Assign partner determination procedure to Item Category/Sales document type

Hello All,
How can I assign a partner determination procedure to an item category or sales document type? That field is disabled in item category config step. Please suggest.
Thanks,
lavanya

HI Lavanya,
The partner determination will happen through a different way and not through item category definition.
The path would be
S&D->MAster Data->Bussiness partners->customers->Customer hierarchy->set partner determination for hirearchy categories.
In this you will have one option to define by item category.
Hope this helps.
Abhishek

Similar Messages

Necessity of the Partner Determination Procedure at Item Level

Hi Gurus,
What is the necessity of the Partner Determination Procedure at Item Level and in what case it is useful?
Regards,
Sarosh.

Dear,
It may happen that in a business transaction the partner in the document header does not apply to all items, for example, if specific goods for a customer are normally delivered to another ship-to party.
In sales documents and billing documents you can enter one of the deviating partners from the document header at item level.
You have planned to have the partner function in the partner determination procedure for sales document items or billing items.
When creating a document , the system copies the document header partners to the items. If you want to define another partner than the one in the document header at item level, overwrite the proposal from the item partner screen.
You have planned the partner function ship-to party in the partner determination procedure in Customizing for sales document items and have defined this as changeable.
Create a customer sales order as usual.
The system copies the partner from the customer master into the document header and then from the document header into the items.
Select the item, that should receive a deviating partner.
Choose Goto --> Item --> Partners.
The partner screen for the item appears. Here you can overwrite the changeable partner functions.
Try to read the SAP help. U will find some more info.
reward if helpful
Krishna Chaitanya

Assign partner determination procedure for campaign automation

Dear all,
could anyone help me how to set up Partner determination in CRM? I try to create campaign automation and when I want to release it I get this error message:
Diagnosis
Campaign 1: Parties involved have been assigned to this marketing project. However, there is no partner determination procedure assigned to type "Product Promotion" (Z002).
System Response
The partner determination procedure is determined from the type. If you select a type that does not have a partner determination procedure assigned to it in Customizing although parties involved are assigned to the marketing project, the assigned parties involved cannot be validated. You therefore need to choose a type with a partner determination procedure assigned if parties involved are assigned to the marketing project.
Afterwards I§m not allowed to save the campaign changes and to release the campaign.
Please, how can I assign the Partner determination procedure?
Thank you very much
Michal

Hi,
For setting up partner determination procedure for Campaign, goto transaction spro.
Choose CRM->Marketing ->Marketing Planning and Campaign Management
In here, please expand the node 'Partner Processing'. There is IMG documentation help available on how to set up PDP.
Hope this helps.
Thanks and Regards,
Nisha

SC based on item category po document type need to be choosen

Hi I have a require ment
Based on the SC item category or ........ etc    the PO document type must be choosen
ex: If SC item is   LIMIT item then when ur creating the po The PO document type must be zlimit PO ...some thing like
same way for service   --- PO doc tyep may be Zsercie PO
and same way for catalouge - PO doc type may be Z cat PO
please guide me how to do this
Basaed on the SC item the PO doc type need to be automaticlly choosen.
Sekhar babu dasari

Hi,
This has been discussed several times on this FORUM..Pls refer the foll threads for more details:
PR document type in the back end system
Change "Document Type in R/3 System" in SC
Changing document type of PO backend
Re: Change PO number/document type
BR,
Disha.
Do reward points for useful answers.

Prtnr determinatn procedure at item category

hii experts,
What is the template Partner Detmn Procedure in Item Category meant for.
explain with logic
regards
Montee

Hi,
If a order contains 5 items which are to be shipped to different persons and also billed to different and furthur payer is different ....
This is the scenario why it is given
Reward Points if useful
Regards,
Amrish Purohit

How to set partner determination procedure for customer hierarhies.........

hi,
sap gurus,
how to set partner determination procedure for customer
hierarhies.........
regards,
balaji.t
09990019711.

Hello Rajesh,
The PDP is set up in customizing.You must create a regular partner determination procedure.In the IMG choose
CRM>Basic Functions>Partner Processing-->Define Partner Determination Procedure
You can define a partner determination procedure for each object type.
PDP assigned to the object type Campaign can also be campaign-type-dependent.
IMG:CRM>Marketing>Marketing Planning and Campaign Management>Partner Processing>
Assign Partner Determination Procedure
Hope this helps!
Best Regards,
Shanthala Kudva.

Why should we create a new sales document type

I want to know the actual reason behind creating new sales document type when the standard document is available

General procedure when setting up sales document types
You have three options for configuring new sales document types:
1. Change an existing sales document type.
2. Copy an existing sales document type and change it according to your requirements.
3. Create a new sales document type.
Recommendation
For small changes, SAP recommends that you copy similar existing sales document types in the standard SAP R/3 System and make the appropriate changes. Small changes might, for example, be, a changed description, a different number range or a different increment for the numbering of items. The name is to start with the letter Z as SAP keeps this range free in the standard system.
This procedure has the following advantages:
All the specifications of the existing sales document type are copied. In particular, the data concerning, for example, partner determination, pricing or document flow which you would otherwise have to edit manually is copied.
You can test your new sales document types in respect to the settings made without having to edit the other settings.
When copying sales document types, item categories and schedule line categories, the SAP R/3 System automatically creates a log with the copied data. Using the log, you can check whether all of the copied data applies to your sales document type or whether you need to make changes.
Actions
1. If you need to make further changes, you should define new sales document types. To do this, you enter an alphanumeric key with a maximum of four characters for a sales document type and a textual description for the key.
2. Maintain the specifications on the detail screen according to your requirements.

Sales document types during initial load

Hi Gurus,
Landscape - SAP R/3 4.6 c, CRM - 4.0
We are starting the initial load for the Sales documents, item categories etc.
For the same, for the document types in R/3, we have the same document type in CRM.
Question 1- Do I need to configure the partner determination, incompletion log etc for the document type before the initial load or I can do it later once the data is in CRM.
Question 2- Is it mandatory that for all the doc types in R/3, we have the respective document type in CRM? Logically yes, if yes, where can I find the mapping? For example for OR in R/3, there is a TA in CRM.
Request someone to answer this ASAP.
thanks
Yash

Hi Yash,
I think the behavior is just use the same code
of Transaction Type in CRM and Order Type in R/3.
Since partner determiniation using different partner
function codes in CRM and R/3, maintained or not in R/3,
you may still need to maintain it again in CRM.
For document, what you can do just create same document
type (Transaction type) for R/3 and CRM. And depends upon
you sceneario (in CRM there are several scenarios such as
document created in CRM and transfered to R/3 Or download
R/3 document into CRM - no transaction in CRM).
Especially for partner, you may need to setup data
transfer CRM to R/3 or R/3 to CRM in CRM configuration.
And in R/3 you need to define it in tcode PIDE.
Hope this helps.
Cheers,
Gun.

Partner determination procedure assignment not possible

Hi All,
1) I had created the partner determination procedure
2) Created partner function in procedure
But while doing partner detremination procedure assignment i am unable to that and not able to create the new group customer account group, while doing so getting the message "This function is not possible"
Please guide me how i to proceed further with this setting.

1. Set up partner determination procedure.
The first checkbox is to make the partner u201CNot Modifiable,u201D that is, once it is in the
customer master record it cannot be changed. Generally, this is only used for the Sold-to
Party.
The second checkbox is to make the partner function mandatory, that is, the partner
must be determined or manually entered in the customer master record.
2. Assign Partner functions to the partner determination procedure
3. Assign the Partner determination procedure to the customer account group.
4. Assign individual partner functions to the account group
regards,
Sandeep

Partner function mandatory for Item category

Hi all,
Here is the requirement & current settings,
For consignment sales process ,we have 2 diff. item cat. , for both common partners are SH,SP,BP,PY.
For consgn. issue item category we ned retailer as mandatory partner.
created a new partner as retailer & asigned in the account grourp,
Created new partner procedure with ship to party & retailer as mandatory functions & asigned to cons. issue item category.
While creating consignment issue w.r.t consignment fill up, in the order the partner retailer has to be a mandatory function, but with current settings it is allowing to save the sales order.
is there any thing to be maintained,
your inputs will be appretiated.

You can try this.
Go to IMG SD > Basic Functions > Partner Determination > Set Up Partner Determination > Set Up Partner Determination for Sales Document Item.
There create a new Partner Det.Procedure say Z, by copying standard N. Next click on Partner Functions in Procedure. Now, against this new Z procedure, you can see that special stock partner. Against that partner, select the box Mandatory.
Next click on Partner Determination Procedure Assignment and select Item Category KEN and assign Z.
Finally, assign this Z to your item category in VOV7
Now try the process and update the forum.
thanks
G. Lakshmipathi

Territory and partner determination procedure for employee responsible

Hi CRM team,
I have a little issue for you I'll be very thankfull if someone could help me.
There is the organisation of the territory management in the company I'm working for:
-Country
-Region
-sector
*each sector have a determination rule based on 1 condition "1 field from the BP Header (customer)"
*each sector have a position assigned to it. (Organisational model PPOMA_CRM) And there is 1 or 2 employee affected to each position..
*When creating an activity,*
*First thing I enter the Account (customer: activity partner)*
*I would like the system to determine the employee affected to the sector of the BP as the employee responsible.*
Any Idea?
For the moment, I'm searching in the partner determination procedure. But the standard access sequence Business Partner Relationships: Activity Partner -> User dont work.
There is some sitting from my IMG:
The partner fonction Employee Responsible is with
*fonction category: employee
*usage: CRM
*Relationship category: Is the employee responsible for
Partner determination procedure:
In the acces sequence, I put a dialogue seq 15 :
Business partner from territory
And in the detail on source, I put:
Fonct. categ. : Employee
Usage: CRM
It dosn't work...
I don't know if I'm am searching in the right place.
Could you help me with a solution to have the needed system behavior????
Thanks a lot for your time and your help.
Best regards,
Ahmed.

Hi Ahmed,
After created determination rules for territories have executed the report CRM_TERRMAN_PROC_REL for initial option?
Once territories and determination rules are created, you need to run the above report in Background(schedule a batch job) which will establish relationships between the territories and corresponding attributes. You need to run this report every time there is a change in determination rule of create/change territories.
This should resolve your problem
Regards,
Priyanka

Partner determination procedure

Hi,
This is for the 1st time i am in this forum.
Could anyone tell about when the error comes (during creation of sales document-customer master record does not exist), though i have created my own partner determination procedure with new part functions & created cmr successfully too.
Regards,
Dash

Have you created Customer Master Data?
Steps to create Customer master data:
2.1.2 Process to Create Customer Master
2.1.2.1 Initial Screen of Customer Master Maintainance
Use
The purpose of this activity is to maintain Customer Master Data. Customer Master Can be created for Sales & Distribution, in which it will be possible to maintain General Data Tab & Sales Area Tab. Alternatively it is also possible to maintain Complete / FI, in which it is possible to maintain General Data, Company Code Data & Sales Area Data (Complete) or General Data & Company Code (F1)
Procedure
1. Access the activity using one of the following navigation options:
SAP Easy Access > Logistics > Sales and Distribution > Master Data > Business Partner > Customer > Create > Sales and Distribution / Complete
Transaction Code: VD01 / XD01
Fields to be maintained in Initial Screen (referring Complete):
Field Functionality
Account Group - Take a drop down & select appropriate Account Group (Say, Sold To Party)
Customer - Enter manually / Internal by system (Based on Configuration)
Company Code - Take a drop down
Sales Organization - Take a drop down
Distribution Channel - Take a drop down
Division - Take a drop down
A Customer can be created with reference to an existing Customer & necessary data can be changed.
Reference
Field - Functionality
Customer Enter manually
Company Code - Take a drop down
Sales Organization -Take a drop down
Distribution Channel - Take a drop down
Division - Take a drop down
2.1.2.2 General Data of Customer Master Maintenance
Use
The purpose of this activity is to maintain General Data. General Data is applicable to the customer centrally. Incase of extending Customer to another Sales Area, General data will remain the same.
Procedure
 Fields to be maintained are as under:
ADDRESS
Field - Functionality
Title Take a drop down
Name - Enter manually
Search Term - Enter Manually (Optional)
Street - Enter Manually (Optional)
House No - Enter Manually (Optional)
Postal Code - Enter manually
City - Enter manually
Country - Take a drop down
Region - Take a drop down
Control Data
Field - Functionality
Vendor - Enter Manually (Optional) To establish Customer Vendor Relationship.
Trading Partner - To be maintained incase of Inter-company Customer,
The above is for Illustration purpose. Please ensure to maintain the fields required.
2.1.2.3 Company Code Data of Customer Master Maintenance
Use
The purpose of this activity is to maintain Company Code Data. This is maintained by an FI person.
Procedure
 Fields to be maintained are as under:
Account Management
Field - Functionality
Recon. Account - Take a drop down (Mandatory)
Payment Transaction
Field - Functionality
Terms of payment - Take a drop down.
The above is for Illustration purpose. Please ensure to maintain the fields required.
2.1.2.4 Sales Area Data of Customer Master Maintenance
Use
The purpose of this activity is to maintain Company Code Data. This is maintained by an FI person.
Procedure
 Fields to be maintained are as under:
Sales
Field - Functionality
Sales Office - Take a drop down
Currency - Maintain the local / export currency.
Exch. Rate Type - Maintain M, incase of export / inter-company(if required) only.
Cust. Pric. Proc - This is maintained to pick the pricing procedure in Sales Order & Billing Document. It should always be maintained.
Customer Stat. Gr - This is recommended to be maintained to enable the data to flow to SAP standard report.
Shipping
Field - Functionality
Delivery Priority - Take a drop down & maintain the appropriate for Delivery purpose.
Order Combination - Maintain the tick
Shipping Condition - Take a drop down & maintain the appropriate for Delivery purpose.
Delivery Plant - Take a drop down & maintain the appropriate Plant.
Billing
Field - Functionality
Incoterm - Take a drop down & select. Maintain the Description manually.
Terms of payments - Take a drop down & select.
Account assignment Group - Take a drop down & maintain the appropriate. This is very important to be maintained, else it will give an error to release the billing document to accounting.
Tax - Take a drop down & select 0.
The above is for Illustration purpose. Please ensure to maintain the fields required.
Regards,
Rajesh Banka
Reward points if Helpful.

How to create the partner number in partner determination procedure

Hai,
I am going to create a new partner number that should be assigned to partner functions in partner determination procedure.
Please help where to create.
Kalyan

Hi,
First determine one account group ( Trans code OBD2 ) assign number range for acct group ( Trans code OBAR ).
Define partner determination procedure:
IMG -> SD -> Basic Functions -> Partner Determination -> Setup Partner Determination -> Partner Determination For Sales Doc Header
Click on Partner Type
Go To New Entries and Define Partner Types
Customer KU
Vendor LI
Contact Person AP
Sales Employ SE
Select Partner Type KU and Go To Details Icon and Maintain Partner Functions
SP Sold To Party
SH Ship To Party
BP Bill To Party
PY Payer
Come Back and Click On
Assign Partner Type To Sales Doc Header
KU To TA
Assign Partner Functions To Account Group
SP To ACC GROUP
SH
BP
PY Same.
For Sales Doc Header The Partner Functions Can Be Determined From Customer Master.
Regards

Define Partner Determination Procedure With Filter?

Hello in SPRO you can define the partner determination procedure:
SPRO->CRM->Basic Functions->Partner Processing->Define Partner Determination Procedure
Here you can define a partner for instance for our sales team in the opportunities module I have defined some partners
and then I can go to partner functions in procedure and give the access sequence such as 1000 preceding document or 0008 Preceding Document->User.
But my question is, is it possible to have a partner appear based on the Opportunity expected value or other fields within the opportunity? For instance, I want our Vice President to be included in the assignment block of Partners "Sales Teams" if the value of the opportunity is greater then a certain amount of money.
So has anyone ever created partner determination members based on values of say the opportunity module?

Jon,
Here is an easier approach which you can achieve your requirement thru actions.
1) Create an action "Add Partner" ( activate schedule automatically, processing time: Using selection reprot)
2) Take process type as methodcall.
3) Implement EXEC_METHODCALL_PPF badi. In the method execute, read the opportunity value. You can use CRM_ORDER_READ FM to do so.
4) Compare this value against the threshold value.
5) If step 4 is successful, call an approproiate FM to insert the partner function in the opportunity. CRM_ORDER_MAINTAIN will do. But you can search for a more performance friendly FM.
6) Include the action thus defined in the profile attached to you opportunity transaction type.
7) schedule program RSPPFPROCESS (TCode: CRMC_ACTION_JOB) with a variant in which action definition is the action defined in step 1 AND promotion status is 0 and 2.
Regds,
Raghu

Table where partner determination procedures assignments are stored

Hi Everyone!
I need to find out in what table are the partner determination procedures assignments stored.
I know that TPAR is where the partner determination procedures are stored. But I dont know what table is the one where you can see wich partner determination procedures is assign to what SO Item type or Billing type or whatever you need.
Thanks in advance!

Hi,
Try checking VBPA table.
VAKPA
VBKPA
VLKPA
VRKPA
Thanks & Regards,
Harish
Edited by: harishkumar.d on Apr 27, 2011 8:03 PM

Assign partner determination procedure to Item Category/Sales document type

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