how to define sales target for sales employee

[Former Member]

Hello,

Can anyone tell me how to define sales target for sales employee in sap business one?

Suppose for X sales employee i want to define yearly sales target as 100 items sales should be completed.

So how to define it in SAP business one ???

Awaiting for soonest reply.

Thanks and regards,

Poonam.

[former_member184718 · Accepted solution]

Hi Punam,

Yes, it is possible by adding UDFs and UDTs representing the Sales persons target for each month of the year and the achievement percentage.

You can collect more details about this setup from,

http://wiki.sdn.sap.com/wiki/display/B1/Managing+sales+targets+in+SAP+Business+One

Thanks.

Hari

[Former Member]

Hi Poonam......

There is no such standard form given by SAP.

You can manage the same thing by using SDK or best now SAP has launched Header Style UDO where we can design own form without using SDK in SAP 8.82 versions..........

Regards,

Rahul

[KennedyT21]

Hi Punam Gandi,

i think By Default it is not possible ,By small Customization It is Possible.

To establish this process in SAP Business One, a user defined table (UDT) containing additional User Defined Fields (UDF) representing the sales persons target for each month of the year and the achievements percentage can be created.

In the UDT, the Name and the Code fields are created by default and are both mandatory and unique. In this UDT, these fields are used to hold the sales person code and name as defined in the Sales Employees/ Buyers Setup window.

This data can be found using a simple query on the Sales Employees/ Buyers Setup SQL table OSPL.

The data can then be uploaded to the UDT, using the Data Transfer workbench if desired.
Once the UDT has the sales person code matching their monthly targets and achievements, it enables the creation of reports with several tables, linking them through the sales person code. The following table gives a sample list of some tables which can be linked in this manner through the sales person's code.

Tables	Description	Linking Code
OSPL	Sales Employees/Buyers Setup	SlpCode
[@YourTablename]	Your table description	Code
OQUR	Sales Quotation	SlpCode
ORDR	Sales ORDER	SlpCode
ODLN	Delivery	SlpCode
ORDN	Return	SlpCode
ODPI	Down Payment	SlpCode
ORIN	Credit note	SlpCode
OCRD	Business Partner Master Data	SlpCode
OOPR	Sales Opportunity	SlpCode

The following includes two sample queries which pull such reports. Please note that these are sample queries and as such needs to be tested to ensure suitability for your customer's requirements.

Query 1

/* The following report provides the achievement for the month of July for Sales Person 1, querying the sales invoice  and sales credits notes header tables and the Sales Target table*/.  SELECT ((sum (convert (numeric(19,2),T1.[DocTotal]))- sum (convert (numeric(19,2),T2.[DocTotal])))- convert (numeric(19,2),T0.[U_07])) [Achievement] FROM [dbo].[@SALESTARGET]  T0 Inner Join OINV T1 on T0.Code = T1.SlpCode Inner Join ORIN T2 on T0.Code = T2.SlpCode and T1.SlpCode = T2.SlpCode   WHERE T1.SlpCode = 1 and Month(T1.[DocDate]) = 7 Group by T0.[U_07] /* field holding the target for the month of July*/ 

Query 2

/*The following report enable to calculate the part of the salary based on the Achievement. All the information is now taken from the Sales Target table*/  SELECT Case When T0.[U_CAchievement] > 150 then ((T0.[U_CurCom]* T0.[U_CAchievement])/100) + 200 When T0.[U_CAchievement] between 100 and 149.99 then ((T0.[U_CurCom]* T0.[U_CAchievement])/100) +100 When T0.[U_CAchievement] between 85 and 99.99 then ((T0.[U_CurCom]* T0.[U_CAchievement])/100) -50 Else 0 End "Achivement"  FROM [dbo].[@SALESTARGET]  T0  Group by T0.U_CAchievement, T0.[U_CurCom] 

Regards

Kennedy

[Former Member]

can we use budget for this purpose?

Financial > budget set up > Budget

[KennedyT21]

No It Is not Possible. Budget deals with the financials.

Regards

Kennedy

[KennedyT21]

No It Is not Possible. Budget deals with the financials.

Regards

Kennedy

[Former Member]

how to add , additional user defined filed in user defined table? u mentioned in ur reply

[KennedyT21]

Check These Link,

http://help.sap.com/saphelp_sbo88/helpdata/en/b6/3a07918eab4673aaaf61ccce50aa5e/content.htm

In SAP Main Menu Tools -- Customization Tools -- User defined tables Setup A pop up window opens need to define the does the Table is Master data , master data rows , document , document rows.

and required to register the same in the Object Registration wizard.

Regards

Kennedy

[S0022823243]

Helpfull..