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.

Similar Messages

  • How to show employee names in descending order but 3rd row is fixed and always top on the table ?

    how to show employee names in descending order but 3rd row is fixed and always top on the table ?
    for example employee names is A,B,C, D, E
    and output is     C,E,D,B,A

    Since you are posting in the design forum, the short answer is - you don't.  Rows in a table have no inherent order that you can rely on and the "position" of rows is a visual characteristic that should be implemented by the application that displays
    this information or by the query that is used to generate the resultset.  
    So the next question is how one accomplishes this particular order within a select statement.  That is a tsql question which, for future reference, is best posted to the tsql forum.  In addition, many of the questions or issues that you will face
    have been discussed in the forums - often many, many times.  The first thing you should do when faced with an issue is to simply search the forums and leverage the the knowledge that has already been discussed.  In doing so you are quite likely to
    see suggestions or related issues that you should consider in your search for a solution.  
    Now, to answer the question - you need to formulate a order by clause that forces the rows to be sorted in the manner you desire.  Effectively you have 2 levels of sorting.  The first level divides your rows into 2 groups.  Group 1 consists
    of rows where name = E and Group 2 is everything else.  Following that you then need to sort the rows in each group by name in descending order.  Something like:  
    order by case name when E then 1 else 2 end, name desc

  • 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.

  • Carbon copy to the employee responsible or service employee in complaints

    Hi Experts,
    i had a requirement in complaints transaction where an acknowledgement of it should be sent to customer and the employee/ service employee as well . So how can it be done pls help me out..
    how can it be possible so that the acknowledgement is sent to both of them.
    thanks in advance.
    amit

    Dear Amit,
    Using Action Profile You can send your complaint acknowledgement  to your Customer (Example – Initial response of complaint or you can say it’s under process) and Service Employee (for assign call to Field Service Person)
    When you creating action select Partner Function and assign relevant  Partner functions to here. And processing type will be as per your requirement.  means If you want to send email or Print Select – SMARTFORM
    if you want more details about smartform please contact your technical team.
    Regards
    Sudha Yadav

  • How to raise invoice against a service order

    I would like to raise multiple invoices against one service order. is it possible. i assume service order as a service contract.
    how to do it
    Thanks

    Hi Arul,
    It is possible to create more than one invoice against one service order, if the sum of all the invoices didn´t pass the total of the order.
    Regards,
    Ibai Peñ

  • How ot make classifications mandatory in service order

    Hi,
    We are using classifications configured through category modeler in interaction center for service orders. How can we make classifications mandatory for the service orders. We are using SAP CRM 7.0.
    Thanks
    Dan

    Hi.
    The fields are on the service order details screen?
    If so, you may set each of the categorization fields as required using the UI configuration tool.
    Regards.

  • Email for Partner (Employee Responsible) in Sales order

    Hello All,
    My requirement is to show the email address of the Partner specially the Employee Responsible Partner while creating/viewing/changing the Sales order via VA01/02/03.
    Please not that the ER partner is getting populated automatically when we select the Sold to party while creating the sales order. 

    Hello Anup,
    As i understand, you want to add a new column e-mail in the partners tab in the Sales order.
    Is my understanding correct? If yes you can achieve it through the exits, also refer to below links for same.
    Populating custom field in Sales Order line ite... | SCN
    https://scn.sap.com/thread/3334194
    https://scn.sap.com/thread/31638
    Regards,
    Thanga

  • FM or bapi for Regmnts assignment for operation in Service order

    Hi all,
    Can someone tell me if there is a Function module or Bape to get the Assigned requerments of a operation within a service order.
    Kind Regards,
    Richard

    Hi Gautham,
    I test the FM's but I do not get the Requirements in the operation details of the service order.
    Kind regards,
    Richard

  • How to assign the budget to maintenance order

    Dear PM Guru's,
    I like to know the how to assign the budget for a maintenance order. how we control the expenses from a maintenance order. suppose for a small work manangement assigns budget as 2lacs. now i like to restrict if any thing purchased once budget reached to 2lacs system should populates the error message to restrict the creation of Purchase orders / material requisitions and some other issues. Please suggest me how i can map in SAP? if any one have full documentatioin regard this please send through mail.
    thanks in advance to all of PM Guru's.
    regards
    Jalu

    Hi,
    There are different approaches for budget control in PM orders.
    1) Option1: In koab transaction maintain commitment managemen active and in budget profile (oioa) you must tick total values ,annual values,activation type should be 1-automatic activated when budget allocation done. Then distribute budget in PM order through KO22.
    2) Option2:You can also opt for Investment management approach but it is mainly done in case of capital work/projects/internal orders. In this approach you need to activate IM for orders(done by CO people). Investment programs are created and budget distributed through IM52. For details you may consult your FICO consulatnt.
    3) Option3: Fund Management approach enables you to monitor budget-relevant plant maintenance processes. enables you to monitor budget-relevant plant maintenance processes in FM.
    The link between the plant maintenance process and FM is established by entering an FM account assignment (commitment item, funds center, and fund) when you create a plant maintenance order.
    You have to enter the FM account assignment manually. If, however, you have maintained the assignments of FM account assignments to CO account assignments, the system determines the FM account assignment from the cost center of the technical object (functional location, equipment) which is assigned to the plant maintenance order.
    FM takes care of budget related processes from creation of maintenance order till settlement.
    Hope this helps you to decide an appropiate approach.
    Regards,
    S.Basu
    Edited by: S Basu on Nov 10, 2011 5:34 PM
    Edited by: S Basu on Nov 10, 2011 5:34 PM

  • How to change the Partner in Service Order

    Dear Experts,
      I am working in SAP CRM 5.0.I want to change the Partners of Service Order Using the Function Module 'BAPI_ACTIVITYCRM_CHANGEMULTI'.Can anyone give me the Sample code for Changing the Partners.It is very Urgent Requirement.Please help me.
    Thanks & Regards,
    Ashok.

    Hi,
        Following is the code for changing partner: Please go through it:
    "fill the details of partner which is
              "to be added as main partner or in place of Interaction Agent
              wa_partner_new-ref_guid = w_guid_ref.
              wa_partner_new-ref_handle = '0000000000'.
              wa_partner_new-ref_kind = 'A'.
              wa_partner_new-kind_of_entry = wa_partner-kind_of_entry.
              wa_partner_new-ref_partner_handle = '0000'.
              wa_partner_new-ref_partner_fct = 'Z_IA'. "
              wa_partner_new-ref_partner_no = wa_partner-partner_no.
              wa_partner_new-ref_no_type = wa_partner-ref_no_type.
              wa_partner_new-ref_display_type = wa_partner-ref_display_type.
              wa_partner_new-display_type = 'BP'.
              wa_partner_new-no_type = 'BP'.
              wa_partner_new-partner_fct = 'Z_IA'.
              wa_partner_new-partner_no = w_partner_no.
              wa_partner_new-mainpartner = 'X'.
              INSERT wa_partner_new INTO TABLE it_partner_new.
              wa_partner_newx-display_type = 'X'.
              wa_partner_newx-no_type = 'X'.
              wa_partner_newx-partner_fct = 'X'.
              wa_partner_newx-partner_no = 'X'.
              wa_partner_newx-mainpartner = 'X'.
              INSERT wa_partner_newx INTO TABLE it_partner_newx.
               IF it_partner_new[] IS NOT INITIAL AND it_partner_newx[] IS NOT INITIAL.
        "maintain all changes to be done
        CALL FUNCTION 'BAPI_ACTIVITYCRM_CHANGEMULTI'
          TABLES
            partner  = it_partner_new
            partnerx = it_partner_newx.
        CLEAR : wa_guid1.
        REFRESH : it_guid1.
        wa_guid1-guid = w_guid_ref.
        APPEND wa_guid1 TO it_guid1.
        "save the changes
        CALL FUNCTION 'BAPI_ACTIVITYCRM_SAVE'
          TABLES
            objects_to_save = it_guid1.
        "commit the transaction
        CALL FUNCTION 'BAPI_TRANSACTION_COMMIT'.
      ENDIF.
    Please reply if anything else os required.
    Please reward points if useful.
    Regards,
    Ashlesha

  • How to prevent the replication of service order from CRM to R/3

    Hi,
    I create a service order and it displays in SMW01. Does it mean that system tries to replicate it from CRM to R/3?  I have deleted the subscription in SMOEAC while publication of BUS_TRANS_MSG can't be deleted. Is there any other configuration affecting the replication from CRM to R/3?
    BR,
    ROBERT

    Hi Robert,
    The replication to R/3 will not happen if you dont have a R/3 site maintained in smoeac. This itself should be enough as it wont know which R/3 should the data be transferred to. Hence the data will not get replicated to R/3.
    The bdoc that you see in SMW01 does not mean that data will get replicated. it just indicates what has been created in CRM.
    Thanks,
    Abishek

  • How to manage the operations on service order ?

    Hello,
    Do you know some bapi or MF to manage the operation on service order  (IW32).
    I have to create some operation, and in dialogue mode Iu2019m using 
    "Task list selection,  to reference object."
    But I need to do it by a bapi or MF.
    Tks a lot.
    R.

    Hi,
    Check with the following FM:
      MAINTENANCE_ITEM_POST
    Regards,
    Venkat.

  • Service Order Form - Customer Service

    Gurus,
    Is it possible with IW3D to send the Service Order Form to the customer via e-mail automatically from SAP?
    Thanks.
    Marco

    Hello,
    We ha a similar requirement, but it was not through IW3D. It was done through the service order user statuses. We have developed a FM to trigger a mail to the customer when the user saves the document in a particualr user status.
    It worked fine. If you want to use IW3D, then you need to chage the progam (shop paper) and include the mail triggering programs. Speak to your technical expert, he will guide you.
    Regards,
    SAM

  • How to link Employee-Trip with "Services for Object" Attachment.

    Hello SAPients.
    This is the scenario: I enter the TCode TRIP, enter a personnel number and hit enter, then click on the 'Subsequent Activities' link, then click on the button 'Services for Object', then click on the 'Attachment List' button, I see a list of attachments for the object.
    The question is, does anybody knows the table relations to get from 'Employee-Trip' to this attachment list? I know that some of the information I need of the attachment list is stored in table SOOD. But I can't find a way to link from 'Employee-Trip' to the attachment list in SOOD.
    Any help will be greatly appreciated <REMOVED BY MODERATOR>
    Thanks .
    Edited by: Alvaro Tejada Galindo on Jun 9, 2008 3:20 PM

    Still searching for the answer, any idea?
    Thanks!

  • How to assign a queue during Transfer Order creation from code

    Hi,
    I am using FM 'L_TO_CREATE_MULTIPLE' to create a Transfer Order.
    Is there a way to assign a Transfer Order to specific queue using this FM?
    Regards,
    Ladislav

    Solved. Updated ltak table.

Maybe you are looking for

  • Need Help Please with Flash Professional - No Cursor Change on Buttons/Links in Mac OS

    Hi Folks, I am relatively new to Flash Professional but I recently built a very nice flash website with very little problems.  I noticed after I uploaded my site to my server, that my mouse cursor did not change from an arrow to a finger on any of my

  • Converting Flash Remoting AS2 to AS3

    Hello I was wondering if someone could direct me to some tutorials on Flash Remoting for AS3. I would like to convert my old AS2 code over but I can't find any information on that. Does this functionality still exist for AS3? Adam

  • Not able to edit Humantask activity

    Hi all, Im having issues with editing Humantask activities (SOA application) in my composite. Everytime i open the humantask activity to edit, changes are not saved, and it constantly throws the following error Uncaught exception java.lang.NullPointe

  • IMovie to iWeb viewing problems

    Thanks to earlier posts I have now been able to upload a movie onto my MobileMe website, I've done this by opening it in iMovie and going to Share, Media Brower, Mobile and Publish, then doing the approprite thing in the iWeb Inspector. I have not ad

  • Adding photos from email?

    Hi, Is there a way to take a photo attached to an email and add it to the photo library? Thanks, Dan