Sales Order Import

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