Change default CardType on adding a new business partner

Hi everyone,
I have a simple question, but I can't find the answer on the internet.
I would like to change the default selected type on the form when I create a new business Partner.
At the moment when I am in "add mode" the comboBox type ( corresponding to CartType in DB) has the value "Customer" selected by default. I want to change that default value by "Lead". See attached image.
Is it possible to do that?
Thank you for your help!

Hi,
Not possible to change default value.Please refer below:
Thanks & Regards,
Nagarajan

Similar Messages

Problem in adding a new business partner

hi all
           iam getting an error like "Bank account is missing",when i add a new business partner..i think iam missing any mandatory field..can anybody help me..i have posted my add BP coding in the last...
<?xml version="1.0" encoding="utf-8" ?>
- <env:Envelope xmlns:env="http://www.w3.org/2003/05/soap-envelope">
- <env:Body>
- <env:Fault>
- <env:Code>
<env:Value>env:Receiver</env:Value>
- <env:Subcode>
<env:Value>-5002</env:Value>
</env:Subcode>
</env:Code>
- <env:Reason>
<env:Text xml:lang="en">Bank account is missing</env:Text>
</env:Reason>
- <env:Detail>
<Object>2</Object>
<ObjectIndex>1</ObjectIndex>
<Command>AddObject</Command>
<SessionID>EE10Cu91-F252-CB47-58A6-9929L682316F</SessionID>
</env:Detail>
</env:Fault>
</env:Body>
</env:Envelope>
the coding for adding a new business partner is,,
<WebMethod()> Public Function QueryBP(ByVal SessionID As String, ByVal CardCode As String, ByVal CardName As String) As Xml.XmlDocument
        Dim DISnode As SBODI_Server.Node
        Dim strSOAPans, scmd As String
        Dim xmlDoc As Xml.XmlDocument
        xmlDoc = New Xml.XmlDocument
        DISnode = New SBODI_Server.Node
        sCmd = "<?xml version=""1.0"" encoding=""UTF-16""?> "
        sCmd += "<env:Envelope xmlns:env=""http://schemas.xmlsoap.org/soap/envelope/""> "
        sCmd += " <env:Header> "
        sCmd += "<SessionID>" & CStr(SessionID) & "</SessionID>"
        sCmd += " </env:Header> "
        sCmd += " <env:Body> "
        sCmd += "<dis:AddObject xmlns:dis=""http://www.sap.com/SBO/DIS"" > "
        sCmd += "<BOM>"
        sCmd += "<BO>"
        sCmd += "<AdmInfo>"
        scmd += "<Object>oBusinessPartners</Object> "
        scmd += "</AdmInfo> "
        scmd += "<QueryParams>"
        scmd += "<CardCode>" & CStr(CardCode) & "</CardCode>"
        scmd += "</QueryParams>"
        scmd += "<BusinessPartners>"
        scmd += "<row>"
        scmd += "<CardCode>" & CStr(CardCode) & "</CardCode>"
        scmd += "<CardName>" & CStr(CardName) & "</CardName>"
        scmd += "</row>"
        scmd += "</BusinessPartners>"
        sCmd += "</BO> "
        sCmd += "</BOM> "
        sCmd += "</dis:AddObject> "
        sCmd += " </env:Body> "
        sCmd += "</env:Envelope> "
        strSOAPans = DISnode.Interact(scmd)
        xmlDoc.LoadXml(strSOAPans)
        Return (RemoveEnv(xmlDoc))
    End Function

Hi michael,
                   Even if i declare like below it's showing the bank account is missing..
scmd += "<BusinessPartners>"
        scmd += "<row>"
        scmd += "<CardCode>" & CStr(CardCode) & "</CardCode>"
        scmd += "<CardName>" & CStr(CardName) & "</CardName>"
        scmd += "<BankCountry> </BankCountry>"
        scmd += "</row>"
        scmd += "</BusinessPartners>"

How to Create Approval for New Business Partner Master Data

Hello Experts,
Is it possible for creation of an approval query such that while creation of New Business Partner:
if
a user forgets to add data in a field say TIN No. which is present in Tax Information,
then
the Business Partner Creation is withheld and sent for approval .
Can someone please help me with creation of such an approval procedure ?
Thanks and Regards,
Manish Saluja

Hello Manish...
Sorry to say there is no way to create an approval template on master data (BP, item, etc). However, we once had a similar problem and used the Alert Management to catch critical information that was missing during the creation process. Everyone had to enter a credit limit with no exceptions. I do not have the exact SQL in front of me, but it went something like this...
Very simple...
SELECT
T0.CardCode,
T0.CardName,
T0.CreditLine
FROM OCRD T0
WHERE
T0.CreditLine IS NULL
Then we set an Alert Message to go off every minute and sent it to the Accounting Department. Although it did not STOP them from adding the Business Partner, it sure did give someone the heads up to call the person who created it after looking at the Change Log. Sort of a compromise...maybe that helps you???
Take care - Zal

Error while changing the PO BOX value for a Business partner

Hi Friends,
We are getting an error when we try to change the PO Box value for a Business Partner.
We have the dependency like when we give the value for the PO Box we also need to give the postal code value. And also we have a specific format for the Postal code. We gave both the values (a valid postal code) and try to save the details, then error message "The attribute GUID of Organization (a Contact Person is assigned to) of the Business Object contact person is not valid" is displayed. We have no clue why there is a conflict for the contact person details.
Can any one suggest the reason for this?
Thanks & regards,
Swarna Seeta

Hi Swarna,
You are getting this message not because you have entered wrong Post code .It will come even if you try to change some other field and save it. This is because on saving a business object, the framework tries to validate all the associated objects depending on the relation.In this case the data in the mobile client is either not present or is no longer valid.
Check if the field of the Business object which is being shown as invalid, has some data in the table. Check the combo associated to it and from where the combo is doing the validation. The table from where the combo is doing the validation does not have that data and so the value is invalid.
Also compare the number of entries in smokna1sht table in ides and in CDB.
Regards
Vivek

BP: How to hide "Validity Period" on screen Create a new Business Partner

Hi,
On screen Create a new Business Partner, I want to hide field Validity Period
-> Please tell me how to do in Customizing
Thanks and Best regards
Ms.Minh

Hi,
For each BP role, you can control the field status in configuration under BP-Role Settings. Please check whether validity period is available for field configuration or not.
Regards
Prasad AV

How to create a new business partner for notification with function module?

Hello,
I got a problem when I want to create a new Notification with its businiss partner (BAPI_ALM_NOTIF_CREATE). I can't find the proper way to create the new business partner. Anyone offer some help?
Thanks a lot!
Morgan

when I look at the function you can transfer the partner in NOTIFPARTNR table.
You must already have defined the appropiate partnerroll in customizing for you're businesspartner
or do you have another problem with this function ?

Create new Business Partner in Loan Area

Hi friends,
I am facing the problem following:
I can not create a new Business Partner (main Loan Partner) in Loan area.
From Create new contract in Loan area, I create a new Business Partner (Organization) -> Result: Display screen is Create new contract
I don't know why? I check in customizing but I can't find which step I missed.
Please help me fix error
Thanks and Best regards
Ms. Minh

Hi friends,
it's done if create a Business Partner from T.code BP then assign to loan contract.
But I want to fix error why I can't search and create a Business Partner from Loan Contract
Thanks and Best regards
Ms.Minh

New Business Partner Role

Hi
I have crated e new Business Partner Role as copy of Bidder.(es Bidder 1).
When I use the BP transaction I can use neu Business Partner role Bidder 1.
But if I use the portal transaction BBPMAININT - Manage Business Partners I don't see new Business partner Role Bidder 1.

Hi
As satish suggested, You can see the bidder data via edit option
if you type bidder bpo number and edit it leads you these data of bidders.
company data and bidder data .
bbp000 vendor
bbp001 bidder
bbp002 portal provider
bbp003 plant
bbp004 purchasing company
bbp005 vendor
bup001 contact person
bup002 prospect
bup003 employee
bup004 orga unit
bup005 internet user
BUT100 (Business Partner roles
regards
Muthu

Changing method signature according to the new business logic

Dear java community,
Recently I'm confronted with one issue and I want to know your opinion about this.
ISSUE DESCRIPTION:
In one of my business tier class I had method register user:
public RegistrationStatus registerUser(User user, RegistrationType type, boolean confirmationRequired) throws MyBusinessException;According to new business rules I need to add 2 arguments to this methods (boolean isCustomBank and String customBankName).
All arguments in method are mandatory and I need them in registration process. It is also possible that in future it would be needed to pass more arguments to registerUser method (according to changes in business logic).
POSSIBLE SOLUTIONS:
A) Create userContext (as map) and collect there some arguments that needed in registration process (it would be used not only in this method, so it also would contain some other arguments not needed in registration). Signature of this method would look like this:
public RegistrationStatus registerUser(User user, RegistrationType type, Map userContext) throws MyBusinessException;Invocation would look like this:
Map userContext = new HashMap();
userContext.put(UserCostants.CONFIRMATION_REQUIRED, form.isConfirmationRequired());
userContext.put(UserCostants.CUSTOM_BANK, form.isCustomBank());
userContext.put(UserCostants. CUSTOM_BANK_NAME, form.getCustomBankName);
myRegistrationService.registerUser(form.getUser, form.getRegistrationType(), userContext);And UserCostants:
public interface UserCostants {
   String CUSTOM_BANK = "customBank";
   // other constants
}B) Create userContext (as class � wrapper of map from previous solution) and collect there some arguments that needed in registration process (it would be used not only in this method, so it also would contain some other arguments not needed in registration). Signature of this method would look like this:
public RegistrationStatus registerUser(User user, RegistrationType type, UserContext ctx) throws MyBusinessException;Wrapper class:
public class UserContext {
   Map userContext = new HashMap();
   public Boolean isCustomBank() { return (Boolean) userContext.get("customBank"); }
   public void setCustomBank(Boolean customBank) { userContext.put("customBank", customBank);}
   // other get and set metods
}C) Create value object UserRegistrationData that would hold data ONLY for user registration method. Example of the signature:
public RegistrationStatus registerUser(User user, RegistrationType type, UserRegistrationData registrationData) throws MyBusinessException;And value object class:
public class UserRegistrationData {
   public boolean customBank;
   public boolean confirmationRequired;
   public String customBankName;
   public boolean isCustomBank() { return this.customBank; }
   public void setCustomBank(boolean customBank) { this.customBank = customBank;}
   // other get and set metods
}D) Just add new arguments to method's signature:
public RegistrationStatus registerUser(User user, RegistrationType type, Boolean confirmationRequired,
                                       boolean isCustomBank, String customBankName) throws MyBusinessException;E) your solution....
QUESTIONS:
I don't tell you my opinion and pros and cons because I want to know your independent opinion.
Which of these solutions are good and why do you think they are good?
Which of these solutions are bad and why do you think they are bad?
Thanks.

Hi ,
I thought of you overload that method and add into the Map.
Its best solution, even we use the same scenario in my application.
Thanks and Regards
Maruthi.

Change relations to new business partner?

Hi,
Hope you can give some useful tips regarding the following:
We have an account manager (Business Partner type: Person) who is the Responsible Salesrepresentative for a large number of customers (also business partners).
This account manager is being replaced by another accountmanager and now we are trying to find a way to quickly assign all customers of the previous account manager to the new account manager without having to manually maintain the relationship entries.
Aare there any ways to do this quickly??
Many thanks for any useful info.
Best regards
Willem

Hi Willem,
Unfortunately there is no standard functions available to meet your requirements, there is however the trx massd, which allows mass updates for general data , sales areas, banks etc, however no option is avialable for relationships as yet. This trx could be extended to meet your requirements, but then the effort might be a little high.
I would recommend the following,
1. create a report and use the api's, bupa_relationships_get/bupr_relationships_get to read the relationships of all the bp's.
2. use the api bupa_relationship_get_detail to find out the details and store them in local variables.
3. then using the relationship api's , delete the relationship with old account manager and then add the relationship to the new account manager with the relationship data stored in local variables.
Kindly test the report thoroughly for one or two bp's before you plan to execute thhe same for all the bp's.
Best Regards, Adil

Set order block for new business partner

Hi experts,
I have the requirement to set the order block for a business partner (based on some attributes) at the moment when it will be created or changed.
I tried to use the BAdI BUPA_GENERAL_UPDATE where I am using the FM CRM_BUPA_FRG0050_READ/ CRM_BUPA_FRG0050_GET_DETAIL to retrieve the already existing status data and the FM CRM_BUPA_FRG0050_CREATE/ CRM_BUPA_FRG0050_CHANGE to add or change this data.
In the SAPGUI at least the update scenario (CRM_BUPA_FRG0050_CHANGE) is working.
In the WebUI application none of the both is working: In the create scenario the application is even dumping (SAPSQL_ARRAY_INSERT_DUPREC) but this dump happens in an other implementation of this BAdI!
In the BP update scenario nothing happens though the UI will be refreshed by some coding like
lr_bol_core = cl_crm_bol_core=>get_instance( ).
lr_bol_core->modify( ).
Is there something wrong or missing or is there a better BAdI to achieve this requirement?
Thanks for any help!
Regards,
Wolfhard
PS: I found another post which covers exactly my requirements but unfortunately without a solution...
[Re: Update of BP General Data during creation of BP]

Hi Bruce,
I propose to select the right value programmatically and then hide the original combo box (use the FromPane / ToPane properties - better don't disable it or make it invisble) and display a disabled EditText item which displays the pricelist which should be applied to new customers when the Form is switched to - or launched in "Add" mode.
When the form is switched to other modes than "Add" reactivate the original ComboBox...
HTH,
Frank

Adding fields to business partner relationship

Hi Experts,
I'd like to add some new fields to definite business partner relationship type.
What I've already done is:
In EEWB I've created an extension for the object BUPR with type ADD_NEW_ATTRIBUTES_TABLE "Add New Attributes". In wizard I've choosen Cardinality as Single Instance and after that added two fields.
With some problems (syntax error in generated Z-Function Group: different numbers of parameters in FORM and PERFORM, which was corrected manually later) I've finally creaed this extension.
Everything looks fine in GUI: my new fields were added and work perfectly.
Next step, where I'm right now, is to add this new fields to WebUI.
It seems that EEWB didn't create the extension of BUPR in the same manner as for BUPA, cause I can't see my new fields in Configuration for BP_DATA/AccountRelationshipsEF view right out of the box. But instead I can see a new BOL-object with my new fields in BOL Model Browser as a dependent object of BuilRelationship.
Could anybody provide me with clear and understandable help for this?

Please, anyone can help?
Thanks!!

Error on Creating New Business Partner

Hi All,
We have client who are using SAP Business One 2007 A (8.00.181) SP:00 PL: 49; they have been using the system for more than three years perfectly good .Now they have started to face a problem of Creating new Business Partners and System is recurring with an error message that u201CThis entry is already exist on the following tables u2018Business Partnersu2019 (OCRD) (ODBC u2013 2085) [Message 131 u2013 183]u201D while there is no such kind of record exist on the system. So can any one help on this problem?
Best Regards,

Hi.........
Please check OCRD and ACRD table.
OCRD table is for whether the Business Partner Master is already present or not.
And ACRD is for whether the Business Partner Created and Deleted from OCRD and logs manitained in ACRD.......
Please check you get some Clue........
Regards,
Rahul

Change default name when adding new e-mail account

When I try to add a new e-mail account in MacMail, the populated default name for the user is incorrect. I have to change it to my name and was wondering where this is coming from and how to remove it.

Did this ever get answered somewhere? I would like to change mine also.

Changing default code in HTML "Create New" page for CS3

When I open dreamweaver and go to File>New>blank Page>HTML, the code that displays when the page is opened isn't what I want. For instance, I'd like to change the XHTML DOCTYPE to 1.0 strict (from transitional).
Is there a way I can get in to the backend of this program and change that code so I don't have to do it manually every time I open a blank html page in DW? Or can I make my own, and then make that my default html page code?
Thanks,
Luke

When you Choose FILE>New, you will see a Preferences button at the bottom of the interface. Click on that and you can choose how to diplay the 'new page' whenever you open up a new document.

Change default CardType on adding a new business partner

Similar Messages

Maybe you are looking for