Contact Person Determination - Activity Management

The Partner determination for our Activity Management's Contact Person is set up this way:
1 - Number of occurences (Highest): 1
2 - Access Sequence: Preceding Document > BP Relationships: Activity Partner
However, whenever I input the Activity Partner in the business activity, the contact person does not get determined automatically.
Any suggestions?
Thanks.
Rosette

Hi Muki,
Thanks for the reply.
Our determination procedure is already setup as recurring when we got the error.
Anyway, I was able to solve it by checking:
1 - Wait Until Source is available
2 - Alternative Follow access

Similar Messages

Automatic Partner Determination Std Contact Person during Activity Creation

Hi ,
There is a requirement in my project where the Standard Contact Person of the Sold to Party should be automatically determined during Activity Creation .I have completed the Partner Function configurations and now the Standard Contact Person is being successfully determined as the Partner.
However, there is a problem in a scenario where in another Contact Person other than the Standard Contact Person is to be determined during Activity Creation . In that case, the option to select the other Person is not being offered through a pop up window, but the System automatically populates the next Contact Person based on the BP Id ( Next on the Number Range )
Is there any way , so that the normal procedure of selecting one Contact Person from a list in the Pop Window can be incorporated , once the standard Contact Person is being removed from the Contact Person field in the Business Transaction .
<< Moderator message - Please do not promise points >>
Regards,
Maroof
Edited by: Rob Burbank on Jan 5, 2011 5:06 PM

Hello Maroof,
you should check first the standard relationship flag of the account. Means check the account and go to the
relationship contact person.
There you will find the standard Relationship Flag, which is relevant for the system to determine the main CP.
Furthermore please check the partner procedure:
For each partner function you can enter a value in field Maximum and Selection Limit. Please consider the F1 help
for the field Selection Limit where you can find the explanation when and how the selection popup is triggered:
Example 1
You enter 3 in this field.
When the system finds three or more partners who could fulfill this partner function, it displays a selection list.
You choose from the list which partners to enter in the transaction.
Example 2
You do not mark this field, but enter 5 as the Maximum for this partner function.
When the system finds six or more appropriate partners it displays a selection list.
Hopefully this information helps you.
Regards
Rene

Contact Person determination

Hi All,
Please suggest how i can acheive to determine my contact person in my transactions.
my requirement is if a contact person is been maintained for a BP then it should pop up the respective contact person. If no contact person is maintained then by default the standard business partener should be copied as contact person.
I had used the standard access sequence like 002, ch04 , but not able to acheive this.
Regards
Arun Kumar

Hi Arun,
you can set up the partner determination procedure according to your requirement. are you facing any particular problem here?
Best Regards,
Vishant

DTW importing activity for contact persons

Hello All
SAP B1 V 9.0 and DTW 900.52.1
I am trying to export data from one software and import into SAP Business one using the DTW.
I have imported my business partners as well as the contact persons associated with the business partners successfully using DTW OCRD and OCPR.
My next step is to export from previous software the activity associated with each contact person.
For example I have business partner C0001 and many contact persons under C0001. Business partner C0001- contact person Jane Doe, John Doe, John Smith etc. What I am trying to accomplish is import activity to SAP B1 for each contact person (Jane Doe, John Doe, etc) using the DTW. I cannot seem to figure out how to import the data so that it is associated with correct contact person for the appropriate business partner? I can import the activity for the business partner but not for each contact person.
Any advice greatly appreciated.
Can I create a query to obtain the CntcCode from OCLG when no activity has been created?

Problem solved
I was trying to obtain the internal number associated with all OCLG Contact Person regardless if they had any activities. I needed the information to migrate activities from and old system into SAP. Selecting cntctcode from contact person will not generate the internal codes from OCLG and you will receive a data not found error. Only the contact persons with activity would be produced. I received some additional assistance and got the following query to work.
select t1.cntctcode as CntctCodeFromOCPR,t1.name as ContactPersonFromOCPR,t0.cardcode,t0.cardname,t0.CntctPrsn from ocrd t0
join ocpr t1 on t0.cardcode=t1.cardcode

Activate Contact Person Functionallity in Vendor master

Hi Colleagues,
We have an issue with Contact Person functionality in Vendor master, specifically with his activation in order to use that funtion menu (Goto -> General Data -> Contact Person). Actually this command is missing in our system.
Customizing nodes about contact person (IMG -> Materials Management -> Purchasing -> Vendor Master -> Contact Persons) specify as mandatory requisite set the system as a Retail SAP System.
We analized the information and executed report GETSYSDEF and the system showed message SYSTEMSWITCH016 "System is set as a manufacturing system"
Our SAP system is a mySAP ERP 5.0 with component SAP_APPL level 0021.
We have several doubts related above explanations:
Is the system able to be customized as a Retail system without loose or damage some actual component (his functionality) as manufacturing system?
Which is the procedure to follow in order to activate Retail SAP System?
Is enough to make settings on IMG node "Activation Switch for SAP R/3 Enterprise Extension Set" flagging on application "EA-RET" or in other hand, there are other additional or different steps to make?
I appreciate any help you can offer me. Thanks in advance.
Regards,
Horacio Miranda

Dear Jurgen,
First thanks for your response.
We don´t want to change manufacturing system for retail system, We try to find the way to add retail system to our actual manufacturing system only for get contact person functionality.
We need to use that functionality on vendors at tx XK01 or tx XK02 / MK02, in order to link all vendor contacts making a validation of each one against a table Z containing prohibited values. If a contact person would exist in that table the system would show an error message.
I hope to be clearly in my explanation. Thanks again for your help.
Regards,
Horacio Miranda

Contact Person doesn't exist in BP for transaction

Dear all,
I am looking for suggestion on how to enter Unknown contact person in Activity or Opportunity transaction
without triggering any error message by system.
Currently, when we enter contact person which doesn't exist in Business Partner master data, the
system then triggering an error message saying that this BP doesn't exist ! (for example Contact Person is
Mr. AnyOne)
Side effect of this is we cannot do further document Follow Up (like for example from Opportunity
to Quotation) because the document (Opportunity) is still contains error message.
I found similar question on SDN but it is not satisfying with the answer.
Appreciate your help. Btw, I am using CRM2007, any clue to enhance this in UI level also appreciated.
Cheers,
Gun.

Hi Gun,
Have you Set the Checkbox for "Mapping/Defination for the Partner which searched" and what have you set in the same???
This field allows you optional; search for Alternate Buisness Partner
Indicates whether or not mapping of partner functions occurs during partner determination.
(Leave this field unmarked to specify that mapping does not occur.Mark this field to specify that mapping occurs.If you mark this field, the system displays additional required fields where you must specify how mapping takes place.
Example 1: No mapping
Normally, the system searches for the partner function to which an access sequence is assigned.
You assign an access sequence, with the source preceding document, to the partner function ship-to party.The system looks in the preceding document for a ship-to party.It enters the ship-to party from the preceding document as the ship-to party in the current document.
Example 2: Mapping
Mapping means that the system searches for a partner with a partner function that is different from the one to which this sequence is assigned.You create an access sequence, with the source preceding document, and mark this field, Mapping.The system displays several additional fields; in one you specify the activity partner as the partner function in the source.You assign this access sequence to the partner function ship-to party.The system looks in the preceding document for an activity partner.
It enters the activity partner from the preceding document as the ship-to party in the current document.
For more information on mapping, see the documentation for this Customizing activity, Define Access Sequences.
Else you may achieve the same using BADI by defining a Rule for Normal Detrmination of the Buisness partner Initially else Determination of the same from another Field from the Transaction.
Hope it Answers your Queries...
Thanks and Regards,
RK.

How to assign contact person with user id to vendor via upload

Dear All,
We have successfully uploaded external business partner (Vendor) from ECC6 to SRM5.0 via BBPGETVD. So vendor is available in PPOMV_BBP.
Now we would like to assign the contact person with user ID to this vendor so that he can logon to our system and update Bid.
If we create contact person (employee) via "Manage Business Partner", system provides the option to create contact person and User ID under "Employee for Business Partner".
But we can create contact person one by one, if our client have 600 vendors from ECC and already transferred to SRM.
How to rapidly create and assign contact person to all vendors ?
Who have any ideas for upload via text file or excel sheet please advice me.
Best Regards,
Theerat.

Hello Theerat,
Try these FM
BBP_CREATE_CONTACT_PERSON
BBP_CREATE_CONTACT_USER
muthu
Edited by: Muthuraman Govindasamy on Oct 7, 2008 9:16 AM

Main contact person Worklist FSCHM

Hi Experts,
I am getting an issue due to I would like to change the main contact person to add notes in Work list collection management.
At the moment I can select manually different contact persons. It means that the relationship exist and is working. But I have one main contact person by default in the worklist.
If I would like to change the contact person for an existing one and later on keep the change as default in the worklist , how can I do it?
Thanks in advance,

Main contact person worklist:
Just the last creation in customer master data is the main contact person in the worklist. You can change manually the contact person in collection management but it is not by default.
If you would like to have it by default you have to create the new contact person in Account receivable and the last creation will be the main contact person.

Creating activity without referencing Account and Contact Person.

Hello Experts,
Our client has such a process, sales employee can perform unplanned visits and they record this visit just entering this prospectsu2019 telephone number and name surname.(without entering account ID as the customer data hasnu2019t been created yet in Sap CRM) They require this in SAP CRM as well.
I have been looking for a way how can we manage this. When I create a visit the system asks for Account ID and Contact Person ID. My question is that is it possible to create a visit in SAP CRM without indicating contact person and account.
Kind regads,
M.

Hello!
Every activity in CRM must have activity partner, but you can make this fields non mandatory in CRM - Master Data - Organizational Management - Organizational Data Determination - Change Rules and Profiles - Maintain Organizational Data Profile
Best regads,
Artur Litvinov.

FM to fill activity partner and Contact person inside a BADI

Hi,
When i create an activity i need to check for a condition and process the activity accordingly. The condition is that when an contact person is entered mistakenly on the activity partner field then i need to move to the contact person field and also find out the corresponding activity partner and fill it.
For example, if i enter 123( assuming this to be a contact person) on the activity partner field, then i need to find what is the corresponding activity partner for this contact person(Assuming ABC to be the activity partner). I need to fill ABC on the acitivity partner field and 123 on the contact person field. I tried using ORDER_SAVE Badi for the same. The badi gets called and i am able to read the curent value from ORDER_READ FM. I just don't get as to how to fill the activity partner and contact person inside this BADI. I am not able to find any FM for the same. Can i request some help pls?
Thanks,
Venkat

Hi,
maintain the partner change on document manually and debug this FM to see what should be the inputs.
Maybe you are missing sth.
Other way, better, would be using crmv_event tcode. there you can register your FM that will change partner on document.
you can assign this FM for eg. to event AFTER_CHANGE and object PARTNER, and transaction category like Service Process.
you can read /people/radoslaw.stefaniak/blog/2009/12/16/crmvevent--what-is-it for more information.
Regards

How to create contact person on SAP Solution Manager

Dear all.
I installed SAP Solman SR3, I config solution manager for download support package. When I use the transaction AISUSER to assign user and contact person. I receive the information:" Partner 000xxxxxx not found". I saw in Solman SR2 didn't have this error.
Now I want to define contact person ! Please help me if you know about this problem.
thanks all so much.

Hi Thao
We have 2 column in AISUSER transaction table....
one is USer in which userid for the person is entered
sec is contact person in which S-Userid is entered(Delete the S and Leading Zeros from it)
The error which you are facing is because when you enter the entry a check execute by the system is enquireing the table AIContacts which is update by a background job .....................so have you scheduled this standard job .........REFRESH_ADMIN_DATA_FROM_SUPPORT.
Also posting the help log for the ur convenience....
Procedure to remove the error
Please check if you entered the correct number (S-User without S) or use the value help for this field. If the value help doesn't provide any data the report AI_SC_REFRESH_READ_ONLY_DATA has not been run yet. It should be scheduled daily with transaction SM_CONFIG_JOBS as job REFRESH_ADMIN_DATA_FROM_SUPPORT. However if you want to run this job successfully the user who created the job must be maintained in transaction AISUSER first. So you should ignore the warning for this purpose, maintain the partner for this user and continue maintaining this table after the job has fetched the contact data for the value help from SAP Support Portal successfully.
Even then it can happen, that you don't find the partner number in the value help. The reason for this may be, that the user doesn't have enough authorizations for some actions, since only users with certaine authorizations are downloaded from SAP Support Portal. So you also may ignore the warning in this case, as long as there is no typo in the partner number.
Hope it clarifies your doubt
Regards
Prakhar

Activation of BP and contact person

Hello Experts,
I want to know what is the procedure of activating the Business partner and contact person in IS-Media in ECC6.0. In ECC6, SAP has already given this facility so no need to execute any program but if I want to upgrade from 4.6c TO ECC6 then first we need to convert the customer to BP.
Please help me to know the procedure.
Thanks,
Shyam

If you want to use the business partner functionalityand migrate all your customers to business partners, you can not directly upgrade the system from 4.6C to ECC 6.
1. Upgrade SAP either to 4.7 or higher.
2. Goto t-code [JUPART] and execute all the reports one after another from top to bottom. These should be run only after completing the business partner configuration in SAP.
3. By running all the reports, the customers are migrated to business partners
4. Now upgrade the system to ECC 6.
Hope I am clear enough

Add new contact person in contact management

Hi All,
I have been created email in contact management(SRM).
in Tab "General", Contact person field, i cannot select new item/New contact person from combobox.
I have read at HELP file,then i found to add new contact person in contact management, go to SRM menu -> Customizing(UCUS0) ->in the left panel -> clik contact - > double clik contact person.I can direcly add new contact person.
but after i added new contact person.i still can't select new contact person in "General tab(Contact management)".
can u tell me how to solve this problem?
Thanks,
Siandari Lim

Dear William,
There are some notes for enabling the b2b flag. E.g. 1263919 and 1263915 and likely some more. So, that might help you figure out if perhaps you have missing settings for this feature.
But based on the limited information you provided it seems that "Segmentation based on relationships" would be suitable. You can check [SAP help|http://help.sap.com/saphelp_crm700_ehp01/helpdata/en/37/fc60e3bebf4a9ba7121c00e295b3fd/frameset.htm ] for this topic. I was not sure what you meant by "but how to replace the contact person function?"
Quick excerpt:
Segmentation based on relationships offers you maximum flexibility when modeling target groups, especially in business-to-business scenarios. You can select business partners using filters for both personal data as well as data relating to the business partner's organization. The system saves all required information on the business partner, such as contact person, organization, and relationship type, with the target group. In the campaign, the contact person is contacted using the address data of the contact person's organization.
Hope this helps!
Anik
SAP CRM Marketing Moderator

Is it posible to determine more than 1 contact person in sales order

Hi Friends,
My requirement is to send email to multiple recipeints. So I have created 4 contact persons for each mail id for customer xxx01 in order to send email to multiple recipeints at 1 time. But only one contact person gets determined in sales order. Is it posible to determine more than 1 contact person in sales order if yes can any one help me how it is done?.
Thanks in advance,
JM

Hi,
Maintain Partner function CP in customer maseter and maintain numbers of CP
If sytem is not allow to mention four contact person number's then in partner function procedure remove tickmark or UNIK from partner function CP
kapil

Msa: contact person selection for activity

Hello forum,
I've installed msa50 sp6 and now I want to now, when I creat an activity and select
a contact person to this activity by search window, is it possible to select more than only one person (multiselect) or must I for every contact person open the search window and select the contact person again ?
Can somebody check this behaviour ?
Thanks
Gerd

Dear,
Multiple selection is not possible in MSA.
You can select one contact person at a time
If you have any concerns please revert back the same
Amjad

Contact Person Determination - Activity Management

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