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
Similar Messages
-
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,
AbhishekHi 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 -
Partner determination procedure and add to the transaction.
hi all
i tried to set up the partner determination procedure and i want know the how to add the procedure to the transcation .Thank you Michaels.
i got it ... -
Purpose of partner determination procedure,text determination procedure,
hai sap-sd gurus please i would like to know the purpose of
1) parntern determination procedure.
2) out put determination procedure.
3) text determination porcedure.
if i want to do delivery split what r the configuration settings i have to do.
pls provide the all steps.
thanks®ardsHi Sreenivas,
Partner determination use
In this activity, you define the rules that should be used to perform automatic partner determination.
1. Define the partner functions that differentiate the roles of
partners in your system.
2. Define the partner determination procedure, and assign the key of the relevant partner object to this Procedure.
3. Assign the partner functions you define to the account groups.
Output Determination Purpose
The Output Determination component offers output functions for sales, shipping, transportation, and billing to help you manage sales transactions with your customers and within your company. You can create sales activity output (for example, customer telephone calls, mailing campaigns) and group output (for example, freight lists). Your company employees can send and receive output. Output is directly linked to the corresponding sales transaction (for example, the system automatically sends an order confirmation via Electronic Data Interchange (EDI) as soon as the employee
Texts Purpose in Sales and Distribution
In a business relationship, it is essential that business partners exchange information throughout the logistics chain. In sales and distribution, this exchange of information is supported by texts in master records and documents. You can maintain these texts for one particular customer or define them so that they can be used more flexibly.
Texts can be used in many areas of sales and distribution:
Sales notes for customers
Sales texts for materials
Explanations in order confirmations
Shipping instructions in deliveries
You can define as many text types as you require (sales texts, shipping texts, internal notes, supplement texts etc.) for master records and documents.
You can take the settings for the texts from Sales and Distribution Customizing under Text control.
Delivery split
Regarding Delivery split you can control through copy control routines in the VTLA transaction.
I hope it will help you,
Regards,
Murali. -
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 -
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 commentsHello 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 -
Simple doubt in partner determination procedure
Hi gurus,
I have a problem with a partner determination procedure. I need that a marketing campaing has a partner determination procedure in which Responsible Person will be mandatory with two assignments.
In my partner determination procedure I select 2 as minumun value but the marketing campaing allows only one Responsible Person assigment.
It's possible to make a partner function mandatory with a minimun number of partners?
Thanks in advance.
Javier Merinohi guys
i have a query regarding access sequence in partner determination in SAP CRM.problem is that when i am trying to create a partner determination procedure using access sequence
Business Partner Relationship->Activity Partner->User
having three partner functions :
Sales Prospect
Contact Person
Person Responsible
there is deadloack arising in contact person and person responsible i.e. partner function is not being determined using the above access sequence
i have maintained same relationship categories.please tell me whether deadlock is a problem or not because my main concern is when i am trying to run Lead using above mentioned partner determination procedure i am not able to run the LEAD.for instance ideally what should be happening is :
there are three blank boxes
one of contact person ,another of person responsible and finally of sales prospect.now since i have defined the BP relationship,so using above determination procedure what shoulod be happening is that if
m writing any BP no. in sales prospect then conatct person should be dispalyed automatically because of the relationship i have maintained in BP.
but its not happening ,i have to fill each entriers manually
please guide me to some solution
hoping of an immediate help to a silly problem which i guess m able to define appropriately
thanks & regards
ashish -
Partner Determination Procedure-access sequence
Dear Gurus,
My requirement is support team determination when message is created.I maintained the Rule 13200137 in PFAC_RESPO.
In this below path in procedure SLFN0001 against partner function procedure of funcions SLFN0003 SUPPORT TEAM (CRM).IN THE PARNER DETERMINATION TAB acces sequence and Determination Time in Partner Determination are empty.
what values should i maintain here so that support team determination will happen as per the rule 13200137
SAP Solution Manager Implementation Guide -> SAP Solution Manager -> Configuration -> Scenario Specific Settings ->Service Desk -> Partner Determination Procedure -> Define Partner Determination Procedure.
plz guide meHey SAPuser,
You can use access sequence Organization data: Service Team using product or rule....
If this does not work out, then you need to work out some other access sequnce which starts with something like: Organization data: ........
Reward for usefull post...
Regards,
Anand -
Define Partner Determination Procedure With Filter?
Hello in SPRO you can define the partner determination procedure:
SPRO->CRM->Basic Functions->Partner Processing->Define Partner Determination Procedure
Here you can define a partner for instance for our sales team in the opportunities module I have defined some partners
and then I can go to partner functions in procedure and give the access sequence such as 1000 preceding document or 0008 Preceding Document->User.
But my question is, is it possible to have a partner appear based on the Opportunity expected value or other fields within the opportunity? For instance, I want our Vice President to be included in the assignment block of Partners "Sales Teams" if the value of the opportunity is greater then a certain amount of money.
So has anyone ever created partner determination members based on values of say the opportunity module?Jon,
Here is an easier approach which you can achieve your requirement thru actions.
1) Create an action "Add Partner" ( activate schedule automatically, processing time: Using selection reprot)
2) Take process type as methodcall.
3) Implement EXEC_METHODCALL_PPF badi. In the method execute, read the opportunity value. You can use CRM_ORDER_READ FM to do so.
4) Compare this value against the threshold value.
5) If step 4 is successful, call an approproiate FM to insert the partner function in the opportunity. CRM_ORDER_MAINTAIN will do. But you can search for a more performance friendly FM.
6) Include the action thus defined in the profile attached to you opportunity transaction type.
7) schedule program RSPPFPROCESS (TCode: CRMC_ACTION_JOB) with a variant in which action definition is the action defined in step 1 AND promotion status is 0 and 2.
Regds,
Raghu -
Error in CHARM_CREATE when using a Z partner determination procedure
Hi,
I use SDCR and needed to create a new partner determination procedure ZDCR0001. I don't need to change anything else in this Change Request transaction type, so everything else is standard. When I run CHARM_CREATE now, the program is using the partner determination procedure instead of the text determination procedure SDCR0001 in order to get the text ids, and then I have an error: Text determination procedure ZDCR0001 does not exist.
I noticed that there is a problem in the standard code of CHARM_CREATE:
*& Module get_data_0101 OUTPUT
Retrieve the Data to get different text types *
MODULE get_data_0101 OUTPUT.
IF gv_display = ' '.
CHECK gv_created IS INITIAL.
*get the required info for text processing
CALL FUNCTION 'CRM_ORDER_PROC_TYPE_SELECT_CB'
EXPORTING
iv_process_type = gc_processtype
IMPORTING
es_proc_type = ls_proc_type.
*get the list of changes to be done
CALL FUNCTION 'COM_TEXT_CUST_I_STRUC1_READ'
EXPORTING
iv_object = gc_object-order_h
iv_procedure = ls_proc_type-part_determ_proc
CHANGING
et_struc1 = gt_zthead
EXCEPTIONS
textobject_missing = 1
textobject_not_found = 2
textprocedure_missing = 3
textprocedure_not_found = 4
other_error = 5
OTHERS = 6.
IF sy-subrc <> 0.
MESSAGE ID sy-msgid TYPE sy-msgty NUMBER sy-msgno
WITH sy-msgv1 sy-msgv2 sy-msgv3 sy-msgv4.
ENDIF.
This function module is for getting texts, but uses the partner procedure. I created a message and sent to SAP, but they say they don't have this error there. Has any of you had the same problem? I could not find any note to correct this code. I have SP 17 for ST.
Thanks,
Raquel.Mention the Function name starting with 'Z'
Regards
Sreenivas -
Partner determination procedure
<b>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</b>Have you created Customer Master Data?
Steps to create Customer master data:
<b>2.1.2 Process to Create Customer Master
2.1.2.1 Initial Screen of Customer Master Maintainance</b>
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)
<b>Procedure</b>
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
<b>2.1.2.2 General Data of Customer Master Maintenance</b>
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.
<b>Procedure</b>
Fields to be maintained are as under:
<u>ADDRESS</u>
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
<u>Control Data</u>
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.
<b>2.1.2.3 Company Code Data of Customer Master Maintenance</b>
Use
The purpose of this activity is to maintain Company Code Data. This is maintained by an FI person.
<b>Procedure</b>
Fields to be maintained are as under:
<u>Account Management</u>
Field - Functionality
Recon. Account - Take a drop down (Mandatory)
<u>Payment Transaction</u>
Field - Functionality
Terms of payment - Take a drop down.
The above is for Illustration purpose. Please ensure to maintain the fields required.
<b>2.1.2.4 Sales Area Data of Customer Master Maintenance</b>
Use
The purpose of this activity is to maintain Company Code Data. This is maintained by an FI person.
<b>Procedure</b>
Fields to be maintained are as under:
<u>Sales</u>
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.
<u>Shipping</u>
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.
<u>Billing</u>
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 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 -
Recover a partner function in partner determination procedure
hi,
Could anyone please tell how can we recover a partner function if it has been deleted from the partner determination procedure.
Thanks and Regards
Mahavirits very urgent....please reply ....
-
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,
lavanyaHI 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 -
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.
Maybe you are looking for
-
Adobe Premiere Elements 7.0 hangs while exporting and during peak file generation.
I have Adobe Premiere Elements 7.0 (PRE7). I have a project which is using a single clip from a Mini-DV that was captured with Nero 8. Nero 8 was used because it was captured prior to installing PRE7. The file is 12GB and is on a USB disk drive becau
-
My iPod is not reconized by itunes or my computer help?
Yesterday my ipod was not reconized by my computer, so i restarted it and it worked fine. But today it wont work, i changed cords and i restarted my computer! it just wont connect. Any ideas??
-
Logical Aggregate Column (count(distinct)) Does Not Group for SQL Server DB
When utilizing the count(distinct column_name) aggregate function within a Logical Fact source in the Business Model and Mapping layer in the RPD file the output in BI Answers is not grouping correctly for SQL Server 2008 database sources only. All O
-
Mac OS 10.5.5 or QT 7.5.5 breaks P2 ingestion w/log & transfer
The title says it all. I just upgraded a Mac Pro 2.8 dual quad-core with Mac OS 10.5.5 and QT 7.5.5. Everything worked spiffy before. Having been around the block several times, I performed all the usual routine maintenance stuff before the upgrade -
-
Safari on Mac & PC crashing when trying to print a frame
Help! I seem to be having a problem on my Mac & PC running Safari 3 on the PC and 2 on the mac. If I go to a web page using frames, right click and pick "print frame" safari crashes. Anyone have any suggestions? Thanks! Joe