Update sales rep name

Dear Experts,
we need to update the salesrep names, could you send me how and which T code do that?
Regards
Amir

Dear Amir,
Just check with my post in to thread:
[Sales Employee|Re: Sales Employee]
I hope, this would help you, some extent.
Best Regards,
Amit

Similar Messages

How to retrieve Sales rep name tagged to AR Invoice in a query.

Hi,
We need to display the sales person name which is tagged to the AR Invoice for our internal sales commission tracking.
The problem here is if we use OSLP table to get this information the data retrived is the Sales rep name as seen in the BP data.
In our scenario, even though a slaes rep is linked to a particular customer, sales person are given incentives based on the Products sold hence for certain brand the sales employee for that Invoice is allowed to change.
When we create a query to list invoices and payments against the invoice we are not able to display the sales rep name that is tagged to the Invoice.
Is there a way to display the sale persons name in a query using 'CASE' statement?
or is there wany other way out.
Please advise.
Regards

Hi Gordon,
Thanks for your reply!
The query is as: (Query for displaying the invoice and the payment received by cheque against the invoices )
SELECT T1.CardCode, T1.CardName, T0.DocDate as 'Posting Date', T0.DocNum as 'AR Invoice Number',T0.DocTotal as 'AR Invoice
Total', T0.DocTotalFC as 'AR Invoice Total FC', T1.DocDate as 'Payment Date', T2.DocNum as 'Incoming Payment Number ',
T2.DueDate as 'Check Due Date' , T2.CheckNum as 'Check Number', T2.CheckSum as 'Amount, (select SlpCode, 'Sales Rep Name'=
CASE
when
SlpCode = '8'THEN 'Amir Mehmood'
SlpCode = '7'THEN 'Anwarul Chowdhary'
SlpCode = '2'THEN 'Calvin Ching'
SlpCode = '5'THEN 'Calvin Ong'
SlpCode = '4'THEN 'Darren Ting'
SlpCode = '6'THEN 'Dev Puri'
SlpCode = '12'THEN 'Edison'
SlpCode = '3'THEN 'Janet Teo'
SlpCode = '13'THEN 'Kah Leong'
SlpCode = '-1'THEN 'No Sales Employee'
end)
FROM OINV T0 INNER JOIN ORCT T1 ON T0.ReceiptNum = T1.DocEntry INNER JOIN RCT1 T2 ON T1.DocNum = T2.DocNum where T0.DocDate
>=[%0] and T0.DocDate <=[%1]
PS: the CASE statement above needs correction.
Regards,

API for updating Sales REP

Hi
I need to update sales rep ID for Credit Transaction Lines.
Please can you let me know which API to use.
Thanks and regards
VJ

Use process order api to update the sales rep.

Oracle API for sale rep update

Hi ,
I want to update sales rep information by using the API -HZ_CUST_ACCOUNT_SITE_V2PUb.update_cust_site_use.
I have four fields which i want to update through the form..please help me in writing the syntax to achieve this.I want to write this syntax in when -pressed-button trigger.
Thanks
.

Please check the document "Oracle CRM Application Foundation API Reference Guide" on this link
http://download.oracle.com/docs/cd/A97501_01/html/crmdoc.html
The Oracle CRM Application Foundation 'API Reference Guide' Part No. A90092-03. Page 3-24. Package JTF_RS_SALESREPS_PUB
contains the following procedures:
- Create SalesRep
- Update SalesRep
If you find my (or anyone else's ) reply helpful or correct, please mark it so.+
Thanks
Naveed

XL Reporter- Report by Sales Rep show the same sales rep for all customers.

Hi,
When creating a report using XL reporter, Sales report by Item detail for all customers with selection by Sale rep ( expression) parameter, the report shows the name of the first selected sales rep name all through the report.
Please comment if there is any way to avoid this error.
Regards.

Thanks for the reply!
No, Since this is a sales by item detail report, we have already grouped it by Brand....
We do not want the report to be seen grouped by Sales rep, as that would group all transactions under different brands under one group.....
Regards

Sales rep commission

Hi
Hi i need to maintain sales rep field in sales order. To enter sales rep name or his employee id in sales order like we enter sold to party in sales what i need to be done, do i need to take ABAPER help or is there any standard functionality. But i know that i have creat Partner funtion for sales rep and maintain at sales header level.
other doubt is to assign commission for sales rep what are the setting need to be done. Pls tell in detail, i got ans as i need to maintain accruals condition, but i didnt understood, pls help me and send me in detail configuration and also lwt me knowwhere i need to take abaper help and FI consultant help.
Regards

Dear Gurus,
We are tyring to capture one scenario where there are 10 sales representative in a retail store,
When sales happen, depending upon which sales rep helps the customer, he would get some commission on the total sales value.
This we want to achieve it through the POS simultation (Tcode-WPUK),
How the sales representative is created ?( through PA30 or through the XD01 with account group Sales Representative)
Is this sales representative same as the one shown in picture??(Screenshot-WPUK)
Requesting your help, (Little urgent)
Thanks in Advance
Regards,
Sahil G

FM to read Sales Rep and contact person name

Is there a function module that gets the corresponding name for the following:
1. Sales Rep, obtained from VBPA-PERNR with PARVW = 'PE'.
2. Sales Contact person, obtained from VBPA-PARNR with PARVW = 'CP'.
If no function module exists, at least where to get the required text?
Thanks in advance.

Hi
Get the Name of the Contact person and the sales rep from the KNA1 or ADRC tables
first get the Partner Number from the VBPA table with the respective Partner function and fetch name from KNA1
or try/use the fun modules
<b>EBPP_GET_PARTNER_TEXT
ISU_GET_PARTNER_ADDRESS</b>
Reward points for useful Answers
Regards
Anji
Message was edited by:
Anji Reddy Vangala

HT5527 Why is it that when I bought my first generation iPad in October of 2010 the Apple sales rep at the Orange County California store suggested that I pay $99 for Mobile Me "coverage" and told me it was a "one time charge".

Why is it when I bought my first generation iPad in October 2010 the sales rep at the Orange County California South Coast Plaza store suggested that I buy Mobile Me service for $99 which he assured me was a one time charge and now, of course, Mobile Me has been discontinued and I've been "forced" to move to the Cloud and I'm being provided with another year of what Apple calls complimentary service with the clear indication that in a year I'm going to be asked to pay again for something I paid a one time charge for two years ago?

Mobile Me was the successor to .Mac (dot mac) which was "free" to all users but for a limited time. It included a free email address @mac.com and an amount of what we would now call "cloud" storage that went by the name of iDisk. iDisk worked great but with only dialup service for me it was barely useful.
So I didn't think much of dot-mac but lots of people thought it was worth paying for, so they did. Apple wanted to make it even more useful and integrate it with their portable devices which we all know as iPads and iPhones, and assembled a team to make it all work. This was to be called Mobile Me.
They failed miserably. Lots of people including me looked at the final product and said "huh?" Unfortunately for the Mobile Me engineers, one of those people was Steve Jobs. He first humiliated them quite publicly, then disbanded the team, including firing at least one senior manager who shall remain nameless.
This was the rocky beginning of what is now called iCloud, which is the "free" service I should have explained. iCloud includes an email address @me.com, and the 5 GB of "storage" which aggregates things like iWork documents, your email, calendars, Photostream, and iPhone backups.
You can buy more storage if you need more than 5 GB, but if you have more than that it's still free through September 2013.
What happens if you have more than 5 GB stored on iCloud and on September 2013 you don't pay? I'm not sure, but you have a year to think about it.

New FiOS Internet Customer Lied to By Sales Rep - EXTREMELY UNHAPPY

I had FIOS Internet installed in my new apt about a month ago. Before moving, I conducted my due diligence among the providers in my area. In order to sell me on the product, I had a couple chats with Sales Reps, which was documented on some type of call log. Anyways - on the last call I had, the Sales Rep convinced me to order FIOS Internet over the phone. She assured me that she would be able to match the price as reflected and promoted online. I wanted the 25/25 Internet service which was 49.99 for the first 12 months, and 69.99 for following 12 months. The Sales Rep then sent me the confirmation e-mail displaying the price. I immedaitely notified the Sales Rep that the discount offer was not reflected, but she assured me that it would show up on my bill. She even went so far as to get a manager on the line to confirm that. The reason the Sales Rep said it wasnt reflected was due to a glitch/outage they were experiencing. Allegedly - the outage would not allow the proper discounts and credits to appear on their screen, but again she assure me that this would not be the case when I received my bill. On that condition (receiving a proper bill with the appropriate quoted price) I approved of the deal.
A month later, I received a bill THAT DID NOT REFLECT WHAT WAS PROMISED. After waiting for Verizon to amend the bill, to no avail, I decided to call Customer Service. That was an absolute waste of my time - an hour and change to hear the same story (not to mention the first Customer Service Rep deliberately hanging up on me after about 30 min). That what the Sales Rep said was not true - Sales Rep's cant match the online prices. [As an aside - why on Earth can't Sales Rep's for Verizon match the price that Verizon offers? That is very weird to me. You all work for the same company.].
Why cant Verizon match what was offered/promoted - and what is currently being promoted at the moment on the web?
To support my claim with facts - why would I agree to a $74.99+ price quote (that of 'no annual contract') for a 24 mo contract - when the 24 mo. contract obviously has a discounted price. Furthermore, in my due diligence and research, why would I agree to take a higher price when the quote online for the same service is far lower? All this implies is that in fact the Sales Rep did assure me that she could "match" the price promoted - there is no logical reason for me to accept anything else.
I need this to be resolved or I will soon cancel this service and move over to TWC. What this really amounts to is misrepresentation by the Sales Rep, and an unreliable Customer Service.

Hi mesalaza,
Your issue has been escalated to a Verizon agent. Before the agent can begin assisting you, they will need to collect further information from you. Please go to your profile page for the forum and look at the top of the middle column where you will find an area titled "My Support Cases". You can reach your profile page by clicking on your name beside your post, or at the top left of this page underneath the title of the board.
Under "My Support Cases" you will find a link to the private board where you and the agent may exchange information. This should be checked on a frequent basis, as the agent may be waiting for information from you before they can proceed with any actions. To ensure you know when they have responded to you, at the top of your support case there is a drop down menu for support case options. Open that and choose "subscribe". Please keep all correspondence regarding your issue in the private support portal.

My bill is not what the sales rep promised me when I signed up!!!!!!

So my last post seems to be deleted... Lets start again. I signed up for service and it was installed on June 15th. When I signed up the sales rep told me I would get internet, cable, and phone for $119 per month and I could rent a modem for $10 per month. He explained to me the internet was fast and he told me about the new X1 service. There was no mention of any extra charges. The service order was left for me and the only charges that are listed are the $119 and the $10 for the modem. I was shocked when my bill came. The bill was $174.95!!! I am being charged for blast internet, X1 service and the extra box. I spoke to someone via chat and I was passed off to the internet sign up division even though I told them I didn't sign up via the internet. The person I spoke with gave me a reference number of 150622-000009 and said he would escalate my issue and someone would call me back within 72 hours. Well 2 weeks later still no phone call. I emailed the sales rep and he told me he would look into the issue about why my bill was so high. So I waited 6 days and I emailed him again. He promised me he would look into it again yesterday and I still have nothing from him. I can't believe I have to post here in front of lots of people to hopefully be heard althought I posted last night and today I cannot find my post????? If this is how Xfinity/comcast does customer service, Im not sure this is the service for me. I have been busy during your business hours and I can't seem to get any resolve. My bill was due yesterday and I haven't been able to resolve this issue. I also mentioned that our on demand doesn't work either. It is very spotty and the only place I can get it to work is on my IPad. I would much rather watch on the tv. This is the worst customer service I have had. I am a new customer and I think you would like to keep me happy. Can I please get some resolve?

VC0323,
I apologize for any inconvenience this may have caused you. I have sent you a private message to further assist you.
You can click on my name (Comcastcares) and click on "Private Message Me”.
At the top of each Forum page you will see a small envelope
This is the icon for Private Messages, referred to as ‘PM’s’. A Private Message is a way to communicate in private, to another User, Moderator, or Administrator out of public view in the Forums.
The gray envelope icon will have a number next to it if you have any new messages waiting.
To open a PM to read it, double click on the envelope. If you click on the white envelope a window will open with tabs for your Private Message Inbox, Sent Messages, Friends, Ignored Users, and Compose new Message. You can also access this area by clicking on the Username in a Thread or post. By default, Private Messages are enabled. You can disable this feature in My Settings>Preferences> Private Messenger.
http://forums.xfinity.com/t5/Billing/Price-increas/m-p/2542019

Siebel Sales Rep Visibility in BI Publisher, Bug???

Hi,
I have run into an issue with a bi publisher report in Siebel 8.1.1.0 and BI Publisher 10.1.3.4.0 where there is a Siebel View with a Visibliity Applet Type = Sales Rep. The data showing in the report on this view is not filtered according to "Sales Rep" I believe this is because of the View having visiblility set to "Sales Rep". Is there a way to set the visiblity type on the Integration Object/Component???

Hi Antonio,
Thanks for the reply. I have tried applying the ViewMode user property to my integration object by setting the Integration Object User Property name to "ViewMode" and setting the value to "Sales Rep" but the report then pulls back 0 records. If I inactivate the user prop it should default the ViewMode to "All", if I run the report with ViewMode = All I am seeing records which are not in the view and which belong to other Sales Reps. Has anyone successfully tried using the Integration Object User property ViewMode = Sales Rep? I have been unable to get it to work.
Thanks

Writing IIF Statements for Sales Reps Goals

I have a query that takes all of the Sales Reps Goals and divides them into daily goals based on Potential sales days. This works perfectly when a rep starts before the beginning of the year. The issue I have is when a rep starts mid-year. If a rep starts
in June the goal should be divided by the remaining sales days left in the year and not the full year. I want to write an IIF statement that says if the rep's hire date is greater than 1/1/2015 then calculate based on remaining sales days. The query that works
for old reps is below:
SELECT uSERS.lifeguard_id
, GOALS.ProductID
, GOALS.GoalAmount / (SELECT SUM(WC.[Total Potential Sales Days (excluding Sat)])
FROM MISC.WorkingCalendar WC
WHERE WC.Year = YEAR(GETDATE())
GROUP BY [YEAR]
) * WC.[Total Potential Sales Days (excluding Sat)] AS GOALS
, WC.Month
, WC.Year
, DATEADD(DD,-1, DATEADD(MM,1,cast( (cast(WC.Month as varchar) + ' 1 , ' + cast(WC.Year as varchar)) as date))) AS GoalDatea
,CASE WHEN WC.Month= 'Jan' THEN '201501'
WHEN WC.Month = 'Feb' THEN '201502'
WHEN WC.Month = 'Mar' THEN '201503'
WHEN WC.Month = 'Apr' THEN '201504'
WHEN WC.Month = 'May' THEN '201505'
WHEN WC.Month = 'Jun' THEN '201506'
WHEN WC.Month = 'Jul' THEN '201507'
WHEN WC.Month = 'Aug' THEN '201508'
WHEN WC.Month = 'Sep' THEN '201509'
WHEN WC.Month = 'Oct' THEN '201510'
WHEN WC.Month = 'Nov' THEN '201511'
WHEN WC.Month = 'Dec' THEN '201512'
END AS YearMonth
FROM (
SELECT [CRM Rep Name] as CRMREPNAME
, CASE GoalAmount.GoalType
WHEN 'Yearly Life' Then 'L'
WHEN 'Yearly DI' then 'DI'
WHEN 'Yearly CI' then 'CI'
WHEN 'Yearly AI' then 'AC'
end as ProductID
, GoalAmount.GoalAmount
, YEAR(GETDATE()) AS GoalYear
FROM BAMaster.SalesRep SalesRep
unpivot (
GoalAmount FOR GoalType in([Yearly Life],[Yearly DI], [Yearly CI], [Yearly AI])) AS GoalAmount
) GOALS
JOIN VISION.Users Users
ON GOALS.CRMREPNAME = Users.user_code
JOIN MISC.WorkingCalendar WC
ON WC.Year = goals.GoalYear
where lifeguard_id is not null
order by lifeguard_id

Sales Days
Year
Month
Weekdays
Saturdays
Holidays
Total Potential Sales Days (including Sat)
Total Potential Sales Days (excluding Sat)
2014 Running Total
2015
Jan
20
5
2
25
20
20
2015
Feb
19
4
1
23
19
39
2015
Mar
22
4
0
26
22
61
2015
Apr
22
4
0
26
22
83
2015
May
20
5
1
25
20
103
2015
Jun
22
4
0
26
22
125
2015
Jul
22
3
1
25
22
147
2015
Aug
21
5
0
26
21
168
2015
Sep
21
4
1
25
21
189
2015
Oct
21
5
1
26
21
210
2015
Nov
18
4
3
22
18
228
2015
Dec
20
3
3
23
20
248
Grand Total
248
50
13
298
248
These are the sales days. A rep's hire date could be any date in 2015.

Tailoring Report Data Per Sales Rep

Hi,
We have a database that holds information on quotes and sales.
I wish to create a report that will alert sales reps when their quotes are due to expire. So far I have done the following query:
SELECT a.QUOTATIONID AS [Quotation ID],
a.QUOTATIONNAME AS [Reference],
a.CREATEDDATE AS [Quotation Date],
a.QUOTATIONEXPIRYDATE AS [Valid Until],
a.SALESGROUP AS [Sales Manager],
b.EMPLID AS [Sales Rep Employee ID],
b.NAME AS [Sales Rep],
b.EMAIL AS [Email]
FROM SALESQUOTATIONTABLE a
INNER JOIN EMPLTABLE b ON a.SALESTAKER = b.EMPLID
WHERE a.QUOTATIONEXPIRYDATE BETWEEN DATEADD(DAY, 6, GETDATE()) AND DATEADD(DAY, 14, GETDATE())
This brings back all the data I need. I could now put it into a SSRS report which will run each Monday morning and email oout to all sales reps in XLS format. Id like to make it a little cleverer though. What I want to do is to run the report each Monday
morning, group the data by sales rep and email it out in XLS format to only the relevant sales reps and have it only contain data for that particular rep. Is this possible? If so how do I do this?
Cheers
Paul

Follow steps as below
1. use the above query to build a dataset
2. Use dataset within your SSRS report
3. Add a grouping and filter on sales rep in your report
4. set up a data driven subscription as explained here to render report automatically each Monday. Pass list of sales reps to report parameter through a dataset
http://beyondrelational.com/modules/2/blogs/101/posts/13460/ssrs-60-steps-to-implement-a-data-driven-subscription.aspx
Please Mark This As Answer if it helps to solve the issue Visakh ---------------------------- http://visakhm.blogspot.com/ https://www.facebook.com/VmBlogs

How to get Sales rep information for each customer

Hi
For each record in ra_customers, I want to find associated Sales rep for each customer.
Can some one please tell me what table stores this information?
Thanks
Aali

Try
SELECT rc.customer_name, rc.customer_number, jrs.NAME
FROM jtf_rs_salesreps jrs, ra_customers rc
WHERE rc.primary_salesrep_id = jrs.salesrep_idHope this helps,
Sandeep Gandhi

Terrible Customer Service/Sales Reps

I was always under the impression that Verizon had top notch sales reps and customer service. Oh how I was mistaken!
I was recently called by my parents asking me to look at their Verizon bill because it was over $200 a month. Well when I took a look at it I saw that they were sold a 75 MB internet plan and 300+ channel TV plan, along with a (suprisingly!) reasonable phone plan. 75 MB for one laptop can only handle 54 Mbps (Wireless G)! I am a developer with a laptop that can handle 105 Mbps (Wireless N) and I only have the 15 MB plan. Also 300+ channels for someone who only asked for HGTV and Investigation Discovery, really? Because those channels are on your 225 channel plan. I lowered their Ineternet speeds to 15 MB, like my own, and lowered the channels down to 225, again like my own. That saved them a whopping $40. $40, really! The only difference between their plan and mine is that they have home phone and that they have a two year contract and I signed up with a no contract plan. So you're telling me that it costs $80 more a month to have a two year contract and home phone service. I couldn't believe it so I called customer service. When I call the customer service reps. they all tell me that there is nothing that they can do and to call the disconnect department because they can work with me more. So I call the disconnect department expressing my displeasure and letting them know that they are about to lose two customers they ask for the account number and about two minutes later I am told that my parents service has been disconnect and what is my account number. Ha! Some help they are. A great way to treat a customer that has been loyal to you for over five years and got me to sign up with you.
So if that is the game you want to play, fine. I'll be more than happy to take my parents business and my business over to Comcast at the end of the billing cycle. My parents can barely afford to pay their medication. I'll be glad to switch them and myself over to Comcast. They may not let you cancel, but at least they do their damndest to work with you to keep you business—not just tell you that there is nothing they can do and that they cannot creidt your account for the unscruplous practices from sales reps (even though years prior you were able to credit their account for the bullcrap Internet Essentials package that a sales rep. sold them even though they had their own anti-virus software, which is much better than the crap that you offer, for onlu $20 a month).
Buyers be ware, Verizon is only out to get your business—

Your issue has been escalated to a Verizon agent. Before the agent can begin assisting you, they will need to collect further information from you.Please go to your profile page for the forum, and look in the middle, right at the top where you will find an area titled "My Support Cases". You can reach your profile page by clicking on your name beside your post, or at the top left of this page underneath the title of the board.
Under “My Support Cases” you will find a link to the private board where you and the agent may exchange information. This should be checked on a frequent basis as the agent may be waiting for information from you before they can proceed with any actions. To ensure you know when they have responded to you, at the top of your support case there is a drop down menu for support case options. Open that and choose "subscribe".
Please keep all correspondence regarding your issue in the private support portal.

Update sales rep name

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