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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':
- 014 document performance measures
- 015 last sales and distribution 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".