Unlock Sales Opportunities Levels

It would be useful if one could unlock the closed rows in the Level tab of the Sales Opportunities module.
In some of my clients I added a column in the Levels tab that will indicate if an invoice has been paid or not, and to update this information, the client has to delete some rows only to add them again...
You could add a flag in the Administration Configuration Sales Opportunities form to allow or deny modifications in the rows of the Levels tab.
Thank you for your attention,
Vítor Vieira

Hi Vitor,
you can try it with the
SalesOpportunities Object
iam not sure if it is possible but you can try to change
SalesOpportunities.Lines.Status
don't be angry if it is read-only because then there's no way to change the row status.
regards
David

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Importing Sales Opportunities with DTW

Hello,
I am trying to import the sales opportunities with the DTW, but I keep on getting the following error
potential amount is missing [OPR1.MaxSumLoc][Line: 1][Application defined or Object- definederroroSalesOpportunities]
I am using SAP 2007A patch level 47.
I have the following one line that I have been testing with, after my previous inputs failed. Please assist.
RecordKey 1
CardCode L1004
ContactPerson 2
Dataownershipfield 14
SalesPerson 4
Date 20090419
Status sos_Open
TotalAmountLocal 100.00
Edited by: Martin Kamau on Apr 19, 2009 6:57 PM

Dear Martin Kamau,
By SDK help, the Source table of SalesOpportunities Object is OOPR, and SalesOpportunitiesLines is OPR1.
In B1 application Sales Opportunity form, you could check which field need to set for OOPR and OPR1, you could refer to SDK help file also.
Best Regards
Jane Jing
SAP Business One Forums team

Credit check at sales order level?

Dear experts
I want to set credit check at sale order level with following conditions
consider open deliveries for credit exposure
consider billing documents for creadit exposure
do not consider any open orders
Also if oldest items are open for more than 7days then block the sale order creation
e.g suppose customer is having credit limit Rs.100000/- and open deliveries against this customer is having the value Rs.50000/- i.e. credit exposure is Rs.50000/-. In this case system should block the new sale order created of value more than Rs.50000/-
plz suggest the configuration steps
regards
kailash

dear friend
For i am already having the same setting but still my scenario is not working. i will explain my scenario again
suppose customer is having credit limit Rs.100000/- and open deliveries against this customer is having the value Rs.50000/- i.e. credit exposure is Rs.50000/-.
In this case system should block the new sale order created of value more than Rs.50000/-
But with the said settings purpose is not getting solved.
my settings are;
In OVA8 ;
Update: 000015
Static check: TICK
Status: TICK
open deliveries: TICK
Plz suggest
kailash

SD Stock checkint at Sale order level

Dear Gurus
I would like to know that, instead of delivery stage i would like to give control at the time of material entry in sale order level. Whenever user enters a material code system should not allow unless stock is there.
regards
Prasad

Hi there,
Are you asking that in order entry if a material is not available, then the system should not allow to even enter the material?
May I know the reason for that?
Through customizing it is possible. But consider this scenario which you will surely come across in that case. Consider that you will code in such a way that material will have a block if stock is not available. Consider that on 13th Oct you will carry out stock inventory in your plant & find that 100 quantity is available. So you will remove the material block & allow order entry for that material. Consider that you have an order with quantity 150 logged in. Since there is no block on the material, user will be allowed to enter the material. Customer requires 150 but you have just 100. That means there is no sufficient stock available to fulfill your order. This will contradict your requirement. Right?
Unless the material is entered, system will not be able to carry availability check. Coz only then you will come to know what quantity the customer requires. Only then you will be able to confirm when the item will be available.
So what I feel is that your requirement may be feasible through customized user exists but it will surely have issues like above.
Regards,
Sivanand

Sales Opportunities and Follow Up Activities

Hi Experts.
We have a customer who uses Sales Opportunities and Activities extensively.
What they are finding is that when they create a follow up Activity from an Activity linked to a Sales Opportunity, the fields Source Object Type and Source Object No. are not always populated with Sales Opportunity and the Sales Opportunity number. This data is showing on the original Activity.
Also, when you access Related Activities from the Sales Opportunity, the follow up Activity is not always show.
I would like to be able to send you some screen dumps of this.
Any suggestions?
Thanks for you time.
Julie Coppins

What is your B1 version and PL? It is probably a bug due to less demand to this function. Log a message to support team anyway to get their official answer.
Thanks,
Gordon

Credit check not reflecting in sales order level

Hi,Experts,
I have configured a dynamic credit check,but even if the credit limit for the customer is crossed,still it is not reflecting in the sales document level,and allows me to create the sales order.please guide me as where should I check the error in the system,
Thanks in advance,
A.Chakraborty

yes it is active for order type,and active for item category,as well as the dynamic credit check setting that is the combination of
risk categoryccaccgrp(for sales order) ,is also done,still when the sales order is created,and even though the credit limit has crossed it is not throwing any message ,which is supposed to appear in the sales order,when we are going to save...
please revert bach to me,to guide me about any further areas i need to explore within the particular area so far as the setting is concerned.
Many thanks,
Anshuman

Cash discount calculation at invoice level not at sales order level

Dear Friends
while i am executing the sales cycle creten Cash discount conditions are calculating in the Invoice directly not in sales order.
can you please let us know your views oin what basis iot calculating directly in the invoice, since payment terms is there in both sales order and invoice level. but discount is only appearing at invoice level, not in the sale order level..
where these setting incurred in this process. i have verifies all the routies, there is no such kind of logic to calculate in a particular palce.
treat this one as high priority and let me know.
Thanks
Raju.

Hi
while i am executing the sales cycle creten Cash discount conditions are calculating in the Invoice directly not in sales order.
can you please let us know your views oin what basis iot calculating directly in the invoice, since payment terms is there in both sales order and invoice level. but discount is only appearing at invoice level, not in the sale order level..
Please check your Pricing Procedure, whetehr against your Cash Discount Condition Type, Requirement 24 or 23 is maintained? If it is maintained remove these requirements and save. Then try to run the transaction.
Regards,
Amitesh Anand

How configure the credit limit at sales order level

Hi
how can i configure the credit limit at sales order level..
ex: when i create sales order ... if exceeds the sales order value to credit limit value ...sysyem does not accept to save this sales order ...is it possible...pls help me in this issue
regards
sesidhar

Hiiiii
It is very much possible in SAP
first you have to create credit control area
then assign your company code to your credit control area
then create your customer and assign credit control area in billing tab (for that u have to activate credit control area for your transaction by OB20)
Then go to t-code VOA8
assing credit check to your sales document type
create credit control area automatic with your credit control area.
Regards
Shambhu Sarkar

At sales order level

Hi,
In sales order level i am opening MWST condition i am getting "CondRoundDiff ". 0,01-, where it is getting this value and how to remove this one , and what is the solution for this please help me any one..
Thanks,
KK
Edited by: Anand2mnp on Apr 26, 2011 6:57 PM

This is likely due to the MWST being a group condition - meaning that SD recalculates the condition on the basis of the sum of the items in the group. This is quite normal for tax conditions -as customers expect tax to be calculated in the total.
You can remove the group setting - however, you may get customer complaints when the tax amounts on the item add up to more than the tax calculated on the total.

Route not determing automatically at sales order level for some sales order

Dear All ,
Route not determing automatically at sales order level for some sales orders.We are using automatic route determination without wt group,eventhough we have configured the required settings
I have checked all the forums but didn't find any solution for the same.
Looking for your inputs .
Thanks inadvance
Regards
Venkat

Hi
1. Copare the Routes which are Automatically determined and which are not automatically determined
2. Have you mainted this route to be RELEVANT FOR TRANSPORTATION without this check route will not get picked up.
SPRO > Logistic General > Shipping > Basic Shipping Function > Routes > Define Routes > Define Routes and stages > Select the Route and check for it's settings > CHECK MARK Relevant for Transport. Without this check the route will not get picked up as of my understanding.
Thanks
RB

Free Good Qty as non modifiable field in the Sales Order Level

Dear Friends,
I have successfully done the config change for the Free Goods, But now i want make the free good line item qty as a non modifiable field in the Sales Order Level.
How can i do this.. Please advice.
Thank U,
Uwanthi

Hi
This is a standard behaviour in the system
kindly use the below program and user exitexit
MV45AFZZ and use "Userexit_filed_modification"
Regfards
Damu

How to restrict header text changes in sales order level

Dear Experts,
how to restrict header text changes in sales order level change mode
thanks

Hello Chandu,
how to restrict header text changes in sales order level change mode
In order to restrict changes to Sales Order Header Text, the appropriate User Exit would be USEREXIT_MOVE_FIELD_TO_TVCOM_H. With the help of ABAPer, you can include the simple logic on the basis of Header Text type such that whenever any changes are incurred on the Sales Order header text, updates would be prevented.
Please try out this approach and let us know your latest observation on this issue.
Regards,
Sarthak

Restrict the creation of customer master records at sales area level

I know that you can supress fields at the company code and sales area level in customer master, but, is there a way in configuration to restrict the creation of a customer master record at the company code and sales area levels? Only the general data level is needed for this customer account group.
Any help would be greatly appreciated!!

Hi
Create the Customer Master without entering the Company Code and sales Area. The system will allow and ask you to fill only the General Data.
The other way is that Create a Account Group and suppress its all Fields of Accounting View and Sales Area View, so that for that account group you will have to maitain only the General view.
Regards
Amitesh Anand

Availability check at sales Order level

I am working in retail project and we have Cash sales, Rush order, Standard order scenario. All articles are created as Trading articles HAWA.
When we create a sales order with cash sales document type, Rush order the availability check happens at sales order level itself but if I use the OR document type the availability check happens at delivery document level not at sales order level
I want the availability check to be happening at sales order level so I have marked the availability in VOV6 for schedule category CP and CV.
I donu2019t have the stock for the material X and we have not created any purchase order for X material but system is giving the confirmed delivery date with OR document type. So I have marked the check without RTL in OVZ9. After this system shows the confirm delivery qty is 0.
I think if the availability check happens without replenishment lead time then only I can get the output as per my requirement
Can anyone guide me is it the right way to address this scenario

Hello,
Cash sales --> The detail configuration that has to be made for Cash sales are as follows:
1. Create a new order type ZBV by Copying the BV Standard Order and in the functionality of ZBV activate immediate delivery.
2. Create a new category ZBVN by copying item category BVN and check whether credit active unchecked or not in ZBVN.
3. Make all the neccessay setting for the item category determination for cash sale for which u configured.
After the delivery document is created in the background, billing document is generated wrt Order.
Rush order -
>
1. Create a new order type ZRO by Copying the RO Standard Order and in the functionality of ZBV activate immediate delivery.
2. Create a new category ZTAN by copying item category TAN and check whether credit active unchecked or not in ZTAN.
3. Make all the neccessay setting for the item category determination for Rush order which u configured.
Please remember here the goods has to be picked and then PGI has to be posted. Then only you can bill the Order.
And for standard order process, please refer the below link:
[Standard order scenario|http://help.sap.com/bp_blv1600/V5600/BBLibrary/Documentation/148_BB_ConfigGuide_EN_IN.doc]
Regards,
Sarthak

PAcking proposal at sales order level

Hi friends,
I have a client requirement where packing should be done at sales order level.
Anyone let me know the config steps to do it.
Thanks
Ivy

Hi,
For enabling the packing at sales order level, you need to first setup the basic packing configurations which are similar for packing at delivery level.
For automatic packing proposal, you need to have Packing instructions maintained through Txn -> POP1.
Then you need to maintain the master data for the determination of Packing instructions Txn -> POF1.
Once these settings are maintained, while creating sales order Goto -> Extras -> Packing Proposal.
System will give the default packing proposal based on packing instruction determined, which can be further used for automatic packing through Automatic packing button at header.
I hope this information will help you.
Reward points if it helps.
Regards,
Harsh

Unlock Sales Opportunities Levels

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