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

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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.
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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.
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Hi,
I have moved your posting here because it belongs here.
You may check this first: Re: Top Customers report
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I need a report to see total sales by sales employee wise. We are using HR module and I am able to select sales employee in my sales order from the HR master. However when I run the report MCTI, I am not able to select the sales employee (no drop down available). I guess the issue is with sales employee data from sales order not getting updated in LIS. Can any one tell me the settings to update sales employee data in LIS.
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Hi Girish,
If you run MCTI without sales employee selection (use just sales org, distr. channel or whatever), what's the result? Do you see a bunch of zeros 00000000 under the sales employee column?
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/* SELECT FROM OINV T0 */
declare @AgingDate DateTime
/* WHERE */
SELECT @AgingDate = GetDate()
/* SELECT FROM OCRD T1 */
declare @CustomerFrom nvarchar(20)
/* WHERE */
set @CustomerFrom /* T1.CardCode */ = ''
/* SELECT FROM OCRD T2 */
declare @CustomerTo nvarchar(20)
/* WHERE */ set @CustomerTo /* T2.CardCode */ = ''
/* SELECT FROM OCRD T3 */
declare @OnHold nvarchar(20)
/* WHERE */ set @OnHold /* T3.FrozenFor */ = 'Y'
/* SELECT FROM OSLP T4 */
declare @SalesRep nvarchar(30)
/* WHERE */
set @SalesRep /* T4.SlpName */ = [%0]
IF @AgingDate = CONVERT(datetime, '', 112)
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select ocrd.CardCode [BP Code],
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from ocrd
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                            SUM(CASE WHEN T1.AgeDays BETWEEN 31 AND 60 THEN T1.Original+T1.Cleared ELSE 0 END) [60Days],
                            SUM(CASE WHEN T1.AgeDays > 60 THEN T1.Original+T1.Cleared ELSE 0 END) [90Days],
                            SUM(CASE WHEN T1.AgeDays > 30 THEN T1.Original+T1.Cleared ELSE 0 END) [Overdue]
                    FROM ocrd T0
                            LEFT OUTER JOIN (
                                        SELECT T1.CardCode, T0.TransId, T0.Line_ID,
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                                                DateDiff(d, T0.DueDate, @AgingDate) [AgeDays],
                                                T0.Debit-T0.Credit [Original],
                                                SUM(ISNULL(T2.ReconSum,0)* CASE T2.IsCredit WHEN N'C' THEN 1 ELSE -1 END) [Cleared],
                                                (T0.Debit-T0.Credit) + SUM(ISNULL(T2.ReconSum,0)* CASE T2.IsCredit WHEN N'C' THEN 1 ELSE -1 END) [Balance]
                                        FROM jdt1 T0
                                                inner join ocrd T1 on T1.CardCode = T0.ShortName
                                                left outer join itr1 T2 on T2.TransId = T0.TransId and T2.TransRowId = T0.Line_ID and T2.ReconNum = (select T3.ReconNum from oitr T3 where T3.ReconNum = T2.ReconNum and T3.Canceled = N'N' and T3.ReconType <> 7 and T3.ReconDate <= @AgingDate)
                                        WHERE T0.RefDate <= @AgingDate
and T1.CardType = 'C'
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                    GROUP BY T1.CardCode
               ) T8 on T8.CardCode = ocrd.CardCode
where ocrd.CardType = 'C'
            and (oslp.SlpName = @SalesRep OR @SalesRep = '')
            and (ocrd.CardCode >= @CustomerFrom OR @CustomerFrom = '')
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Sales Employee

Dear All,
What is 'Sales employee'? What is the concept behind that? And where we use it?
regards,
buddhika
Edited by: BUdayanga on Jul 6, 2011 8:19 AM

What is 'Sales employee'? What is the concept behind that? And where we use it?
Hi,
In the Enterprise structure while defining and assigning you have sales group. Sales Employee comes under the sales group which is assigned to Sales office. We also take the sales employee in partner determination as sales rep or sales employee.
A sales employee is one who is answerable for all the procured orders from the field which he collect he passed on to the office. For statistical purpose sales employee is mantained to know what is the sales he brought for the company and from the company prespective, how much company is owing to the sales employee for his commission or bonus when he achieve his target.
A sales employee is the vital link in real scenario, who communicate with the customer, understanding his needs, selling brands, upselling, cross selling informing them about free goods to create more sales for the profitability of the company and to achieve his target to earn commission.
A sales employee is exclusively appointed by the company to manage sales in the given geographical location and responsible for the some amount of customers whom he handles, starting from sales merchandising, product promotion, procuring orders after enquiry from the customer and by submitting quotation. He is also sometimes involved in making contracts with the customer to send the goods to his location. In the scenarios of consignment sales, he is also responsible for monitoring the sales activity by monitoring the rack stock (which is a traditional method) , although now changed with the emergence of SAP availability checks.
So in a nut shell sales employee although not very important to map in SAP SD module but depends upon the clients requirement , if they need we can map under sales group.
I hope to certain extent I could help you understand the role of a sales employee. If you have still any uncleared area where I have not thrown light, You can certainly take my advice.
Regards,
Sridhar.

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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.
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Hi all,
I have to update sales statisitc for older sales orders and older invoices because the field "Sales Group"(VKGRP) was valued with a bad value.
I'd like to update the standard table S002.
I found the standard transactions OLI7 for orders, and OLI9 for invoices but I didn't understand how execute them also reading the forum.
If this 2 transactions are OK as I suppose do I have to do something before execute them?
Any help please?
Gino

Almost there!
The final step after the update process is to copy the newly-generated data back to the active version. The normal process:
1) Initialize a new version to hold the rebuilt data.
2) Save the existing actual data (for safekeeping) (another version)
3) Read in archvied documents.
4) Read in "live" documents
5) Copy the version in step 1 to the active version.
Once you're happy with the new data, delete the old copy (from step 2) and the statistical setup copy (created in 1, generated in 3 &4).
I'm pretty sure that you have to rebuild the entire infostructure - I don't think a partial reorganization, like you're attempting, will work.
Is CO-PA active in your system? It has a process (realignments) to handle this scenario.

Sales Employee Issue

All,
Here is the issue i am having.
In a sales order i have 10 items.
I can see the Partner function "Sales Employee" for all items in sales order.
But in billing document 3 items do not have sales employee assigned and as a result its not coming up in COPA reports.
Sales Employee is assigned correctly in Customer master and its really strange how it shows up for some items in the same billing document but not coming for the rest.
Somehow i need to find why Sales Employee is not being copied to billing document for some items in a sales order.
Please help!
thank you

a. SPRO >> Sales and Distribution >> Basic functions >> Partner Determination >> Set up Partner determination.
b. Click on the node and double click on ' Set Up Partner Determination for Sales Document Item'.
c. Click on 'Partner Determination Procedure Assignment' to the left hand side... (Looks like a folder)
d. Now, click on Position and give your item category. You should see if N is assigned to all the item categories.
Now, what you have to ensure is, partner determination procedure N has sales employee in it. (which seems to be like)
Hope this helps...
Regards,
Mukund S

How to set the Description Name of Sales Employee in COPA

Dear Expert,
I maintained Characteristis Sales Employee at COPA but when I run this report, there is no description name of employee appear. It just appear the Number of Sales Employee.
I used table VBPA and field Name PARVW in Characteristic Derivation. In Sales Document I created Partner Functin VE Sales Employee.for characterristic and I ser VE Partner Function in SD Document.
In Data Structure KMVTNR Sales Employee there is no Validation Check Table.
Kindly help to solve this problem and thank you in advance for your help.
Cyrenia

You need to use Characteristic Derivations for this to work.
In transaction KEDR, maintain a "look-up" and provide your Reference table as VBPA and your target field will be the COPA Characteristic that you defined for the Partner Function Sales Employee.
Select the Characteristics that will allow you to determine the Sales Employee (Partner Function = "VE") and then map the KUNNR field to the COPA Value Field.
This will allow the flow of Sales Employee Values into COPA and hence the description as well.
Hope this helps.
Cheers.

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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
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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.
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Thanks,
Mike

Thanks Marcia!
If we have both the Set Commission By Sales Employee and Set Commission By Customer checked then is the default commission the commission by sales employee if we do not set a User Defined Commission?
We do not want to go through and set User Defined Commission for every BP -- just a handful. The rest we would like the detault to be the Sales Employee Commission.
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