Sample Report: Sales per Customer by Period - WITH QUANTITIES

I am trying to make some modifications to the 'Sales per Customer by Period' sample report, but am having problems. I want it to be YTD and comparative, so YTD-12. That part was easy enough. Then I wanted to add the quanty. So i want the report to show the sales amount and quantity for each customer, ytd and prior year ytd. This seemed easy enough also, until I looked further into the data. It doesn't match up with reports from Business One. The problem seems to be my items that are packs, like an item that is sold in packs of 10. If the invoice has 10 10 Packs on an invoice, my report shows a quantity of 10. The SBO report shows it as a quantity of 100 (10x10). I have tried to add Item level stuff, so I could go get the 'Items per Sales Unit' value and multiply it by the quantity. When I do this the report crashes.
Does anyone have any suggestions? Has anyone created a report like this? Any help would be appreciated.

Hi,
What is your B1 version and PL? Is this a Crystal Report or PLD?
Thanks,
Gordon

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Report Sales Per Customer

Hello to all!
i have a requirement to make a query that will bring me report for Sales Per Customer
the desired fields are the following
CardCode
CardName
--, (Select sum(T6.LineTotal) from inv1 t6 where t6.docentry=t0.docentry) 'Price Bef. Disc.'
, (Select t5.linetotal from inv3 t5 where t5.docentry=t0.docentry and t5.expnscode in ('6','7')) as 'Freight'
--, (Select t5.linetotal from inv3 t5 where t5.docentry=t0.docentry and t5.expnscode='11') as 'W/TAX'
VatSum
.DocTotal
SlpName
till now i have written the following code
SELECT t0.docdate as 'Doc. Date', t0.docnum as 'Doc No.', T0.CardCode AS 'Customer Code', T0.CardName as 'Customer Name', (Select sum(T6.LineTotal) from inv1 t6 where t6.docentry=t0.docentry) 'Price Bef. Disc.', (Select t5.linetotal from inv3 t5 where t5.docentry=t0.docentry and t5.expnscode in ('6','7')) as 'Freight', (Select t5.linetotal from inv3 t5 where t5.docentry=t0.docentry and t5.expnscode='11') as 'W/TAX',T0.VatSum, sum(T0.DocTotal) 'Doc. Total', T1.SlpName as 'Account Manager' FROM OINV T0 INNER JOIN OSLP T1 ON T0.SlpCode = T1.SlpCode inner join ocrd t2 on t0.cardcode=t2.cardcode inner join ocrg t3 on t2.groupcode=t3.groupcode WHERE (T0.DocDate between '[%0]' and '[%1]')
group by T0.CardCode, T0.CardName, T1.SlpName, t0.docnum, t0.totalexpns, t0.docentry, t0.docdate,T0.VatSum
union
SELECT t0.docdate as 'Doc. Date', t0.docnum as 'Doc No.', T0.CardCode AS 'Customer Code', T0.CardName as 'Customer Name',(Select (-1)*sum(T6.LineTotal) from rin1 t6 where t6.docentry=t0.docentry) 'Price Bef. Disc.', (Select (-1)*(t5.linetotal) from rin3 t5 where t5.docentry=t0.docentry and t5.expnscode in ('6','7')) as 'Freight', (Select (-1)*(t5.linetotal) from rin3 t5 where t5.docentry=t0.docentry and t5.expnscode='11') as 'W/TAX', (-1)*T0.VatSum, (-1)*sum(T0.DocTotal) 'Doc. Total',T1.SlpName as 'Account Manager' FROM ORIN T0 INNER JOIN OSLP T1 ON T0.SlpCode = T1.SlpCode inner join ocrd t2 on t0.cardcode=t2.cardcode inner join ocrg t3 on t2.groupcode=t3.groupcode WHERE (T0.DocDate between '[%0]' and '[%1]')
group by T0.CardCode, T0.CardName, T1.SlpName, t0.docnum, t0.totalexpns, t0.docentry, t0.docdate,T0.VatSum
but i would like only once to be displayed each customer
do you have any idea?

issue resolved
SELECT
T0.CardCode AS 'Customer Code'
, T0.CardName as 'Customer Name'
,(select sum(t5.linetotal) from inv1 t5 INNER JOIN oinv T6 ON T6.DOCENTRY=T5.DOCENTRY where t6.cardcode=t0.cardcode and t5.docdate between '[%0]' and '[%1]') 'Price Bef. Disc.'
,(Select sum(t7.linetotal) from inv3 t7 inner join oinv t6 on t6.docentry=t7.docentry where t6.cardcode=t0.cardcode and t7.expnscode in ('6','7') and t6.docdate between '[%0]' and '[%1]') as 'Freight'
,(Select sum(t7.linetotal) from inv3 t7 inner join oinv t6 on t6.docentry=t7.docentry where t6.cardcode=t0.cardcode and t7.expnscode ='11' and t6.docdate between '[%0]' and '[%1]') as 'W/TAX'
,(select sum(t8.vatsum) from oinv t8 where t8.cardcode=t0.cardcode and t8.docdate between '[%0]' and '[%1]') as 'VatSum'
,sum(T0.DocTotal) 'Doc. Total'
, T1.SlpName as 'Account Manager'
FROM OINV T0
INNER JOIN OSLP T1 ON T0.SlpCode = T1.SlpCode
WHERE (T0.DocDate between '[%0]' and '[%1]')
group by T0.CardName, T1.SlpName,T0.CardCode
union
SELECT
T0.CardCode AS 'Customer Code'
, T0.CardName as 'Customer Name'
,(select sum(t5.linetotal) from rin1 t5 INNER JOIN orin T6 ON T6.DOCENTRY=T5.DOCENTRY where t6.cardcode=t0.cardcode and t5.docdate between '[%0]' and '[%1]') 'Price Bef. Disc.'
,(Select sum(t7.linetotal) from rin3 t7 inner join orin t6 on t6.docentry=t7.docentry where t6.cardcode=t0.cardcode and t7.expnscode in ('6','7') and t6.docdate between '[%0]' and '[%1]') as 'Freight'
,(Select sum(t7.linetotal) from rin3 t7 inner join orin t6 on t6.docentry=t7.docentry where t6.cardcode=t0.cardcode and t7.expnscode ='11' and t6.docdate between '[%0]' and '[%1]') as 'W/TAX'
,(select sum(t8.vatsum) from oinv t8 where t8.cardcode=t0.cardcode and t8.docdate between '[%0]' and '[%1]') as 'VatSum'
,sum(T0.DocTotal) 'Doc. Total'
, T1.SlpName as 'Account Manager'
FROM orin T0
INNER JOIN OSLP T1 ON T0.SlpCode = T1.SlpCode
WHERE (T0.DocDate between '[%0]' and '[%1]')
group by T0.CardName, T1.SlpName,T0.CardCode

Report as per Customer Account Assignment group or Material Account Assig

Hi,
I require report as per customer account assignment group or material account assignment group.
Can you please tell me how to fullfill this requiremetn.
I have go for ZReport or any standard report is available.
Regards,
ch.srinivas

Hi,
You could have gone for a query but unfortunately,you cannot use table TSTMT in a query so I think ZREPORT would be a better option.
Regards
Karan

Sample report for filling the database table with test data .

Hi ,
Can anyone provide me sample report for filling the database table with test data ?
Thanks ,
Abhi.

hi
the code
data : itab type table of Z6731_DEPTDETAIL,
wa type Z6731_DEPTDETAIL.
wa-DEPT_ID = 'z897hkjh'.
wa-DESCRIPTION = 'computer'.
append wa to itab.
wa-DEPT_ID = 'z897hkjhd'.
wa-DESCRIPTION = 'computer'.
append wa to itab.
loop at itab into wa.
insert z6731_DEPTDETAIL from wa.
endloop.
rewards if helpful

OCDM - Sample Report Installation issue - Runs too longer with No progress

Hello,
As a part of OCDM environment setup for Practice we were successful installing following :
* Supported Enterprise Linux
* Oracle DB 11g R2 (OLAP & MINING option)
* OWB was already installed as a part of Oracle DB 11gR2 - just unlocked the OWB accounts.
* Installed OBIEE 11g R2 installation - Installation successful and able to open url's. (analytics and BI Publisher etc.) - Issue with login account.
* Installation of Communication Data Model (First Installation type from OCDM Installer)
When we try to install Sample Reports at same stage the screen remain open and runs too longer with No progress.
The Installation process for OCDM Sample Reports is given in the attached doc with screenshot and the log file is also included in the attached document.
Please let us know the following two issue:
1) How to login to Analytics after OBIEE 11gR2 installed on Linux - ( in our case we use user as Administrator and tried password same as username, even checked with the user weblogic and other but no success. Please provide us the information which give details(document) about the Administartion of OBIEE 11gR2 on Linux).
2) The issue with installation of OCDM Sampple Reports though successful installation of OCDM Data Model.(First Installation Type from OCDM Installer)
Thanks & Best Regards,
Amol Thite
I think, I cant Attach the file here and character limit is 30K for the post here so putting below the few lines of Log File content:
I can email the screen shots docs and complete log file on request if needed.
It stuck in Configuration Assistance screen -
After more than 1 hour the same screen – No progress – I tried 3 times but same issue. Log file also not growing and seems its waiting for some dependent thing that need to happen before it proceed.
=====start few lines of Log File=======================================
The file oraparam.ini could not be found at /u01/app/oracle/product/11.1.0/db_1/oui/bin/oraparam.ini
Using paramFile: /u01/app/oracle/product/11.1.0/db_1/oui/oraparam.ini
Checking swap space: must be greater than 500 MB. Actual 1027 MB Passed
Checking monitor: must be configured to display at least 256 colors. Actual 65536 Passed
The number of files bootstrapped for the jre is 689.
The number of files bootstrapped for the oui is 77.
Using the umask value '022' available from oraparam.ini
=====end few lines of Log File==================================
INFO: Copying Aggr XML for: Oracle Communications Data Model
INFO: The Top level Aggreage File = /u01/app/oracle/product/11.1.0/db_1/inventory/ContentsXML/ConfigXML/oracle.ocdm.11_2_3_0_0.xml
INFO: deleted all the required instance files
INFO: OUI_CAPlugIn is not found in XML
INFO: cf session will be created for OH: /u01/app/oracle/product/11.1.0/db_1/ TLAggr: oracle.ocdm instancePath: inventory/ContentsXML/ConfigXML/
INFO: cf session for OH: /u01/app/oracle/product/11.1.0/db_1/ TL Aggr: [oracle.ocdm] instancePath: inventory/ContentsXML/ConfigXML/
INFO: aggr ref length : 2
INFO: cf session hashcode: 22855989
INFO: cf session saved with key: OraDb11g_home1 oracle.ocdm
INFO: cf session is ok
INFO: created and saved cf session for oh: OraDb11g_home1
INFO: passing params to cf
INFO: Handling the storing of variables for aggr name oracle.ocdm
INFO: This variable sl_ASMSelectableDiskGroups is not added to the global context map
INFO: This variable s_scratchPath is not added to the global context map
INFO: exitonly tools to be excuted passed: 0
INFO: Starting to execute configuration assistants
INFO: Command = oracle.ocdm.OCDMCfgPlugIn /u01/app/oracle/product/11.1.0/db_1/ocdm/ocdm_install.sh ${s_dbSysPasswd}
OCDMCfgPlugIn: Starting OCDM configuration...
OCDMCfgPlugIn: OCDM configuration initialized, waiting for script response...
OCDMCfgPlugIn: Receiving SYSTEM password...
OCDMCfgPlugIn: Passing SYSTEM credentials to configuration script...
OCDMCfgPlugIn: SYSTEM credentials passed to configuration script.
OCDMCfgPlugIn: SYSTEM password received.
OCDMCfgPlugIn: Initializing config parameteres...
OCDMCfgPlugIn: Creating log folder...
OCDMCfgPlugIn: ocdm log folder exist
OCDMCfgPlugIn: Exporting config env...
OCDMCfgPlugIn: Performing OWB check...
OCDMCfgPlugIn: Installing OWB...
OCDMCfgPlugIn: WARNING: OWB OWNER already exists.
OCDMCfgPlugIn: Archive: /u01/app/oracle/product/11.1.0/db_1/ocdm/pdm/relational/sample_schema/ocdm_sample.dmp.zip
OCDMCfgPlugIn: inflating: /u01/app/oracle/product/11.1.0/db_1/ocdm/install_tmp/ocdm_sample.dmp
OCDMCfgPlugIn: 2011_02_28_11_24_30 10 % complete
OCDMCfgPlugIn: Importing OCDM sample schema
==================end of log File ========================================

Hi Please check my answers
1) How to login to Analytics after OBIEE 11gR2 installed on Linux - ( in our case we use user as Administrator and tried password same as username, even checked with the user weblogic and other but no success. Please provide us the information which give details(document) about the Administartion of OBIEE 11gR2 on Linux).
The current OCDM version does not support BIEE 11g, so you need to install BIEE 10g. In next release(will be available soon), OCDM will support BIEE 11g.
2) The issue with installation of OCDM Sampple Reports though successful installation of OCDM Data Model.(First Installation Type from OCDM Installer)
The importing will take a long time, you can login database with ocdm_sample_sys/ocdm_sample_sys, and use "select count(*) from tabs;" to monitor the import process.

Crystal Report add-on Sample Reports

Hi Experts,
I am using Crystal report add-on in SAP B1 2007, i would like to know about sample reports for the same.
has SAP provided any sample reports in crystal report add-on like they have for XL reporter?
pls. give me the link if anybody knows.
Regards
Kamlesh Vagal

Hi,
I have two questions:
I downloaded some sample reports, and try to connect them with the SBO database. When I use "Set Datasource Connection" I can see that the table in use is called "variance_xtab". This table does not exist in the SBO database, so I cant replace the connection.
Some of the embedded sample reports you get when installing the CR add-on require a login to the "COIMBRA" database when I try to replace with my own SBO database.
How can I get around this issues?
Regards Per Nymo

Sales report per Customer Hierarchy

Hello
We manage the credit of some customers by Customers Hierarchy, this is, we assign the credit limit to the main customer, and then, that credit could be used by the dependent nodes.
Does anyone know if there is a report where we could check the sales per main customer, that includes the sales of the dependent nodes?
Thank you in advance

Enrique
Can you not see it in the field 'Credit exposure' for the main customer in transaction FD33?
You should get the cumulative exposure there.
If not use VA05 or VA05n and create a variant for each hierarchy with all the customers and get a full listing with total sales.
or you can use SIS to perform Standard Analysis for customer ( T code MCTA) and create a variant here again with all the customers in a hierarchy.
Does it work?

How to grow the report of customer's openitem with sales order

How to grow the report of customer's open item with sales order?
Now we can get the customer's open item with invoice No easily,but our end user need the the customer's open item also with sales order .And because a invoice to multi sales orders. I can do nothing.
Now I have a idea that a develivey No with one sales order , and one invoice with a sales order's develivery ,then one inovice to one sales order . I want to know if other company have use this idea. Or have other solution for my problem.

Hi Yuzhou Yang ,
Yes you are right. In FI transaction you can get the sales invoice wise , reference field of the header data.
As you are aware that while creating a sales order , no FI entry is generated.
In my opinion you can get the required report through customization.
Thanks
D.K.Lakshmi narayana

Finding brand penetration per customer for sales representative

Material-Brand-----Sales-Rep----Customer
GW--XYZ--
Super-Cuts
SE--XYZ--
Super-Cuts
GW--XYZ--
Super-Cuts
SE--ABC--
Scissors
GW--ABC--
Scissors
Wella--ABC--
Scissors
Wella--XYZ--
Colors-and-Cuts-Salon
GW--XYZ--
Colors-and-Cuts-Salon
SE--XYZ--
Colors-and-Cuts-Salon
SE--ABC--
Planet-Beuty
Wella--ABC--
Planet-Beuty
Kadus--ABC--
Planet-Beuty
Clariol--ABC--
Planet-Beuty
SE--ABC--
Planet-Beuty
Clariol--ABC--
Planet-Beuty
Wella--XYZ--
Colors-and-Cuts-Salon
GW--XYZ--
Colors-and-Cuts-Salon
SE--XYZ--
Colors-and-Cuts-Salon
Clariol--XYZ--
Colors-and-Cuts-Salon
the requirement is to find the brand penetration which
is defined as average no of brands per customer for a sales representative.
in the above case XYZ is having two customer super cuts and color and salon
XYZ----
Brand pentration
Super-Cuts--     2--(NO-OF-DIFFERENT-BRAND)
Color-and-Cuts-Salon----
4
Average-Brand-Penetration-per-Account----
3
ABC----
Brand-Penetration
Planet-Beauty--4--(NO-OF-DIFFERENT-BRAND)
Scissors----
3
Average-Brand-Penetration-per-Account----
3.5
THE REPORT LAYOUT SHOULD BE
SALES-REP-----BRAND-PENTRATION
XYZ----
3
ABC----
3.5
HOW this requirement can be achieved in bex 3.5?
Edited by: Omprakash Mishra on Jun 27, 2008 5:53 AM

Hi praveen,
                 Actually this is much complex report .
                 there are many other complex key figures along with it .
                 i have just published a part of it as i am unable to find solution for it.
                 it is just an example so that people can understand it easily.

Sales BOM per customer

This might be a strange question but still. We have a customer who ships out pallets and crates to their customers. They want to be able to track these items of course and bill the customers according to the number of items they received. N.B. these items are not returned so returnable packaging is out of the question.
We are looking at the use of a sales BOM so we can calculate the number of pallets and crates per sales order and delivery based on the number of finished products they ship out and of course create an invoice where these items are listed as part of the delivery with the actual costs. This works quite satisfactory BUT it will only work when either all customers use the sales BOM or all customers do not use the sales BOM.
What's the problem, as this is a new process, they will not be able to convince all customers to directly pay for pallets and crates that are being shipped out. We are now facing the problem that for part of the customers they want to use a sales BOM and invoice them for the pallets and crates they receive BUT for part of the customers they do not want to invoice them for the pallets and crates they receive. This means that we are looking for a way where we can indicate, per customer, whether to use a sales BOM (ship out and invoice pallets and crates) or not to use a sales BOM (do not logically ship out and invoice pallets and crates).
Is this possible yes or no? Maybe with a user exit that checks for a specific field in the customer master? We have already defined two sales BOM's per material, one where pallets and crates are used and one without pallets and crates so we could mis-use the alternative sales BOM principle, but we still need a trigger to call either sales BOM.
Any help would be appreciated.

Hi Roberto and Biju,
We looked at both options but neither are workable. Not all warehouses use HUM because not all warehouses are their own warehouses, some are from logistics service providers who have not SAP access, otherwise the problem would be a bit easier, plus the customer does not use packing and will not use packing in the future.
The dynamic product proposal was a bit more promising but also there, we encounter a problem because we cannot make a calculation on the number of crates and pallets shipped out to a customer, which is one of the requirements.
The problem still lies in the fact that
- Customer A does not want a bill for crates and pallets and therefore does not want to see the items on the delivery and the invoice.
- Customer B does want a bill for crates and pallets and therefore needs a calculation for the number of pallets and crates he received.
We cannot set a field somewhere that says customer A without these items, customer B with these items and then trigger something else.
Thanks for the help but we still haven't solved the problem.

Need P&L and B/S report per customer

Hello Experts,
Client wants P&L and B/S report for each customer.
Is there any standard report to get it
or
Can we use Customer Fields available under SPRO--> Financial Accounting Global Settings (New) --> Ledgers --> Fields --> Customer Fields -->Edit Coding Block?
Thanks in advance for you valuable suggestions.
Regards
Kiran
Moderator: Please, search before posting

I never come across such P&L and B/S. I wonder whether such things does really exists?
P&L is prepared for business but not per each customers. This shows the profit or loss for a particular period.
Balance Sheet is a position statement showing the assets and liabilities on a particular date.
Ask your client to check the fundamentals of accountancy.

Schedule line per customer with strategy 40

Hello Forum,
Is it possible to generate Schedule line per customer with strategy 40 ?
For instance for a product 'ABC' we have one vendor 'Z' and two customers 'LMN' and 'PQR'.
When we are executing the MRP then SAP is generating schedule line for total demand and not individual per customer . Can we do it with strategy 40 ?
Thanks

Hello
This is not possible with strategy 40.
Check the following information provided on FAQ note 550568:
Question:
There are several requirements on one day. Is it possible that the MRP creates a separate procurement proposal for every requirement?
Answer:
Same as for the daily lot size with a number of periods = 1 (lot size TB), requirements of one day are also grouped into one procurement proposal for the lot-for-lot order quantity (lot size EX) (see documentation for the lot-for-lot order quantity). Separate procurement proposals can be achieved only if you work with make-to-order production. Here, the requirements are managed in separate planning segments of the stock/requirements list.
You should try with an MTO strategy, such as 20.
BR
Caetano

The standard report for BOMs of a material with a selected period?

Hi Gurus
Is there any standard report for BOMs of a material with a selected period?

Hi,
You will have to develop a report for your requirement,
The following tables will be used for the report
MAST-WERKS
STPO-MATNR
MARA-MAKTX
STPO-BMENG
STPO-POSNR
STPO-IDNRK
STPO-MAKTX
STPO-DATUV
STPO-MENGE
STKO-MEINS
STPO-AVOAU
Regards
Merwyn

Report to show customer without sales rep

Dear Experts.
Is there anyway or any report to show customer that don't have sales rep tag to it in Partner Function?

Hi Nehemiah -
I know this is very painful but if volume of customer is less then use following method -
1.Extract all Sold to Party's and their sales area in separate sheet
2.Create a query joining KNA1 and KNVP where partner function (PARVW) = PE ( or partner function of Sales Rep).Download Sold to and its sales area in another sheet.
3.Now using excel compare both sheets by Vlookup and extract the customers from Step 1 which are not present in Step 2.
If the volume of customer is very large,then we can also use MS Access Queries otherwise we can simply write an ABAP Program.
Let us know, if you need more explanation on any of the method explained above.
Thanks & Regards
Amit Gupta

Can i view customer report as per the business area wise , region-wise how?

can i view customer report as per the business area wise , region-wise how?

Hi,
You can view the report business area wise, extract the report and go to dynamic selection and selection business area. When the report is display just sub total on business area. System is showing report as per your requirement.
Regards,
Pankaj

Sample Report: Sales per Customer by Period - WITH QUANTITIES

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