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
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[Crystal Reports for Visual Studio 2005 Walkthroughs|https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/2081b4d9-6864-2b10-f49d-918baefc7a23]
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Ludek
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