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

Similar Messages

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.

Sales employee responsible at contact BP record

Hello All,
I have below requirement.
1. Add Employee responsible field on contact OV page for create contact record. the employee responsible is similar to Account record
2. while creating contact for an account, prompt the users to select a sales employee based on the Employee responsible(sales Employee) of an account. if there is only one sales employee for account then assign it to contact by default.
could any one let me know how to do this, also please let me know where and how to call a pop for displaying sales emploee list for user.
Thanks in advance
Seema

Solved with custom development

Change from edit mode to display mode

Hi ppl
In transaction CO11N , I want to change the quantity (COWB-ERFME) column of a table control
from edit mode to display mode. I created a badi implementation for WORKORDER_GOODSMVT.
This gets triggered before the screen with quantity (COWB-ERFME) is displayed. How to code, to change the column from edit mode to display mode.
I tried using transaction variant and it is working , but I want it to be plant specific. So I m trying badi.
Need ur help to go abt the coding

Hi
U make sure a method of the BADI WORKORDER_GOODSMV is called in PBO while looping table control, if it's so u can use the statament LOOP AT SCREEN.ENDLOOP:
LOOP AT SCREEN.
IF SCREEN-NAME = ....
SCREEN-INPUT = 0.
MODIFY SCREEN.
ENDIF.
ENDLOOP.
Max

Assign a new employee as employee responsible in place of other employee

Hi,
I have a requirement wherein an employee "A" is moving out of the organization and a new employee "B" is coming in. Hence we have to transfer/assign all the instances/transactions of employee "A" to employee "B", wherever employee "A" was depicted as Employee Responsible.
Thanks in advance.
Regards

Dear Shaji,
I believe it requries a Custom Program Development which will be executed upon such scenario. You can do following steps to do that:
Develop a Custom Program with 2 selection screen parameters as the Source Employee Responsible and Target Employee Responsible.
Identify all the open transactions wherever the source Employee is assigned using the CRMV_LINKPARTNER db view.
Use FMs CRM_PARTNER_MAINTAIN_SINGLE_OW and CRM_ORDER_SAVE in order to assign Target Employee to these transactions.
All the open transactions now will have the Source Employee Responsible replaced by the Target Employee Responsible.
Hope this helps.
Thanks
Vishal
Edited by: Vishal Kesar on Aug 9, 2011 12:20 PM

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.

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

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.

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 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

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

Employee responsible of contact or operation is changed on edit mode

Similar Messages

Maybe you are looking for