Tracking sales by employee responsible--No HR activated

Hi,
Can I make use of the material groups(5 in toatl in sales view1) to generate report for seeing the value/sale of any material instead of using product heirarchy ?
If I have created a 3 level heirarchy then how best I can use it to see in a report for any level.
Is there any standard report availble to track my sales/inventory needs based on product heirarchy ??
How can I track my Sales/open orders based on the employee resonsible for that material.i.e without having any HR module how can use the or create the staff of my company engaged in purchasing or for that matter selling also.
How can this be achieved or any better option ??
How can I maintain the employee names as partner functions ?Can any one please suggest the path ?
Thx in advance
Regards,
Manoj

Hi ,
Thx for the reply but can you please suggest as how to maintain entry for the employee as partner function.
In sales order I can see the partner function(created by me) but how can I assign the employee name there ?
Is there any step by step documentation available ?/
Regards,
Manoj

Similar Messages

Automatic determination for Sales personnel / Employee responsible in sales

Hi Gurus,
Help me out in automatic determination for Sales personnel / Employee responsible in sales order. I have tried in Partner determination, it is not working.
Regards,
sushil

There can be few options:
Option 1: In the customer master partner determination, add the Sales Person and Employee responsible partner functions and mark them as mandatory. In the Sales Order Header Partner Determination, add the same and mark them Mandatory. Then during order processing, the relevant Sales Person and Employee responsible will flow in the order header partners
Option 2: Mainatin a Z table based on Sales Area / any other specific parameter / Sales Person & employee responsible. You can improvise the table parameters as per your business needs and requirements.Then in the order user exit MV45AFZB in form_userexit_move_field_to_VBAK you can read this z table and get the sales person and employee responsible. May be you can add these two fields in Order Header- Additioanl Data B tab and populate them thru this program.
Hope this helps
Regards
Sai

Difference betwen "Sale Representative" & "Employee Responsible"

Hi,
What is the difference between "sales representative" partner function 00000012 & "employee responsible" partner function 00000014 ?
How is this used in a business context? does it not tend to behave as duplicate if we have just one sales team member (or employee) who is handling a customer?
Any thoughts are welcome.
Thanks
Kumar
PS: points will be awarded for helpful answers.

Sales Representative: A person who is representing & responsible specifically for sales activity like your Sales Executive.
Employee Responsible: A Person who can be responsible for any activity like transaction processing, service representative etc., it can also be a sales representative.
In a business context like "Regional Manager", generally responsible for all activities for a region like sales, service, in this scenario he will be used as Employee responsible in transactions.
Hope this will help you.
Himanshu

Employee responsible determination

We have a partner determination procedure for sales orders. Within this procedure, the partner function "employee responsible" is determined with the access sequence "CH08: Organizational data: Employee of Responsible Organizational Unit". This is working properly when creating a sales order in CRM, but it isn't working when creating a sales order in R/3 and transferring it to CRM (even though the responsible organizational unit is determined correctly). Do you know how to determine the employee responsible in CRM sales order when creating an R/3 sales order?

Hi Nattero
Could please tell us what logic u have used for determinig
Organization model.We have created an
organization.Organization determination has to be
happened based on the Transaction type.Which is
happening,that not a problem.
We have assigned Employee Responsible for deferent
organization.Now when we run transaction "Business
Activity" we are able to get org determination
automatically.But "employee responsible" is not
reflecting.We have configure Partner determination
processing(pdp).Select source as organization model in
partner determination.
Actually what we need is determination of "employee
responsible" in transaction activity based on
organization.
Thanks in advance
U r response will be rewarded with points
Regards
imran

Difference between Sales employee and Employee responsible

Hi,
Can somebody explain the difference between sales employee and employee responsible
Thanks in advance
Reddy

hello, friend.
both sales employee and employee responsible have employee numbers and fall under partner type "PE".
an Employee Responsible is a more general term and could refer to someone who is supposed to maintain documents, who may be dedicated to service a customer or a set of customers, a credit employee or a quasi-manager. he can even be a sales employee.
a sales employee or sales personnel is more specific. usually this refers to the salesman who has a defined set of customer accounts. the sales employee is also specifically tracked in Sales Info System (e.g. t-code MCTI). this position carries the SAP standard code/partner function of "VE" (in German).
hope this helped you.
regards.

User as Employee Responsible in a Sales Document

<b>Hi,
User has been created as an employee in HR with a personnel number.
Partner determination has Employee Responsible as a Mandatory function in Customer Master and Sales Document.
How to link the User who creates a Customer/Sales Document to the Employee Responsible?</b>

what is the need of linking the guy who is going to enter the sales order and the employee who is responsible for sales(in partner function).
If your requirement is that the same guy creates the order, then you need to create the roles and a security profile accordingly.
Thanks

Can BC tie into a POS System (Micros or Aloha) to track sales, employee performance etc.

Just wondering if anyone else has been asked this question or knows the answer.
"Can BC tie into a POS System (Micros or Aloha) to track sales, employee performance etc."

While you're waiting on an answer from the community I'd like to share the link with you that will give you an idea of what's possible to integrate. This is the list of all BC web services - https://worldsecuresystems.com/catalystwebservice/catalystcrmwebservice.asmx
Anything you are able to obtain through those services can be integrated. I don't see how employee performance can be integrated.
Cheers,
Mario

Email for Partner (Employee Responsible) in Sales order

Hello All,
My requirement is to show the email address of the Partner specially the Employee Responsible Partner while creating/viewing/changing the Sales order via VA01/02/03.
Please not that the ER partner is getting populated automatically when we select the Sold to party while creating the sales order.

Hello Anup,
As i understand, you want to add a new column e-mail in the partners tab in the Sales order.
Is my understanding correct? If yes you can achieve it through the exits, also refer to below links for same.
Populating custom field in Sales Order line ite... | SCN
https://scn.sap.com/thread/3334194
https://scn.sap.com/thread/31638
Regards,
Thanga

Sales Org determination based on Employee responsible for Opportunity

Hi,
How can i do the sales org determination based on the Employee reponsible for opportunity. Currently it is happend on employee responsible but when i change the employee responsible the organization data is not getting changed.
Please help me in this regard.
Thanks
Naveen

Hi,
The sysytem wont accept ur procedure,
The system determines the process as
When u enter a prospect, the syetem determines the organisation based on attributes ,which in turn pick up the employee responsible from that particular organisation.
Hope ur solution is solved if so reward me.

Sales employee responsible at contact BP record

Hello All,
I have below requirement.
1. Add Employee responsible field on contact OV page for create contact record. the employee responsible is similar to Account record
2. while creating contact for an account, prompt the users to select a sales employee based on the Employee responsible(sales Employee) of an account. if there is only one sales employee for account then assign it to contact by default.
could any one let me know how to do this, also please let me know where and how to call a pop for displaying sales emploee list for user.
Thanks in advance
Seema

Solved with custom development

Partner determination based on Employee Responsible for Sale Office

Hi,
In our Project We triggering work flow from lead to sales manager. The Sales Manager is assigned to sales office. We used access sequence CH08 to determine the sales manager in Partner determination but the work flow is triggered to Employee responsible for Sales Group.
The access determines the Employee responsible for org unit and sales group is selected as org unit in lead document. So the employee below the sales Group is selected in sales manager in Partner determination.
Can any one suggest how to select employee from Sales Office in Partner determination.
With regards
Selvam T

Hi,
I created my own role and modified a standard FM.

How to track changes incrmd_order when employee responsible group is change

Hi experts
crmd_order , nj supportrequest , when the employee responsible group is changed in need to trigger email to newly entered emp responsible group after saving. i need to know where this changes of service employee group is captured.
how to send emails to service emp group with logo. kindly help

Hi Surendra,
You can create an implementation of CRMD_ORDERADM_H badi and check if the is_orderadm_h and cs_orderadm_h values are same or different, and trigger the email logic depending upon the condition
Prerna

Lead Org determination from Employee responsible

Hi,
We are creating leads by executing campaigns. Now when leads are created, Sales org is determined from user who has logged into the system, however I want to change this. Sales org in lead should be determined by employee responsible.
I am not sure which org determination rule should be used and if there is any other customization that has to be done along with this to resolve this issue.
Please help.
Thanks,
Bhushan

Is there a standard rule for this...with some of my research i feel like this can be achieved with Org determination rule 10000194 and Partner Function ORG = Person Responsible.
I would like to know other impacts if I change my current Partner Function ORG from Activity Partner to Person Responsible. Will it affect Partner Determination Procedure??
Regards,
BJ

Responsible Organisation determination by Employee Responsible

Hi Experts,
In our scenario the sales representative is assigned via the relationship to the business partner. When creating an activity or opportunity the responsible organizational unit should be determined from the partner function employee responsible in the transaction (which get determined from the BP relationship). Does anyone know how to achieve this.
There is a rule available to the determine organizational unit from the user logged in but no specific rule for scenario described above. The challenge thus is to modify the input of the container for this new rule so it gets populated with the BP of the employee responsible instead with the BP of the user .
Detailed:
Master Data
Customer Y has Sales Manager Y
Transaction
Customer Y
Employee Responsible: Y
=> Determine responsible organizational unit from employee responsible Y.
Best Regards,
Erik

Hi Oliver,
Also for Organisation determination some steps are required.
1. Creat organisation model with division and distribution channel, sales org and sales office
2. In BP (org) for sold to party or Sales prospect enter the required data in sales area data tab. with division and distribution channel.
3. Go to SPRO >IMG>CRM>Master data>Organisation>org determination>define rule
ther u have to specify the structure of org model. And most important is Attribute set it as per your requirment.(e.g.partner no)
4. Go to SPRO >IMG>CRM>Master data>Organisation>org determination>define responsibilty
5.creat org data profile e.g. ( z_orgpro_oppt)
6. Add this profile in transaction type.in Go to SPRO >IMG>CRM>Transaction>Basic settinf Define transaction type
7. Add the Partner determination profile having Emp responsible with unique Access sequence ( it would be " data from org" )
8.In Easy Access open the same transaction (e.g. opportunity)
9. putt BP No in sold to party
As u enter the BP No in which u have enter the sales area data it will generate the Pop Up regarding Orgnisation , select one whatever is required
again it will display another PopUp i.e combination of Sales org + division+distribution channel.
select one
Now It will generate PopUp of Emp responsibble select one who is actually responsible.
Result:--
It will automatically populate the data in basic data tab and in organisation tab.
<b>Reward points if it helps!!</b>
Best regards,
Vikash.

Employee responsible is not determined in partner determination- Transaction

Hi Experts,
Partner determaination in Activity. Eg : Sold to party :1001051, Employee id : 80007 and sales employee id: 80005.
under BP Sold 1001051 has relationship employee responsible 80007 relationship is maintained.
In the org model under the Sales org postion sales employee : 80005 is assigned.
we have created a partner determination procedure with partner functions 10 as Sales employee with category employee and relationship category as Bur011 as employee responsible and partner funciton 20 as employee with the same category and relationship category.
In the PDP we hace created acccess sequnece with 10 CRM_partner_org data with the rule configured to get the sales employee.
Access sequence 20 as CRM_Partner_business partner relationship to get the employee relationship from BP.
When we create the activity the partner determination is happening and under the partners tab we find the
sales employee = 80007
Employee = 80007
Now in the partner determination access sequnce 10 is not working, system is filling up the value of employee 80007 in the sales employee feild.
we have checked the rule and simulated the rule, we are getting the correct result of the postion and the agent -user assignment as 80005. but when we create a activity it is skipping access sequence 10 and by default fills up the value from the BP relationship Employee responsible 80007(employee) to the sales employee partner function.
If we are having 2 persons as employee in BP, the partners are filled twice. for example : Sold to party :1001051, Employee id : 80007, 80006 and sales employee id: 80005.
in Partner assignment block we are getting output as, it is not takind sales employee id 80005.
sales employee = 80006
sales employee = 80007
Employee = 80006
Employee = 80007
Please help me with a clue how to fix this issue.
Regards,
Karthik

Hi Karthik,
You can proceed with debugging the access sequences. The access sequences are hit via BADI : COM_PARTNER_DETERM and the implementation to chose is with the filter = source name.
Eg: CRM_PARTNER_DETERM_C for relationship based access.
/Hasan

Tracking sales by employee responsible--No HR activated

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