How to set partner determination procedure for customer hierarhies.........

hi,
sap gurus,
how to set partner determination procedure for customer
hierarhies.........
regards,
balaji.t
09990019711.

Hello Rajesh,
The PDP is set up in customizing.You must create a regular partner determination procedure.In the IMG choose
CRM>Basic Functions>Partner Processing-->Define Partner Determination Procedure
You can define a partner determination procedure for each object type.
PDP assigned to the object type Campaign can also be campaign-type-dependent.
IMG:CRM>Marketing>Marketing Planning and Campaign Management>Partner Processing>
Assign Partner Determination Procedure
Hope this helps!
Best Regards,
Shanthala Kudva.

Similar Messages

Assign partner determination procedure for campaign automation

Dear all,
could anyone help me how to set up Partner determination in CRM? I try to create campaign automation and when I want to release it I get this error message:
Diagnosis
Campaign 1: Parties involved have been assigned to this marketing project. However, there is no partner determination procedure assigned to type "Product Promotion" (Z002).
System Response
The partner determination procedure is determined from the type. If you select a type that does not have a partner determination procedure assigned to it in Customizing although parties involved are assigned to the marketing project, the assigned parties involved cannot be validated. You therefore need to choose a type with a partner determination procedure assigned if parties involved are assigned to the marketing project.
Afterwards I§m not allowed to save the campaign changes and to release the campaign.
Please, how can I assign the Partner determination procedure?
Thank you very much
Michal

Hi,
For setting up partner determination procedure for Campaign, goto transaction spro.
Choose CRM->Marketing ->Marketing Planning and Campaign Management
In here, please expand the node 'Partner Processing'. There is IMG documentation help available on how to set up PDP.
Hope this helps.
Thanks and Regards,
Nisha

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

"Partner Determination Steps for Customer Master" clarification

Hi,
Let me clear myself at the outset itself, that I searched SDN for my below mentioned query, however I could not find any answer to my satisfaction....here I am posting again
In "Partner Determination for Customer Master", the following steps are undertaken -
Step 1:
1.a.) Create New Partner Determination Procedure
1.b.) For each Partner Determination Procedure, different Partner Functions, which are applicable for that specific determination procedure, are assigned. (along with other properties like if the PF is mandatory, not modifiable )
Step2:
"Partner Determination Procedure Assignment", here we assign different Partner Determination Procedure to different Account Groups. In other words, indirectly, we assign the partner functions to account groups. Right? (Please correct me if I am wrong)
Step3:
"Partner Function". Here we define new partner functions, (which are used in Step 1...)
Step4:
"Account Group- Function Assignment" - Here we assign the Partner Functions to Account Groups
Now My Question
(A) Since the Partner Functions are assigned (via partner determination procedure) to account groups in Step 1, then why Partner Functions are assigned AGAIN to account groups in Step 4. What is the significance of this assignment in Step 4.
(B) Is there is particular sequence of Steps (1 to 5), one should follow when somebody has to create new customer account group and/or new partner function.
Thanking you all in advance.

Dear SR
Leave SAP Partner Determination screen for 2 minutes and first understand the logic
1. Create the new partner functions
2. Create the new determination procedure
3. Link the new partner functions to the new determination procedure and add mandatory, non modifiable ,optional creteria
4. Assign the new determination procedure to the document type or account group at appropriate level
This is essence and this is for all 8 levels like CMR,sales doc header,item etc
Now coming to your qn
When you define a new account group ( you might be aware account group controls partner functions of CMR) you will say that your new account group will carry out patner functions like SP,SH,BP,PY
That is ACCOUNT GROUPS function assignment
Whenever you create a new account group you will do field selection in OBD2 like suppress optional.reqd etc,create no ranges and assign no ranges and also mainly this activity partner determination
These are must settings for a new account group
AG is the german key for sold to party Partner determination procedure
This is step 1
Then in next step you will tell AG will carry out such and such partner functions Step 2 like mandatory not modifiable etc
Step 3 is link the AG to your account group
Step 4 is partner functions say if you want to create a new partner function say SB special stock partner
(in concept this is the firststep)
Step 5 is once again partner function account group assignment
So when you create a new partner function you will do step 4 first and step 5 and then 1 and 2 and 3
when you create a new account group you will do step 5 and then 1 and 2 and 3
Hope you understand now
Partner functions are relatives in your family
Say in a family we have Father ,mother sister, brother (these 4 partner functions)
This is called as Happy Family and this Happy Family is the Partner determination procedure in SAP
This Happy Family is linked to the account group
So Happy family means there are 4 partner functions
So whenever you create a CMR in the account group this father.mother,brother,sister will come as default
Suppose you add another partner function say Uncle
First you have to create uncle
Then you have to tell this account group will accept uncle
Then link the uncle in the happy family that is determination procedure of SAP along with the 4
Then assign happy family to the account group
Now when you create a CMR along with father.mother,brother,sister along with that uncle will also come
Regards
Raja

How to set up email notification for custom activities.

Hi,
I want to send automated e-mail's in some specific activities, not in all of them.
Is there any way to disable sending the e-mail particularly on some activities inside a process?
BPM Version: 10.3.2.
Build: #101201
Regards.

Hi,
You can send email from any of the automatic activity by using Fuego Mail API.
Configure the SMTP sever with respect to your project in studio (Project >> Engine >> General Tab >> SMTP Mail Server Name).
In Enterprise server (Engine >> Click on the engine configured >> Networking Tab >> SMTP Mail Server Name)
Create a method inside your project for sending email, example sendEmail()
 mail as Mail
 mailContain = Mail()
 mail.from = <"[email protected]">
 mail.recipient = <"[email protected]">
 mailContain.subject = <"Hi">
 mail.message = <"Hello">
 mail.attachments[0] = MailAttachment(fileName : <>)
 mailSender as MailSender
 mailSender = MailSender(mail)
 send mailSender
 3. Define a Boolean variable with default value set to FALSE.
 4. Inside the automatic activity where you want to send email, construct your mail body and set it in the mail.message
 5. If you want to send email then set the Boolean variable to TRUE and inside the automatic activity check for the variable value.
 6. If the value set to TRUE, call the sendEmail()
Hope this help you.
Regards, Bibhu

Can i know how partner determination procedure with one time cust

hi sap gurus,
can i know how to determine partner determination procedure
for one time customer.
bcz
its creating a problem in creation of salesorder and it is saying
that no assignment of PDP is there for your one time customer.
help me on this
regards,
balaji.t
09990019711.

Dear Balaji,
Only account group is differs to the onetime customer,remaining steps are same as normal customer so,
-->First you need to maintain the nuber range to the one time customer account group as per your requirement.
-->You need to assign the SP,BP,PY and SH partner functions to the One time customer account group in the partner determination -->Account group-Function assignment.
I hope it will help you
Regards,
Murali.

CRM 7.0 in partner determination procedure

Dear all,
In CRM 7.0 in partner determination procedure for an ITEM level am unable to set up procedure so that any partner will always be just mirror of the partner set on HEADER level.
This functionality works only when the new order is created, then when changing the partner on HEADER level the partner on ITEM level partner is dynamically changed a according to HEADER.
When changing the order later u2013 HEADER partner is changed, but the ITEM partner stays the same and had to be changed manually. If an ITEM partner is not changed manually an error is raised while transferring to ERP (because of customizing settings there). Partner determination procedure in customizing is set for ITEM to display all the partners defined in CRM (no only for defined in the particular procedure). I would basically need the ITEM partners to be always the same as HEADER partners no matter what operations are done in the HEADER is must be 1:1 with ITEM (automatically copied when creating/changing).
I know that we can use ABAP development, but if possible I would like to use just customizing tools.
Many thanks for your comments

Hello Guys,
thanks for your reply. The issue was that the system was copying the partners from header to item even if in customizing I had set up the item det. procedure so only basic partners like SP or Bill to shall be present. In our scenario the user has to change header partners from time to time. Before upgrade (version 4.0) if the user changed the partner header and this partner was also at item level the system changed this also so header partners were equal to item partners. After upgrade this functionality disappeared (I have checked user exits and did not find any cutomer dev.)
At current CRM 7.0 if the header partner is changed item partners stays the same. And this can causing the troubles in R/3 due to settings of partner determination. To make it shorter. If you need to change the BDoc after it has been created by CRM use class if_ex_crm_dataexchg_badi~crm_dataexch_after_mbdoc_fill.
Regards
Radim

Acces sequences in Partner Determination Procedures

Hi Gurus,
We have Customized a Partner Determination Procedure for Sales Orders in CRM. This PDP has a Z partner function determined from the sold-to party. When the sold-to does not have the corresponding partner function as a relationship the system determines the Sold-to in the Z Partner Function.
Could you explain if there is an acces sequence that not assign the sold-to when the relationship has not been found?
Many Thanks,

Hi Lete,
You can copy the standard access sequence
0105 Preceding Document -> Business Partner Relationships: Sold-To Party -> Current Partner: Sold-To Party and create a Z access sequence and delete the access Current Partner
This will only fetch the data through relationship and not through the current partner ( ie sold to party)
Hope it solves your issue
Reward points if it helps
Regards,
Madhu

Necessity of the Partner Determination Procedure at Item Level

Hi Gurus,
What is the necessity of the Partner Determination Procedure at Item Level and in what case it is useful?
Regards,
Sarosh.

Dear,
It may happen that in a business transaction the partner in the document header does not apply to all items, for example, if specific goods for a customer are normally delivered to another ship-to party.
In sales documents and billing documents you can enter one of the deviating partners from the document header at item level.
You have planned to have the partner function in the partner determination procedure for sales document items or billing items.
When creating a document , the system copies the document header partners to the items. If you want to define another partner than the one in the document header at item level, overwrite the proposal from the item partner screen.
You have planned the partner function ship-to party in the partner determination procedure in Customizing for sales document items and have defined this as changeable.
Create a customer sales order as usual.
The system copies the partner from the customer master into the document header and then from the document header into the items.
Select the item, that should receive a deviating partner.
Choose Goto --> Item --> Partners.
The partner screen for the item appears. Here you can overwrite the changeable partner functions.
Try to read the SAP help. U will find some more info.
reward if helpful
Krishna Chaitanya

Table Name for Partner Determination Procedure and created by data

Dear Gurus,
kindly let me know the table name for a list of "Partner Determination Procedure" and "created by" data under a client.
if there is no such table for this, kindly let me know how can i fetch these details.
Wishes,
Abhishek

Hi Abhishek,
You can get your required information by combining these 2 table by using SQVI
TPAER where it gives PartnDet.Proc and Part.funct.
TPAR where it gives Part.funct inforamtion.
By using these tables i.e. by using Common field Part.funct. - PARVW
Regards
Durga Sana

How to create the partner number in partner determination procedure

Hai,
I am going to create a new partner number that should be assigned to partner functions in partner determination procedure.
Please help where to create.
Kalyan

Hi,
First determine one account group ( Trans code OBD2 ) assign number range for acct group ( Trans code OBAR ).
Define partner determination procedure:
IMG -> SD -> Basic Functions -> Partner Determination -> Setup Partner Determination -> Partner Determination For Sales Doc Header
Click on Partner Type
Go To New Entries and Define Partner Types
Customer KU
Vendor LI
Contact Person AP
Sales Employ SE
Select Partner Type KU and Go To Details Icon and Maintain Partner Functions
SP Sold To Party
SH Ship To Party
BP Bill To Party
PY Payer
Come Back and Click On
Assign Partner Type To Sales Doc Header
KU To TA
Assign Partner Functions To Account Group
SP To ACC GROUP
SH
BP
PY Same.
For Sales Doc Header The Partner Functions Can Be Determined From Customer Master.
Regards

Partner determination procedure assignment not possible

Hi All,
1) I had created the partner determination procedure
2) Created partner function in procedure
But while doing partner detremination procedure assignment i am unable to that and not able to create the new group customer account group, while doing so getting the message "This function is not possible"
Please guide me how i to proceed further with this setting.

1. Set up partner determination procedure.
The first checkbox is to make the partner u201CNot Modifiable,u201D that is, once it is in the
customer master record it cannot be changed. Generally, this is only used for the Sold-to
Party.
The second checkbox is to make the partner function mandatory, that is, the partner
must be determined or manually entered in the customer master record.
2. Assign Partner functions to the partner determination procedure
3. Assign the Partner determination procedure to the customer account group.
4. Assign individual partner functions to the account group
regards,
Sandeep

Assign partner determination procedure to Item Category/Sales document type

Hello All,
How can I assign a partner determination procedure to an item category or sales document type? That field is disabled in item category config step. Please suggest.
Thanks,
lavanya

HI Lavanya,
The partner determination will happen through a different way and not through item category definition.
The path would be
S&D->MAster Data->Bussiness partners->customers->Customer hierarchy->set partner determination for hirearchy categories.
In this you will have one option to define by item category.
Hope this helps.
Abhishek

Partner determination procedure

Hi,
This is for the 1st time i am in this forum.
Could anyone tell about when the error comes (during creation of sales document-customer master record does not exist), though i have created my own partner determination procedure with new part functions & created cmr successfully too.
Regards,
Dash

Have you created Customer Master Data?
Steps to create Customer master data:
2.1.2 Process to Create Customer Master
2.1.2.1 Initial Screen of Customer Master Maintainance
Use
The purpose of this activity is to maintain Customer Master Data. Customer Master Can be created for Sales & Distribution, in which it will be possible to maintain General Data Tab & Sales Area Tab. Alternatively it is also possible to maintain Complete / FI, in which it is possible to maintain General Data, Company Code Data & Sales Area Data (Complete) or General Data & Company Code (F1)
Procedure
1. Access the activity using one of the following navigation options:
SAP Easy Access > Logistics > Sales and Distribution > Master Data > Business Partner > Customer > Create > Sales and Distribution / Complete
Transaction Code: VD01 / XD01
Fields to be maintained in Initial Screen (referring Complete):
Field Functionality
Account Group - Take a drop down & select appropriate Account Group (Say, Sold To Party)
Customer - Enter manually / Internal by system (Based on Configuration)
Company Code - Take a drop down
Sales Organization - Take a drop down
Distribution Channel - Take a drop down
Division - Take a drop down
A Customer can be created with reference to an existing Customer & necessary data can be changed.
Reference
Field - Functionality
Customer Enter manually
Company Code - Take a drop down
Sales Organization -Take a drop down
Distribution Channel - Take a drop down
Division - Take a drop down
2.1.2.2 General Data of Customer Master Maintenance
Use
The purpose of this activity is to maintain General Data. General Data is applicable to the customer centrally. Incase of extending Customer to another Sales Area, General data will remain the same.
Procedure
 Fields to be maintained are as under:
ADDRESS
Field - Functionality
Title Take a drop down
Name - Enter manually
Search Term - Enter Manually (Optional)
Street - Enter Manually (Optional)
House No - Enter Manually (Optional)
Postal Code - Enter manually
City - Enter manually
Country - Take a drop down
Region - Take a drop down
Control Data
Field - Functionality
Vendor - Enter Manually (Optional) To establish Customer Vendor Relationship.
Trading Partner - To be maintained incase of Inter-company Customer,
The above is for Illustration purpose. Please ensure to maintain the fields required.
2.1.2.3 Company Code Data of Customer Master Maintenance
Use
The purpose of this activity is to maintain Company Code Data. This is maintained by an FI person.
Procedure
 Fields to be maintained are as under:
Account Management
Field - Functionality
Recon. Account - Take a drop down (Mandatory)
Payment Transaction
Field - Functionality
Terms of payment - Take a drop down.
The above is for Illustration purpose. Please ensure to maintain the fields required.
2.1.2.4 Sales Area Data of Customer Master Maintenance
Use
The purpose of this activity is to maintain Company Code Data. This is maintained by an FI person.
Procedure
 Fields to be maintained are as under:
Sales
Field - Functionality
Sales Office - Take a drop down
Currency - Maintain the local / export currency.
Exch. Rate Type - Maintain M, incase of export / inter-company(if required) only.
Cust. Pric. Proc - This is maintained to pick the pricing procedure in Sales Order & Billing Document. It should always be maintained.
Customer Stat. Gr - This is recommended to be maintained to enable the data to flow to SAP standard report.
Shipping
Field - Functionality
Delivery Priority - Take a drop down & maintain the appropriate for Delivery purpose.
Order Combination - Maintain the tick
Shipping Condition - Take a drop down & maintain the appropriate for Delivery purpose.
Delivery Plant - Take a drop down & maintain the appropriate Plant.
Billing
Field - Functionality
Incoterm - Take a drop down & select. Maintain the Description manually.
Terms of payments - Take a drop down & select.
Account assignment Group - Take a drop down & maintain the appropriate. This is very important to be maintained, else it will give an error to release the billing document to accounting.
Tax - Take a drop down & select 0.
The above is for Illustration purpose. Please ensure to maintain the fields required.
Regards,
Rajesh Banka
Reward points if Helpful.

Partner determination procedure and user interface settings

Hi all,
In spro>...>Define Partner Determination Procedure->User Interface Settings, we can choose between two display variants :
- Partner number/Number Type/Address
- Address/Numbre type
How can I add new display variants? For example "Only Partner Name"
Thanks
Best regards
Samad

Hello Antonello,
did you find the way to add new display variant?
Thank you in advance,
Natalia

How to set partner determination procedure for customer hierarhies.........

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