Task Allocation to sales Employee

Hi
My client wants to give daily sales target to sales employee and wants to check whether they have achieved or not, may be team leader would be change the task according to prority of the work, and on the basis of the productivity Apprisal would be done, and also wants to cerate career and succession planning and Devlopment plan
so any body tell me how to confi it any which moudel all this will be come.
plz help me
thanks and regards,
urvashi

This requirement can be met by the Talent Management set of solutions including Performance Management (Objective Setting and Appraisals), Succession and Career Management.
For the specific requirement of daily target settings, one appraisal template is to be created for daily use - and the VA score is to be used as inputs in annual appraisal templates.
Please be advised, however, that it is highly unrealistic and inefficient to have daily targets set -- the optimal periods for reviewing sales performances is usually monthly or weekly.

Similar Messages

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

Restriction per sales employee in outlook integration in SBO

Is there a way in outlook integration to restrict a sales employee (SBO User) to choose BPs/Calender or tasks asociated with him/her in SBO.

Yes there is one USER AUTHORIZATION but I'm now sure that it is working.
One one the sales employee for my customer is unable to save emails as activities in Outlook if the authorization is set to NO AUTHORIZATION, even if the customer in SAP is linked to him...
Can anyone help please ?
Thanks,
Luce

Sales Employee in Outlook Integration

I would like to check in Outlook Integration that the Sales Employee field is available for usage when synching Activites, meetings, etc.

Hi,
What I mean is that there is no special sales employee synch but it is included in the 4th area mentioned in my previous answer.
Based on OI ppt file :
Data synchronization between SAP Business One and Microsoft Outlook comprises the synchronizing of the following items.
MS Outlook Calendar appointments --> SAP Business One Activities (Meetings / Phone Calls).
MS Outlook Tasks --> SAP Business One Activity (Task).
MS Outlook Contacts --> SAP Business One Business Partner / Contact Person.
To define which of these are synchronized, you choose from specific criteria for each of these items.
These criteria (default settings) are grouped into the following categories:
General settings, for example, what kind of item (appointments, contacts, and/or tasks) will be synchronized.
Calendar-specific settings, for example, the date range of the appointments that will be synchronized.
Contact-specific settings, for example, only the contacts belonging to a specific business partner will be synchronized.
Task-specific settings, for example, only open tasks will be synchronized.
Scheduling settings, for example, you can schedule an automatic data synchronization every time you log on to SAP Business One
Conflict resolution settings, for example, when two different system copies exist for the same appointment (one in SAP Business One and one in Microsoft Outlook), you decide which system data is written to the other system.
There are two main settings for performing a synchronization, these are synchronize and quick synchronize.
The main difference between the two being when you choose quick synchronize data between SBO and Microsoft Outlook are synchronized without the user being prompted by the system to check the criteria for the synchronization. Whereas when you select synchronization the user is prompted to check the criteria of the synchronization. In the next demonstration we will set up and run the synchronization.
So, I guess the sales employee synch included in the 4th area I have mentioned.
Rgds,

Query help for sales employee sales

Hi....
How can we have a query for
Name of sales employee
Item group
Item name
Total selling amount
Total sales order
Total delivery
Total AR invoice
Please help
Thanks a lot

Hi,
What Total selling amount do you need? Invoice - Credit Memo?
How about the other Total, total count or total amount?
Thanks,
Gordon

Update sales employee for Portugal

This functionality is available for Spain and this request is for Portugal as this is not available for that localization.
Functionality requeted consisted on updating sales employee data for Portugal, so you can change the sales employee or buyer data for all the documents listed below at any time (including after the document is closed), at both document and row level.
Documents:
A/R Invoice & A/P Invoice
A/R Down Payment Request & A/P Down Payment Request
A/R Down Payment Invoice & A/P Down Payment Invoice
A/R Reserve Invoice & A/P Reserve Invoice
A/R Credit Memo & A/P Credit Memo
Delivery & Goods Receipt PO
Return & Goods Return
If the change is done at the document level, a message asking the user whether to apply the change on the rows should appear.

Hola Carmen,
That functionality is available since B1 2007A SP01 PL07. Please check SAP Note 1369615 for more information.
Please visited the LEGAL REQUIREMENTS AND IMPORTANT CORRECTIONS Channel Portal page regularly to check for important changes.
¿Vale?
Regards,
Vítor Vieira

How to put Sales employee (Splcode) Mandatory Field, when adding A/R invoice

Hi,
Kindly solve, How to put Sales employee (Splcode) Mandatory Field, when adding A/R invoice.
Regards,
Rajeev.

Follow this step..
1. In SQL Server, go to the SAP B1 Database you're using.
2. then on the Object Explorer , go to Database Folder, explode the SAP DB->Programmability->Stored Procedures->SBO_SP_TransactionNotification * the only Stored Procedure that is allowed to be edited. Just right click and modify
3. Try to paste this -> and click F5
If
@object_type ='13' and @transaction_type in ('A','U')
Begin
If EXISTS
select DocEntry from ONIV
Where DocEntry = @list_of_cols_val_tab_del
and SlpCode<>'-1'
Begin
set @error_message = 'Please select the Sales Employee'
set @error = 1
END
END
Regards
Kennedy

Error in saving sales employee

Hi Experts,
I am trying to save sales employees in sap business one through DI API. However, after calling the Add method, it gives me this error: "Data is not available; modify selection criteria and re-enter:.
What does this mean?
Thanks.
Melvin Balingit

Sorry Guys,
I have tested the following code, and working perfect. So no problem with the usersfields.
Dim oSP As SAPbobsCOM.SalesPersons = oCompany.GetBusinessObject(BoObjectTypes.oSalesPersons)
        oSP.SalesEmployeeName = "DEMO Sales Person2"
        oSP.UserFields.Fields.Item("U_TEST").Value = "TEST"
        If oSP.Add <> 0 Then
            sbo_application.MessageBox(oCompany.GetLastErrorDescription)
        End If
I have version 2007 SP 01 PL 09.
You may check what Vasu suggested....
regards
János

Creation of sales employee without HR...?

Dear Gurus,
I have confusion in creating a sales employee without HR..
I need your suggestions and inputs on this issue..
Note-I have thoroughly searched all the forums before posting it here .I am abit confused now going through all those ..
In some forum suggested to use V+23 to create sales employee with PE partner function with account group: 0007 and some forums people are saying use PA30 OR VEP1?
Can you guide me which transaaction code i should use for sales employee creation.
For your valuable inputs will be reward and will great help for me.
Regards
Venkat

Hello,
You can create Sales Exployee with T-Codes VPE1 or PA30 only if you have implemented HR Module.
To create Sales Employee without HR, refer this IMG Link (& the F1 help there):
IMG - Sales and Distribution - Master Data - Business Partners - Use Sales Employee Without HR
Also refer the blow link for detailed information:
Sales employee without HR
Hope this helps,
Thanks,
Jignesh Mehta

More than one "Sales Employee"(Partner Function Value) in sales order.

Hi Experts,
My customer requested add more than one "Sales Employee"
in Sales Item Line. As the standard SAP, I can add only one
"Sales Employee" value in one partner function. Any suggestions?
Thanks,
Prach

Hi Prach,
You can add one sales employee per line item. In one line item you cannot add morethan one sales employee however.
If you want to include morethan one sales employee to EVERY LINE ITEM, then
1. Create some PFs like Salesperson1, Salesperson2 etc, say upto 5.
2. Now assign this PF to the sales document header and item category,
3. For all the PFs, you can have the same account group.
4. Now you can create customer master for all these sales person.
5. Once this is done, you can link multiple sales persons for each line item.
Hope thsi helps you
Pls reward if thsi helps you

How to block sales employee without enter in sales order.

Dear Guru's,
I have created sales employee code 1234 and using same in sales order with using partner function due to the some reason now I donu2019t want to book sales for same employee code 1234. Can anyone help me how to block employee code.
Regads
dharma

hi
if i enter sales employee manually in sales order it should not allow me to enter and it should give message this employee in inactive status so that user will under stand accordingly.
this employee number we are entering in sales order manually it's not copying from customer.

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 Employees in Sales Order

Hi All,
I have created a customer in 3 different sales areas and assigned 3 different employees in each of the sales areas(Customer Master) . When I create a sales order with products from the three divisions I want the employee responsiblefor that particular division to appear in the partner tab at the item level. But I am getting the sales employee of the header division even at the item level. How to get the required employee at the item level.
Rgds,
Ravi Teja

Dear Ravi,
This is may because sold to party and ship to party is same customer in this situation you can assign only single sales emplyee in the customer master.
If you have different ship to parties to that sold to party you can assign different sales employees to that ship to parties master data ,based on that you can get the sales employee in the sales order according to ship to party you enter.
For emample:-
1. If you have sold to party X there is no different ship to parties(i.e ship to party also X),
You created sales employaee A then assign to customer master X (I.e ship to party also having Sales employee A)
When you create sales order the sales employee A only will come in to the sales order.
2.If you have customer X and the customer X having different ship to parties like 1,2 and 3
You created four sales employess A,B,C and D then assign to X,1,2, and 3 ship to parties master data.
-->Now when you create sales order with Slod to part X and ship to party X then sales emplyee will come as A.
-->when you create sales order with Slod to part X and ship to party1then sales emplyee will come as B.
-->when you create sales order with Slod to part X and ship to party 2 then sales emplyee will come as C.
-->when you create sales order with Slod to part X and ship to party 3 then sales emplyee will come as D.
I hope this will help you,
Regards,
Murali.

Changing of Sales Employee in Sales order

Dear Experts,
We wish to disable the changing of Sales employee in a sales order in VA02 mode. However, in VA01 we need to keep it open for editing.
We have also tried through the customising in partner determination procedure but could not achieve the desired scenario as it disables ALL changes to the partner, both in VA01 & VA02.
Moreover, we have tried through the Function module MV45AFZZ, as one of the messages in the forum suggested, for a similar case, but unfortunately could not call up the particular field in there for the sales employee. At best it responds to KUAGV-KUNNR, where as the sales employee is much below that.
The soonest help is pleaded for.
Thanks and Regards,
Tariq

Hi Smile,
Thanks for the prompt response, but we did try as sugested for the user exitbut unfortunately we are unable to call up the screen field : GVS_TC_DATA-REC-PARTNER for the purpose.
You would recall that the said field is identified by the partner function VE (Sales employee) and we intend to identify and attack THIS field for our purpose.
Any further pointers please?
Thanks once again.
Regards,
Tariq

Tracking of Stock & Cheque/Cash with respect to sales employees

Hi all,
I am in an implementation project with ECC5. It is a cigarette and tobacco manufacturing company. The business keeps track of stock movement and as well as cash and bank receipt from customer as per sales employees. That is for example they keep track of stock when the finished good is coming out from depot and the depot clerk hands over the material to sales employee to deliver to customer, in this stage the stock should be recorded against employee. After that when the sales employee delivers the material to customer then the finance entry will be for stock with sales employee credited.
When the sales employee receives the cheque from customer at that time the customer account will not be credited till the cheque is not cleared. The business will deposit the cheque to depot clerk , the depot clerk will deposit the cheque to bank and when the bank stmt will come at that time the customer account will be credited. In this cases also the business wants to keep track of cheque/cash what the sales employee has collected from customer.
I am giving here the details of transaction in the cases of stock movement and as well cheque receipt and finance entry.
     Sales transaction entries
     Terminology:
     ESR     Excise Location
     DEPOT     Depo
     SALES REP     Territory
1     Stock issue from ESR to DEPOTS
     1     Delivery Note at ESR
     2     GRN at DEPOT
2     Stock issue from DEPOT to SALES REP
     1     INT Delivery Note
3     SALES REP activities
     1     Cash or Cheque sales
     2     Daily sales record
     Entries in goods movement:
1     When stock issued from ESR to DEPOT
     FG Stock Depot     Dr
     FG Stock ESR     Cr
     ( Should be tracked Qty and Value)
2     When stock issued from DEPOT to SALES REP
     FG Stock Sales Rep     Dr
     FG Stock Depot     Cr
     ( Should be tracked Qty and Value)
3     When SALES REP is selling stock
     Cost of Goods sold      Dr          Customer account
Dr
     FG Stock Sales Rep     Cr          Sales Revenue     Cr
     ( Applicable taxes and SALES REP details should be tracked)
     CHEQUE ENTRIES
4     When SALES REP is cllected CHEQUE from customer
     SALES REP     Dr
     SALES REP Cheque Holding     Cr
5     When SALES REP is deposited CHEQUE to DEPOT
     DEPOT Cheque Holding     Dr
     SALES REP     Cr
6     When DEPOT is deposited into bank
     BANK      Dr
     DEPOT Cheque Holding     Cr
7     When Cheque realises
     SALES REP Cheque Holding     Dr
     Customer account     Cr
     Cash Entries
4     When SALES REP is cllected cash from customer
     SALES REP     Dr
     Customer     Cr
5     When SALES REP is deposited CASH to DEPOT
     DEPOT     Dr
     SALES REP     Cr
6     When DEPOT is used some cash for office expenses and balance
deposited
into bank
     DEPOT OFFICE CASH     Dr
     BANK      Dr
     DEPOT     Cr
     (Some expenses kept for office expenses and balance deposited into bank)
To track the stock with sales employees we have decided each sales employee will be considered as storage location and we will define business areas with the combination of plant and storage location and these business areas will be as against the sales employee and when posting the cheque and cash transaction the business areas will be accepted and we will generate the report against sales employees. The business requires the stock and cheque/cash reconciliation report as against the sales employees.
We want your input and suggestion in this scenario and will be waiting for your reply.
If you need any clarification please let me know.We are not implementing HR.
Thanks & Regards,
Mitra

Hi,
Good morning and greetings,
I dont think so that there is a standard report by which you can get the info...Better to do a bespoke development or use SQVI transaction to map the TABLE - TABLE joint option to get the requirement.
Please reward points if found useful
Thanking you
With kindest regards
Ramesh Padmanabhan

Task Allocation to sales Employee

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