Automatic partner determination in XD01/VD01

Hi,
we want to do the following.
When we create a customer in VD01/XD01, we enter on address screen
country and postal code.
Depending from that, the system should default some partners on partner screen,
e.g. the responsible salesman.
Is there any userexit or BADI to do this?
Thanks
Andreas

Hi Andreas
User exits (Function module exits) are exits developed by SAP. The exit is implementerd as a call to a function module. The code for the function module is written by the developer. You are not writing the code directly in the function module, but in the include that is implemented in the function module.
The naming standard of function modules for functionmodule exits is:
EXIT_<program name><3 digit suffix>
The call to a functionmodule exit is implemented as:
CALL CUSTOMER.-FUNCTION <3 digit suffix>
To find a Exit.
Goto Transaction -- Find The Package
SMOD >f4>Use the Package here to Find the Exits In the Package.
Else if you Want to search by Application Area wise ,
There is one more tab to find the Exits in the Respective Application Area.
Implementing the Exit-- CMOD Create ProjectsAssgn your Component .
Now Run ur Transaction to Check if it Triggers.
Thats it..
Suppose you need to find out all the user exits related to a tcode.
1. Execute the Tcode.
2. Open the SAP program.
3. Get the Development Class.
4. Execute Tcode SE84.
5. Open the Node 'Envir. -> Exit Techniques -> 'Customer Exits -> Enhancements'
6. Enter the Development class and execute.
Check out this thread..
The specified item was not found.
1. Type the transaction : system->status-> <PROG. NAME>
2 open SE37 , type EXIT<PROG NAME> and press F4 to get the list of function exits available.
3. Open CMOD utilities->SAP enhancements
EDIT->All selections
4.type the function module name obtained in step 2, in fields 'component name' in 'additional selections' block. and execute.
5. The displayed list contains the enhancements names for the transaction You were looking for.
6. Create a project in CMOD and the code in default include->activate.
http://www.erpgenie.com/sap/abap/code/abap26.htm
which gives the list of exits for a tcode
http://help.sap.com/saphelp_nw04/helpdata/en/bf/ec079f5db911d295ae0000e82de14a/frameset.htm
For information on Exits, check these links
http://www.sap-img.com/abap/a-short-tutorial-on-user-exits.htm
http://www.sapgenie.com/abap/code/abap26.htm
http://www.sap-img.com/abap/what-is-user-exits.htm
http://wiki.ittoolbox.com/index.php/HOWTO:Implement_a_screen_exit_to_a_standard_SAP_transaction
http://www.easymarketplace.de/userexit.php
http://www.sap-img.com/abap/a-short-tutorial-on-user-exits.htm
http://www.sappoint.com/abap/userexit.pdfUser-Exit
http://www.planetsap.com/userexit_main_page.htm
User-Exits
http://www.sap-img.com/abap/a-short-tutorial-on-user-exits.htm
http://www.sap-img.com/ab038.htm
http://www.planetsap.com/userexit_main_page.htm
http://www.sap-basis-abap.com/sapab013.htm
http://sap.ittoolbox.com/documents/popular-q-and-a/user-exits-for-the-transaction-code-migo-3283
These links will help you to learn more on user exits.
http://www.sap-img.com/abap/a-short-tutorial-on-user-exits.htm
http://help.sap.com/saphelp_nw04/helpdata/en/c8/1975cc43b111d1896f0000e8322d00/frameset.htm
http://www.planetsap.com/userexit_main_page.htm
http://www.allsaplinks.com/user_exit.html
www.sap-img.com/abap/what-is-user-exits.htm
Also please check these threads for more details about user exits.
Re: Screen exit
user exit and customer exit
user exit
1. Document on UserExits in FI/CO
http://www.ficoexpertonline.com/downloads/User%20ExitsWPedit.doc
2. Finding User Exits...
http://sap.ionelburlacu.ro/abap/sap2/Other_Useful_Tips.html#Finding_User_Exits
3. List of all User Exits...
http://www.planetsap.com/userexit_main_page.htm
Reward if useful to u

Similar Messages

Automatic Partner Determination Std Contact Person during Activity Creation

Hi ,
There is a requirement in my project where the Standard Contact Person of the Sold to Party should be automatically determined during Activity Creation .I have completed the Partner Function configurations and now the Standard Contact Person is being successfully determined as the Partner.
However, there is a problem in a scenario where in another Contact Person other than the Standard Contact Person is to be determined during Activity Creation . In that case, the option to select the other Person is not being offered through a pop up window, but the System automatically populates the next Contact Person based on the BP Id ( Next on the Number Range )
Is there any way , so that the normal procedure of selecting one Contact Person from a list in the Pop Window can be incorporated , once the standard Contact Person is being removed from the Contact Person field in the Business Transaction .
<< Moderator message - Please do not promise points >>
Regards,
Maroof
Edited by: Rob Burbank on Jan 5, 2011 5:06 PM

Hello Maroof,
you should check first the standard relationship flag of the account. Means check the account and go to the
relationship contact person.
There you will find the standard Relationship Flag, which is relevant for the system to determine the main CP.
Furthermore please check the partner procedure:
For each partner function you can enter a value in field Maximum and Selection Limit. Please consider the F1 help
for the field Selection Limit where you can find the explanation when and how the selection popup is triggered:
Example 1
You enter 3 in this field.
When the system finds three or more partners who could fulfill this partner function, it displays a selection list.
You choose from the list which partners to enter in the transaction.
Example 2
You do not mark this field, but enter 5 as the Maximum for this partner function.
When the system finds six or more appropriate partners it displays a selection list.
Hopefully this information helps you.
Regards
Rene

Purpose of partner determination procedure,text determination procedure,

hai sap-sd gurus please i would like to know the purpose of
1) parntern determination procedure.
2) out put determination procedure.
3) text determination porcedure.
if i want to do delivery split what r the configuration settings i have to do.
pls provide the all steps.
thanks&regards

Hi Sreenivas,
Partner determination use
In this activity, you define the rules that should be used to perform automatic partner determination.
1. Define the partner functions that differentiate the roles of
     partners in your system.
2. Define the partner determination procedure, and assign the key of the relevant partner object to this Procedure.
3. Assign the partner functions you define to the account groups.
Output Determination Purpose
The Output Determination component offers output functions for sales, shipping, transportation, and billing to help you manage sales transactions with your customers and within your company. You can create sales activity output (for example, customer telephone calls, mailing campaigns) and group output (for example, freight lists). Your company employees can send and receive output. Output is directly linked to the corresponding sales transaction (for example, the system automatically sends an order confirmation via Electronic Data Interchange (EDI) as soon as the employee
Texts Purpose in Sales and Distribution
In a business relationship, it is essential that business partners exchange information throughout the logistics chain. In sales and distribution, this exchange of information is supported by texts in master records and documents. You can maintain these texts for one particular customer or define them so that they can be used more flexibly.
Texts can be used in many areas of sales and distribution:
Sales notes for customers
Sales texts for materials
Explanations in order confirmations
Shipping instructions in deliveries
You can define as many text types as you require (sales texts, shipping texts, internal notes, supplement texts etc.) for master records and documents.
You can take the settings for the texts from Sales and Distribution Customizing under Text control.
Delivery split
Regarding Delivery split you can control through copy control routines in the VTLA transaction.
I hope it will help you,
Regards,
Murali.

Business Partner in XD01/VD01 how to create a vendor VN?

Hello Gurus,
How can I create a business partner called Vendor VN and insert it in the "Partners functions" Tab of the customer master data?
Can someone show me a step by step process to achieve this?
Please advise,
Kind regards
Chris

Hi,
In Standard Vendor will be created through XK01 transaction where we have to give Company Code, Purchasing Organization and Account group.
But a new if a new partner function need to add in the partner function needs to follow the below steps.
Go to partner determination by VOPA
OR
IMG  SD  Basic function  Set up partner functions  set up partner function for sales document header
1) Click on partner function and Maintain partner function ZV (Which I created) and back
2) Then select your existing partner determination procedure (Standard is TA) and click on PARTNER FUNCTIONS IN PROCEDURE and add partner function. And make it mandatory so even user forget to mention then at the time of saving system can remind user.
3) Then double click on PARTNER DETERMINATION PROCEDURE ASSIGNMENT
4) Assign partner procedure to sales document
Now when you creating sales order go to header partner tab and enter you institute partner number
For sales order and invoice report Execute this report by selecting partner function ZV in VA05N and VF05 respectively.
Regards,
Ram

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.

Plant as a Vendor in Partner Determination

Hi
In the Partner tabs, I need to determine the Plant as a vendor.
Do I need to create a relationship of the Plant with BP. If yes, what should be the relationship category? I am using "has undefined relationship".
To determine the Plant in Partners tab as one of the Partner, In access sequence, I have used the source as "Business Partner relationships" with the details on the source as Partner function - Sold to party.
In the partner determination procedure, I have assigned this Access seq, with function as Vendor.
While executing the transaction, I am not getting the Vendor determined automatically.
Any inputs would be helpful.
thanks
Yash

Yash,
In order to determine the plant as the vendor you need the following elements established:
1. Plants setup as business partners in CRM
2. Plant relationship to business partners in CRM. You will need to create a new relationship category in order to set this part up. Use transaction BUBA to setup the new category. The role of the corresponding partner should be "vendor". Now assign the plants to your business partner using the new relationship category.
3. Configure your partner determination procedure to pickup the vendor from the relationship category you defined before.
I have done something similar with a completely "custom" partner function so, this should probably work for something more standard like a vendor.
Good luck,
Stephen

Partner Determination at various levels....

Hi,
Partner Determination is possible at Customer Master level, Sales Document level , Item level etc....
During the sales order creation, the partner functions are taken from the Customer master... if yes, then what is the necessity of sales document level, item level partner determination....??? Also, if partner determination can be made possible at all levels then which takes the priority???
My second query is:
In customizing it is possible to determine the Ship to party based on the Sold party and also based on the Ship to party, the Forwarding Agent is determined....Where exactly the setting is done...????
Third query:
An analysis function is provided for tracing automatic automatic determination of business partners in sales documents..... Where is it possible ????
Regards

Hi,
your first question:
partner determination assignment vary as per your requirement. in general you assign it to account groups for customer master. for others like sales order/dlivery/billing, you only need to assign these if your requirement varies on delv/billing creation. take the exapmple of value contracts, here in general you assign the PD process KAB) to sales document type(WK1).
second:
this can be done, as you have already maintained the same. like take the example of order creation. if you just put SH data without putting the SP, the system will take the SP from the SH' master record (if you have maintained these for that SH)
Third:
as far as i know there is no analysis function for partner determination in sales document, like we have for material determination, listing/exclusion/freegoods and output.
Wishes,
Abhishek

Partner determination at item level in sales order

Dear experts,
I have 2 payers in customer master(sold to party). Is it possible to determine the partner function (Payer) at the item level in a sales order? I need to generate 2 billing documents with 2 line items. (1) Delivery related billing document (Item1) for which I want to bill to Payer 1. and (2) Order related billing document (item2) for which I want to bill to Payer 2.
Currently the in the above process I am able to do it manually by changing the partner (payer) at the item level.
Can the partner determination happen automatically based on the line items (Item category)? If possible, can it be restricted to document type?

Dear Friend,
The best option would be to enter / change the Payer manually in Partner Function.
Or the other option is as you have entered 2 payers in Customer Master for a single sold to party, sustem woild be give a pop-up for selecting one of two Payer while creating Sales Order. But still you will have to change the Payer at Item Level...
Also if Ship to Party is different then we have some option...
Hope this helps...
Thanks,
Jignesh Mehta

CRM 7.0 in partner determination procedure

Dear all,
In CRM 7.0 in partner determination procedure for an ITEM level am unable to set up procedure so that any partner will always be just mirror of the partner set on HEADER level.
This functionality works only when the new order is created, then when changing the partner on HEADER level the partner on ITEM level partner is dynamically changed a according to HEADER.
When changing the order later u2013 HEADER partner is changed, but the ITEM partner stays the same and had to be changed manually. If an ITEM partner is not changed manually an error is raised while transferring to ERP (because of customizing settings there). Partner determination procedure in customizing is set for ITEM to display all the partners defined in CRM (no only for defined in the particular procedure). I would basically need the ITEM partners to be always the same as HEADER partners no matter what operations are done in the HEADER is must be 1:1 with ITEM (automatically copied when creating/changing).
I know that we can use ABAP development, but if possible I would like to use just customizing tools.
Many thanks for your comments

Hello Guys,
thanks for your reply. The issue was that the system was copying the partners from header to item even if in customizing I had set up the item det. procedure so only basic partners like SP or Bill to shall be present. In our scenario the user has to change header partners from time to time. Before upgrade (version 4.0) if the user changed the partner header and this partner was also at item level the system changed this also so header partners were equal to item partners. After upgrade this functionality disappeared (I have checked user exits and did not find any cutomer dev.)
At current CRM 7.0 if the header partner is changed item partners stays the same. And this can causing the troubles in R/3 due to settings of partner determination. To make it shorter. If you need to change the BDoc after it has been created by CRM use class if_ex_crm_dataexchg_badi~crm_dataexch_after_mbdoc_fill.
Regards
Radim

Access sequence for Partner determination -Sales and Interaction Center CRM

Dear experts,
We use som transaction types both in our sales (t/c crmd_order) and in Interaction center (t/c CIC0).
We though want the partner determination to act differently when creating this transaction in sales compared
to when creating it in the interaction center. For example in the sales process we want the contact persons to be searched from the relationsship of the sold-to party but in customer service we do not want an automatic determination.
There are some BADIs available that can be used in the access sequences as a source but can they be used to
switch off some automatic determination when creating the transaction in t/c CIC0 whereas the automatic determination should work when creating the transaction in the sales process ie. t/c crmd_order?
Looking forward to have any input on this, thanks!
best regards,
Christina

Hi,
What we did is to remove the automatic determination on the transaction type that is used both in the sales process and Interaction center/customer service. The partner in question is only determined from the previous document in case you
create a follow-up document.
rgds,
Christina

What is the purpose why we define partner determination

hi
my question is what is use of partner determination. How many partner functions we should create in customer master. Is there any thumb rule we have create sd,bp,py,sh
thanks in advance

Hi,
We sell the goods to the customer who places the order. In SAP this ordering customer role is played by the sold to party. Similarly the shipping address is the ship to party used while creating the delivery. While creating the invoice we require the bill to party and for receiving the payment payer function is required. Hence partner determination procedure is very important in SD from the sales flow point of view otherwise if you create the customer without any partner function then you will not be able to create even the sales order.
SP, SH, BP & PY are the basic partner functions. Apart from this you can create partner function for commission agent, notifying party, sales employee, etc. You will find this in IMG-sales & distribution - basic functions - partner determination - set up partner determination. Click here and you will see
1.Set Up Partner Determination for Customer Master
2.Set Up Partner Determination for Sales Document Header
3.Set Up Partner Determination for Sales Document Item
4.Set Up Partner Determination for Delivery
5.Set Up Partner Determination for Shipment
6.Set Up Partner Determination for Billing Header
7.Set Up Partner Determination for Billing Item
8.Set Up Partner Determination for Sales Activities (CAS)
Just go through the documentation below. You will get a clear picture on how to do the partner determination procedure for a customer.
PARTNER DETERMINATION PROCEDURE
First go to OBD2 create customer account groups. Here you make new entries, click whether it is a one time customer, description. Also you can do the field selection here for general data, co. code data and sales area data.
Now go to IMG logistics general business partner customers control define & assign customer number ranges. Here you define the number range that you want and assign it to your customer account group.
Now go to VOPA here the selection will be on customer master, click on partner procedures, create the partner determination procedure. After saving it double click on it then you will face with a screen. Here you enter the partner function and you can select if you want the function as mandatory and not changeable.
Then go back, click on procedure assignment, enter your account group in the lower left corner of the screen, press enter then in front of that select your partner determination procedure. Then save it.
Then click on go back 2 times. Here you can see partner functions, click on it, then go to environment in the upper menu and select Acct. grp assignment. Here just select your partner function and in front of that you select your customer account group. Then save it. Now you have completed the pre requisites to create the customer master.
Then go to XD01 and create your customer master.
<REMOVED>
Regards,
Allabaqsh G. Patil
Message was edited by:
Yathish K

Multiple Message Processors in IB52 for partner determination rule 13200137

Hello Experts,
Can anyone please help me out in one of my issues? I am configuring service desk wherein I need to have only one layer of support team. One consultant for each module. I am using SLFN0001_ADVANCED. I am using rule 13200137 for partner determination. I am using IBASE for determining the message processor.
While determining automatic message processor, IBASE is not allowing more than 1 Message processor. So, all the messages created are getting allocated to single message processor only.
In TRN PFAC, rule simulation for the rule 13200137 is working fine, as per the Org model defined in TRN ppopma_crm.
Can anyone please help me out?

Hi Deepak,
Hope, you are trying to assign more than one partner Function (Message Processor) to a service Desk Message. In such case, check for the max limit of partner function allowed for Message processor in the Partner Determination Procedure in your Transaction Type (SLFN).
The partner function category for the Message Processor Partner Function is Person Responsible. You may face issues in assigning more than one partner function of the same partner function category in a Transaction; If so, kindly refer to sap note 844503.
Regards,
Waseem

Simple doubt in partner determination procedure

Hi gurus,
I have a problem with a partner determination procedure. I need that a marketing campaing has a partner determination procedure in which Responsible Person will be mandatory with two assignments.
In my partner determination procedure I select 2 as minumun value but the marketing campaing allows only one Responsible Person assigment.
It's possible to make a partner function mandatory with a minimun number of partners?
Thanks in advance.
Javier Merino

hi guys
i have a query regarding access sequence in partner determination in SAP CRM.problem is that when i am trying to create a partner determination procedure using access sequence
Business Partner Relationship->Activity Partner->User
having three partner functions :
Sales Prospect
Contact Person
Person Responsible
there is deadloack arising in contact person and person responsible i.e. partner function is not being determined using the above access sequence
i have maintained same relationship categories.please tell me whether deadlock is a problem or not because my main concern is when i am trying to run Lead using above mentioned partner determination procedure i am not able to run the LEAD.for instance ideally what should be happening is :
there are three blank boxes
one of contact person ,another of person responsible and finally of sales prospect.now since i have defined the BP relationship,so using above determination procedure what shoulod be happening is that if
m writing any BP no. in sales prospect then conatct person should be dispalyed automatically because of the relationship i have maintained in BP.
but its not happening ,i have to fill each entriers manually
please guide me to some solution
hoping of an immediate help to a silly problem which i guess m able to define appropriately
thanks & regards
ashish

Vendor partner determinations

will vendor partner determinations work if we bring purchase orders through interface from legacy system which does not maintain partner relationships, do we need to map even partner functions or sap can determine them automaticaly from our customizing.

Hi Monica,
System will not define automatically the partner determination.if suppose you are uploading through some legacy also that vendor having partner determination system automatically identifies and attached automatically.but when uploading time is not updated onece data stored and again retriving on that time system chcks the related data
Hope this will helps you
Prem.

Partner determination at plant level

at present we are having partner determination at p.org level and plant level.
In our business we have a one vendor with 2 ordering addresses for 2 of our plants.
we had maintained these ordering address at vendor master --plant level.
when we are creating manual PO system is picking up the order address where as when we are creating automatic PO using ME59N transaction system is picking partner function maintained at p.org level rather than maintained at plant level.
plz suggest the solution.

Hi,
Check the intial requriment are there r not like source list before craeting the PO.
Check whether the Partner function are maintained at plant level in XK03 in partner fuctions selection field and also check whether you had ticked the data revel at plant level allowed.
Hope this will hep you.
BR,
Patil

Automatic partner determination in XD01/VD01

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