Determining Partner in Lead transaction thru Organisation model

Hello,
I need to determine responsible employee in lead transaction thru Organisation model that I have created . Now I dont want to use the attributes of the organisation as we have some constraints in that I need to determine a partner out of the assignment I have done in Organisation model. eg If BP "0001" is assigned to Org unit A as employee(Holder of a position) is it possible for me to determine the same employee in lead transaction as Employee responsible if I give the input of org unit A in the transaction? If yes pls let me know the steps for doing the same.
Thanking in anticipation.
Ambrish

In SPRO Customer Relationship Management > Master Data > Organizational Management > Organizational Data Determination >Wizard for Organizational Data Determination > Create Determination Rule of the Responsibility Type.
There, you assign a name, scenario (Sales or service) and select an attribute for example: SA_RESPORG Responsible organization, then assign Organization unit. After you assign profile to transaction type Lead.
Regards

Similar Messages

User Exit for Partner Determination in VA01, VA02 transaction ( Sales order

Dear All,
I have an issue in which i need to determine partner for every change in ship to party both at header and item level during sales order creation or change.
Can you please suggest an appropriate user exit for the same.
I have tried
EXIT_SAPLV09A_003
EXIT_SAPLV09A_004
but they get triggered only when we enter into VA01 transaction and not when the ship to party is manually changed.
If possible i want to avoid MV45 exits as there are chances of regression due to too many different functionalities already present in my system.
In worst case scenario please specify the place wherein i need to code in MV45 exits and what are the fields i need to change.
Most probably i filtered out on "USEREXIT_MOVE_FIELD_TO_VBAP" but i am not 100 percent sure on this, please suggest.
Thanks in advance
Ronak

Hi,
please use User exit function: EXIT_SAPMV45A_003
Put your coding in include: ZXVVAU05 (create it by double clicking, if not already created) and activate.
Regards,
Sanjay Gogikar

Restricting Follow Up Activities on Lead Transaction

Hello All,
I need to restrict certain follow up activities on the lead transaction, I have gone through the forum and found out that the same can be restricted using authorizations
Following are the posts
Limit the transaction types by role
Restrict the transactions type in pop-up when creating a Transaction
Following are the auth code checks I have performed
The objects CRM_ORD_LP and CRM_ORD_OP have been set to inactive screen shot attached below
The transaction type Z002 which needs to be excluded is not maintained in the object CRM_ORD_PR
For the concerned user only one role is assigned, however when I am creating the follow up activity from the lead transaction, the system is allowing me to create the same, please advice if I am missing some configurations
I am able to create the activity as per the screen shot below
Kind Regards
Atul

Hi Shobhit,
Thank you for your prompt reply, I have the following queries appreciate if you could let me know
For the Object CRM_ORD_LP
What entry I need to maintain for the activity
For the object CRM_ORD_OP what entry do I need to maintain for the below three parameters
a) Activity
b) Partner Function
c) Partner Function Category
Kind Regards
Atul

Sending mail to all partner function in transaction

Hi Folks,
Standard action and condition sends mail to only main partner function in transaction. But transaction could have more than one partners for same partner function. Can mail be sent to all partners in transaction by using standard action configuration?
Regards,
Nikhil

Hi Nikhil,
You can control this using CRM_ACTION_BADI.
Below the use of this BADI.
In partner-dependent actions, business partners that occur in several functions, only the main partner remains.
This can be useful, for example to avoid sending the same e-mail to the same business partner if there are several action definitions for different partner functions or function types.
However, if several different actions have been defined as partner- dependent, this effect may not be required.
In this case, the CRM_ACTION_BADI standard implementation can be deactivated. In this case, all partners from the transaction are considered during action determination.
If this is also not required, a new implementation can be created.
Hope this helps.
Cheers, Satish

Facing problem in adding attributes for sales in organisation model

hi i am murali
for my organisation model in sales organisation i want to add division and distribution channel attributes.when i am in ooattrcust
transaction,i found that they were in invisible maintenance and i am not able to change them.please help me

Hi,
Please read:
Orgmodel-- Attributes
1. Goto T. Code: SM30
2. Enter T77OMATTR for Table/View and click Maintain Button.
3. Now Double click on Attributes. Here create your oun Attribute by copying an existing one / Create a New Entry.
Here you also have setting like Multi Values, Default Values etc.
4. After creating New Attribute, double click on Scenarios and select your required scenario then click on Attributes/Scenarios.
Here you include your newly created Attribute. Here you also have important settings like Inheritance Type, Reg Attr etc.
Alternatively you use T.Code OOATTRCUST instead of SM30.
Once this customization is done you can see your attribute in the Org Model Customization(T. Code: PPOMA_CRM).
HRBCI_ATTRIBUTES_BUFFER_UPDATE
Denis

User not integrated in the organisation model

Hi gurus,
i am not able to integrate user into organisation model.when i use USERS_GEN,T-code to assign ,it shows action cancelled.pls let me the reason and solution.
message no:BBPU_MEssages001

Hi Kalai,
To assign your user to the organizational model:
1. Create your own business Role
a. Call transaction PFCG and copy std profile to Z profile.
b. Execute Transaction CRMC_UI_PROFILE
c. Copy business role say SALESPRO to ZSALESPRO incl. all related objects and assign your created PFCG role.Press the skip button if you get en error message.
2. Assign your created business role to organizational model
a. Call transaction PPOMA_CRM
b. Search organizational unit by u2018Structure Searchu2019 and browse the organization you need to add to.
c. Create a new position and save your changes.
d. Assign your created business role to the new position.
Mark your position and select in the main menu Go To -> Detail object -> Enhanced object description
On tab u2018Activeu2019 select u2018Business Roleu2019 and create a new infotype.
Enter your created business role and save.
3. Assign your user to the organizational model
a. Go back to the organizational model or follow steps 2.a to 2.b again.
b. Mark your position and assign your user to this position. On the popup select u2018Holderu2019 .
c. On the search help select tab u2018User by address datau2019 and search for your own user
d. Save your settings and relaunch the WebClient UI (call transaction BSP_WD_CMPWB, select CRM_UI_FRAME as component and press u2018Testu2019-button) to test your changes
Hope this helps!
Regards,
Saumya

CRM Organisation Model datasource

Hi gurus,
can anybody please suggest me what are the datasources for extraction of Organisation Model from CRM? points will be rewarded for helpful answers.

Hi there,
I encountered the same problems and I was told to read note no. 681722.
The problem isn't solved yet because I'm dealing with it only now but probably this note helps you, too.
It seems you do need datasource 0CRM_HR_PA_OS_1 because the extractor 0CRM_ORGUNIT_HR01_HIER does not deliver e. g. the relation between org unit and user (at the moment I interpret user as "employee"). 0CRM_HR_PA_OS_1 delivers it via transaction data. As I interpret the note you need the transferrules for this datasource and a relevant CRM InfoCube which I have not identified so far.
The note says that one has to extract the relevant master data via 0CRM_ORGUNIT_HR01_HIER, 0CRM_ORGUNIT_TEXT and 0CRM_ORGUNIT_SALES_ATTR ...
Hope it helps.
Regards,
Doris.

CRM Organisation Model

Dear All,
I am working on a project where the Organisation model has already been set up and is now in production. The set up by the previous phase has not been done correctly (model is different in every client!) and I am now trying to find a way to correct the model for our phase. Bearing in mind that the production system does have transaction records using the current org model, can I create a new plan version and then transport to all clients? Will existing transactions continue to reference the previous model? Has anybody any experience of cleaning up this kind of mess! Any help much appreciated.
Thanks,
Dav

hi there
since u said that u want to begin afresh and want the same set up in all clients
just delete the existing org model in all clients if they don have any further usability,after u delete the org model manually
run this report
HRBCI_ATTRIBUTES_BUFFER_UPDATE
it will refresh ur org buffer and all those previous instances will get deleted
also run the t code for indeaxing the org
CRMD_INDEX_OM
and there give object type as O
it will clear all the stuff ,then u just transport ur new version in all the clients,also when u create ur new org model try through the FM not manually.
best regards
ashish

Determine partner role based on partner number/Guid.

I need to determine whether a partner (against a repair order) is a consumer (BP) or dealer (organisation). How can I determine this based on partner number/guid?. I'm sure there's a BAPI etc to show the role information.
Gary King

Many thanks for that. I suspect this FM to get the roles will work fine and will try it now.
I can also look at the marketing attributes and the account group will determine whether the partner is a consumer of Organisation (Dealer).
Regards
Gary King

Partner redetermination in transactions

Hi,
I'm trying to configure partner determination procedures for service transactions in order to allow redetermination of partners, but I hanen't been able to find a solution.
Let suppose I have transaction types Z001 and Z002
The parties involved are
Z001_001 for Z001
Z002_001, Z002_003, Z002_003 for Z002
Transaction of type Z002 is created as follow up from Z001
BP with partner function Z002_001 is generally copied from the preceeding document (so, from Z001_001); BPs with partner functions Z002_002 and Z002_003 are determined through the relationships of the BP with partner function Z002_001.
By the way, BP with partner function Z002_001 can change in transaction Z002 after it has been saved (because of the fact that some condition are changed in the meanwhile): this has been implemented through the use of a BAdI.
Is it possible, via customizing, to allow the redetermination of the BPs with partner functions Z002_002 and Z002_003 through the relationships of the new BP with partner function Z002_001?
Thanks in advance for your support,
Regards,
Andrea
Edited by: Andrea Ricci on Sep 24, 2010 9:56 AM

Hi,
Hope you have already
1) Set "Determination Time in Partner Determination" to value 0 (Recurring) in Partner determination procedure for partner functions Z002_002 and Z002_003 .
2) In configuration of access sequence for Z002_002 and Z002_003 , you choose the source as BP relationships (CRM_Partner_C) and in Details Of source Section, choose the partner function as "Z002_001"
If you are specifically looking at redetermination at a later point of time there are certain steps you need to follow for partner Redetermination. These are listed in the below thread
Partner Redetermination
Hope this helps.
Regards,
Raghu

Creating BP and then a Lead transaction from the incoming Email.

Hi CRM Gurus,
I am in a situation where our business needs to create a BP and then a Lead Transaction from the incoming mail from the customer.
Can some one please help me out with the configuration, which needs to be done to achieve the mentioned requirement.
Thanks in advance..
Cheers!!!
Ajay

Hi
this example is not for ERMS but in it there should be quite similar possibility.
for Interaction Center you have Agent Inbox functionality, in SPRO tcode your will find configuration for Agent Inbox, where you may review it. To find workflow which is used by system you may go to SWETYPV tcode and look for object CICSUPRT2 and event MAILRECEIVED. Or go to SWEL and check whuch workflows were executed at a time when email arrived.
Then best will be to copy this workflow in tcode SWDD to a new one, and set it in above configuration to be executed.
In SWDD in this workflow add tasks for BP creation and Lead creation. Possibly you will find methods to be used in tcode SWO1 for objects like Lead or Business Partner. Or you may develop yours object in SWO1 with own menthods, and use it later in SWDD for tasks creation.
Regards

BP data missing in some Lead transactions of MSA.(Data Inconsistency)

The BP information(Company name & Contact person) is NOT getting displayed on some of the Lead transactions on MSA. Although,it is displayed on most of the Lead transaction on MSA.
1) If I download say 20 Leads from CRM Server to MSA, the BP data is missing only on some 4-5 Leads. All other Lead have the correct BP information.
2) And, if 2 Leads are downloaded for the same BP, 1 Lead has the BP data whereas the other does NOT have it.
-This shows that the BP data is available in MSA database but it is NOT displayed on the MSA tileset.
-Also, we are able to pull the BP (Activity Partner & Contact person) under the respective BP search on MSA.
We checked the Client SQL database table and all the data (Master & Transaction) are present there.
However, when we check the tables for the Lead where BP is missing, the BP information is NOT available. i.e, the BP information is not available at the table level for that particular transaction.
In spite of all the Master data available in database level.
Can anyone please help us with this?
Thanks in advance.
Jags.

Hi there,
Yes.We are able to reproduce it as and when we want the "error samples".
One more finding, we DON'T see this issue on DEV setup. It is working fine.
However, when we try to upload the same flat file containing 24 Leads on Testing environment, invariably we get the "BP data missing" at least for 3 Lead transactions.
This is the case on Production environment as well.
We are already contemplating on OSS ticket.
Thanks for your help.
Jags.

Number range in Lead Transaction

Hi ,
In my Sandbox we have created one lead transaction and assigned one number range to that transaction.Now suddenly we figured out that one number of that range is assigned to more than one transactions of the same T type. eg 116 number is assigned to two different lead transactions created at two different times from the same transaction type. Is it usual scenario pls let me know how to debug the problem.
Thanks,
Ambrish

Hi
Run the archiving program which is by SARA transaction.
Put the archicing object CRM_LEAD.Its shall pick up all the transactions which are to be archived and put them in a flat file.
For further information refer to the link:
http://help.sap.com/saphelp_crm50/helpdata/en/e6/c66f3b6c980c3be10000000a11402f/frameset.htm
Regards
Rekha Dadwal

Attributes in Organisation Model.

Hi all,
I have a general question regarding the Attributes in Organisation Model.
For example: when we Set the attribute of a country to GB or US. It inpact it would
bring...?
Regards,

Hi Usman,
I have used attributes to generally identify the Org Unit.
If you set the country attribute as US, you can check in your implementation for this attribute value and perform the desired function.
Hoep this helps!
Regards,
Saumya

Restriction of Campaign's in Lead Transaction Screen in IC Role.

Hello,
I am working on a CRM Web Ui project where we create campaigns in the marketing role, when creating the campaign we do have the tab products where the user will enter the product id, the category id which is assigned to it will get defaulted, my requirement is that when the user enter's this category id in the lead transaction in the interaction centre role, only campaigns pertaining to that particular product or category should be visible in the dropdown when creating the lead.
I also understand that this is a technical requirement and can be done through a user exit, appreciate if anyone knows about this user exit and what code needs to be written in the same, since I do not have any Web Ui technical folks to help.
Appreciate your help on the same.
Kind Regards
Atul

Hi,
The easiest is to not show the version number characteristic.
Create the layout as follows:
'CustGp', 'Biz_Unit', 'sales_Area', 'Prdct_Div', 'Billing2006', 'Target_2007 A10', 'Target_2007 B10', 'Target_2007 A10'.
S1, B1, SA1, Div1, 4500, 5000, 6000, ____ .
From a user point of view, this layout is more intuitive.
After all, why should the billing be shown 3 times.
You could even show the difference between target A10 and target B10 to make it easier for the user to fill column Z10.
You can achieve this by putting the version in the 'data columns' on the first screen of your layout and then create several lines in the 'data columns' tab and enter the correct version (A10, B10, Z10) in the different lines.
You will also need a line for billing and will be obliged to assign a version. Billing generally has no version so enter '#' not assigned.
Please assign points if this helped you,
Best Regards,
Filip

Determining Partner in Lead transaction thru Organisation model

Similar Messages

Maybe you are looking for