Notification to the employee responsible upon assignment in account
Hi,
We would like to notify the employee responsible by means of an alert or e-mail, when ever he is assigned as the employee resposible to an account.
Do we have a standard mechanism to acheive this? Can we use the rule modeller or any workflow to achieve the same?
Thanks and regards,
Vamsi.
In SWE2 create new event with the following values:
Object Category BOR
Object Type BUS1006
Event CHANGED
Receiver Type Z function
Receiver Call Function Module
Receiver Function Module SALRT_CREATE_VIA_EVENT
Linkage Activated Checked
In Z function develop logic to send alert or mail and do control if employee was assigned.
Similar Messages
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Std report T.Code to view the Employees those are assigned to the Project
Dear Guru's,
We are assigning Employeeu2019s in u201CActivityu201D u201CPersonal assignment Tabu201D, for these employees we are booking the u201CTime sheetu201D against u201CNetwork activityu201D.
Are there is any standard report is available to view the Employees those are assigned to the Project. If it is available please provide the Transaction Code.
Regards,
Bhanu PrathapHi
Nitin is correct if there is no HR then it is difficult to set up resource planning based on workforce. Nitin is also correct in poinitng out that yu do not have to implement HR fully, just set up the personeel master data (HR Mini Master) with a basic set of data infotypes.
If however you do not plan to set up HR ot the personnel master then you need to do creative thinking - e.g. set up all your people as individual work centres and assign to activites - the work centre description can be the name of the person and the workcentre number can be the employee number - restrcitcions is the field length, etc - however the down side of all this is that standard reports with personnel number number will not suffice and you will have to do some work for your reporting - not major as the data is stored in SAP tables -
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 -
Employee Responsible comes Empty On Account Creation
Hi experts!!
We are creating Accounts using BAPI_BUPA_FS_CREATE_FROM_DATA. So far we had no problem, but the last two days the Employee Responsible field comes empty in Account Overview Page, even though the user who runs the program with the BAPI is assigned to the Organizational Model..
Any ideas????
Please help!!!Hi,
I have put the breakpoint in GET_EMPLOYEENAME and when ever i try to create an account it hits here. This method gets the name of employee from Employee ID Which is part of STRUC.PARTNER2. In this context node GET_PARTNER2 is not greyed but SET_PARTNER2 is green.
The Context node Employeeresponsible has not been enhanced. Its in grey . I guess this means its not enhanced. Though we have enhanced the view BP_HEAD/AccountDetails with z context nodes, which are not grey.
What should i do to disable the assignment of employee? why is this relationship assigned automatically?
Regards,
Shaik -
Reverse Termination Error The employee is not assigned to a Payroll
Hello,
I am trying to reverse terminate an employee, but I am getting the following error while doing so.
Oracle Version : Release 12.1.1
"APP-PAY-06047: This employee is not assigned to a Payroll
Cause: You cannot create Nonrecurring, additional, adjustment or override element entries for employees who are not assigned to a Payroll."
Please if anyone can help in resolving this error, and what might be causing this error, as all other employees are successfully reverse terminated, except this one.
Thanks and Regards,
DeeptiHi Gaurav,
Actually the patch will be applicable, if the scenario matches with the bug. But the scenario is not as mentioned in the mentalink note cause section.
Hence I cannot apply this patch for this issue, when the cause doesnt match. Like you, even I searched everywhere, but this issue is not logged or resolved anywhere.
Let me know, if you get any workaround or solution for this.
Thanks for your help.
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Deepti -
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.
amitDear 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 -
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
SeemaSolved with custom development
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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. -
Reported by and employee responsible is taking the same user
Hi all,
*While creating a new issue from solution_manager through a user consultant1 ,ReportedBy is coming consultant1 but Employee Responsible is also coming consultant1,but it shud be empty. How to make Employee responsible field empty.*
I'm automatically getting the employee responsible same as reported by.
function category of reported by is 'contact person' and that of empolyee responsbble is 'person responsible'.Dhiraj,
Check the access sequence assigned for the Partner function in the determination procedure, Make it as empty for Message Processor function.
Hope this solves the porblem,
regards
Naveen -
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 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 helpHi 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 -
Transfer of Employee responsible from CRM to ERP
Hello,
I've replicated employees from ERP to CRM. I create a new corporate account in CRM. I assign an Employee Responsible. On the relationship, I assign a sales area and the partner function Sales Representative. I also maintain other sales area data like payment terms. I transfer the account from CRM to ERP. The Sales Representative is not transferred to the partner function PE in the customer master in ERP. Why not?
I have done the following IMG-settings:
IMG: Customer Relationship Management => Basic Functions => Partner Processing => Data Transfer => Distribution of Partner Functions from SAP ECC into CRM
Partner function ERP Partner function CRM
VE (PE) 00000014 Employee Responsible (CRM)
IMG: Customer Relationship Management => Basic Functions => Partner Processing => Data Transfer => Distribution of Partner Functions from CRM into SAP ECC
Partner function CRM Partner function ERP Type ERP
00000014 VE PE
When I at a later stage edit the customer in VD02 in ERP, I add partner function VE manually.
When I then open the account in CRM, the sales representative added in ERP appears with the relationship "Has the Responsible Business Partner", CRMH06. I would have expected it to be "Has the Employee Responsible".
Any ideas are greatly appreciated.
Kind regards,
Johan WigertHello
Presently i am working on the same scenario,where i am trying to add employee in ECC and want to have the same BP in CRM under relationship tab as Employee Responsible but i am getting the following bdoc error
BP relationship C8323A4AA5D53555E1000000A05CCCAD 496E713643771182E1000000A05CCCAF BUR011: following errors occurred
Message no. BUPA_MW_EXCHANGE020
Relationship IEQ0002007496 IEQHR10048702 IEQ0000000000000000 do not exist
I maintianed the said custo settings in CRM with rel cat BUR011
Note: Employee number in ECC is say.. 9999 but in CRM the same employee is replicated as HR9999,hence will this creates any problem for relationship not to replicate from ECC TO CRM.
please let me know what needs to be corrected
Regards
Phani
Edited by: Phani Kumar on Jun 19, 2009 2:28 PM -
Org Units as partner function 00000014 (Employee Responsible)?
Hi All,
Hopefully a quick and simple question....
SAP allows a business partner to be assigned as the "employee responsible" to a transaction if (a) they hold the role of "employee" OR "organisational unit" AND are included in the Org Structure. All seems pretty simple?
But the search help associated with partner function 00000014 is for the SAP standard employee search, which only allows searching for persons and not organsations.
Any idea on how a seach for organisations can be performed for the "employee responsible"?
Kind regardsHi,
I think the partner function 00000014 holds only the BP who are defined in the Role Employee in the system and a user is assigned to them.
Org BP is not not assigned to this partner function, hence the standard F4 search help has no provision to find the org bp.
Regards,
PP -
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,
ErikHi 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. -
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
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