Showing Monthly Sales Analysis for Sales Employees (including credit notes)

Hi Experts,
I want to show a report for my director so we can accurately decide upon sales targets for each sales employee for 2012.
The Monthly Report > Invoices by posting date in the Sales Analysis module is not ideal because it does not appear to include credit notes so the totals are incorrect.
How could I create a query which gave me a total for each month of 2011 for every sales employee which includes invoice minus credit notes.
Unfortunately my SQL is not great but I started something which might help - this is only for first 2 months of the year. I presume I would need a select statement for each month if I wanted to have the sales employee name followed by a total for each month. Maybe this is too intensive a query to run anyway.
SELECT T1.[SlpName],
(select(sum(t2.doctotal)-(t3.doctotal)) where (Month(t2.docdate)=1 and t3.docdate=1) FROM OCRD T0 INNER JOIN OSLP T1 ON T0.SlpCode = T1.SlpCode INNER JOIN OINV T2 ON T0.CardCode = T2.CardCode INNER JOIN ORIN T3 ON T0.CardCode = T3.CardCode)
(select(sum(t2.doctotal)-(t3.doctotal)) where (Month(t2.docdate)=2 and t3.docdate=1) FROM OCRD T0 INNER JOIN OSLP T1 ON T0.SlpCode = T1.SlpCode INNER JOIN OINV T2 ON T0.CardCode = T2.CardCode INNER JOIN ORIN T3 ON T0.CardCode = T3.CardCode)

Hi,
I have moved your posting here because it belongs here.
You may check this first: Re: Top Customers report
Thanks,
Gordon

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Customer Recievables Ageing by Sales Employee showing No Sales Employee

Dear Sir(s),
We are on SAP Business One 8.81 PL04.
The customer recievables Ageing by Sales Employee report shows "No Sales Employee". when we group by sales employee on the selection criteria.
We have setup all our Customers with sales employees in the Business Partner Master Data.
Please advise on what could be the cause of this.
Kind Regards,
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Hi Rahul,
Yes, the sales employee details are captured on the invoice.
Infact, on the "No sales employee" Group, only the Incoming Payments (Type : RC) show for the diferent customers and yet these incoming payments were paid based on the invoices which have the sales employees captured.
The customers appear both on the "No Sales Employee" Group as negative balances as well as its correct "Sales Employee' group as positve balance. The report shows correctly when we select the group by as "customer" in the selection criteria.
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Can I build a query to show monthly sales by item by business partner?

Hi all
Is it possible to build a query to show monthly sales (quantity not value) by item by business partner?
So the table would look something like this.
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Item 1     10       4         8         7
Item 2      4         3         5         6
Item 3      4        12        9         3
Item 4     1         0         1         2
Etc...
As you can see, the monthly figure needs to be quantity of the item and not sales value.
Would be grateful for any help.
Many thanks.
Wendy

Hi,
Try this:
declare @code as varchar(15)
set @code = ( select max(ta.cardcode) from OINV ta where ta.cardcode = [%0])
Select [a] as Cardcode, [B] as Cardname, [c] as Item#, [D] as Descr,[1] as Jan,[2] as Feb,[3]as Mar,[4] as April,[5] as May,[6] as June,[7] as July ,[8] as Aug,[9] as Sept,[10] as Oct ,[11]as Nov,[12] as Dec
from(
SELECT T0.[CardCode] as A , T0.[CardName] as B, T1.[ItemCode] as C, T1.[Dscription] as D, sum(T1.[Quantity]) as t,month(T0.[DocDate]) as month FROM OINV T0 INNER JOIN INV1 T1 ON T0.DocEntry = T1.DocEntry WHERE year( T0.[DocDate]) = 2014 and t0.cardcode = @code GROUP BY T0.[CardCode], T0.[CardName], T1.[ItemCode], T1.[Dscription],T0.[DocDate] ) S
pivot
(sum(t) for month IN ([1],[2],[3],[4],[5],[6],[7],[8],[9],[10],[11],[12])) P
Thanks & Regards,
Nagarajan

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:
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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
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Block return sales orders or credit notes?

Hi,
Could someone please explain how I block return sales orders or credit notes?
Also is there a way of searching which sales order documet types have been used for credit notes?
Thanks

Hi Friend,
The billing block is comming from the tx. VOV8 -> choose the Order type -> billing
block -> you could set billing block here.
In Shipping column, there is also a field Delivery block where you could set delivery
block for the order type.
Or you could also set delivery block and billing block manually when you create the order.
You could check order type which is used as return or credit memo request by following way:
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H Returns
K Credit memo request
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Sales employee related data not flowing in standard report MCTI and VF05

Dear All
I have created a partner function sales employee by coping VE.All assignments in partner determination done.After maintaining sales employee in customer master it is flowing to sales order.After processing invoice when i check the standard report MCTI and in VF05 under partner function tab,.the data is not flowing.I checked in the OVRP setting are there.
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Check this sample code of creating the billing document using the bapi BAPI_BILLINGDOC_CREATEMULTIPLE.
DATA: t_success TYPE STANDARD TABLE OF bapivbrksuccess WITH HEADER LINE.
DATA: t_billing TYPE STANDARD TABLE OF bapivbrk WITH HEADER LINE.
DATA: t_return TYPE STANDARD TABLE OF bapireturn1 WITH HEADER LINE.
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t_billing-DOC_TYPE = vbak-auart.
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t_billing-ref_item = vbap-posnr.
t_billing-doc_number = vbak-vbeln.
t_billing-ITM_NUMBER = vbap-posnr.
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APPEND t_billing.
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TABLES
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Crystal Reports layout for AP/AR Invoice, Credit Note

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I am currently designing layouts for AP and AR procedures.
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I am using version 8.8 SP.00 PL.10
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Hi Friend
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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:
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Thanks!
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Hello Mike,
Please check the Sales Module > Sales reports > Sales Analysis > by Sales Employee tab.
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More than one Sales employee

Dear All,
i am sales employee functionality. i created partner function P1 by copying the standard function PE. i created two sales emplyees and assigned in customer master dat with partner function PE&P1.
i rasied the sales order& invoice , there i am getting the these partner functions.
but when i am going to MCTI (Sales analysis of sales employees ), i am getting only PE partner function revenues. i am not getting the P1 partner function report.
pealse help me out on above functionality.
Thanks in advance.
Regrds,
Shekar

Why use 2 different partner functions to identify two different sales employees? Why not just add both as partner type PE?
You may need to check that PE is not setr to "Unique" (limited to only 1) in IMG: Sales and Distribution > Basic Functions > Partner Determination > Set Up Partner Determination >>Set Up Partner Determination for Customer Master >>>Partner Functions
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Hi friends do the need ful regarding sales employee incustomer master

while creating customer master am getting partner has not been created.
please please give me the solution.
because. I want to include sales employee in customer master. How can i do that i used account group standard for the 0007 to create sales employee. With using xd01 i created sales employee like 9 number. When am going to assign in customer master xd01, it showing that sales employee has not been created.
so please do the need ful

Hi Friend,
Let me throw some light on this.
First and foremost thing is How does you create sales employee? If you wants to create sales employee, you must used tcode VPE1 but not XD01.
Ple follow the steps as given...........
First create a account group for sold to party having all partner function assign i.e. SP, SH, BP,PY & SE (sales employee)
Then create customer master data using same account group.
Create sales representative using t code VPE1. Assign this sales representative number to customer master data under partner functions as SE & save it.
Hope you would get solution.
<b><REMOVED BY MODERATOR></b>
Thanks
Shiv

Showing Monthly Sales Analysis for Sales Employees (including credit notes)

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