Employee responsible determination

We have a partner determination procedure for sales orders. Within this procedure, the partner function "employee responsible" is determined with the access sequence "CH08: Organizational data: Employee of Responsible Organizational Unit". This is working properly when creating a sales order in CRM, but it isn't working when creating a sales order in R/3 and transferring it to CRM (even though the responsible organizational unit is determined correctly). Do you know how to determine the employee responsible in CRM sales order when creating an R/3 sales order?

Hi Nattero
Could please tell us what logic u have used for determinig
Organization model.We have created an
organization.Organization determination has to be
happened based on the Transaction type.Which is
happening,that not a problem.
We have assigned Employee Responsible for deferent
organization.Now when we run transaction "Business
Activity" we are able to get org determination
automatically.But "employee responsible" is not
reflecting.We have configure Partner determination
processing(pdp).Select source as organization model in
partner determination.
Actually what we need is determination of "employee
responsible" in transaction activity based on
organization.
Thanks in advance
U r response will be rewarded with points
Regards
imran

Similar Messages

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

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

Determination of Business partner as employee responsible.

Hi Forum,
                 Is there any functionality to determine the employee for the partner function 'Employee responsible' automatically in the activity ,lead & Opportunity transactions? The particular employee to be determined is neither maintained in the prospect as contact or Account responsible nor in transactions.
Maximum points would be rewarded for helpful answer.
Thanks in Advance
Regards,
Basavaraj Patil

Hi Rekha,
                    Thanks for the reply,
   System is not picking from the current document i,e Opportunity.It is picking & assigning it from Org Unit. There are 6 persons(employees) assigned for that position(Regional Manager).
When the Rule 10000162 is simulated for resolution for the particular org unit,Sytem shows following employees with Agent Id's as below,
CP     50000019     RAM     Ram Kumar
CP     50000020     0000010001     rahul sinha
CP     50000021     HARERAM     Hareram Nayak
CP     50000128     RAJESH     Rajesh m
CP     50000129     AMANDEEP     amandeep s
CP     50000130     MUKESH     mukesh a
Out of the above list system is assigning Fisr persom Ram kumar to the action triggered in Opportunity,But Ramkumar is not employee responsible in Opportunity.
But when same activity is created manually ,system gives above the option to select from the above list of employees.
Regards,
Basavaraj Patil

Responsible Organisation determination by Employee Responsible

Hi Experts,
In our scenario the sales representative is assigned via the relationship to the business partner. When creating an activity or opportunity the responsible organizational unit should be determined from the partner function employee responsible in the transaction (which get determined from the BP relationship). Does anyone know how to achieve this.
There is a rule available to the determine organizational unit from the user logged in but no specific rule for scenario described above. The challenge thus is to modify the input of the container for this new rule so it gets populated with the BP of the employee responsible instead with the BP of the user .
Detailed:
Master Data
Customer Y has Sales Manager Y
Transaction
Customer Y
Employee Responsible: Y
=> Determine responsible organizational unit from employee responsible Y.
Best Regards,
Erik

Hi Oliver,
Also for Organisation determination some steps are required.
1. Creat organisation model with division and distribution channel, sales org and sales office
2. In BP (org) for sold to party or Sales prospect enter the required data in sales area data tab. with division and distribution channel.
3. Go to SPRO >IMG>CRM>Master data>Organisation>org determination>define rule
ther u have to specify the structure of org model. And most important is Attribute set it as per your requirment.(e.g.partner no)
4. Go to SPRO >IMG>CRM>Master data>Organisation>org determination>define responsibilty
5.creat org data profile e.g. ( z_orgpro_oppt)
6. Add this profile in transaction type.in Go to SPRO >IMG>CRM>Transaction>Basic settinf Define transaction type
7. Add the Partner determination profile having Emp responsible with unique Access sequence ( it would be " data from org" )
8.In Easy Access open the same transaction (e.g. opportunity)
9. putt BP No in sold to party
As u enter the BP No in which u have enter the sales area data it will generate the Pop Up regarding Orgnisation , select one whatever is required
again it will display another PopUp i.e combination of Sales org + division+distribution channel.
select one
Now It will generate PopUp of Emp responsibble select one who is actually responsible.
Result:--
It will automatically populate the data in basic data tab and in organisation tab.
<b>Reward points if it helps!!</b>
Best regards,
Vikash.

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.

Employee responsible is not determined in partner determination- Transaction

Hi Experts,
Partner determaination in Activity. Eg : Sold to party :1001051, Employee id : 80007 and sales employee id: 80005.
under BP Sold 1001051 has relationship employee responsible 80007 relationship is maintained.
In the org model under the Sales org postion sales employee : 80005 is assigned.
we have created a partner determination procedure with partner functions 10 as Sales employee with category employee and relationship category as Bur011 as employee responsible and partner funciton 20 as employee with the same category and relationship category.
In the PDP we hace created acccess sequnece with 10 CRM_partner_org data with the rule configured to get the sales employee.
Access sequence 20 as CRM_Partner_business partner relationship to get the employee relationship from BP.
When we create the activity the partner determination is happening and under the partners tab we find the
sales employee = 80007
Employee = 80007
Now in the partner determination access sequnce 10 is not working, system is filling up the value of employee 80007 in the sales employee feild.
we have checked the rule and simulated the rule, we are getting the correct result of the postion and the agent -user assignment as 80005. but when we create a activity it is skipping access sequence 10 and by default fills up the value from the BP relationship Employee responsible 80007(employee) to the sales employee partner function.
If we are having 2 persons as employee in BP, the partners are filled twice. for example : Sold to party :1001051, Employee id : 80007, 80006 and sales employee id: 80005.
in Partner assignment block we are getting output as, it is not takind sales employee id 80005.
sales employee = 80006
sales employee = 80007
Employee = 80006
Employee = 80007
Please help me with a clue how to fix this issue.
Regards,
Karthik

Hi Karthik,
You can proceed with debugging the access sequences. The access sequences are hit via BADI : COM_PARTNER_DETERM and the implementation to chose is with the filter = source name.
Eg: CRM_PARTNER_DETERM_C for relationship based access.
/Hasan

Automatic determination for Sales personnel / Employee responsible in sales

Hi Gurus,
Help me out in automatic determination for Sales personnel / Employee responsible in sales order. I have tried in Partner determination, it is not working.
Regards,
sushil

There can be few options:
Option 1: In the customer master partner determination, add the Sales Person and Employee responsible partner functions and mark them as mandatory. In the Sales Order Header Partner Determination, add the same and mark them Mandatory. Then during order processing, the relevant Sales Person and Employee responsible will flow in the order header partners
Option 2: Mainatin a Z table based on Sales Area / any other specific parameter / Sales Person & employee responsible. You can improvise the table parameters as per your business needs and requirements.Then in the order user exit MV45AFZB in form_userexit_move_field_to_VBAK you can read this z table and get the sales person and employee responsible. May be you can add these two fields in Order Header- Additioanl Data B tab and populate them thru this program.
Hope this helps
Regards
Sai

Determine the employee responsible based on the territory structure

Hi all ,
System should automatically determine the employee responsible based on the territory structure.
Get the Employee Name and Employee Region Name
Are they standard programs or BAPI's to achive this?
Thanks,
Anitha.

Hi Anitha,
You can try using partner determination procedure ,where in for partner function employee resposnible define access sequence with the source as "CRM_PARTNER_M-- Business Partner from Territory management".
Also check few notes:
1428285
1399843
1423950
Hope this helps.
Rgds,
deepa

Partner determination based on Employee Responsible for Sale Office

Hi,
In our Project We triggering work flow from lead to sales manager. The Sales Manager is assigned to sales office. We used access sequence CH08 to determine the sales manager in Partner determination but the work flow is triggered to Employee responsible for Sales Group.
The access determines the Employee responsible for org unit and sales group is selected as org unit in lead document. So the employee below the sales Group is selected in sales manager in Partner determination.
Can any one suggest how to select employee from Sales Office in Partner determination.
With regards
Selvam T

Hi,
I created my own role and modified a standard FM.

How to assign employee responsible of service order to customer follow up?

Hi everyone,
     when i create a customer follow up for a service contract, my partner number is assigned to employee responsible by default. However i want the employee responsible for the service contact to be copied to the follow up.I checked the partner determination procedure, which is properly configured.
     And i also want to know, why my partner number is getting assigned to the employee responsible.
     I checked the corresponding node getter method, where the collection wrapper contains my partner number for the partner function employee responsible.
     Please suggest some solutions.

I'm saying that you didn't search SCN because your first post shows this. You didn't give any details neither how your PDP is "properly configured". If it'd have been configured properly you would not get the issue, right?
Another thing is if you searched SCN on partner determination you would find FM CRM_PARTNER_DETERMINATION_OW. This the API which is triggered from BOL layer. And the result is transferred to BOL layer and available in "collection_wrapper".
Now you gave some more tips. For example, that the same PDP is used for other transaction types. That's better.
First of all, as Nagaraj Sarangamath said. Check if your employee responsible partner function in the PDP has an access sequence which takes the employee responsible from preceding document prior to the access which takes the current user. Which access sequence is maintained in your PDP for employee responsible? What steps does it have?
Another thing which is Sigrid Wieshofer mentioned is how is your assignment of partner functions to business transactions in IC set? What is in the mentioned IMG setting?
One more tip is if the copy control is activated for activities in your system and has been set up for other transaction types except your Custom follow up. In the copy control you can actually handle partner determination as well.

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

Emp. Responsible Determination From Service Organization To Comp Transn

Hi Experts,
Can you tell me how to determine the Employee Responsible Partner Function from Service Organization to Complaint Transaction.
The Scenario is we are not maintaing Emp Res for BP, rather we are maintaining the Emp. Res ( Ex Service Tec ) for a particular Service Org. When ever we are creating a Complaint we will enter BP ID of Sold to party and with that all other Partner functions can be determined. But I want to determine the Emp Res from the Org Unit which the customer has been assigned.
Currently I am working on 6.O Version.
Can u pls help me in fixing this issue its Urgent!!
regards,
Sarangamath
Hi Experts ,
Can you help me in this issue!!
Edited by: Sarangamath on Dec 20, 2011 12:16 PM

Hi,
If i understand correctly you want to determine the Exe service tech as the employee responsible in the transaction based on the service org determined in the transaction.
In practice, generally the service order are created by the user who is responsible for it, so the user himself is the employee responsible.
However you can built your own logic in COM_PARTNER_BADI by creating a new Z access sequence and assigning it to the employee responsible partner function. You need to read the position of the service org and determine the BP assigned to that position from various tables.
Regards,
PP

On transfer agent 1 to agent 2 employee responsible on support ticket is..

hiee,
On call transfer from agent 1 to agent 2 employee responsible on support ticket is getting defaulted to Agent 1.
Calls that are transferred from Sales end up having the sales rep listed as the Employee Responsible in the Support Ticket. This makes the tickets "fall off the radar" because the Responsible Employee's Team is incorrectly determined to be the Sales Rep's Team or no team, instead of the Support Rep's team.
how to update the employee responsible in the support ticket from agent 1 to agent 2??

Are you saying the notes are incorrect?
No, I wasn't commenting on that at all. I was just saying that DBUA is the recommended way of upgrading databases... and that's in spades if you're talking about 100GB databases.
I'll lay odds that DBUA to 10.2.0.1 and then patching to 10.2.0.3 is quicker than exporting and importing 100GB of data.
(Applying a 10.2.0.3 patch is done with opatch and doesn't require a fresh installation of Oracle. A patch mostly just modifies the data dictionary: it's finished in minutes, not hours).
My real point: these sorts of questions are incredibly easy to ask, answer, discard, re-ask, modify, mull over and basically experiment with in a virtual environment.
And again: it's utterly bizarre why you wouldn't have physical access to this database (and keep in mind that I can't keep in mind little nuggets of information such as this one which you didn't see fit to share earlier!)
It's in a virtual server. Virtual servers can be zipped up and emailed! (OK, maybe not 100GB... but I've shipped a small hard disk in a zip-lok pack envelope half way round the world before now -though obviously it wasn't critical to have the contents of that envelope available for use all the time... Still, it sounds to me like here's a technology (virtualisation) that's not being properly exploited).

User as Employee Responsible in a Sales Document

<b>Hi,
User has been created as an employee in HR with a personnel number.
Partner determination has Employee Responsible as a Mandatory function in Customer Master and Sales Document.
How to link the User who creates a Customer/Sales Document to the Employee Responsible?</b>

what is the need of linking the guy who is going to enter the sales order and the employee who is responsible for sales(in partner function).
If your requirement is that the same guy creates the order, then you need to create the roles and a security profile accordingly.
Thanks

Employee responsible determination

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