Business Partner: Valid Acct Groups per Partner Function

Hi,
Where can we assign this:
Business Partner: Valid Acct Groups per Partner Function
Regards,
Ajit

Hi,
IMG>Sales and Distribution>Basic Functions>Partner Determination>Set Up Partner Determination>Set Up Partner Determination for Customer Master.
Select the partner determination procedure 'AG'. double click on Account Groups - Function Assignment.
Here we assign account groups to partner functions.
Regards,
Chandra

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RE:Business partner functions in customer Master creation

Do we need to send the Business partner functions while creating record in R3 thru MDM.
For any account group i pass the Idoc is expecting all Business partner functions to be defined for the account group to which am trying to create Customer.(As SH,BP,PY..)
Can anyone please explain me in brief the Business partner function -Problem in my scenerio............................Concept of Business Partner function while creating Customer.

In ECC partner functions are used when you have multiple addresses for the same customer. The partner function links those address records together. You could have multiple unique customer numbers on the KNA1 table, but in the KNVVP table (partner functions) you maintain the linkage between the main table records.
Partner functions are not recommended in MDM. These are generally not considered to be "enterprise level attributes" and therefore shouldn't reside in your customer repository in a central create scenario. Additionally, some of the complexity required to model partner functions can't be modeled in MDM at this time. When 7.1 comes out, there is a new data type called "tuples" which supports deeply nested structures, and therefore you could model a true partner function table inside the sales area table.

Business Partner Function Exclusion List

Does anybody know what is the business partner function exclusion list? How to maintain it?

Hi
Can you please elaborate your problem?
as per my understanding if you are replicating or creating BP in crm system the partner functions tab should automatically exclede selected partner functions.
is it correct?
Regards
Srinivas Maddineni

Use of business partner functionality in combination with dual control

Is there a generally agreed upon procedure to use the business partner functionality in combination with dual control? The problem is that when you block a business partner, the customer/ vendor master data aren't blocked automatically. You can then still use them in transactions, which leads to problems.
So is there a way to make this work or a procedure to do this?
Niels Vanwingh

Thanks Masa,
I did notice the 'Add external supplier from' in create supplier or bidder option. However there is a small catch and your experience may help.
Let me explain the requirement and scenario here in SRM 7.
We are implementing the Registration of Supplier scenario; both ROS and SRM are in same client. When a potential supplier registers themselves in the registration system, a BP number is created (an Internal number range is defined for this). After accepting the potential supplier in pre-select screen the purchaser has two options to transfer the potential supplier from the ROS system to SRM
Option 1: He can select the accepted potential supplier from the supplier directory option and transfer the business partner to SRM. In this case the business partner number of the potential supplier is retained in SRM and a business partner with supplier and bidder tag is created. However the purchaser does not have any option to select which type of business partner he would like to create like supplier or bidder.
Option 2: Purchase can go to create supplier or bidder option and choose the u2018Add external supplier formu2019 from the ROS system and create the business partner. The ROS business partner details are copied to the create supplier screen, but the purchaser have to provide an external business partner number for the supplier. This is because we have defined external number range for business partner for the vendors that are replicated from ERP to SRM.
Objective is the ROS business partner should be retained in SRM with option to create as supplier and bidder and then manually create ERP supplier with same SRM BP number and map against SRM supplier.
Is there any way we can achieve this?
In SRM 5.5 with Manage business partner functionality we could achieve as system give us the option which business partner type we would like to create as well as retains the ROS BP number in SRM.
Regards
Sandeep

Business partner function as a customer

Hi Friends,
Presently I am working FSCM - collection management. i would like to create a customer as a business partner. this will help me to create a worklist for collection management process.
So please guide me how to create the customer as a business partner.
Thanks in advance.
Regards
Ram

Hi Ram,
FSCM uses the CVI ( Customer-Vendor--Integration) functionality to map customers to Business partners and vice-versa.
Please review SAP note 954816 which has all the required information and steps on how to activate the CVI. Once CVI is active, you need to just ensure that it gets triggered for the FSCM specific customer role - which i believe is some UDM* roles.
(Note 954816 is for the FI customer, but the steps for mapping are the same for collections mgmt too, just the role specific customizing will differ).
Hope this solves your issue.
Cheers,
Rishu.

Sales Order not transferring business partner function to GTS

We created a new Quality client and I am doing the necessary configuration to connect it with our GTS Quality client. We are running GTS 7.2.
To make it easier in the future I've decided to set up a Feeder System Group that we can add Quality clients to and not have to do a lot of configuration each time. Here are the steps I've done:
1. Created a new logical system for the new quality client
2. Created a new feeder system group
3. Assigned both the new feeder client and the quality GTS client to the feeder system group.
4. Assigned the company code and plants to the new feeder system group
5. Assigned the partner functions to the feeder system group
6. Assigned the sales document types and item categories to the feeder system group.
The new sales document is created and transferred to GTS. I then go in to display blocked documents and my new sales document shows up. When I check the log for why it is blocked I get the error "None of the partner functions to be checked are in the document". This error shows at the line item level for SPL.
When I look at the document that has been transferred to GTS in the Partner tab I see that the Partner was transferred by the field for the partner function is blank/empty. I believe this is what is causing my problem but I do not understand why that field is not transferring over.
I think I'm missing something in the configuration set up but I cannot figure out what.
Thank you for any help!
Tami

Hi Dave,
I found the logs in SLG1. I just ran it wide open without the objects and was able to find the information you are talking about. The error message it is reporting is "None of the partner functions to be checked are in the document." I looked at the embargo configuration and it's wanting to see these partner functions, AG, RE, RG, WE, EN, etc. I do have those partner functions mapped and I am using the German ones.
You said that you think there should be a warning telling me why the partner function is not transferring along with the partner. I'm not seeing that kind of warning, only the fact that the functions aren't in the document. This is more of a log telling me why the document is blocked.
Is there possibly another log other than SLG1 that would give me different information? A log showing the transfer of the doc from ECC to GTS?
Thanks.

PERNR and Business Partner (BP) in ECC 6.0

Hi: Our company is currently creating PERNR(s) in ECC 6.0. We are trying to determine if we should turn on Business Partner (BP) functionality in ECC also. I am having a difficult time finding information and/or documentation explaining what Business Partner functionality delivers that PERNRs do not deliver. Can anybody provide me with documentation on what BP delivers that PERNR does not in ECC? Any documenation and/or BKMs would be appreciated.
Thanks.

Did you do all of the config including Activate Sync Options.
You need to make sure you have the correct route i.e. BP to Customer or Customer to BP.
You also need to make sure you have the correct account group for the customer master linked to the correct BP.

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.

New Partner Function in CRM (Solution Manager Service Desk)

Hi CRM Gurus!,
Even if this problem is present in my Solution Manager Service Desk I'm creating this thread here in CRM Forum because I thin'k I need the experience of one CRM Expert. Í´ve created this question in Solution Manager Forum also but I hadn´t solved my problem yet.
We add the partner function called "Additional Partner", but I don't know why in the tab "Partners" in the CRM transaction we want to add a new partner but in the partners combo the new one does not appear in the list.
The procedure that I did was: I created a new business partner function and I added this new function to my partner determination procedure, then in SPRO: "Define Partner Determination Procedures" -> I set the option "Only Functions Assigned in Procedure".
These are the values. fro my new function:
Function: ZSLFN004
Text: Additional Processor
Abbrev.: ZAMS
Function Cat.: 0008 Person Responsible
Usage: CRM Customer Relationship Managem.
Relatshp Cat: CRMH06 Is Responsible BP For
The partner functions in my procedure are:
00000001 Sold-To Party (CRM)
00000046 Approved by (CRM)
SLFN0001 System Administrator (CRM)
SLFN0002 Reported by (CRM)
SLFN0003 Support Team (CRM)
SLFN0004 Message Processor (CRM)
ZSLFN004 Additional Processor (CRM)
But in the transactions when I try to add a new partner in the partners tab only the follow functions appears in the combo:
00000001 Sold-To Party (CRM)
00000046 Approved by (CRM)
SLFN0001 System Administrator (CRM)
SLFN0002 Reported by (CRM)
SLFN0003 Support Team (CRM)
SLFN0004 Message Processor (CRM)
I don't know why my ZSLFN004 is not listed in the combo.
By the way, my function was created as a copy of SLFN0004.
Any help would be appreciated.
Regards
Gustavo Balboa

Hi Vishant,
Thanks for your answer, but some one in the Solution Manager forum gave me the answer few minutes ago :). The problem was that in some transaction types (I don't know wich ones or if it aplies to all) the category 0008 - Person Responsible can only appear once, my partner function was a copy of the function SLFN0004 - Message Processor and that function is defined with the category 0008, so I had 2 partner functions defined in the category 0008.
To solve the problem I just adjust my Z function and put the category 0016 - Service Team and let the relationship empty. Then the partner function is now showing in the combo at partners tab.
Again, thanks anyway for the time that you take to answer my question.
Regards
Gustavo Balboa

Consolidated Business Partner - AR Aging report by child partner

Hello,
I am using the consolidated Business Partner functionality with B1 and need help with Aging reports.
I have one "mother" account setup with 4 "baby" accounts underneath it.
I want to be able to run an aging report by "baby" account, but all I get is aging for the "mother".
Does anyone have a solution for this? I hope my question was clear.
Thank you for your help!
John

Hi John ,
There are two details :
1. When you see the report >> Dbl click on the row ,you will see the detail of that row
or Right click on row >> select customer receivable aging details
2. One is selection of PLD .
Once you run customer aging report , click print preview
It will ask you to choose the selection --
a>Receivable aging report
b> Detail Receivable aging report
C> Customer statement
Select Detail receivable aging report
Hope it helps
Bishal
Edited by: BIshal Adhikari on Dec 8, 2008 9:54 AM

SAP Business Partner usage in SD

Need your help!! We want to utilize the SAP business partner
functionality that currently exists in CRM and ECC. We want to
utilze the concept of partner relationships and determine those
on a sales order. Can someone help me understand if this is
possible. we want to use BP transactions to create sold to and
ship tos , rather than VD01 transaction. Thank you so much for
the help!!

Hi Cheryl
You can very well do it in the following path.
SPRO-SD-BF-Partner Determination-Set up partner determination
1.First determine the partner determination at Customer master data level and then include the partner at the Customer you have created
2. Now create a partner determination procedure,at sales document header level.
3. When you create an order, these partners will be automatically updated in the sales order.
If you want the material on partner determination, pls send me a test mail at <REMOVED>
Rwd if it helps.

Partner function Payee in SRM

Hi All,
I think there is no business partner function in SRM for "Payee". Is this correct?
In such case, is it possible to create in SRM? Furthermore, is it possible to assign this business partner function when we post invoice from SRM?
Thanks for you help

Hi
In SRM, please go through this ->
Maintainence View - BBPV_PARTNERFUNC
Table - BBPC_PARTNERFUNC
Function module - BBP_PDH_PARTNER_GET_FUNC
In R/3 system, please go through this ->
Table - TPAR
Function modules ->
MM_PARTNER_CONSISTENCY_CHECK
MM_PARTNER_DISPLAY
MM_PARTNER_FUNCTION_TEXT
Do let me know.
Regards
- Atul

Sending E-mail by Partner Function when i save an Activity in the IC WC

Hi Experts,
I am trying to send an E-mail to a specific Activity Partner defined in the BP Partner Functions associated with the transaction type after the activity is saved
in the Interaction Center WinClient.
For this, I am using actions profiles and conditions. I have checked that I can send E-mails, but only when I directly specify the E-mail address of the person I want to send the E-mail to in the Action Conditions. However, as I mentioned before, what I need is to automatically determine the BPs E-Mail address from the Business Partner Function (Activity Partner) in the transaction (in this case I am using a contact transaction type) in order to send the E-mail.
Can anyone shed some light on this issue?

Hi Pratik,
I'm facing a similar issue than Alberto, but I' ve already performed the customizing you indicated.
Also, we have maintained as Processing types, a standard "Smart Forms Mail", with the following Mail Settings:
- Form Name                   CRM_ACTIVITY_BUSACT01
- Processing Class            CL_DOC_PROCESSING_CRM_ORDER
- Processing Method           Z_CRM_ACTIVITY_EXEC_SMART_FORM
- Archive Mode                    Mail Only
Also in the "Define Conditions" customizing, in the "Processing Details" we added "External Communication" and "Smart Forms Email" as Assigned Processings:
- External Communication
   - Communication Method - INT Internet Mail
   - Form Name - CRM_REMINDER_MAIL_01
   - Form Type - Smart Forms
   - Format - CRM_ACTIVITY_EXEC_SF
   - Storage Mode - Send Only
- Email Smart Form (default)
   - Forms Name- CRM_ACTIVITY_BUSACT01
   - Proc Class. - CL_DOC_PROCESSING_CRM_ORDER
   - Proc Method   Z_CRM_ACTIVITY_EXEC_SMART_FORM
Finally, we assured that the employee email communication data was maintained on the Master Data (trx. BP).
However, although we can receive and send emails to the outside (i.e. SCOT /SMTP are fully customized) I'm not able to send a Email from the business activity to the Employee external email address.
Can you help us?
Thanks in advance,
Joao Fleming

New function Planning Group and Affiliate in Business partner/Account tab

Hi all!
I'm using SAP 8.8 PL10 , Localization Australia. I have new function in Business partner/Account tab is Planning Group and Affiliate.
Can you explain ? i don't see any help file about this.

Hi,
You may check this: What is the use of AFFILIATE check box in Business partner?
Thanks,
Gordon

Possibility of grouping open items per business partner during FPY1

Hello all,
In my test case, I have a business partner that is connected to two contract accounts.
On each connection I have two open items, so four in total.
When executing the payment program (FPY1), I would like to group the open items per business partner into 1 payment that goes to the bank.
Can you tell me whether this is possible and, if so, how to implement it?
Thanks in advance!

Hi,
If I've got you right, there are several open items posted on different Contract Accounts. Let's assume a simple case. There are two Contract Account Relationships to one and the same Business Partner:
CA1-BP1 and CA2-BP1. BP1 is the holder of CA1 and CA2. In parallel BP1 is the only premium payer. There is no further Business Partner involved.
Additionally there are two Insurance Objects with relationships - each - to one and the same Business Partner: IO1-BP1 and IO2-BP1.
The first Insurance-Object-Relationship IO1-BP1 is assigned to CA1, and the second Insurance-Object-Relationship IO2-BP1 is assigned to CA2.
In FS-CD standard it's possible to group and summarize several open items on Business Partner level within a Payment Run (FPY1) cross different Contract Accounts. Therefore follwoing master data is required:
IO1-BP1: “IO: Settings Active for Contract Account” is set active
IO2-BP1: “IO: Settings Active for Contract Account” is set active
Master data in CA1-BP1
Incoming Payment Method "1" (example for Direct Debit)
Bank Details ID for Incoming Payment Method "0001" (example for 1st Bank Account of BP1)
Master data in CA2-BP1
Paid By [in 'Payment Data (General)']: "CA1" (means the number of Contract Account CA1, as Contract account used for payment transactions)
The challange is to populate initially or change these attributes from an external system properly, for instance from a Policy Management system, a Claims Management system, or an Incentive & Commission Management system. In many cases they have neither an understanding of the concept "Contract Account", nor capabilities to adjust or maintain FS-CD master data. Thus, it could be efficient to build specific UIs dedicated to such scenarios - intended to set the attributes properly.
If, and only if a payment aggregation, consoldiation or summarization is required regularly cross different Contract Accounts <without using FS-CD transfer postings and without using FS-CD Broker Collection>, it can be wise to create a dedicated Contract Account with relationship to the Payer (or Payee) as the relevant Business Partner for incoming or outgoing payments - initiated by the insurer.
It's a special ContractAccount-BusinessPartner-Relationship CAx-BPy that just holds the payment method and bank details ID as master data. This Business Partner is acting as Payer in Payment Transactions. If, and only if this Business Partner "BPy" differs from the relevant Business Partner "BP1" that is linked to the Contract Account, and is also the relevant Partner within the posted open items, than Partner "BPy" is the alternative business partner to the contract partner; used for clearing and paying the items of the contract account. Overall that's a powerful workaround for payment aggregation, consoldiation or summarization cross different Contract Account, even the Business Partner "BPy" is a different one. Under this precondition one has to feed the two fields
Payer [in 'Payment Data (General)'] with BPy
Paid By [in 'Payment Data (General)'] with CAx
In addition: within all subordinated InsuranceObject-BusinessPartner-Relationship master data the flag “IO: Settings Active for Contract Account” has to be set active. Therefore the InsuranceObject-BusinessPartner-Relationship master data doesn't control payments anymore, but the ContractAccount-BusinessPartner-Relationship master data.
Please test and let me know.
Best regards,
Jochem

Business Partner: Valid Acct Groups per Partner Function

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