Automatic assignment of Partner Function (Dealer) based on Postal Code?

Hi Experts,
We are realizing a project in the Bathroom-Product Industry. Responsible for the service to the end-clients are authorized dealer. When creating a service ticket the responsible dealer has to be assigned automatically to the ticket on the basis of the postal code where the IBase (the product) is installed.
The process is:
1. The client is calling the Interaction Centre and first the IC Agent has to identify the account and the Installed Base (The installed base contains the postal code where the product of the client is installed) of this account.
2. An Interaction Record is created to record this inbound call.
3. Afterwards a Service Ticket is created as a follow-up Document of the Interaction Record. In the moment of the creation of the Service Ticket the correct dealer has to be assigned automatically to the Service Ticket (as a Partner Function not as a Service Organization) on the basis of the postal code of the installed base.
I have the following question! Which are the steps to assign automatically a Business Partner Function to a Service Ticket? We also need to create a Z-Table with the postal codes for which every dealer is responsible.
Example:
Dealer 1 is responsible for the postal codes: 08040 - 08045 and 08056 - 08059. If a client is calling and his product (Installed Base) is installed in Postal Code 08042 or 08054 the dealer 1 has to be assigned to the service ticket.
I hope I could make myself clear ;-)? Anybody can give me a hint how to do that? What are the basic steps?

Slightly similiar, originally being an R/3 customer before implementing CRM our dealer equated to sales office.
In the CRM Org model (PPOMA_CRM) in the attributes of the sales office we entered the Regions & Postal codes for that dealer (pain in the arse to do) and in CRM the sales office in the org creates a BP.
We used a org rule for the IR record based on country, region, postal code to determine the appropriate sales org, DC, div, and sales office based onthe zip code. We created a custom partner function to represent the partner number of the BP from the org model. Then we configured a custom relationship "ZORG" "Is partner of sales office" and went into the BP master and assigned the actual dealer number as a partner to BP from the org model that = sales office. From that we configured a custom access sequence to pull the actual dealer number from the org model office relationships.
We looked at territory management, but our dealer is an "org BP" and territory management appeared to want to drive to a person BP number.

Similar Messages

Freight Cost based on postal code from alternative partner (occasional)

Hi SAP experts!
In standard SAP, the freight cost is calculated based on the postal code from WE partner (goods receiver).
But my client have a situation where he uses an one-time customer as a goods receiver. In this cases the freight cost is being calculated wrong, because the SAP uses the tariff zone from goods receiver (WE partner).
Does anybody know if there is a standard partner function to be used in order to consider the zipcode from the one-time customer instead ?
Does anybody knows if there is a standard solution for this issue in SAP?
Exemple:
sold to party - client X - postal code NNN
ship to party - client X - postal code NNN
goods receiver - client Y - postal code AAA
Then the freight must be calculated based on the postal code AAA.
Thanks!
Edited by: Fesuster on Dec 10, 2009 6:10 PM
Edited by: Fesuster on Dec 10, 2009 6:13 PM

k

Partner function;Partner procedure; Partner object; Procedure assignment??

Hi,
If we check T-code: VOPA, we could find below:
Partner function(Partner type inside);
Partner procedure;Procedure details;Procedure assignment;
Partner object(Customer Customer Master;Sales Document Header Sales Document Item..etc)
Account Group;
Anybody could explain clearly on above relations? Would be better if could attach an example by connecting to XD01 creating customer master data, especially the useage of Account Group.
thank you very much!

Let's take kinds of example like this..
I went to an bookstore, bought an book and got the invoice. Then i paid the money, the book is deliveried to me.
Analysis this business process:
Partner type:
I as an person who purchase goods, so i should belong to partner type Customer.
Bookstore sell goods, they should belong to partner type Vendor...
Partner function:
I as an customer but also play roles like pay the amount, receive the invoice..etc
As an customer, i am function like an Sold-To Party.
I pay the amount, then i function like an Payer.
I receive the invoice , then i function like an Bill-to Party.
Also i got the book from bookstore, then i founction like Ship-To Party.
All above function belong category:Customer.
So in SAP system, VOPA, i need first define corresponding partner function, and assign it to partner type.
Partner object:
Partner object is Customer master;Sales document Header,Sales document item..etc
We define above mentioned Partner functions into corresponding partner object, also we need define Partner procedure and assing account group inside it, so as ?????
Sorry, i think idont know what Partner procedure works? And why we need PArtner procedure??
Seems partner procedure is related with Account Group...
I remembered we had assign the Partner function to Account Group once, why we still need Partner procedure to Account Group again???? Coz inside PArtner procedure is partner function...
And what imapct when we creating customer master data XD01 or processing sales order..Billing document...
Hope could kindly help to clear my doubt......
Thank you very much!

Problen in assigning partner function at the time of creation of lead .

Hi ALL ,
          I have requirement , where as soon as bp will be created a lead has to be generated mentioning the BP as sales prospect (partner function) . I have to assign employee reponsible partner function too in lead , at the same time .
I have used BAPI :BAPI BAPI_LEAD_CREATEMULTI to create the lead .
But its not accepting the partner function as well as organisation details , giving error like Ref field for Partner ,Orgman are not allowed.
Can any one tell me where and how can I assign the Partner function in case of my reuirement .
Thanks & Regards
Debasri sarkar

Hi Debasri,
I am able to develop a code to add a partner
Check this:
*- Data
DATA: lt_partner            TYPE crmt_partner_comt.
DATA: ls_partner            TYPE crmt_partner_com.
DATA: lt_input_fields       TYPE CRMT_INPUT_FIELD_TAB.
DATA: ls_input_fields       LIKE LINE OF lt_input_fields.
DATA: ls_input_fields_names TYPE LINE OF CRMT_INPUT_FIELD_NAMES_TAB.
DATA: LV_Guid type CRMT_OBJECT_GUID.
DATA: LV_AddPartner type NOTES-UDATE.
DATA : lt_orderadm_h TYPE CRMT_ORDERADM_H_COMT,
         ls_orderadm_h like line of lt_orderadm_h,
         gt_obj_guids TYPE crmt_object_guid_tab.
   LV_Guid = '96CB40512AA2BD4C95EEE26BFD8E6187'.
   LV_AddPartner = '00000012'.
*- Partner info
ls_partner-ref_kind = 'A'.
ls_partner-kind_of_entry = 'C'.
ls_partner-no_type = 'BP'.
ls_partner-display_type = 'BP'.
ls_partner-ref_guid = LV_Guid.
ls_partner-ref_partner_fct = LV_AddPartner.
ls_partner-partner_fct = LV_AddPartner.
ls_partner-PARTNER_NO = '0000409993'.
INSERT ls_partner INTO TABLE lt_partner.
*- Input Fields info
* ls_input_fields-ref_handle = '1'.
ls_input_fields-ref_guid = LV_Guid.
ls_input_fields-ref_kind = 'A'.
ls_input_fields-objectname = 'PARTNER'.
CONCATENATE ls_partner-ref_partner_handle LV_AddPartner
              INTO ls_input_fields-logical_key.
ls_input_fields_names-fieldname = 'PARTNER_FCT'.
INSERT ls_input_fields_names INTO TABLE ls_input_fields-field_names.
ls_input_fields_names-fieldname = 'NO_TYPE'.
INSERT ls_input_fields_names INTO TABLE ls_input_fields-field_names.
ls_input_fields_names-fieldname = 'DISPLAY_TYPE'.
INSERT ls_input_fields_names INTO TABLE ls_input_fields-field_names.
ls_input_fields_names-fieldname = 'PARTNER_NO'.
INSERT ls_input_fields_names INTO TABLE ls_input_fields-field_names.
ls_input_fields_names-fieldname = 'KIND_OF_ENTRY'.
INSERT ls_input_fields_names INTO TABLE ls_input_fields-field_names.
INSERT ls_input_fields INTO TABLE lt_input_fields.
*- Make the changes in memory
CALL FUNCTION 'CRM_ORDER_MAINTAIN'
    EXPORTING
      IT_PARTNER        = lt_partner
    CHANGING
      ct_orderadm_h     = lt_orderadm_h
      CT_INPUT_FIELDS   = lt_input_fields
    EXCEPTIONS
      ERROR_OCCURRED    = 1
      DOCUMENT_LOCKED   = 2
      NO_CHANGE_ALLOWED = 3
      NO_AUTHORITY      = 4
      OTHERS            = 5.
IF SY-SUBRC <> 0.
      Write 'Error!'.
ENDIF.
* Get guids
LOOP AT lt_orderadm_h INTO ls_orderadm_h.
    INSERT ls_orderadm_h-GUID INTO TABLE gt_obj_guids.
ENDLOOP.
CALL FUNCTION 'CRM_ORDER_SAVE'
    EXPORTING
      it_objects_to_save = gt_obj_guids
    EXCEPTIONS
      document_not_saved = 1.
CALL FUNCTION 'BAPI_TRANSACTION_COMMIT'.
Hope this solves the issue.
Regards,
Saumya

List of service orders including partner functions assigned

Hi gurus,
We were trying to get from IW39 report a list of service orders with partners assigned in partner functions, but doesn´t seem to be possible.
Do you know how to get such a list?
Best regards,
VL

Hi,
You can use the multi-level list IW40. Use the 'filters' to choose which objects you want to see including partners.
-Paul

Partner functions automatic redetermination

Hello,
After a first successfull partner determination in the CRM activities, I am looking for a way to automatically redetermine a partner function if the source partner function is modified by the user.
The standard application does not redetermine partner functions if already previously filled.
Thanks in advnace for your help.
Rgds,
Olivier

Hello David,
I am working on a requirement in Similar line where in I have to populate the employee responsible partner function by reading from the organisation structue.I am using the Order_Save badi to achieve this..but the problem is the employee responsible is not getting populate in the transaction...
I have been trying to solve it since past week but no solution yet...could you please ,if possible give send me the code which you had used to achieve the functionality....or suggest some means to achieve this...I have been using CRM_ORDER_MAINTAIN function module but no updation is getting reflected...
Any help would be sincerely appreciated....
Thanks and Regards.
Narsingh

Assigning Partner Function to Ship to party.

Hiya
How could we assign a partner function[sales employee] to a ship to party and call it in an order...
Thanks

Hi Rajendra,
You fallow these steps this may help you to full fill your requirement.
1.Define the partner function in the IMG-->Sales and Distribution >Basic functions>Partner Dterminatin.
3.You pur that partner function in your ship to party procedure then chek the mark as mandatory.
3.you assign that partner function to your ship to party account group
4.You assign that ship to party procedure to your ship to party account group.
5. Now you create master data with that account group here you enter the sales employee in the Partner functions tab in the sales area data.
(Bur you need to main tain the master data for that sales employee).
6.if you create sales order with that ship to party sales employ also will come in the sales order.
I hope this will help you
Regards,
Murali.

Ecsallation of Complaint - Assign to next Partner function

Hi,
I want to escalate the complaint to the concern person if it is not taken over by the responsible person within time limit. I just have 5 statuses and if transaction exist in the particular status more than the specified time limit it should get assigned to partner function defined in partner determination procedure. So that the transaction will fall in my work list of the higher authority.
My one more concern is how to configure condition for this. I know configuration of condition but not exactly for this scenario.
Please suggest.
Regards,
Nikhil

Hi Nikhil
Lets say you have status - A,B,C,D,E,F and you have responsible persons X, Y, Z identified in your complaints
Now when the complaint is created it can be directly assigned to X via action mail ( condition - status A, Action condition partner dependent and partner X)
Now the second action will be on a batch report (lets say the date type ZDate = todays date + 2 hours) (Start Condition will be when date type todays date and time = Zdate) (action def. partner depepndent Y)
The batch program will continuosly check for the date and time and when the condition is met it will execute a mail to Y ( it can be a smart form mail with the details that it is an escalated mail as it was not done in status A and specfied SLA)
Hope this addresses your concern
Regards
Raj

Difference Between Partner function & Business Role

1) What's the difference between Partner function & Business Role?
2) What is BP role grouping??

Hi Jayant,
Partner functions
Partner functions are terms that describe the people and organizations with whom you do business, and who are therefore involved in transactions. For example, when you create an activity, based on Customizing settings, it automatically includes the partner functions Activity Partner, Contact Person, and Person Responsible. Partner functions are always assigned to partner function categories, which are hard-coded in the system.
The system includes commonly used partner functions, but you can also define your own.
Business role
The business role is a role describing the user interface of SAP CRM and displays the CRM functions in the form of BSP applications in the CRM Web Client. The business role is assigned to the end-user.
Business Role is a crucial aspect in configuring the Web UI as required by an individual or a group of Users.
For Ex: In general an individual who works within Sales as an agent would be able to login as a Sales Professional and a manager of the same team would login with the business role Sales Manager.
This is beneficial as the sales manager would be able to view the entire performance of the team, sales reports and will have access to all opportunities which he can assign to individual agents etc. whereas a Sales agent will be able to view only opportunities assigned to him, his individual sales targets etc.
All this can be achieved within SAP CRM 7.0 Web UI by configuring the Business Role.
Regards
Leon

Difference between partner role & partner function

hi all
what is the differnce between partner role & partner function ?
Please elaborate with examples.
Kiran

Hi,
Partner function
Partner functions are terms that describe the people and organizations with whom you do business, and who are therefore involved in transactions. For example, when you create an activity, based on Customizing settings, it automatically includes the partner functions Activity Partner, Contact Person, and Person Responsible.
BP Roles
A business partner role is used to classify a business partner in business terms. The roles you assign to a business partner reflect the functions it has and the business transactions in which it is likely to be involved.
Regards
Srinu

Account Group and partner functions in customer master records

Hi Gurus,
I need your help to confirm the following understand if correct:
1. To create customer master record for partner function Ship-To, need to create a customer master record using the uniquely assigned account group for Ship-To , that is, 0002 . In this ship-to master record, define in its partner function tab, the other partner functions related to it.
2. To create the above, it cannot be achieved by just assigning the partner functions in the partner function tab of SOLD-To customer master record , created using account group 0001.
Question:
1. How does the system know or allow what codes a user can select (f4) or enter manually when defining in customer master record's partner function tab, the partner functions and their respective codes?
How is this controlled? Is it by user authorization? or will user / sales administrator be able to select any codes tied to a partner function?
2. Lets say there are 2 partner functions : Sales employee VE and 9E called Sales Representative. Both of these partner functions are of Partner Type PE.
When defining in customer master record's partner function tab, how does the system know what codes is selectable for the administrator for each of these partner functions?
best regards
M Russo

hi russo,
this is to inform you that,
1. yes you are right.
2. you need to follow the steps as you said.
Question:
1. that you can find in the search basing on account group for partners. that assignment we should know russo which SH to be assigned to which SP. no need to have authorization for that, make a note of the list of SH and SP to be assigned that's all.
yes, he will able to select any SH from the list but make sure that we assign the correct SH to the list of SP.
2. that you will be defining it in Partner Determination Procedures. at the time of CMR creation you have to select the correct code that will get populated in sales order.
hope this clears your issue.
balajia

Message determination and Partner function LS (Logical system) for PO

Hi,
I have worked in the past with vendors (VN) as partner roles in a PO, with the message to create an EDI outpout to Partner Type: LI (Vendor), and this works succesfully.
Now, the idea was to use in EDI, a Partner Type: LS (Logical system) as a receiver of EDI messages (message types: ORDERS) for inbound Purchase Orders to the Partner.
So, we have set up a respective message condition, with Partner Function: LS (Logical System), in transaction: MN04 (Create Output-condition records).
A. When we use ME59N and create a PO with ref. from a PR (created from a sales order), the message determination works well, it reads the condition set in MN04 (condition records for messages), and creates a message (with output type for EDI , medium: 6, and partner function LS: Logical system). Message is created and idoc is sent to partner.
B. When we try with ME21N, ME21 and we create the PO with ref. to the same PR, either by entering manually the PR in the document overview of ME21N or by selecting the PR (without entering the PR number), i.e with date, the message is not created in the PO.
Company code is assigned to purchase organization, and so is purchase organization to plant.
Any idea why there is no automatic message determination in the case of the transaction: ME21N?
There is a single message condition that is to be read for both cases (trans: ME59N and ME21N).
Note: If I try ME21N, and enter the output type and partner (=Logical System), manually, I receive a warning message :
VN006 (Partner XXXX does not exist for partner function LS). If I accept this warning message, then message is saved- idoc is sent.
However you can not assign a partner function LS to a vendor, in vendor master data, because of message CZ 327 (Can not use this partner role).
Anyone with similar experience? Thank you for your advice.

Hi,
I well understand that the receiving partner can be a partner: Vendor (LI).
I have seen that working.
However, in the Partner Profiles (trans: WE20), the receiver was created as a Logical System (LS).
We want the partner Logical system (LS) to receive the idoc for purchase order (ORDERS).
After that, I think that the idea is that the LS can generate an idoc for a sales order creation that will then outbound to another partner. I think that this is the concept.
The issue is that I have seen that the POs created with transaction: ME59N, have received from message determination (trans: MN04) the message with partner LS (automatically), and the idoc of the purchase order (ORDERS) have reached the partner LS.
The question is why the message determination fails when creating the PO from trans: ME21N or ME21, with reference to the PR. Message condition is the same and message determination procedure is the same for both cases.
There is no issue with customizing for the LS in trans: WE20
(Port processing agent is Active for LS and ORDERS have the proper processing code for application EF).
I hope I am helping more with this.

Partner Function in COPA

Hi All,
Can any one help me in defining the Partner funtion from Sales Oder in to COPA. I m trying to use the VBPA table for defining characteristic but its saying " enter a valid reference SAP table". Any lead on this ? Do i have to derive these function from other tables and write a derivation rule ?
Thanks
MKR

Hi MKR,
I am going to try to summarize the basic steps to add one or
more new partner function(s). For more detailed information
please see the notes 36557, 32878, 12682 and 93658 although some o
these notes are known for you.
Add new domain/data element for the new partner function in the
ABAP/4 Data Dictionary.
Examples are the data elements KUNAG, KUNWE, KUNRE, KUNRG,
SPDNR, and VRTNR in structure MCPARTNER. This is where the
partner functions for the Standard Sales Information System are
defined.
Save the new partner field in structure MCPARTUSR (user part of
structure MCPARTNER) or, if available extend structure
MCPARTUSR by an append structure (ZAMCPARTUS).
Make sure that the check tables and foreign key relationships are
maintained for the new fields in structure MCPARTUSR
Define the assignment of partner function < > new partner
field in the communication structure.
Program RMCSUZ10, routine USR_PARTNER_GET.
Add the line as in the example of note 12682 given.
Include the corresponding field via transaction 'KEA0' from the
structure PAPARTNER into the Profitability Analysis data structures
If your new partnerrole is a representative/sales employee please apply note 32878.
Should you have implemented note 43002 (to prevent a field overflow
in pricing) please follow note 93658 and use userexit
userexit_pricing_prepare_tkomp instead of
userexit_pricing_prepare_tkomk.
userexit_pricing_prepare_tkomp is contained in Include MV45AFZZ
(sales order) and RV60AFZZ (billing)
Add the new field to the structure 'KOMPAZ' as in note 93658
described and NOT to the structure 'KOMKAZ' (note 36557)
(you have used both structures)
Generate the operating concern and check if the following entries
are included in TKEZU:
Charact. BTran Table      Field name Offset Length
XXXXX     SD00   KEDR       YYYYY
XXXXX     SDIN   KEDR       YYYYY
XXXXX     SDOR KEDR       YYYYY
XXXXX = Field name of the partner function in the profitability
analysis
YYYYY = Field name of the partner function in structure KOMP
(these entries should be made automatically here).
If you need more than one partner function please repeat the
steps as described above for your need.
Regards,
Abhisek

Custome Partner Function from SD to CO-PA

Hi,
I have created 3 custom partner functions and have assinged in customer master. I need these 3 custom partner function to be transfered to CO-PA during billing. Is there a easy way around to achieve this, coz there are some SAP notes which are sort of confusing and complex, since we are already live in production, we cant take a chance on the SAP Note.
If somebody experienced like this, could you please share the knowledge, how to achieve this.
Thanks.
With Regards
gj

Hi Gj,
There are no simple way around to get the customer partner function in to CO-PA during billing. You must follow the notes to get the correct value transfered to CO-PA. I will outline the steps below so that you do not miss anything.
I am going to try to summarize the basic steps to add one or
more new partner function(s). For more detailed information
please see the notes 36557, 32878, 12682 and 93658 although some o
these notes are known for you.
Add new domain/data element for the new partner function in the
ABAP/4 Data Dictionary.
Examples are the data elements KUNAG, KUNWE, KUNRE, KUNRG,
SPDNR, and VRTNR in structure MCPARTNER. This is where the
partner functions for the Standard Sales Information System are
defined.
Save the new partner field in structure MCPARTUSR (user part of
structure MCPARTNER) or, if available extend structure
MCPARTUSR by an append structure (ZAMCPARTUS).
Make sure that the check tables and foreign key relationships are
maintained for the new fields in structure MCPARTUSR
Define the assignment of partner function < > new partner
field in the communication structure.
Program RMCSUZ10, routine USR_PARTNER_GET.
Add the line as in the example of note 12682 given.
Include the corresponding field via transaction 'KEA0' from the
structure PAPARTNER into the Profitability Analysis data structures
If your new partnerrole is a representative/sales employee please
apply note 32878.
Should you have implemented note 43002 (to prevent a field overflow
in pricing) please follow note 93658 and use userexit
userexit_pricing_prepare_tkomp instead of
userexit_pricing_prepare_tkomk.
userexit_pricing_prepare_tkomp is contained in Include MV45AFZZ
(sales order) and RV60AFZZ (billing)
Add the new field to the structure 'KOMPAZ' as in note 93658
described and NOT to the structure 'KOMKAZ' (note 36557)
(you have used both structures)
Generate the operating concern and check if the following entries
are included in TKEZU:
Charact. BTran Table      Field name Offset Length
XXXXX     KEDR KOMP      YYYYY
XXXXX     KEDR KOMP      YYYYY
XXXXX     KEDR KOMP      YYYYY
XXXXX = Field name of the partner function in the profitability
analysis
YYYYY = Field name of the partner function in structure KOMP
(these entries should be made automatically here).
If you need more than one partner function please repeat the
steps as described above for your need.
Regards,
Abhisek

CRM Relationship to ECC Customer Partner function

Hi,
When a BP is created in SAP CRM it is replicated to SAP ECC as a customer.
The mapping of the BP classification to Account group has been made in transaction PIDE. A partner determination procedure is also been assigned to the account group.
Now, when the BP is replicated to ECC, the customer is created however the partner functions like Sold-to, Ship-to, Bill-to and Payer are not populated automatically.
Example.
BP 1001 is created in SAP CRM
In ECC Customer 1001 is created, however in the sales area data (partner function) tab no partner function is populated.
I was expecting the partner functions to be as follows
Sold-to 1001,
Bill-to 1001,
Ship-to 1001,
Payer 1001.
This however remains empty and has to be updated manually right now. How can this be fixed? Do I need to do any additional configuration?
Also if I maintain a relationship in CRM for the BP say bill-to relationship, the partner function should be populated with the right BP(customer) number in SAP ECC.

Hi,
For partner to be determined in BP ,you have to set up partner determination for Customer Master in ECC..
path: spro-SD-BF-part determination
-create partner Det procdure
-Assign the partner functions.
-Assign the partner determination to your account group.
Hope it helps..
Thanks,
veru
Edited by: veru p on Apr 13, 2010 1:24 PM
Edited by: veru p on Apr 13, 2010 1:25 PM
Edited by: veru p on Apr 13, 2010 1:26 PM

Automatic assignment of Partner Function (Dealer) based on Postal Code?

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