Update sales employee to profitability analysis automaticaly

Dear All
I have problem like this:
an order was entered but had the wrong Sales Employee before billing. We made the change in the order header but it is not updated to profitability analysis segment of every item. How can I make this update automatically?
Regards

Hi
You could try using re-alignments with that Sales order. It will only correct it at PA segment level (ce4XXXX table) and not line item level (ce1xxxx table. It will then reflect correctly in the reports.
Hope this helps
Kind regards
Dawn

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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

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

Update Sales Employee on AR/Invoice

hello, is there a way of updating the sales employee on the sales invoice using DTW?
Thanks in advance, Janice

I found the DTW template that worked for the update of the sales employee on the AR Invoice, thank you

Sales unit in Profitability analysis

Hi All
I have a sales quantity value field in my operating concern. But I am ambiguous about "sales unit" (Each/ KG). Is that a charecteristic?. And does it come standard or Do I have to create one?...Please throw some light on how this sales unit (each/ KG) works?.
Also How do we plan sales quanity, does SAP always takes base unit of measure as sales unit when you are planning
Thanks in advance

The qty is a "special" characteristic, that is tied up with the value field for qty. Each quantity VF will have its own qty unit.
You don't need to do anything, it happens automagically.
And SAP will use the unit that you enter when you plan. As long as there is a conversion to BUoM.

Sales Reprsentative not updating in Profitability Analysis document !

Hi All,
Sale Representative is not updating in accounting in Profitability analysis
Sales Rep is flowing from customer master -> sale order -> Delivery - > Billing but not updating in profitability analysis...its is getting updated everywhere but not in PA.
Can any body guide me on this...its urgent
Thanks & Rgds
Naveen

ok ! so.... reward !
ps: you have to extend the structure PAPARTNER (serch for this term in OSS)

Sales employee wise report

Hi,
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.
Girish

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?
In VPE3, are you able to find the sales ppl list under Personnel no. (with restriction to the relevant sales area)?
Thanks for your feedback
BR,
Zuzana

How to update sales order number (KAUFN) characteristic in the profitability segment of the PA document created at the time of service entry sheet confirmation, as a result of shipment cost document

Hi,
We have a scenario wherein we create shipment cost documents against delivery. As a result of shipments fully transferred, a PO for freight vendor is automatically created and a service entry sheet confirmation happens. As a result of service entry sheet confirmation, we have Financial accounting, Controlling and profitability analysis documents created. We have a requirement wherein we need to have the characteristic “sales order number (KAUFN)” populated in the profitability analysis document created as a result of service entry sheet confirmation.
Could someone please advice how could this be attained in COPA. Thanks for your help in advance.
Regards,
Sandeep

Hi Ajay,
Thank you for the quick update.
The document is updated to COPA through OKB9 settings. The profitability segment is updated with fields like customer, product, company code, plant, sales area data, profit center, etc; however the sales order number is missing.
Could you please elaborate further how could FI substitution be implemented to call for the FM COPA_PROFITABILITY_SEGMENT through user exit? Are you recommending the substitution through GGB1? What could be the possible validation to call for the user exit to be implemented?
Regards,
Sandeep Kulkarni

Sales employee not update in COPA

Dear All
Can anyone tell me how to make order update for changes made to Sales Orders after the fact.
For Example:
An order was entered but had the wrong Sales Group and Sales Employee. We made the change in the order header but it does not profitability segment of every item. How can I make this update?
Best Regards
Adit

Hello,
One option is in VA05, Edit header tab, mass chnages, you can check the options there,
individual chnages in each line item else you may write a LSMW or a BDc for the chnages based on the documets affected
hope this helps
Thanks
Akasha

Money overflow can not display on Sales Analysis by Sale employee

HI all!
I have a problem when run report Sales Analysis by Sale employee. The value of Total Sales or A/R invoice can not greater than one billion.
Could you help me?
Thanks!

Check this link with subject Money overflow error when updating a Purchase Order
Money overflow error when updating a Purchase Order

DRQ: down payments & sales analysis per sales employee

Our client sells projects which last from 2 to 8 weeks. A down payment invoice is issued before the start of the project and the remaining amount is invoiced upon completion. Sometimes due to the fast pace of the project and the payment terms, the down payment invoice payment has not been received before issuing the final invoice. In SAP Business One this results in a problem as only paid down payment invoices can be drawn from the final invoice (this is by system definition). To make matters worse the only workaround seems to be (correct me if I am wrong) to amend this with manual journal entries. However, sales employee field cannot be activated in a manual journal entry. Hence, the sales analysis report per sales employee does not reflect true sales figures. Our suggestion is to develop the down payment functionality so that it can detect issued down payment invoices when putting the final invoice into the system, to make the whole process run smoothly.

Hi Ajo,
the comming version 8.8 includes the functionality which in the following scenario:
1) Create Sales Order
2) Create DP Invoice based on Sales Order from point 1
3) Record payment of the DP Invoice
4) Create Final Invoice based on Sales order from point 1
proposing ther DP Invoices created based on the Sales Order from point 1 for the Final Invoice (when the Final Invoice is created).
User can check and adjust (if necessary) the DP Invoices automatically linked to the Final Invoice.
Hopefully this would help in your customer business process.
Best Regards,
Martin Slavik
SAP Business One Solution Manager

Sales Analysis by Item Group (Monthly) - To include Sales Employee Name

Hi,
I have added Sales Employee Name in the Sales Analysis by Item Group (Monthly) report by A/R Invoices. I have added this under Repetitve Area Header0. However, the sales employee name showed in the preview is different than the criteria entered. It seems that the report only the first Sales Employee Name in the report.
Anyone have any idea? Thanks in advance
Regards,
MH

That is a good question. You have to find out any unique relationships between your Sales Employee and your sales analysis data if there is. Hope the help below can assist you:
Relate to
This option is relevant for special scenarios only and requires knowledge of SQL.
This field is used for retrieving data related to key records found in tables other than the table linked as default to the current print template.
A key record is a field used as a primary key in a certain table. This key record functions as the identifier of the record, and, therefore, it is required to retrieve any additional data related to it.
Following is an example:
e.g.If you need to print the name of a certain bank, which is not linked to the table used in the current print template, you must first create a Text field of Database source type using the required table and select a key record, such as Bank Code.
Then, you need to create an additional Text field of Database source type. Select the table again, select the required column (such as Bank Name), and enter the unique ID of the field with the key record in the Relate to field.
There might be two or more key records in the same table. In such a case, these two key records are both required for retrieving the data.
Identical bank codes are used in many countries. If you need to print the name of a specific bank, you need to link it to a relevant country, in addition to its relevant bank code.
You are currently working on a print template for Incoming Payments. However, you need to retrieve data (such as the business partner's bank name) linked to the key record Bank Code from the Bill of Exchange for Payment table, rather than from the Incoming Payments table.
In the Relate to field, select the unique ID of the field containing the required key record. In this example, this is a Text field of Database source type containing Bill of Exchange for Payment in the Table field and BP Bank Country in the Column field. The drop-down list contains the unique IDs of all the fields that are situated in the same area as the current field.
This link makes the system retrieve the Bank Code linked to the BP Bank Country field found in the Bill of Exchange for Payment table.

Sales Employee analysis

Hello,
We do not have SAP HR module implemented, so I have created a new Account Group for Sales Employee and the Sales Employee partner function is linked to all my Sales Document type. I want to know, how will I be able to generate the Sales Employee Analysis (T.Code MCTI) in this case.
Regards
Ravi

Hi Ravi
First of all Welcome to SDN forum
First of all maintain data by doing the assignments in OVRO and OVRP
But make sure that you have maintained Customer statistics grp in CMR->sales area data ->sales tab
In the same way make sure that you have maintained Material statistics grp in MMR->sales orgn1 tab->material statistics grp
Now run the report MCTI then you will get the data
Regards
Srinath

Update A/R Invoice Sales Employee

Hi everybody, i hope you can help me, I'm trying to update the sales employee value using dtw, but even appears succes in log summary, the value doesn't change.
RecordKey     DocEntry     HandWritten     slpcode
RecordKey     DocEntry     HandWritten     slpcode
1     15704     tYES     25
thanks in advance for your help

Hello Alberto,
Which version and patch level are you using. Are you filling both the header and line template or just the header.
The Sales Employee information (ID) could be updated in both thre header and rows. For the rows to be updated you need to flll the template for the lines and the update the SlpCode there.
Try this ......On Step 3 of DTW ......click on the Target data tab...and check the box Add all Item into Schema......... and then press NEXT to proceed.
Suda

SIS: sales employee analysis

for a sales employee and customer on 25.05.09 and 27.05.09 2 invoices posted respectively but first invoice value shown in MCTI for the above combinations but second invoice value not shown in the same. i had already checked all settings for update groups and assignments.
first inovice was cancelled once and again created on same date.
what could be the reason that it is not shown in MCTI. keys and chracteristics not altered in standard infostructure S006.
please help.

Hi Bhushan,
Can you check in the Billing Documents Tables VBRK and VBRP at Header and Item level if the Correct Update Group has been
entered in the database.
Also if above is OK then please check Simulation for these 2 billing documents and check what is the difference in the second documents Simulation when compared to First One.
Hope this Info Helps.
Madhukar.

Update sales employee to profitability analysis automaticaly

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