BP/Account - Employee Responsible
Hi,
I have created a BP/Account using the following BAPI
BAPI_BUPA_CREATE_FROM_DATA
Now the requirement is to assign a default employee responsible to it. I have used this bapi for this;
BAPI_BUPR_RESP_EMPLO_CREATE
Now my problem is - I cannot see employee responsible updated in WEB UI, but when I go to transaction BP and try to look newly created BP - the employee responsible is updated here in relationships.
Any idea why it's not coming in WEB UI. Do i need to use some other FM?
Thanks,
Hi,
You can try using the Function Module 'BUPR_RELATIONSHIP_CREATE'.
CALL FUNCTION 'BUPR_RELATIONSHIP_CREATE'
EXPORTING
iv_partner_1 = partner1
iv_partner_2 = partner2
iv_relationship = rel_type
TABLES
et_return = lt_return.
Kassindro
Similar Messages
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Employee Responsible comes Empty On Account Creation
Hi experts!!
We are creating Accounts using BAPI_BUPA_FS_CREATE_FROM_DATA. So far we had no problem, but the last two days the Employee Responsible field comes empty in Account Overview Page, even though the user who runs the program with the BAPI is assigned to the Organizational Model..
Any ideas????
Please help!!!Hi,
I have put the breakpoint in GET_EMPLOYEENAME and when ever i try to create an account it hits here. This method gets the name of employee from Employee ID Which is part of STRUC.PARTNER2. In this context node GET_PARTNER2 is not greyed but SET_PARTNER2 is green.
The Context node Employeeresponsible has not been enhanced. Its in grey . I guess this means its not enhanced. Though we have enhanced the view BP_HEAD/AccountDetails with z context nodes, which are not grey.
What should i do to disable the assignment of employee? why is this relationship assigned automatically?
Regards,
Shaik -
Notification to the employee responsible upon assignment in account
Hi,
We would like to notify the employee responsible by means of an alert or e-mail, when ever he is assigned as the employee resposible to an account.
Do we have a standard mechanism to acheive this? Can we use the rule modeller or any workflow to achieve the same?
Thanks and regards,
Vamsi.In SWE2 create new event with the following values:
Object Category BOR
Object Type BUS1006
Event CHANGED
Receiver Type Z function
Receiver Call Function Module
Receiver Function Module SALRT_CREATE_VIA_EVENT
Linkage Activated Checked
In Z function develop logic to send alert or mail and do control if employee was assigned. -
Employee responsible for an Account - How to delete
HI,
When ever we create an account , the current user is assigned as employee responsible automatically to that account. The relationship "Has employee responsible: is in the relationships assignment block.
All this is happening automatically. I checked the rule policy for context " Account and contact management" and there are none standard delivered by SAP. though i have created one to assign employee based on city which is not relevant for our issue. We are in CRM 7.0.
is this a Bug or we missed something?
All Inputs are appreciated.
Many Thanks,
ShaikHi,
I have put the breakpoint in GET_EMPLOYEENAME and when ever i try to create an account it hits here. This method gets the name of employee from Employee ID Which is part of STRUC.PARTNER2. In this context node GET_PARTNER2 is not greyed but SET_PARTNER2 is green.
The Context node Employeeresponsible has not been enhanced. Its in grey . I guess this means its not enhanced. Though we have enhanced the view BP_HEAD/AccountDetails with z context nodes, which are not grey.
What should i do to disable the assignment of employee? why is this relationship assigned automatically?
Regards,
Shaik -
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 -
Transfer of Employee responsible from CRM to ERP
Hello,
I've replicated employees from ERP to CRM. I create a new corporate account in CRM. I assign an Employee Responsible. On the relationship, I assign a sales area and the partner function Sales Representative. I also maintain other sales area data like payment terms. I transfer the account from CRM to ERP. The Sales Representative is not transferred to the partner function PE in the customer master in ERP. Why not?
I have done the following IMG-settings:
IMG: Customer Relationship Management => Basic Functions => Partner Processing => Data Transfer => Distribution of Partner Functions from SAP ECC into CRM
Partner function ERP Partner function CRM
VE (PE) 00000014 Employee Responsible (CRM)
IMG: Customer Relationship Management => Basic Functions => Partner Processing => Data Transfer => Distribution of Partner Functions from CRM into SAP ECC
Partner function CRM Partner function ERP Type ERP
00000014 VE PE
When I at a later stage edit the customer in VD02 in ERP, I add partner function VE manually.
When I then open the account in CRM, the sales representative added in ERP appears with the relationship "Has the Responsible Business Partner", CRMH06. I would have expected it to be "Has the Employee Responsible".
Any ideas are greatly appreciated.
Kind regards,
Johan WigertHello
Presently i am working on the same scenario,where i am trying to add employee in ECC and want to have the same BP in CRM under relationship tab as Employee Responsible but i am getting the following bdoc error
BP relationship C8323A4AA5D53555E1000000A05CCCAD 496E713643771182E1000000A05CCCAF BUR011: following errors occurred
Message no. BUPA_MW_EXCHANGE020
Relationship IEQ0002007496 IEQHR10048702 IEQ0000000000000000 do not exist
I maintianed the said custo settings in CRM with rel cat BUR011
Note: Employee number in ECC is say.. 9999 but in CRM the same employee is replicated as HR9999,hence will this creates any problem for relationship not to replicate from ECC TO CRM.
please let me know what needs to be corrected
Regards
Phani
Edited by: Phani Kumar on Jun 19, 2009 2:28 PM -
Determination of Business partner as employee responsible.
Hi Forum,
Is there any functionality to determine the employee for the partner function 'Employee responsible' automatically in the activity ,lead & Opportunity transactions? The particular employee to be determined is neither maintained in the prospect as contact or Account responsible nor in transactions.
Maximum points would be rewarded for helpful answer.
Thanks in Advance
Regards,
Basavaraj PatilHi Rekha,
Thanks for the reply,
System is not picking from the current document i,e Opportunity.It is picking & assigning it from Org Unit. There are 6 persons(employees) assigned for that position(Regional Manager).
When the Rule 10000162 is simulated for resolution for the particular org unit,Sytem shows following employees with Agent Id's as below,
CP 50000019 RAM Ram Kumar
CP 50000020 0000010001 rahul sinha
CP 50000021 HARERAM Hareram Nayak
CP 50000128 RAJESH Rajesh m
CP 50000129 AMANDEEP amandeep s
CP 50000130 MUKESH mukesh a
Out of the above list system is assigning Fisr persom Ram kumar to the action triggered in Opportunity,But Ramkumar is not employee responsible in Opportunity.
But when same activity is created manually ,system gives above the option to select from the above list of employees.
Regards,
Basavaraj Patil -
client wants in Sales order Header details! Employee resposible for creating sales order ( Partner Function ) should also appear mandatory with other partner functions as SP SH BP PY
Where to do Settings?Hi Mandar
In the Partner determination procedure for Customer master,ensure that Partner Function 'Employee Responsible'- "ER" must be there .
Also, the Partner Function "ER" must have been assigned to the Account group.
Now go to the Patner determination procedure which has been assigned to your Sales document type.
In this Procedure assign the Partner Function "ER" and here mark it as "Mandatory". -
Sales employee responsible at contact BP record
Hello All,
I have below requirement.
1. Add Employee responsible field on contact OV page for create contact record. the employee responsible is similar to Account record
2. while creating contact for an account, prompt the users to select a sales employee based on the Employee responsible(sales Employee) of an account. if there is only one sales employee for account then assign it to contact by default.
could any one let me know how to do this, also please let me know where and how to call a pop for displaying sales emploee list for user.
Thanks in advance
SeemaSolved with custom development
-
Difference between Sales employee and Employee responsible
Hi,
Can somebody explain the difference between sales employee and employee responsible
Thanks in advance
Reddyhello, friend.
both sales employee and employee responsible have employee numbers and fall under partner type "PE".
an Employee Responsible is a more general term and could refer to someone who is supposed to maintain documents, who may be dedicated to service a customer or a set of customers, a credit employee or a quasi-manager. he can even be a sales employee.
a sales employee or sales personnel is more specific. usually this refers to the salesman who has a defined set of customer accounts. the sales employee is also specifically tracked in Sales Info System (e.g. t-code MCTI). this position carries the SAP standard code/partner function of "VE" (in German).
hope this helped you.
regards. -
How to change employee responsible for open campaigns.
Hi,
I want to find out open campaigns and marketing attributes based on partner function i.e., employee responsible and these open documents I need assign to another employee responsible. Which function module I need to read the details and which fm is to change employee responsible. Please guide me which fm i need to use how I can change to another employee responsible partner function.
divyaHi Divya,
If you are comfortable with the bol queries, you can execute the bol query services to get relevant data..
here is the sample code to get marketing attributes for a bp.. here you can read additonal attribute "partner function" to filter the data as per your req.
Marketing Attributes
DATA : lr_mktattr_coll TYPE REF TO if_bol_entity_col,
lt_mktattr TYPE TABLE OF crmt_mktbp_attribute,
ls_mktattr TYPE crmt_mktbp_attribute.
IF lr_buil_entity IS BOUND.
TRY.
CALL METHOD lr_buil_entity->get_related_entities
EXPORTING
iv_relation_name = 'BuilMktAttributeRel'
RECEIVING
rv_result = lr_mktattr_coll.
CATCH cx_crm_genil_model_error .
ENDTRY.
CLEAR lr_entity.
IF lr_mktattr_coll IS BOUND AND lr_mktattr_coll->size( ) GT 0.
lr_entity ?= lr_mktattr_coll->get_first( ).
WHILE lr_entity IS BOUND.
CALL METHOD lr_entity->get_properties
IMPORTING
es_attributes = ls_mktattr.
IF ls_mktattr IS NOT INITIAL.
APPEND ls_mktattr TO lt_mktattr .
ENDIF.
lr_entity ?= lr_mktattr_coll->get_next( ).
ENDWHILE.
ENDIF.
ENDIF. -
How to assign employee responsible of service order to customer follow up?
Hi everyone,
when i create a customer follow up for a service contract, my partner number is assigned to employee responsible by default. However i want the employee responsible for the service contact to be copied to the follow up.I checked the partner determination procedure, which is properly configured.
And i also want to know, why my partner number is getting assigned to the employee responsible.
I checked the corresponding node getter method, where the collection wrapper contains my partner number for the partner function employee responsible.
Please suggest some solutions.I'm saying that you didn't search SCN because your first post shows this. You didn't give any details neither how your PDP is "properly configured". If it'd have been configured properly you would not get the issue, right?
Another thing is if you searched SCN on partner determination you would find FM CRM_PARTNER_DETERMINATION_OW. This the API which is triggered from BOL layer. And the result is transferred to BOL layer and available in "collection_wrapper".
Now you gave some more tips. For example, that the same PDP is used for other transaction types. That's better.
First of all, as Nagaraj Sarangamath said. Check if your employee responsible partner function in the PDP has an access sequence which takes the employee responsible from preceding document prior to the access which takes the current user. Which access sequence is maintained in your PDP for employee responsible? What steps does it have?
Another thing which is Sigrid Wieshofer mentioned is how is your assignment of partner functions to business transactions in IC set? What is in the mentioned IMG setting?
One more tip is if the copy control is activated for activities in your system and has been set up for other transaction types except your Custom follow up. In the copy control you can actually handle partner determination as well. -
Error while serching by employee responsible in CRM Interactive reportong.
Hello,
CRM interactive reporting experts ,
i am getting a error while serching records in report using employee responsible as filter criteria .
This error only come when the employee is assign to an org Unit .
please help me if any one faced this issue and help me to resolve. it is really high priority to me.
attaching error detail .Hi Dev,
You may need to check the authorization error if any in SU53.
As soon as you get this error, try to check SU53 in CRM GUI.
Regards,
Mandeepak -
How to avoid the "Enter Employee Responsible" error in an Opportunity
Hi CRM gurus,
My employer wants me to create a custom Lead Type (and an Opportunity Type) which will look just like the SAP default Lead (and Opportunity Type respectively), except that he wants a custom Partner Function called "Sales Person" instead of the two default Partner Functions "Sales Representative" and "Employee Responsible".
So, I made a copy of the PF "Employee Responsible" and named it as "Sales Person". I made a copy of the Partner Determination Procedure for both Lead and Opportunity Transactions. Deleted the PFs "Sales Representative" and "Employee Responsible", and added the PF "Sales Person". I made a copy of the Lead and Opportunity Transaction Types, and assigned the appropriate PF Determination Procedures. I got the Access Sequence and the Partner Determination Procedure right (checked it by clicking the button "Check Part. Determ. Proc"). I did all the miscelleneous minor changes that need to be done.
Now, when I create a Lead, and then create an Opportunity as a follow up document, and add a Product to this and try saving the Opportunity, I get an error message saying "Enter Employee Responsible".
It seems that the PF "Employee Responsible" is a required field in the SAP default Opportunity, but how can I avoid that in my custom Opportunity?
Even if we try to avoid this PF now, does it have any repercussions in the follow-up documents that get generated from this transaction (like Sales Quotation, Sales Order etc) or in any other way. How important is the PF "Employee Responsible", or better, what's the significance of this PF in the Opportunity transaction?
I'll appreciate any thoughts from you. I will instantly award max points for the correct answer
Thanks,
-PrasKai,
Thanks for your response. I have mailed you the screen-shots of my configurations. I did not know how to pass this info via SDN, hence I mailed it directly to your e-mail ID in your profile. I am sorry if that's not the right way to approach for help.
>>If you maintain an additional employee responsible, does it work then?
I have set the configuration "Only Functions Assigned to procedure" for the Permitted Functions in the Partner Determination Procedure. Hence, I do not have an additional "Employee Responsible" Partner Function in my list. This is to not permit the end-user to use other Partner Functions besides the mentioned here. The client wants to make this as simple as possible without giving too many options to the end-user (sales folks).
However, I will temporarily set this field to "All defined Partner Functions" and, enter a BP for Employee Responsible and let ytou know what I see.
Thanks a zillion for your help.
Thanks and regards,
-Prashanth -
How to track changes incrmd_order when employee responsible group is change
Hi experts
crmd_order , nj supportrequest , when the employee responsible group is changed in need to trigger email to newly entered emp responsible group after saving. i need to know where this changes of service employee group is captured.
how to send emails to service emp group with logo. kindly helpHi Surendra,
You can create an implementation of CRMD_ORDERADM_H badi and check if the is_orderadm_h and cs_orderadm_h values are same or different, and trigger the email logic depending upon the condition
Prerna
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