CRM Sales 2.01: missing org. data warning after creating Opp and Lead

[Former Member]

Hello again,

After retrieveing employee data without no problem, i am encouring a warning after creating opportunites and leads.

Well, i was thinking this is because of missing employee data but i think it is not .

After succesfully selecting employee, contact, client and competitor and saving it, it shows me ,

"Enter dist. channel,

Enter a sales org.

ENter an org unit ( sales"

Why can this happen ? My employee responsible has its own dist channel and sales org.

I think this is last question and error

[former_member745479 · Accepted solution]

Sales Org determination does not happen for the data created in Mobile. You have to either manually assign Sales Area via CRM Web UI or do BADI implementation.

Best thing is once the data is created in CRM ( via Mobile), assign the Sales Area.

Regards,

Viju

[Former Member · Accepted solution]

so you say, do it with badi,

ok

what is the badi name?

[former_member745479 · Accepted solution]

Hi Bilen,

For every create BAPI ( Mobile), you have corresponding BADI. You can implement your logic in this.

But, I would suggest you do it if your business case really demands it. If it is possible for the user to assign from Web UI, you can go for it.

Regards,

Viju

[Former Member · Accepted solution]

thank you very much my last problem is missing leads. i can create but can not receive, it is probably a simpe customizing problem, i will check it, may be i ask later, thanks very much .

[former_member745479 · Accepted solution]

No problem. All the best .

regards,

Viju

[masa_139 · Accepted solution]

If you have implemented BADI for filling Sales Org, please share the code.

We can help each other.

[former_member745479 · Accepted solution]

Dear Masayuki,

I haven't implemented still, but looks like we have a requirement for it . Once it is implemented, I will definitely share with our members.

Regards,

Viju

[Former Member · Accepted solution]

i implemented /MSA/CRM_MOBILE_SALES

for BADI_LEAD

it works,

i can debug after creating LEAD ,

and SALES_ORG,DIVISON,DIV_CHANNEL

is empty others are filled,

i can fill here it will work.

they are changable tables.

[former_member745479 · Accepted solution]

Good Bilen .

I believe you filled it_header - salesorg, division, ..

right ?

Regards,

Viju

[Former Member · Accepted solution]

yea i change but doesnt effect.

i fill sales org, dist chan, but when i look from CRM, i see they are still empty.

and there is no Organization Unit field in badi, so last warning is "enter an org unit".

strange, i will try some other methods.

after exiting badi, fields remain filled but i dunno somewhere in the other functions they are turned back to old values which are empty, i will debug and find why probably it will be fixed via badi.

[former_member745479 · Accepted solution]

Oh ok. I should also check, but stuck in other things now.

What I thought was as the BAPI has these empty tables, these values can be filled via BADI.

So, when the BAPI calls the CRM Function module, I would send the Sales Org, division, distribution channel also. Therefore, when it commits, this information is also saved.

Regards,

Viju

[Former Member · Accepted solution]

badi should work. in all module badis, logic is same change values and commit.

but here it doesnt work, for example i changed the lead description, but nothing has changed.

my last option is creating an enhancement spot on BAPI but i dont want this.

i am working on, i will inform.

[former_member745479 · Accepted solution]

Ok . look forward to your reply .

Regards,

Viju

[Former Member · Accepted solution]

the CREATE badi works after data is created so RETURN table is already filled with warnings.

We can use standard exits for creating LEAD but i am wondering if we can catch if the request is coming from WEBUI or MOBILE?

[former_member745479 · Accepted solution]

Belin,

You mean that BADI is called at the end after Lead is created in the CRM system. By then, there is no Sales Area and system returns warning that Sales Area does not exist.

Regards,

Viju

[Former Member · Accepted solution]

yes yes it is called at the end of LEAD_CREATE function. So it means nothing we change the header data.

well, it can be used like this ( I TESTED )

when you clear the return parameter no warning shows.

or you can add your own warnings   "please fill org data from WEBUI"

[former_member745479 · Accepted solution]

Ok .. In my case, it needs to be filled from Mobile ( via BADI). I cannot ask the user to fill from WEB UI

Regards,

Viju

[Former Member · Accepted solution]

yes same , users won't enter these details i am sure.

i will use standard exits from LEAD creating or create an enhancement point to fill it . it is easy.

but if you find a badi which work for mobile pls let me know

[former_member745479 · Accepted solution]

Hi Bilen,

If I find a way, I will let you know .

Masyuki - Would you like to comment ?

Regards,

Viju

[Former Member · Accepted solution]

i found the soluiton.

/MSA/TA_LEAD_CREATE

go to se37 - > enhance- -

Edit- > ench operations - > show imp options.

luckily they allow us to enhance at the upper side of the function

create new enhancement.

then fill the organizational data from user's data (IT_HEADER).

voila!

it works .

and that function is only used from mobile side, so no problem from WEB UI lead creation.

[former_member745479 · Accepted solution]

Good . Problem solved..

Thanks to your work .. This will help everyone .

Regards,

Viju

[lukasz_grochal · Accepted solution]

I have a similar requirement to populate default values for the sales org and distribution channel. In my case I need that for activities, leads and opportunities. Initially I tried using the BADI's just to realize later that they are located in the code after the transaction has been committed so all you can do with those is change the return table with messages.

I have also tried the approach described by Bilen - enhancement spot and populating the IT_HEADER or IT_ACTIVITY_H for activities but unfortunately this does not work for me.

Did you guys actually get it to work? I might need to do more debugging to see if my sales org and dist channel values are simply not taken into consideration or there is some sort of mismatch throwing an error deeper in the code.

Any advice will be appreciated.

[Former Member · Accepted solution]

hello lukasz,

Same problem for me. It doenst work on activities.

it works for all other objects like oppotunity,leads.... but not for activites.

Probably, we should create another enhancement in somewhere else, i will work on it and tell you the result.

[lukasz_grochal]

Here's an update on how we've solved this issue. Thanks for all the guidance I got here. Hope my blog will still be helpful to you guys.

http://scn.sap.com/community/mobile/blog/2012/07/08/crm-mobile-sales-201-populate-organizational-str...