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Sales Support: Customizing the Sales Summary

Description

In Release 3.0, you can define views for the sales summary and assign them to employees.

Note

You can only refer to existing info blocks when defining new views.

Change system parameters in customizing

You make the settings for the sales summary in the Implementation Guide in the steps for the sales summary. You can make the following settings:

1. Reporting views
You can define a standard view from the various existing views. This view is displayed when the sales summary is called up unless a view other than the default view is assigned to the user (see View -> User).
You also assign the SAPSCRIPT forms for printing the sales summary in this step. The form SD SALES-SUMMARY is defined in the standard system.
If a form is not assigned, no output can be printed (the output type MAK3 in the sales activities, for example, requires a form for standard view).
2. Info block -> View
You create views by assigning existing info blocks to a view. The specified sequence determines the sequence of the info blocks in the sales summary.
You assign the elements of the form to the info blocks on the detail screen by specifying:
This information applies to all info views.
3. View -> User
You specify the view that is displayed for a user when he or she calls up the sales summary. You can access other views in the sales summary from this view.
4. Last SD documents
In this step, you specify which document types are taken into account for the info blocks and how many documents are displayed in the info block 'Last SD Documents':

Further notes

Information on the sales summary can be found in the release note "Sales Summary" for Release 2.1.

Further information on the settings for the sales summary can be found in the Implementation Guide for sales support in the sections on the "Sales summary".