Change Employee responsible

Hi we ware using SAP CRM 2005.
we have assigned the responsible employee to every customer. We now want to exchange the business partner for the relationship employee responsible.
Is there a chance to delete or restrict the validity for all existing relationships to the former employee responsible and to create a new relationship of the type employee responsible for all relevant customers? (Mass-change)
Oliver
Message was edited by:
Oliver Bitterwolf

Try this BadI, COM_PARTNER_BADI.
Cheers,
cady.

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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.
divya

Hi 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.

Change Employee Responsible based on user who last changed.

CRM 5.0
Partner procedure has IC Agent & Employee Responsible. Both use partner access sequence 0008 which brings in the person that created the document.
We would like to automatically change the Employee Responsible based on the last employee BP that changed the document. This would be useful in warm transfers via CTI instead of the user manually changing the record. The IC Agent can always be the person that created the record.
I don't see any actions that can set this, is there any standard functionality to do what I want? or is this an enhancement.

Try this BadI, COM_PARTNER_BADI.
Cheers,
cady.

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 help

Hi 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

Trigger email when employee responsible is changed

Hi Experts,
Kindly advise how to trigger email when the employee responsible is change to another employee, is there any standard workflow to achieve the task or this needs some enhancement,,, I mean development. I assume this can be achieved out of box.
Regards
AM

I would investigate if you can achieve your requirement trough workflow, as I'm not a workflow expert I can't guide you further.
as other members already recommended You can use actions with a custom complex schedule condition, which can be done through BADI. I would have two actions
1- will be triggered only one time, which will notificate the opportunity creation
2- Only will trigger if emp responsible is changed, via custom schedule condition (BADI) and will be triggered N times, of course if the condition is met.
I had written a blog which can give you sone hint, at least had very usefull links.
Cheers!
Luis

Employee responsible of contact or operation is changed on edit mode

Hello,
When i switch to edit mode on a contact or operation the employee responsible is automatically changed. I have been playing around with partner determination but It seems like standard behaviour if i look at note 1408051.
Is any possible solution for avoiding this?
Thanks.

Solved with custom development

Redetermine Org Data when Employee responsible Changed

Hi,
In my project we need to redetermine the org data when the employee responsible is changed.
With Regards,
Selvam T

hi,
one idea to solve this might be to use the event framework to capture the partner change and then call the CRM_ORGMAN_MAINTAIN_OW FM to change the organizational data. A call of CRM_ORGMAN_DETERM_INITIAL_EC might also do the trick, but I've never done that myself so far.
Hope that points you in the right direction.
Regards,
Hendrik

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

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,
-Pras

Kai,
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

Change Employee Respnsible

Hi Friends.
I am New to CRM environment. I have a requirement that, i need to change the Employee Responsible in an Activity. The Process Flow is that, when an workflow is triggered for a Activity, a WI is received by a ROLE, of the agents who received it, only one would act on this. The Actual agent of the Previous Workitem is to be placed in the Employee Responsible filed in the activity.
Whether this can be achived by SET Parameter, or else CRM_ORDER_MAINTAIN to be used. Which is the table where i can get the
Partner Number, as i will be having the ID of the person who executed the Workitem. Expecting a Clear explaination and solution.

Solved my self...

Action container element of employee responsible

Hi experts,
We are using action in order to send mails, now it is working fine, the triggers is the status of our complaint.
But a new requirement is to use employee responsible as a trigger, so for instance our complaint has user X as an employee responsible and the we change the employee responsible to Y, then a mail should be sent.
So we need a container element that represents the employee responsible field, and we can not find it in the condition editor.
We need that container element so we can make the following expression:
Employee responsible = Y then we use a condition to send the mail.
Thanks in advance.

Hi Luis,
Verify that you are using BUS2000120 as the object for this action. In the standard definition there is a BOR Object type called Person responsible under the CRM Complaint Object. You may have to open the hierarchy for this. This field can be used to satisfy your requirements. Otherwise a parameter can be created where the BUPA table is taken as an object of type ABAP class. You can choose the BP number or name of the employee responsible as your condition.

Lead Org determination from Employee responsible

Hi,
We are creating leads by executing campaigns. Now when leads are created, Sales org is determined from user who has logged into the system, however I want to change this. Sales org in lead should be determined by employee responsible.
I am not sure which org determination rule should be used and if there is any other customization that has to be done along with this to resolve this issue.
Please help.
Thanks,
Bhushan

Is there a standard rule for this...with some of my research i feel like this can be achieved with Org determination rule 10000194 and Partner Function ORG = Person Responsible.
I would like to know other impacts if I change my current Partner Function ORG from Activity Partner to Person Responsible. Will it affect Partner Determination Procedure??
Regards,
BJ

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.

Email for Partner (Employee Responsible) in Sales order

Hello All,
My requirement is to show the email address of the Partner specially the Employee Responsible Partner while creating/viewing/changing the Sales order via VA01/02/03.
Please not that the ER partner is getting populated automatically when we select the Sold to party while creating the sales order.

Hello Anup,
As i understand, you want to add a new column e-mail in the partners tab in the Sales order.
Is my understanding correct? If yes you can achieve it through the exits, also refer to below links for same.
Populating custom field in Sales Order line ite... | SCN
https://scn.sap.com/thread/3334194
https://scn.sap.com/thread/31638
Regards,
Thanga

Sales Org determination based on Employee responsible for Opportunity

Hi,
How can i do the sales org determination based on the Employee reponsible for opportunity. Currently it is happend on employee responsible but when i change the employee responsible the organization data is not getting changed.
Please help me in this regard.
Thanks
Naveen

Hi,
The sysytem wont accept ur procedure,
The system determines the process as
When u enter a prospect, the syetem determines the organisation based on attributes ,which in turn pick up the employee responsible from that particular organisation.
Hope ur solution is solved if so reward me.

Change Employee responsible

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