XL Reporter - Sales Employee Name

Has anyone else had issues getting Sales Employee Name to show up correctly on XLReporter from the default employee linked to a business partner? We can get the Employee code to show up correctly but when adding the name it always displayes "no sales employee" even though there is one specified.

You need select both codes and names. Code can be hidden. Have you tried that?
Thanks,
Gordon

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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.

Require Sales Employee Name when creating SO or AR Invoice

Hi everyone,
I would like to set up my Sales Orders and AR Invoices so that it is required to enter a Sales Employee Name. Is there a way to make it so that if no Sales Employee name is entered, a pop up will require you to go back and enter one in the same manner it does for Posting Date.
Thanks,
Hayden

Hello,
Add this code in SQL .
Open SQL>Select your Database(Comapny DataBAse)>Programbility>Find([dbo].[SBO_SP_TransactionNotification] ) >right click and modify it.
and paste the code at that place between dot dot line.
This Code for Invoice Docuement.
if (@object_type = '13' and @transaction_type = 'A' )
BEGIN
IF exists ((SELECT     OINV.DocEntry
FROM   OINV   where slpcode = -1 and OINV.Docentry = @list_of_cols_val_tab_del ))
Begin
select @error =@object_type
select @error_message = N'Please fill Sales Employee in Business Partner master Data'
End
END
This Code for SAles OrderDocuement.
if (@object_type = '17' and @transaction_type = 'A' )
BEGIN
IF exists ((SELECT     OINV.DocEntry
FROM   OINV   where slpcode = -1 and OINV.Docentry = @list_of_cols_val_tab_del ))
Begin
select @error =@object_type
select @error_message = N'Please fill Sales Employee in Business Partner master Data'
End
END
If you got any issue revert same.
Thanks
Manvendra Singh Niranjan

Adding Sales Employeed Name to Query

Hi Guys,
I have this query and would like to add to it the name of the Sales Employee that created the Sales Order, I am relatively certain I need to use the OSLP table to get this information but am not so sure on the JOINS required to add it. Any help would be greatly appreciated.
SELECT T0.DocNum as 'SO No.', T0.DocDate as 'Date', DateDiff(DD, T0.DocDate,
GetDate()) AS 'DayDiff', T0.CardCode as 'Customer Code', T0.CardName as 'Customer Name',
T0.NumAtCard as 'Ref/PO No.', (T0.DocTotal - T0.VatSum) as 'SO Amt'
FROM OINV T0
WHERE
DateDiff(DD, T0.DocDate, GetDate()) >= '1' AND DateDiff(DD, T0.DocDate, GetDate()) <= '7'
Many Thanks Sean

Try this:
SELECT T0.DocNum as 'SO No.', T0.DocDate as 'Date', DateDiff(DD, T0.DocDate,
GetDate()) AS 'DayDiff', T0.CardCode as 'Customer Code', T0.CardName as 'Customer Name',
T0.NumAtCard as 'Ref/PO No.', (T0.DocTotal - T0.VatSum) as 'SO Amt',T1.U_Name
FROM dbo.ORDR T0
INNER JOIN dbo.OUSR T1 ON T1.USERID=T0.UserSign
WHERE
DateDiff(DD, T0.DocDate, GetDate()) BETWEEN 1 AND 7
You don't need 100 year. May not even 100 day if you really want to learn.

Linking Sales Employee name/code to Employee data

I want to display the phone number and email address for the name that is selected in the Sales Quotation Sales Employee field in my sales quotation form. I am having a hard time making the link between the two tables so I can display the correct information.
Any tips will be welcomed.

Thank you. Here are the details of what I did.
The Sales Quote shows:
Sales Employee: Gary and his Employee No. is 41
Owner: Octavio and his Employee No. is 11
In the Print Layout Designer I have the following fields and their results:
Employee:Sales Employee = 14 (I don't know where this number comes from)
Employee:Employee No. = 11 (this is the Owner's employee number)
Employee:Office Phone = phone for Owner
If I reverse the names in the Sales Quote:
Sales: Octavio and his Employee No. is 11
Owner: Employee: Gary and his Employee No. is 41
In the Print Layout Designer I have the following results:
Employee:Sales Employee = 22 (I don't know where this number comes from)
Employee:Employee No. = 14 (this is the Owner's employee number)
Employee:Office Phone = phone for Owner
Maybe you can help explain where the Sales Employee numbers come from? Otherwise I think I know what to do.
Thank you.
Francisco

Sales employee wise sales report

Hi,
Can anyone explain me,how to write functional specifications to obtain sales employee wise sales report?
Thanks in advance..
Regards..
Yogi...

Hi
This is the standard T Code for sales employee-MCTI
But as per your requirement we hv to create.
Examplemy past implimantation..we hv captured sales employee as partner function.sales employee1& 2 with peoper partner determination proceture.then we hv captured at Billing document Header Partner function.
This Sales employee name has to captured through HR Master data.According U hv to say only the business process and from where data has to captured to ABAPER.
I think it ll help
Regards
JAGA

Sales Employee Description is not following into COPA

Dear Experts
I have set sales employee as a characteristic in my operating concern that was triggered from PAPARTNER. From there I developed then run COPA report painter (KE30) for sales employee with ALV display options. In fact the report can only display sales employee code, without the description. I desperately need sales employee description in my report, based on user requirement.
Here we didn't activate HR module. In the same time SD has defined Sales Employee as Partner Function (SE) in customer master data. The Partner Function is looked up the sales employee name from HR table, PA0001 so that they can display sales employee code and name in the customer master data.
From the story above I've tried to do some ways, such as:
Changed display options from ALV to Drilldown -> with this way, sales employee description can appear from the report, but actually I just need the ALV report because of my client didn't accept the report layout except ALV. This is my big problem.
2. I found other threads with similar problem with me, then I tried to follow that instructions that will be described below:
I tried to create new char WW100 with PARVW table for sales employee then follow these steps:
Create 2 derivation rules in KEDR using table look up (table VBPA) for the same partner function
1. In one Der Rule, make the sale order item KDPOS as constant value 0000
2. In the other one, dont make it a constant....Leave it as it is
DERIVATION RULE 1
SOURCE FIELDS
VBPA-VBELN = COPA-KAUFN
VBPA-POSNR = COPA-KDPOS
VBPA-PARVW = GLOBAL-USERTEMP1 (Click on Magnifying lens.. Specify Constant = Your SD Part Function)
TARGET FIELDS
VBPA-KUNNR = COPA-WW100
DERIVATION RULE 2
SOURCE FIELDS
VBPA-VBELN = COPA-KAUFN
VBPA-POSNR = COPA-KDPOS (Click on Magnifying lens.. Specify Constant = 0000)
VBPA-PARVW = GLOBAL-USERTEMP1 (Click on Magnifying lens.. Specify Constant = Your SD Part Function)
TARGET FIELDS
VBPA-KUNNR = COPA-WW100
Unfortunately the ways above still can't solve my problem, the report still only show the sales employee code without description. At the last whether possible if i want sales employee characteristic with origin table coming from PA0001, so that data will derive from HR table? or perhaps any other solution to solve my case?
Please suggest me in detail..
Thanks a lot
Regards,
Maradona

Hi Maradona,
I want a clarification - Does the value flow properly to the value field and only the description is not coming?
1. If the value flow is proper and only description is a problem, then check whether compunding has been used in KEA5 for the characteristc WW100? If yes, check the text table for WW100 and compare it with the origin table in terms of the fields in both the tables.
(My guess is that not all the compunding characteristics are available in text table)
2. If value flow is a problem, then compare SE16 and SE16N for any sales order for the denotion of partner function field PARVW. Sometimes the denotion of partner function (two character code) may vary in SE16 and SE16n.
Get back for any more query
BR
Abhi

Sales employee commission

Hi All,
how to calculate the sales employee comsission based ont he sales done hy him.
regards
Sunil

Hi
First of all you need to capture the sales employee name in the sales order.
You can do this through creating the Sales Person with transaction PA30/20/40
add the same sales employee in sales order.
You can extract the report based on the sales employee and sales and pay them.
If your company does have HR module impletemed , you can capture the sales employee name in the additional fields provided in the sales order.
regards

Showing Monthly Sales Analysis for Sales Employees (including credit notes)

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.
The Monthly Report > Invoices by posting date in the Sales Analysis module is not ideal because it does not appear to include credit notes so the totals are incorrect.
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.
Unfortunately my SQL is not great but I started something which might help - this is only for first 2 months of the year. I presume I would need a select statement for each month if I wanted to have the sales employee name followed by a total for each month. Maybe this is too intensive a query to run anyway.
SELECT T1.[SlpName],
(select(sum(t2.doctotal)-(t3.doctotal)) where (Month(t2.docdate)=1 and t3.docdate=1) FROM OCRD T0 INNER JOIN OSLP T1 ON T0.SlpCode = T1.SlpCode INNER JOIN OINV T2 ON T0.CardCode = T2.CardCode INNER JOIN ORIN T3 ON T0.CardCode = T3.CardCode)
(select(sum(t2.doctotal)-(t3.doctotal)) where (Month(t2.docdate)=2 and t3.docdate=1) FROM OCRD T0 INNER JOIN OSLP T1 ON T0.SlpCode = T1.SlpCode INNER JOIN OINV T2 ON T0.CardCode = T2.CardCode INNER JOIN ORIN T3 ON T0.CardCode = T3.CardCode)

Hi,
I have moved your posting here because it belongs here.
You may check this first: Re: Top Customers report
Thanks,
Gordon

BP Master Window, Sales Emp Code used to display Sales Empl Name now displ

BP Master Window, Sales Emp Code used to display Sales Empl Name now displays Sales Emp Code
Our customer has noticed that when they do a search in the BP Master window that one of the
columns that is displayed called the Sales Emplyoyee code s not bringing up the Sales Employee Name
as it once was...
I have checked my local version and in the sales employee code column the name of the sales
employee is displayed NOT the code.
sales employee code column is displaying the code number where once it displayed the name and
even in the play system and in our local version it is displaying the name
as above
Nothing has changed on the system. We have not done any upgrades.
I have checked in SAP notes and could not find any information
Thanks for your help in advance
D

Hi
There is no option for Sales Employee Name.
However on my system if i select Sales Employee Code it actually shows me the Sales Employee Name.
Which is what my customer orginally had .
For my customer it is now showing Sales Employee Code as Sales Employee Code
However it was previously showing Sales Employee Code and giving a Sales Employee Name instead.
They need the Sales Employee Name not Code
Thanks
D

FMS to get sales employee in incoming payment screen

Dear Experts,
I have created a UDF in the incoming payment screen, kindly provide a query for the following scenario, whenever customer code is input in the incoming payment the UDF has to populate the Sales Employee name linked to the customer in the business partner master data.
Saravanan

Dear Saravanan,
Please save this query and attach it to your Sales Employee Name UDF:
SELECT T0.\[SlpName\] FROM OSLP T0 INNER JOIN OCRD T1 ON T0.SlpCode = T1.SlpCode WHERE T1.\[CardCode\] = $\[$-5.CardCode\]
Have it refresh when the Customer / Supplier number changes.
As its referencing screen data it will only run as a formatted search and will error if you run it from a query screen.
Regards,
Adrian
PS, as you are adding it to a UDF its good practice to add the - in between the $ and the 5. This will mean it will run the FS manually by pressing shift F2.

Customer master sales employee

Hi,
Can anyone let me know how to pull the sales employee name from the customer master structure field RF02D-VTXTM?
Thanks for your response.

Start with KNVV, but since we don't maintain sales data for customers I can't help any more.
Any one else?
Rob

Regarding "Sales Employee" with Activity

*Is it Possible to create sales Employee as USER and it will be shown in Drop DOWN in"Assigned To" in Activity Windows
Is there any Problem if we create users as Sales Employee*
Regard
Nishikant S Virkhare

The sales employee and user are independent entities in the system. But you can make connections e.g. using the user name as the sales employee name. Then the drop down in u2018Assigned tou2019 will allow a choice from the sales employees. If you donu2019t want to choose from all the users, you can differentiate the names belonging to sales employee (e.g. adding the u2018- s.e.u2019 to the name).

Characteristic Name of Sales Employee in COPA report is not appear

Characteristic Name of Sales Employee in COPA report is not appear, it is just the a Code of Sales Employee
1.I created Characteristic Derivation t.code KEDR Table lookup PA0001 using condition Origin GLOBAL USERTEMP1 until USERTEMP6
2.During Test Analyze Derivation there was result Derivation was not carried out. Reason: Not fulfilled in Field USERTEMP6
How to solve this problem?
Thanks & Regards,
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.

Creating Sales Employee Report in Business One 8.82

Hi,
Can someone provide me the query to create a Sales Report sorted by Sales Employee and Business Partner. The report contains the following columns:
Sales Employee, Business Partner Name and Acct Number, Sale for Current Month (or month provide in the report parameter), Sales for same month last year, YTD-this year, YTD-last year.
Thanks

Hi Sam,
As per your requirement here i provide you the sql query for SALES Report.
DECLARE
@StartDate DATETIME,
@EndDate DATETIME,
@Dummy INTEGER
SELECT TOP 1 @Dummy = DocNum
FROM OINV T0
WHERE T0.DocDate >= [%1]
AND T0.DocDate <= [%2]
SELECT
@StartDate= '[%1]',
@EndDate = '[%2]'
SELECT DISTINCT
T0.Docentry,
T0.DocNum as 'Bill No.',
CONVERT(VARCHAR(10), T0.DocDate, 3) AS 'Bill date',
T0.CardName AS 'Customer Name' ,
T1.Dscription AS 'Item Description',
T1.Quantity,
T1.Price AS 'Price',
T1.TaxCode,
T1.LineTotal AS 'Basic Line Total' ,
(SELECT DISTINCT ISNULL (SUM(INV4.TaxSum),0)
FROM INV4
WHERE INV4.StaType = -90
AND INV4.DocEntry = T0.DocEntry
AND INV4.LineNum = T1.LineNum) AS 'BED',
(SELECT DISTINCT ISNULL (SUM(INV4.TaxSum),0)
FROM INV4
WHERE INV4.StaType = -60
AND INV4.DocEntry = T0.DocEntry
AND INV4.LineNum = T1.LineNum) AS 'Cess',
(SELECT DISTINCT ISNULL (SUM(INV4.TaxSum),0)
FROM INV4
WHERE INV4.StaType = 9
AND INV4.DocEntry = T0.DocEntry
AND INV4.LineNum = T1.LineNum) AS 'HeCess',
(SELECT DISTINCT ISNULL (SUM(INV4.TaxSum),0)
FROM INV4
WHERE INV4.StaType = 1
AND INV4.DocEntry = T0.DocEntry
AND INV4.LineNum = T1.LineNum) AS 'VAT',
(SELECT DISTINCT ISNULL (SUM(INV4.TaxSum),0)
FROM INV4
WHERE INV4.StaType = 8
AND INV4.DocEntry = T0.DocEntry
AND INV4.LineNum = T1.LineNum) AS 'CST',
T0.Comments
FROM OINV T0
INNER JOIN INV1 T1
ON T0.DocEntry = T1.DocEntry
WHERE T0.DocDate >= @StartDate
AND T0.DocDate <= @EndDate
AND T1.TargetType < > 14
Thanks,
Nishit Makadia

XL Reporter - Sales Employee Name

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