Business Partner relationship assignment

Question

Hi experts,
we have a slight problem in CRM. We are working with 4.0 and connected R/3 4.7c.
We enter BPs in CRM and transfer them to R/3.
Two Problems:
1. in the BP Role "Customer" we want to set one Partner Function (relationship) "Has Employee Responsible" as mandatory, so that as soon as someone create a new customer he has to maintain also this relationship.
How can I do this?
2. In BP role Customer, because of R/3, we have 3 additional relationships categories like "Has ship-to party" ans so on... If e.g. the ship-to party is different to the customer itself, we have to maintain it.
In this case we have to ensure that the sales area of the alternative BP as ship-to party matches with the sales area of the customer. Currently I can enter some BP independent to the sales area, while transfer to R/3 it does not work, because R/3 does check it.
Any solution?
Thanks

Answer 1

Hi Abbas,
Problem No. 1.
As per standard CRM
Cross-Application Components SAP Business PartnerBusiness Partner Basic Settings Field GroupingsConfigure Field Attributes per BP Role
In  role customer and you will get data set CRM partner functions. Here you can make partner function mandatory by selecting required entry radio button. But this will only make one partner function mandatory and will not specify which one. In your case you want Has Employee responsible.
Hence you will have to write BADI which can make this particular Partner function mandatory.
Problem No. 2
Here again as per the standard CRM its not possible be have a check on the sales area of the partner function you are entering, because you select the sales are first and then enter the partner functions. Thus if you maintain multiple roles you can select different sales area for these roles and can enter partner functions in these sales areas. Thus there is no control or check on the sales area of the business partner and the sales area of the partner functions.
Hence you will have to write BADI which should check and match the sales area of the partner functions (which are maintained in same sales area in R/3) and the sales area of the BP. If they are different then it should give the pop up message to that effect.
Hope I have answered you. Please let me know if this helped you resolved your query.
Regards
Dinesh