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

Similar Messages

  • Authorization for My Own Sales Document

    Hi Gurus,
    we intend to restrict reporting so that it is limited to my own sales document.
    business wise, we need this functionality to keep whole organization pipeline info confidential to the sales staff as it's related to account management.
    whenever a sales document has a partner function person responsible maintained with my employee number, i will be authorized to generate the BIW report. on the other hand, if the person responsible in the sales document is other sales person, i will not be authorized to generate the report.
    is there any authorization object to control this kind of restriction?
    as we have lots of sales staff, we also avoid creating one job role for each sales staff.
    any lead is really appreciated.
    Regards,
    JD

    Hi JD,
    Yes you need to create and authorization object in RSSM and select for which all the info providers you want to use the Auth obj.
    Ex: i want to restrict my reporting users to the sales doc, and comp code.
    1.Check the auth relevent for these info objects in Bex tab
    2.Create auth objects for sales doc and comp code
    3. check the info providers you want to restrict.
    4. Create a role for Sales doc, in the change profile select the value for sales doc which i want to restrict to the user. ex :1001
    5 Create a role for comp code,in the change profile select the value for comp code which i want to restrict to the user. ex :ABC.
    6. Generate the auth object.
    7. Check in RSSM for auth obj, for a given user.
    8. check the values according to the roles assigned by you.
    9.Generate the Auth obj.
    10.go to rssmq -- > give the user -> select the query & run-> check for the desired results --  > come back F3 ---> check the log for the Auth objects hitting.
    Cheer's
    HVR.

  • How to change employee responsible for open campaigns.

    Hi,
    I want to find out open campaigns and marketing attributes based on partner function i.e., employee responsible and these open documents I need assign to another employee responsible. Which function module I need to read the details and which fm is to change employee responsible.  Please guide me which fm i need to use how I can change to another employee responsible partner function.
    divya

    Hi Divya,
    If you are comfortable with the bol queries, you can execute the bol query services to get relevant data..
    here is the sample code to get marketing attributes for a bp.. here you can read additonal attribute "partner function" to filter the data as per your req.
    Marketing Attributes
      DATA : lr_mktattr_coll TYPE REF TO if_bol_entity_col,
             lt_mktattr TYPE TABLE OF crmt_mktbp_attribute,
             ls_mktattr TYPE crmt_mktbp_attribute.
      IF lr_buil_entity IS BOUND.
        TRY.
            CALL METHOD lr_buil_entity->get_related_entities
              EXPORTING
                iv_relation_name = 'BuilMktAttributeRel'
              RECEIVING
                rv_result        = lr_mktattr_coll.
          CATCH cx_crm_genil_model_error .
        ENDTRY.
        CLEAR lr_entity.
        IF lr_mktattr_coll IS BOUND AND lr_mktattr_coll->size( ) GT 0.
          lr_entity ?= lr_mktattr_coll->get_first( ).
          WHILE lr_entity IS BOUND.
            CALL METHOD lr_entity->get_properties
              IMPORTING
                es_attributes = ls_mktattr.
            IF ls_mktattr IS NOT INITIAL.
              APPEND ls_mktattr  TO lt_mktattr .
            ENDIF.
            lr_entity ?= lr_mktattr_coll->get_next( ).
          ENDWHILE.
        ENDIF.
      ENDIF.

  • Sales document type restriction to create sales order

    Hi Frinds,
    My client has one requirement ...they have different sales document type. For sales document type  free of charge delivery they want only some authorised person should be able to create sales order. Is it possible to set the authorisation to create sales order according to sales document type.
    Regards
    SV

    Yes, 
           As already suggested, it is very well possible to restrict the user for the use of certain sales document type from basis.
    & to add to the above,
    Create Z* table with Sales Org + Doc type = UserID.
    call this table in VA01 transaction & write piece of coding , if current USerID have entry in this table with the said combination - should not allow to proceed further.
    without any basis involvement also you can ahieve your requirement.
    Note: Sales Org is used for validation purpose only.
    Regards,
    Reazuddin MD

  • XL Reporter: Report Designer -  Sales Document Type as Column

    Hi Everyone,
    I have a question regarding report layout in XL Reporter - Report Designer. Here's the scenario:
    I have created a Sales Volume Report wherein the report should be able to display the quantity per material per sales document type (Sales Order, Invoice, Credit Memo). The Sales Document type is expanded as Column so that the user can view the total per Sales Document. My problem is, can i re-arrange the order of display of the 3 sales document selected. The current (and I think the default order is alphabethical) which is A/R Credit Memo, A/R Invoice, Sales Order. Can I re - arrange it in my Report Designer so that Sales Order will be the 1st column, followed by the A/R Invoice then lastly the A/R Credit Memo?
    Another question, can I change the Display Name of the 3 Sales Document Type? By default, the Sales Document Name is being retrieved by the system. For other fields which where not expanded as column, I can easily change the Display name of the field, but for the sales document, I don't have an idea. Hope anyone can help me.
    Thanks in advance.
    Malu

    If you want the document types in a specific order, don't add as an expansion, but as individual summary comuns, then you can add them in the order you want.
    You can use simple Excel formula to rename the columns - hide the row with the column names & add a new row with if statements based on the value in the cell e.g. if (cell = 'Invoice" , "Inv-AR",'')

  • 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

  • Change Employee Responsible based on user who last changed.

    CRM 5.0
    Partner procedure has IC Agent & Employee Responsible. Both use partner access sequence 0008 which brings in the person that created the document.
    We would like to automatically change the Employee Responsible based on the last employee BP that changed the document.  This would be useful in warm transfers via CTI instead of the user manually changing the record.  The IC Agent can always be the person that created the record.
    I don't see any actions that can set this, is there any standard functionality to do what I want? or is this an enhancement.

    Try this BadI, COM_PARTNER_BADI.
    Cheers,
    cady.

  • 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

  • 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.

  • 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

  • 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.

  • Sales document 400136021 is currently being processed (by user MNAUSHAD (C2

    Hi Friends,
       Iam using Mobile Sales and iam getting an error when iam opening the sale order created in laptops
       Scenario : Sale order created in laptop got replicated in CRM and R/3 and delivery got created in
                       R/3.
                       The replicated sales document is not seen in the Document flow in CRM enterprise
                        I could not find any queue's in SMQ2 or in SMQ1 both in R/3 or in CRM.
                        when i open the same sale order in VA02 iam getting the error.        
       Sales document 400136021 is currently being processed (by user MNAUSHAD (C2)
       Let me know if any of you has faced the same issue,
       Regards,
       Satish Kumar

    Hi Wolfard,
    Please find my answers,
    1. Does this error also occur when creating a similar sales document in CRM directly (i.e. it is rather a   CRM related issue than mobile related)? -  No from CRM enterprise to R/3 i dont find an error-  It is more of a Sync issue between Mobile> CRM> R/3.
    b) Do you know a user or batch name in CRM resp R/3 with that name mentioned by you?
        I know the user name - but this user name is not at all related.
    c) Please be aware that those queues smq1/2 are dynamical i.e. after processing the data the entries were deleted again; only in case of a sys fail the queues would be stopped; in the particular case of waiting for processing in R/3 there would be a queue status "WAITUPDA"
    I accept the queues are dynamic and it will deleted after it is processed,, The issue is that i dont find any queue in SMQ1 in R/3 and also in SLG1 on that particular date i could find the Log number with the error
    With the help of Log error i can find out the sale order.
    Trust it is ok
    satish

  • In FBL5N report user wants the sales document number to be displayed,

    HI, Guys
    Need ur help to sort out the problem
    In FBL5N report user wants the sales document number to be displayed,
    but the sales ducument number column is coming blank and this needs to pick from VBRP table
    As I discussed with Abaper, he reqiures a key field which common in BSEG abd VBRP table
    So,Please guide me in approaching the right way
    Munender

    Hi,
        Speak with your SD consultant. They can set up the copy control in SD so that the sales order is populated in the invoice in field ZUONR (Assignment).This will then copy to the assignment field in accounting.
    Alternatively you can use an exit to populate another field during the Posting.
    Kind regards

  • Unable to block creation of sales document from Quotation thru user status

    Dear Experts,
    I have maintained a status profile in my Quotation document through the use of user status. I have defined a status to forbid creation of sales document if the status has not yet been set to "Approved".
    However, even when the status is not yet "Approved", it still allows me to create subsequent sales document from this Quotation.
    Anything that I have missed here?

    Hi,
    It should not happen.
    Please check the Object types for which the status profile is created. It should be for either Sales Order header or Sales order Item.
    Make sure that the "create sales document" is "forbiddden" for the initial status only.
    Also please check Low- High numbers for each status.
    Hope this helps.
    Regards,
    Sharan

  • User exit to copy Manual pricing conditions with in sales documents

    Hi all,
    I have a situation where i have to copy the manual pricing conditions from inquiry to quotation.
    Problem: From VA21 when I try to do the same using the tab "create with reference" the document is being copied but the manually set pricing condition in the inquiry is not being copied into quotation. This is because in the copy controls the pricing type is set to 'B' which means "carry out new pricing". I can change it to 'C' or 'D' so that it copies manual pricing but i am not allowed to do so because other sales orgs in the company has a problem if i do so. Only our perticular sales org needs this config. I cannot even create another item catogory specific to this plant because it is against the rules of the company. So I am looking for a user exit in which i can change this pricing type during runtime so that i can plug in some code specific to this sales org to copy manual pricing. I have found one from the SAP note 24832 (MV61AFZA). It doesn't work as i think its obsolte. Can anyone suggest me a better way of solving this issue. Any quick response is appreciated.
    Thanks,
    Giridhar.

    Hi
    The following EXITS may help you
    Exit Name              Description                                                                               
    SDTRM001            Reschedule schedule lines without a new ATP check                 
    V45A0002            Predefine sold-to party in sales document                         
    V45A0003            Collector for customer function modulpool MV45A                   
    V45A0004            Copy packing proposal                                             
    V45E0001            Update the purchase order from the sales order                    
    V45E0002            Data transfer in procurement elements (PRreq., assembly)          
    V45L0001            SD component supplier processing (customer enhancements)          
    V45P0001            SD customer function for cross-company code sales                 
    V45S0001            Update sales document from configuration                          
    V45S0003            MRP-relevance for incomplete configuration                        
    V45S0004            Effectivity type in sales order                                   
    V45W0001            SD Service Management: Forward Contract Data to Item              
    V46H0001            SD Customer functions for resource-related billing                
    V60F0001            SD Billing plan (customer enhancement) diff. to billing plan      
    V45A0001            Determine alternative materials for product selection
    Regards
    PRabhu

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