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Link sales person to sales order

Former Member
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hello expert,

is if possible to link sales person to each sales order? the sales order created via VA01.

we need to monitor sales performance by each sales, so it's mandatory for us to link sales person to order.

if it's possible, pls let me know:

1. where to maintain the sales person? we did not use HR module

2. where should i put sales person in sales order?

thanks in advance

Stone

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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Hi,

To Create Sales Personnel in SAP

T. Code: VPE1

You have to Maintain Parner Determination in SPRO:

SPRO --> IMG --> SD --> BAsic Functions --> PArtner Determination -->SEt up Partner Determination

As you want it in Sales Order (say, At Header), Click:

-->Set Up Partner Determination for Sales Document Header

Select TA - Standard Order.

Now, From Left-hand side tree, click on:

Partner determination procedure assignment.

Here assign TA to your Sales Doc type (Say, OR - Sales Order).

Again from Left-hand tree, select

Account groups - Function Assignment

Here, Linl all Customer Acct Grps to PE/ VE

Now in Sales Order (T. Code: VA01/ 02), to include Sales Employee:

Goto --> Header --> Partner

here, in Column Partner. Function: Select VE/ PE as defined for Sales Employee.

Best Regards,

Amit.

Answers (3)

Answers (3)

Former Member
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Use sales employee without HR functionality. Partner function PE should be used in customer master/sale document. Sales employee has to be created with tcode VPE1 or PAL1.

If you are sure that a set of customers will be handled by a designated sales employee then you assign the sales employee in the customer master and it will flow to the sale order also. Otherwise, you can enter the sales employee manually in the sale order.

HR need not be implemented to use this feature. There are LIS reports to view sale employee wise sales. Even in standard reports like VA05, VF05 you can view sale employee wise reports.

Regards,

GSL.

Former Member
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Hi guys,

many thanks for your helpful points!

actually we're in-between a roll-out for asia countries, i'm the IT guy responsible for China. our headquarter (Germany) has done roll-out for many other countries. unfortunately, other countries seems no such requirements, i mean sales performace track by sales person. so the current template did not support sales person. the configuration was 100% done by germany IT. they may not config for China, if this is only requested by China.

by the way, if implement sales person, by one of above solutions, is it will take a lot of work or big affect current template?

thanks again for all you help

Stone

jignesh_mehta3
Active Contributor
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Dear Stone,

It perfectly OK if you have not implemented HR Module.

You can create a seperate Customer Account Group for your Employees (without Sales Area Data).

Now defined Partner Function for your Sales Document, Outbound & Billing Documents.

Now whenever you create a Sales Order, you can assign Employee in Partner functions tab & later take necessary reports...

Hope this helps...

Give points if useful...

Thanks,

Jignesh Mehta

Former Member
0 Kudos

Hi,

You can use USER Exits here. Add a field in the additional data of the sales order header and item (item level helps to gather the material, material net value and the quantity) so that the sales person name can be captured. Further on you can use this for analysis of sales performance and so on.

Hope this answers..

FK

Edited by: Fazal Khan on Sep 26, 2008 9:47 AM