Determination Partner function no works in activity

Hi,
Activities on creating, the partner function who are associated with the scheme partners of activity, are not determined by its sequence of access. Not determined.
The customizing is download in the MSA, (sequences of access, partners functions, partners scheme ...). and Relationship table is correct.
For example, the employee responsible is not determined by its sequence of access, enter the user who creates the activity.
Can someone help me.
Regards,
Thanks,

Hi,
unfortunately the CRM partner determination is not available in MSA.
The only thing what you might configure is the partner function for the employee responsible (defaulted with current user) by using a user exit in MAS.
Regards,
Wolfhard

Similar Messages

Partner function not working when creating PO with ref to PReq

Partner function is not working when creating a Purchase Order with ref to a Purchase Requistion, Partner functions maintained in the vendor master are VN, OA & PI.
But OA & PI are not appearing in the PO header partner tab when created with ref to PR.
however it works when i create the PO directly ( without the PR ref )
I am using the same material & Plant for both manual PO & PR to PO.
Any idea what could be wrong .
I have maintained the settings for schema groups for vendor master & purchasing doc in the partner determination.
Thanks
Dkmurthy

Hi,
I have also an issue that seems similar to one you are discussing.
When we use ME59N and create a PO with ref. from a PR (created from a sales order), the message determination works well, it reads the condition set in MN04 (condition records for messages), and creates a message (with output type for EDI , medium: 6, and partner function LS: Logical system). Message is created and idoc is sent.
When we try with ME21N, ME21 and we create the PO with ref. to the same PR, either by entering manually the PR in the document overview of ME21N or by selecting the PR (without entering the PR number), i.e with date, the message is not created in the PO.
Company code is assigned to purchase organization, and so is purchase organization to plant.
Any idea why there is no automatic message determination in the case of the transaction: ME21N
Note: If I try ME21N, and enter the output type and partner, manually, I receive a warning message
VN006 (Partner XXXX does not exist for partner function LS). If I accept this warning message, then message is saved- idoc is sent. However I can not overcome the warning message, if it plays any role, because I can not assign partner function LS to the vendor.Then I receive message CZ 327 (Can not use this partner role).
Any input is wellcome.

Determining Partner Function based on Status of Transaction

Hello
I have a requirement in which parties involved needs to be determined based on the status of the Transaction.
Please let me know how we can fulfill this requirement. Is there any BADI for the same and if yes what code do we need to maintain.
Thanks

Hello Jatin,
You can always do order related modifications on Action profile. Based on the condition whether the header status is changed or Item status You can configure an action profile & assign a start and schedule condition for same.
The logic in the badi can be to update the partner function as per your needs.
Regards,
Ravi

PFAC rule for detrmining partner functions in Actions of Opportunity

Hi all,
In Opportunity, we have scheduled the actions automatically for every phase.When we select phase in Opportunity transaction & save , the activities in that pahse would be created automatically based on conditions with person responsible same as in Opportunity transaction.
Now I have changed the access sequence in partner determination procedure not to determine person responsible from preceding document means this partner function would be empty in Actions created & I have created rules in transaction PFAC with category 'Agent Determination-Responsibilitis' & responsibility & need the system to deterimine different user for this Person responsible for activities.(Not from preceding document).I have maintained this rule & Partner function in parameters of Actions.& action profile has been assigned to Activity transaction type( Actions). But this rule is not determining the users for the Partner function 'Person responsible'.In activities this partner function 'Person responsible' remains empty.
Solution to this problem would be very helpful & maximum points would be rewarded for the useful answers.
Reagards,
Basavaraj Patil

Hi Prashanth,
Thanks for your reply. I want the Rule to determine Partner function 'Person responsible in Activity transactions created in Phases of Opporunities not exactly partner function of Opportunity transaction.The procedure user( CRM Opportunity & Task) is maintained in Partner determination Procedure.
For this I have assigned different Action profile with Method Call - CRM_DNO_PARTNER_1 containing Parameters for Rule(Structure - PDTASK & Field SEARK - & Partner function(Structure - CRMD_PARTNER & Field - PARTNER_FCT).
But still it is not determining Partner Determination in Activities.
Regards,
Basavaraj Patil

Work center partner function

hei all,
if you see in partner function configuration, there's partner type A (work center) and partner function PA (work center).
i want to use it in sales order, but it couldn't. there's an error said
"Partner type PA is not permitted
Message no. VPD007"
can anyone explain about this error?
best regard,
Hendry

dear JP,
thx for relply, but I dont think your answer is suitable for my query.
Thanks,
Hendry

Partner Function in Vendor master

Hi,
I want to know what is partner functions in Vendor master , what configuration settings required for it and is it necessary to maintain what can be the problem or why it use .
regards,
zafar

Hi Zafar,
Basically Vendor partner functions allowed you to define the rights and responsibilities of business partner in a business transaction. The R/3 standard partner functions are :
AZ     Alternative payee
OA     Ordering address
VN     Vendor
CR     Carrier
PI     Invoice presented by
CA     Contract address
GS     Goods supplier
DP     Delivering site
Accordingly the vendor is first the ordering address, then the supplier of good and after that Invoicing party and finally the Payee. You can determine which of the partner roles are optional and which are mandatory in the customization. If no roles have been maintained, the data of the vendor role applies
Now the Vendor partner function will work after few Setting in Customization :
1) Maintain seprate vendor master record for each partner
2) Activate partner function by ASsign Partner Schema to Account Groups
SPRO ; Material Management > Purchasing > partner Determination > partner Settings in Vendor Master REcord > here choose and account Group to active partner Function and from Field PS EKORG Select L1
3)Define Permissible Partner Roles Per Account Group
In this step, you can specify for each account group of the vendor which roles the vendor may assume.
I.e. you can specify that certain vendors may only serve as an ordering address, not as an invoicing party.
Maintain Partner roles, which is to be used in Account Group
GS - DIMP
PI-DIMP
OA-DIMP
4) Maintain partner function - Now in the Vendor master record you can maintain Vendor partner function .
or can assign partner at the Time of PO Creation ME21n, When GR will be done you can See partner Details.
Regards,
Vraj

Partner Function Queries Multiple Partners for Single Partner function SO

Hi Experts
Is it possible to enter multiple partners for Single partner Function in SALES ORDER
For Ex : We have created Z1 as a Partner function for Sales Executives : and Sales Executive 1 , Sales Executive 2 Sales xecutive 3 etc as sales Partners for Z1 partner Function .
Now Is it possibe to enter for Z1 -
sales Exeutive 1
Z1----
Sales executive 2
Z1----
Sales Executive 3............
I would be greatful if you repond the same at the earliest
Thanks
Rashmi K

Hi Rashmi,
The requested function is possible.
In the customizing of partner function, you could set the field Unique as blank. Then you could enter multiple partners for same partner function.
IMG->SD->Basic functions->Parnter determination->Partner Functions
Hope it helps.
Thanks and best regards,
Smile

Message determination and Partner function LS (Logical system) for PO

Hi,
I have worked in the past with vendors (VN) as partner roles in a PO, with the message to create an EDI outpout to Partner Type: LI (Vendor), and this works succesfully.
Now, the idea was to use in EDI, a Partner Type: LS (Logical system) as a receiver of EDI messages (message types: ORDERS) for inbound Purchase Orders to the Partner.
So, we have set up a respective message condition, with Partner Function: LS (Logical System), in transaction: MN04 (Create Output-condition records).
A. When we use ME59N and create a PO with ref. from a PR (created from a sales order), the message determination works well, it reads the condition set in MN04 (condition records for messages), and creates a message (with output type for EDI , medium: 6, and partner function LS: Logical system). Message is created and idoc is sent to partner.
B. When we try with ME21N, ME21 and we create the PO with ref. to the same PR, either by entering manually the PR in the document overview of ME21N or by selecting the PR (without entering the PR number), i.e with date, the message is not created in the PO.
Company code is assigned to purchase organization, and so is purchase organization to plant.
Any idea why there is no automatic message determination in the case of the transaction: ME21N?
There is a single message condition that is to be read for both cases (trans: ME59N and ME21N).
Note: If I try ME21N, and enter the output type and partner (=Logical System), manually, I receive a warning message :
VN006 (Partner XXXX does not exist for partner function LS). If I accept this warning message, then message is saved- idoc is sent.
However you can not assign a partner function LS to a vendor, in vendor master data, because of message CZ 327 (Can not use this partner role).
Anyone with similar experience? Thank you for your advice.

Hi,
I well understand that the receiving partner can be a partner: Vendor (LI).
I have seen that working.
However, in the Partner Profiles (trans: WE20), the receiver was created as a Logical System (LS).
We want the partner Logical system (LS) to receive the idoc for purchase order (ORDERS).
After that, I think that the idea is that the LS can generate an idoc for a sales order creation that will then outbound to another partner. I think that this is the concept.
The issue is that I have seen that the POs created with transaction: ME59N, have received from message determination (trans: MN04) the message with partner LS (automatically), and the idoc of the purchase order (ORDERS) have reached the partner LS.
The question is why the message determination fails when creating the PO from trans: ME21N or ME21, with reference to the PR. Message condition is the same and message determination procedure is the same for both cases.
There is no issue with customizing for the LS in trans: WE20
(Port processing agent is Active for LS and ORDERS have the proper processing code for application EF).
I hope I am helping more with this.

Org determination based on the Partner function

Dear Experts,
I have a scenario where i need to determine the org data of an activity based on BP assignment in Org model. this BP is caluclated based on partner determination procedure which has got access sequence "Preceding Document: Activity Partner -> Preceding Document: Sold-To Party" & is actually an employee. This employee is assigned to org structure & i want to have the org data based on that.
Can somebody help me on that.
Thanks & Regards,
Shashank Agrawal

Hi Shashank,
In the customizing, under transactions->define transaction types, cannot you make use of "Partner function ORG" under "profiles"?
Regards,
Arun Prakash

How to work with Partner Function Categ. - Person Responsible vs. Employee

Hi together,
I have a question regarding partner processing (we are using Web Client UI):
Our customers are served by one Sales Rep. who is travelling and additionaly by an Account Manager who is working inhouse (he is assigned to & supporting up to 5 sales reps). In our R/3 System we are using two different z-(customer)partner roles - let's say SR and AM. When we create new customers and sales documents the AM is determined out of the assignment to the SR (SR has to be typed in by user). So the Sales Rep is the leading employee in the relationship to the customer, while the AM is the SAP power-user.
How should I use these Roles in CRM? Both employees have to be assigned to our Customer-BUPAs and to every sales document.
The first thought was using the CRM-partner-function 0012 Sales Rep.(category employee) for the SR and 0014 Employee Resp. (category person responsible) for AM.
My problem is that I don't know what the difference between the two partner function categories person responsible(0008) and employee(0005) is.
Because the SalesRep is the leading employee I think it would be better to use him as the responsible person? Another point is that the responsible person is available on all the Web Client Views on the first detail block and the other employees are only visible in the "parties involved" block. But the SalesRep doesn't use the system very often.
What do you think is the best way?
Best Regards
Stefan

Hi,
I think it makes logical sense to assign SR as employee responsible.
Please go through the following link for further information on this account.
http://help.sap.com/saphelp_crm40/helpdata/en/c4/1161f39f6ec94c88c90a11b0820a16/frameset.htm
Regards,
Deepak

Setting a private flag on an activity for a specific Partner Function

Hi. I have this requirement. Display on private flag "My activities". Display just the Activities for a specific Function partner ej. Parner Responsible. Actually the system displays on "my activities" the activities not just for person responsible but also the activities for the created by or agent partner function
Report: Activity Monitor
Does anybody knows if there is a way to modify this to display the activities for a specific Function partner on the Biz Activity?

Max,
I tried to find any exits in this program but couldnt find any.
But I have following idea in mind:
1. I dont think you need to make this change on 'my activities'. Instead use of the third 'My ...activities' where you can give partner function & BP number as your own number. I hope it works.
2. Create a new program by copying the Actvity Monitor program and make the small change you are looking for somewhere in that program (I dont know where).
Sorry, I dont have any concrete solution for you.
Best Regards,
Vivek

Partner Function screening - how does it work?

Dear Experts,
I would appreciate some input concerning the following issue we are facing:
We have currently set-up Embargo screening as such:
-- Determination Procedure: LEEMB
-- Partner Group Export: ZEMBEX
-- Legal Regulation: ZEMBW
-- Country Groups: CTNTRYG_ALL (both from / to)
-- Embargoed country: SY as top level country embargo
-- Activation of Legal Regulation "Excluding Domestic' vs "Including Domestic"
Partner Groups contains the following 5 partner functions:
-- AG / RE / RG / WE (Standard 4: Ship-to / Bill-to / Payer / Sold-TO )
-- ZE (End - User)
We are experiencing issues when executing the following sales transaction:
Case 1:
Sales from DUBAI to DUBAI but with ZE partner Function to country SY.
When using the setting 'Exclude Domestic' the system does not trigger any embargo situation as Dubai-Dubai is not embargoed not taking into account ZE partner function country SY.
Case 2:
Sales from DUBAI to DUBAI but with ZE partner Function to country SY.
When using the setting 'Include Domestic' the system does trigger an embargo situation as SY is embargoed.
We were expecting the Embargo situation in "Case 1" as we were expecting the system to loop through all partner functions activated (all 5), find SY on the ZE partner function (thus being Export) and hitting the SY embargo ban.
Could someone explain why case one is seen as an "domestic trade" in GTS not hitting Embargo checks or explain the logic for the Partner Function screening? It seems that even though the 5 partner are activated in the partner group they are not all checked...
Any thoughts are welcome...
regards

Hi Mark,
This looks to be correct behaviour, In case 1, you are excluding a domestic scenario from the checks for the activated embargo regulation. A domestic scenario is based on ship-to being in the same country so DUBAI to DUBAI is clearly a domestic one so the system wont run through the check on other PFs.
Case 2 is exactly the same, only you are saying that you want to include domestic scenarios like DUBAI to DUBAI. In this case the check of the countries of the partner functions contained in partner group occurs and embargo is seen on SY.
I think the configuration is behaving exactly as designed here. Anymore questions let me know.
Michael

Partner function not determined if not made mandatory in customizing

Hi!
I have never come across this issue before so maybe it is standard system behaviour. My client is on a ECC 5.0 system and has the need to set upp an new partner function on the ship-to-party which should be derived on the delivery. I have set up the partner function to be available on the ship-to -party and also on the delivery document. However even if the ship-to-party master record has an entry for this new partner (whih is a contact person by the way), the partner is not determined at all on the delivery document unless I make the pertner function mandatory in partner determination for the delivery. This works, but I would rather only get the partner derived when there is a parnter stored on the ship-to. In the current case there will be an entry in the ship-to partner tab with the new partner function and number zero for all cases when the ship-to does not contain a record for the new partner.
Any advice would be appreciated
BR
/Björn

Hi Eric and Eduardo!
This issue is not really to get the contact persons created in the customer master partner tab. The issue is that I want the partner if available in the ship-to-pary partner tab to be added in the delivery partner tab. If no partner is available, nothing should happen at all.
I seem to remember that this behaviour is standard in the sales order, but I could be wrong. I did a similar set-up years ago and I think that the partners were derived without having to set them as mandatory in the partner determination.
The note of FAQ unfortunately did not solve the problem.
BR
/Björn

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

Org determination in transaction based on custom Partner Function

Hi All,
I am trying to figure out how can I modify the partner determination procedure and org data profile to determine the sales area (org,dc,div,so,sg) in a transaction automatically without having to choose the sales org.
Here is the set up:
Sales Org ->Soff->Sales group are permitted for Org determination in ppoma_crm.
Custom Partner Functions - Y1 and Y2 assigned to Sales Partner Function Category
Access Sequence YXXX has the following set up:
      Source                        PF                 Function Category          Usage
10 COM_PARTNER_A
20 CRM_PARTNER_C Sold to Party
30 CRM_PARTNER_C                         Activity Partner                 CRM
40 CRM_PARTNER_C Sales Prospect
50 CRM_PARTNER_C Activity Partner
Partner Procedure YPP001 has the following setup:
Function    Access Sequence
14              User                         Recurring
15              YXXX                       Recurring
21              0001                        Recurring
23              YXXX                       Recurring
Y001                                           Recurring
Y002                                          Recurring
Y1            YXXX                       Recurring
Y2            YXXX                        Recurring
Org Data Profile YORGPROF01 is maintained for Scenario SALES with Org Model Deter Rule 10000177. Sorg and Dc mandatory set.
The transaction type YOPP is configured as shown:
Org Profile YORGPROF01
Partn Func Org Activity Partner
Partner Determination Proc YPP001
Now here is the issue:
We want that when we create transaction YOPP it should fill the Org data including Sales Office and Sales group from the partner associated with the PF Y1 which gets assigned automatically when the account is selected on the transaction.
With the above setting, it populates all the sales offices and sales groups that have been marked for determination in ppoma_crm (which we don't want it to do). We need it marked for determination so the BP's master data associated with Y1 shows up the sales group and sales office.
When the account is selected on the transaction and Y1 is determined via partner determination, we would want the sales Org also to get determined automatically from the Y1 partner's master data.
Anything that can be changed in the above settings to make this happen?
Thanks
PC

Hi
Although i have no practical experience with this but an educated guess would be to use Partner function determination . If you have 'employee responsible ' PF , Then u can further use him for org determination.
May be this helps...
Regards
Ruchi

Determination Partner function no works in activity

Similar Messages

Maybe you are looking for