Automatic assignment responsible group partner function of Activities

Hi,
I need help on below requirement>>
Automatic assignment responsible group partner function of Activities when status is set to u201CIncorrectly Assignedu201D.
Thanks

you can check with order status badi
BR
Radek

Similar Messages

Customer is not assigned to a partner function

Hi Experts,
I'm encountering the same error. When I view the Customer and click Customer Partner Functions, system throws a message Customer SP0003 is not assigned to a partner function
How do I assign my newly created Customer to a Partner Function Sold-to-Party?
I've checked the setup for Partner Determination: Customer Master, the settings are as follows:
Partner Determination Procedures:
AG Sold-To Party
IN Sales Prospect
KO Consumer
RE Bill-to Party
RG Payer
SO Assortment cust.
WE Ship-to party
WESR GR w/ MatSafSheetRec
Partner Functions in Procedure:
AG SP Sold-to party NotModifiabe, Mandatory
AG BP Bill-to party Mandatory
AG PY Payer Mandatory
AG SH Ship-to party Mandatory
Partner Determination Procedure Assignment:
Account Group YG01 (account group of new Customer) assigned to AG (Sold-to-Party)
Account Groups - Function Assignment:
SP Sold-to party YG01 Customer BP
Is there any other config I should do?

Go to IMG path -- SD --> Basic Functions --> Partner Determination --> Setup Partner Determination --> Set Up Partner Determination for Customer Master.
- There block "AG Sold To Party" and double click on "Partner Functions in Procedure".
- Ensure that for AG, you have maintained SP and the box Mandatory is checked.
- Block AG/SP and double click on "Partner Determination Procedure Assignment" and see for Group 0001, AG is assigned
- Click on "Partner Functions" and see for SP, KU is maintained under the tab Partner Type and the box is checked
- Click on Account Groups-Function Assignment. Here ensure that the Account Group are assigned to your SP.
thanks
G. Lakshmipathi

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

Account Group and Partner Function

Hello All,
Can any one tell me how can i assign particular Account group to all partner functions.
Thanks
Sundu

Hi Sundar,
Its very simple.
Go to IMG - SPRO - SD - BASIC FUNCTIONS - PARTNER DETERMINATION - SET UP PARTNER DETERMINATION - SET UP PARTNER DETERMINATION FOR CUSTOMER MASTER
Now select Account Groups - Function Assignment in the left hand side column.
Now based on the account group that you use while creating customers through either XD01 or BP transaction, assign the relevant partner functions against your account group.
This should help you solve your query.
Reward points if helpful.
Regards
Ravi

Org Units as partner function 00000014 (Employee Responsible)?

Hi All,
Hopefully a quick and simple question....
SAP allows a business partner to be assigned as the "employee responsible" to a transaction if (a) they hold the role of "employee" OR "organisational unit" AND are included in the Org Structure. All seems pretty simple?
But the search help associated with partner function 00000014 is for the SAP standard employee search, which only allows searching for persons and not organsations.
Any idea on how a seach for organisations can be performed for the "employee responsible"?
Kind regards

Hi,
I think the partner function 00000014 holds only the BP who are defined in the Role Employee in the system and a user is assigned to them.
Org BP is not not assigned to this partner function, hence the standard F4 search help has no provision to find the org bp.
Regards,
PP

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

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

Org determination in transaction based on custom Partner Function

Hi All,
I am trying to figure out how can I modify the partner determination procedure and org data profile to determine the sales area (org,dc,div,so,sg) in a transaction automatically without having to choose the sales org.
Here is the set up:
Sales Org ->Soff->Sales group are permitted for Org determination in ppoma_crm.
Custom Partner Functions - Y1 and Y2 assigned to Sales Partner Function Category
Access Sequence YXXX has the following set up:
      Source                        PF                 Function Category          Usage
10 COM_PARTNER_A
20 CRM_PARTNER_C Sold to Party
30 CRM_PARTNER_C                         Activity Partner                 CRM
40 CRM_PARTNER_C Sales Prospect
50 CRM_PARTNER_C Activity Partner
Partner Procedure YPP001 has the following setup:
Function    Access Sequence
14              User                         Recurring
15              YXXX                       Recurring
21              0001                        Recurring
23              YXXX                       Recurring
Y001                                           Recurring
Y002                                          Recurring
Y1            YXXX                       Recurring
Y2            YXXX                        Recurring
Org Data Profile YORGPROF01 is maintained for Scenario SALES with Org Model Deter Rule 10000177. Sorg and Dc mandatory set.
The transaction type YOPP is configured as shown:
Org Profile YORGPROF01
Partn Func Org Activity Partner
Partner Determination Proc YPP001
Now here is the issue:
We want that when we create transaction YOPP it should fill the Org data including Sales Office and Sales group from the partner associated with the PF Y1 which gets assigned automatically when the account is selected on the transaction.
With the above setting, it populates all the sales offices and sales groups that have been marked for determination in ppoma_crm (which we don't want it to do). We need it marked for determination so the BP's master data associated with Y1 shows up the sales group and sales office.
When the account is selected on the transaction and Y1 is determined via partner determination, we would want the sales Org also to get determined automatically from the Y1 partner's master data.
Anything that can be changed in the above settings to make this happen?
Thanks
PC

Hi
Although i have no practical experience with this but an educated guess would be to use Partner function determination . If you have 'employee responsible ' PF , Then u can further use him for org determination.
May be this helps...
Regards
Ruchi

Create commisson agent partner function

Hi,
I have ascenario where in we need to have a commisson agent partner function in the sales order.
The agent shall be paid a fixed quantity per UOM of the finished product. This necessarily should be copied to the delivery and billing documents. The cond type that shall be maintained for this commission should be statistical and should not post an accounting entry in the billing document.
Client wants to carry out all related activities manually and wants an report with all related details. Depending on the billed quantity the agent shall be paid through a credit note after realisation of money from the payer.
Understand from my FI counterpart if an FI credit note has to be raised

Hi,
You can create a partner function as Commission Agent and assign it to your sales order partner function and carry out your transaction and post the commission amount after the receipt of the payment.
You can go through as follows.
SPRO>Sales & Distribution>Basic Functions>Partner Determination>Set up Partner Determination>Set up Partner Determination for Sales Document Header>Partner Function>Select SP>Copy>Name it as ZC>Save it.
Now Click on Account Group-Function Assignment>New Entries>Partner Function "ZC" and Account Group-say your account group 1000> save it.
Now Click on Partner Determination Procedures>select TA and click on partner Functions in Procedure>New Entries>Partner Determination Procedures as TA and Partner Function as ZC>Save it
Now Click on Partner Determination Procedure Assignment>Select your Sales Order Type say OR and assign TA here and Save it
Now you also need to have a master of Commission Agents so, Create a separate Account group for it say ZCOM-Commission Agent>SPRO>Financial Accounting>Accounts Receivable and Accounts Payable>Customer Accounts>Master Data>preparations for Creating Customer Master DAta>Define Account Groups with screen layout>New Entries>ZCOM>Save it.
Now Number Ranges for your commission agent>SPRO>Financial Accounting>Accounts receivable and accounts payable>Customer Accounts>Master Data>preparations for Creating Customer Master Data>Create Number ranges for Customer Accounts>Click on Change intervals>insert interval>ZC>SAVE it
Assign number ranges to your account group ZCOM and ZC number range.
Now for having a separate master data for your commission agent you need to also separately set up a Partner Determination Procedure for it.
Same procedure for setting this also>spro>Sales & Distribution>Basic Functions>Set up Partner Determination>Setup Partner Determination procedure for Customer Master
Select Partner Functions>new Entries>partner function as ZC-partner type-KU>Save it
Now click on Accounts Group-Function Assignment>New Entries>Partner Function-ZC and Account group ZCOM>SAve it
Now click on Partner Determination Procedures>New Entries>Say ZC Commission Agent>Save it
Now Select your partner Determination Procedure ZC and Click on Partner Functions in Procedures>New Entries-ZC-ZC>Save it
Now Click on Partner Determination Procedure Assginment>New Entries>Group-ZCOM-partner procedure-ZC>SAve it
Now create your Commission Agent>XD01>Create your commission Agents with only one partner function i.e ZC and save it
whenever you create sales order you need to manually select the ZC partner function in your sales order header and complete your sales oprocess. On completion of the sales activity i.e receipt of payment your can issue a credit note using SD functionality also.
I have done it while answering this query, try this out and let me know if you have any queries.
regards,
US
Edited by: usasapsd usasapsd on Mar 2, 2009 5:44 AM

Authorization for campaign on partner function

Hi,
User while creating campaign/MP will enter BP in partner function like employee responsible/Created/Approver/Notify. I dont want any other user to make changes (Edit) in campaign or marketing plan who is not a part of it. Other user should get to view it only.
Only BP(Users) assigned against defined partner functions in campaign/Marketing plan should be able to edit it.
Is this possible? Is there any standard authorization object for it? If not what would be the solution approach?
I tried with authorization object CRM_ORD_OP but system allows user to edit MP even thought its not enterd in Partied involved assignment block.
Regards,
Nikhil

Hi Nikil,
You can use the below Auth. object:
CRM_MPLAGR
CRM_CPGAGR
CRM_MPLRES
CRM_CPGRES

Whats the use of PARTNER FUNCTIONS node in NACE transaction

hello
i would like to know when a output type is selected as medium EDI or ALE what needs to be entered in the PARTNER FUNCTIONS node and what is the main purpose of this node. Pls help
~Suresh

Hi Suresh,
Partner Functions Uses
You use partner functions in transactions, in all areas of partner processing and in some areas of business partner master data.
·        For example, you have a real estate business and define the function tenant to refer to your customers.
·        Tenant is then displayed in the header and Partner tab page in transactions, and on the Buying Center tab page, when relevant.
·        It appears in the Customizing settings for access sequences, partner determination procedures and partner teams
·        It appears in business partner master data when you assign partners to partner functions as part of maintaining sales area-specific data, and when you enter excluded partner functions.
Nace Transaction
The Tcode NACE is used to link the Standard SAP forms (SCRIPTFORM or SMARTFORM) or the customized form or the new form to its respective print programs. Also the output types, Form entry are linked with their forms and print programs. In short term, i can tell u that configuration or customization of forms to print programs, assigning output types, form entry to the forms are done using this Tcode.
NACE is used to create output type while creating the output type you will mention forms, and driver program.
that will be maintained in the table TNAPR.if you create the output type using NACE then it will be automatically visible in table NAST and TNAPR.
so check in NAST, TNAPR table
Reward if useful.
Thankyou,
Regards.

Partner Function- Sales Order item level

Hi Gurus,
I want to assigne Partner function -Employee responsible at sales order item level.
i did the configuration settings and i am able to assigne the employee numner at sales order item level but i am not able to assigne partner function-employee resp more than 1. i want to assigne N number partner function- Emp Resp.
kindly tell me the p

Hi sumith
As you want to assign N number of employees at item level . first of all go to IMG->sales and distribution ->basic functions->partner determination procedure->partner determination procedure at item level
While doing partner determination procedure at item level don't check the boxes when you assign to your partner determination procedure. and just assign the sales Employee partner function apart from the standard partner functions.(SP,SH,BP,PY).
Now when you create the sales order and manually you can assign the sales employee number for all items.
Regards
Srinath

"Partner function CA can only occur 1 times in procedure TA (Sales Document

Dear Experts,
I have a requirement where I need to capture the Partner function more than once....
Say i need to capture the two or more commission agents in one sales order....
But when I enter the second comm agent the system triggers
"Partner function CA can only occur 1 times in procedure TA (Sales Document Header)
Cheers

Hi,
Go to VOPA....
1.Create Partner Functions as many as required....say PF1,PF2 and so on...
2.Assign all the partner functions to the account group.
3.mark the partners as mand or notchang in the procedure details....
Once u r done with this u can add the PF1..PF2 .....in the customer master/sales doc....
Hope this will help u.
Thanks
Ivy

Middleware: Changed partner function in R/3, appends relationship in CRM

Hi Group
Partner functions in R/3 are mapped as relationship categories in CRM and the transfer is happening through middleware.
However if I change the BP for an existing partner function in R/3, it is not changing the BP in corresponding relationship in CRM.Instead it is adding a new relationship category.
Ex.
- An account in R/3 has a partner function "Sold to Party" as BP Id "1234". This does create a relationship category in CRM "has sold to party" with BP Id 124. -- Works fine. No issues.-
- Later if I "change" the BP id 1234 to a new BP Id "5678" in R/3 for Sold to Party partner function, it does not update the relationship category in CRM. Instead it adds a new relationship category for "Sold to Party" with BP Id 5678. ISSUE.
We dont want to create a new relationship, instead we would like to update the relationship for new BP Id.
If anyone has any any clue how to resolve this, please share your thoughts. It is a very critical requirement.
Answer will be suitably rewarded with points.
Thanks & Regards
Vishal Mani

Hi Michael,
Thanks for asking . This Dinesh ( Vishal's colleague ) ..We found that the Dumps are because of the implmentation of the SAP Note 497146 which provides a enhancement to the existing FM BUPA_MWX_BDOC_MAP_REL_CENTRAL . This is throwing the short dump.
We raised a OSS message and SAP replied back saying the behivour of the sytsem is as per standard and its not a bug .
Can you please us to achive the following !!
We want to avoid the replication of BP relationship ( sold to party to Z Custom A/c group ) which does not have a Sales area ? Do you know a BADI which can help us to achive this functionility ??
I mean we want a control of the BP releationship replication via Middleware using BADI .. Can you please help us here . Also please provide any list of BADIs which can help us on this ?
Please get back at the earliiest , as we have a Go-live tommorow .
Thanks and Regards
Dinesh

Partner functions (R/3- CRM) based on employee number (KNVP-PERNR) or CP

Hi all gurus,
I am trying to replicate an partner-function base on personnel number/employee number for customers from R/3 to CRM.
For those partner-functions only the employee number is filled in KNVP-PERNR (the KNVP-KUNN2, KNVP-LIFNR and KNVP-PARNR are empty).
If I follow the replication process I don't see the employee number getting mapped to the "bapimtcs structure" (in function module COM_BUPA_MWX_CREATE_REL) and therefore those partnerfunctions are not replicated to CRM.
(all employees are entered in HR-R/3 and downloaded to CRM as business partners)
Basically this is exatly the same situation described in the following forum:
[Replicate partner functions (R/3->CRM) base on employee number (KNVP-PERNR) |Replicate partner functions (R/3->CRM) base on employee number (KNVP-PERNR)]
What (function modules/configuration) is necessary to get those partner-functions being replicated to CRM?
Unfortunately I was pretty unable to collect valid solution track.
Thanks in advance,
AndreA

Hi Andrea,
We were able to solve the exact same issue.
Here are steps used by us to fix the issue :
IMG Settings in CRM :
SPRO>CRM>Basic Functions>Partner Processing> Date Transfer>Distribution of Partner Functions from SAP ECC into CRM>
Partner Function = VE
Funciton = Employee Responsible(00000014) ( can be any other partner function which is a employee)
Usage= CRM
Also make sure the following settings are also done
SPRO>CRM>Basic Functions>Partner Processing> Date Transfer-->Distribution of Partner Functions from CRM into SAP ECC
Funciton = Employee Responsible(00000014)
Partner Function Cat = Employee
Scenario = CRM
R/3 func = VE ( even though you are using the PE partner function in ECCwe use VE here as you know VE is the german version of PE)
Type = MR master record
Also make sure that SAP Notes 1020514 and 1099363 have been applied in ECC.
Let me know if you have any issues. This should fix it.
Thanks
Edited by: Venkat_30 on Dec 14, 2011 5:15 AM

Automatic assignment responsible group partner function of Activities

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