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

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

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

Is it possible to call dynamically a Partner Determination Procedure?

Hi Experts,
we are using the Interaction Record in the IC Scenario (SAP CRM 7.0). As we only can use one transaction type to fulfill so that the IC Agents can fullfill their daily work we need to call different kind of partner determination procedures depending on the field Conc-Key ubicated in Context Node BTSUBJETF.
Example:
If Value of Field Conc-Key is '1' the partner determination procedure Z0000001 should be called.
If Value of Field Conc-Key is '2' the partner determination procedure Z0000002 should be called.
Any ideas where to start?
Best Regards
Oliver

Hi Oliver,
PDP has access seq. maintained for each partner func. inside it. This access seq. inform system which partners to look for depending on source partner. PDP is triggered only Once and when the document of particular transaction type is created . Hence I don't think we can call PDP dynamically and have them executed depending on some value conditions...this is my personal opinion.
I think in your scenario, You must add the partners programatically on your value condition. However, in this case, You will need to have your partner data with you..i mean system will not find a partner on it own as defined in PDP.
I would be very much interested to know if we can achieve PDP functionality dynmically..so keep posted if you succeed in that approach
Wish you all the best.
Regards,
Suchita

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 functions are not determine in sales order

Dear Sap Gurus,
I have made a new partner function (P2) and have been configure it in partner determination procedure, although i hv made new customer master for the same account group. All th partner function are showing in the customer master data but these are not determine in sales order, one error is coming...this partner procedure is not defined.......kindly give me advide how to resolve this problem.
Regards
Parul Deshwal

Hi
Have you assigned the Partner determination procedure to your sales document type?
Also have you assigned the Partner function to your Partner determination procedure.
Also do the same to the sales order item partner determination
regards
Prashanth

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

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 Merino

hi 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

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

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&regards

Hi 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.

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

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

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

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.

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 me

Hey 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

Partner determination procedure assignment not possible

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