Partner determination rules in sales documents
Good afternoon Experts
I'm trying to determine responsible agents in a quotation document by using a rule with responsibilities
( in the access sequence of the responsible agent partner function).
Could someone please confirm how the rule container gets filled?
If the rule is based on a post code my understanding is that the post code of the sold
to party is passed to the rule container and the responsible agent gets
determined. Passing the post code to the rule container should be in this case hardcoded.
What happens though if I need to determine the responsible agent based on another
piece of information like "sales order type", "client tax classification" .
- How does the system know how to fill the rule container?
- Do I need to create a new organizational attribute ?
On Sap help I've found :
"If you use rule resolution using responsibilities, you do not have to assign
attributes in the organizational model, other than the attributes distribution
channel and division; these are necessary for showing the sales area."
Where does the sales area come in for partner determination when using rules with responsabilities ? Is there a mechanism like sold to party/document -> sales area -> organisational attribute => attribute passed to rule container?
Any input would be appreciated.
Best regards
Razvan Zainea
Hi Razvan,
you can use rules in your partner determination access sequence. Most attributes are filled in document processing for the rule container.
You mentioned postal code. This is filled from the main partner of the document. The main partner of a sales order is the sold-to party, of an opportunity is the prospect, ....
If you like a different main partner you can do this via process type customizing (field 'partner function ORG').
If you need to fill your own container values you can use CRM_ORGMAN_BADI method CRM_ORGMAN_ATTRIB_VALUE_FILL.
Or as mentioned by Shanto you can use your own logic with COM_PARTNER_BADI.
Best regards
Marion
Similar Messages
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Free form partner function field in Sales document header and item..
Hello Experts,
Is there anyway we can use the partner functions functionality in Sales document header and item level, so that we can enter a free form number in the Partner field? I mean is it possible to be able to enter a free form number WITHOUT getting validated against corresponding master data like Customer or Vendor master, Contact person, Personnel or User master records?Hi,
It is not possible.
Because partner function will be determined in the sales document header and item as per the configuration you have done in the partner determination.
It is not possible to enter a number wihich is not created and assigned.
Regards,
Mullairaja -
Check Incompletion Rule and Completion Rule on Sales Document
Hii Guy...
where can i check Incompletion Rule and Completion Rule on Sales Document type the backgroud table of Sales order and item category ?Hi friend,
Incompletion procedure you can check in the OVA2 transaction code.
There you can find the incompletion procedre for the sales document header as well as item.
Path: IMG-->SALES & DISTRIBTION->BASIC FUNCTIONS---> INCOMPLETION PROCEDURE--->
There you can find all the settings of the Incompletion procedure.
If you want to check the incompletion procedre in the document, then goto EDIT---INCOMPLETION LOG
FOR item click on the item and goto EDIT---INCOMPLETION LOG
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santosh -
Settlement rule for sales document item
Hi,
while creating settlement rule for sales document item, it shows message
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Message no. V1198
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Partner Determination Problem in Sale Order..
Dear Gurus,
Sold-to Party : 6
Shipt-to Party : 7,8
When creating a sales order when I go for selecting a ship to party , in my case the Sold-to party has multiple ship to parties, then the system gives me this message
Top node 6 for ship to 7 not maintained / ship to is not
valid
Message no. 8W 321
Diagnosis
The top node check is activated in Customizing.
Note:
SP is created by using the account group : 0001
SH is created by using the account group : 0002
I couldn't be able to find where i made a mistake.
Thanks & Regards,
Venkatesh.S.P.Dear Venkatesh,
Please go to Partner determination in the IMG >Sales and Distribution>Basic functions then go to Set Up Partner Determination for Customer here again you select your partner determination procedure then click on partner functions in procedure now system will Change view of the "Partner functions in procedure " screen here you remove the check in the Not modifiable check box for the Ship to party,Bill to party and payer partner functions.
Not modifiable check mark keep only for SP partner function.
Do the same process at all levels
Set Up Partner Determination for Sales Document
Set Up Partner Determination for Sales Document
Set Up Partner Determination for Delivery
Set Up Partner Determination for Billing Header
Set Up Partner Determination for Billing Item
I hope this will help you,
Regards,
Murali. -
Multiple Partner Functions for a Sales document Item
Hi,
Can you please advise on modeling scenario for showing multiple partner functions for a given sales document in BI Report ..
Because Key figure values should not be distributed for multiple records just becos of multiple partner functions but users want to see them in the reports along with sales doc and key figure
I am explaining bit more clearly...
I can achieve above requirement by having below model ..
SDOC ITEM PF1 PF2 PF3 AMOUNT
1000 10 AB CD EF 50000
PF : Partner Function
but as I feel it is a complicated task to add more and more columns fro partner functions as and when new partner functions have been added or requested to show by users at sales doc level...
So Can you please advise a better solution to meet the same requirement.
Thanks & Regards,
BRK
Please advise me on this scenario
Thanks & Regards,
BRK
Edited by: BRK on Jul 22, 2008 9:19 AM
Edited by: BRK on Jul 22, 2008 9:29 AMSalesDoc______Item_______PartnerFunction________Amount
80000_________10_____________A1_______________$1000
80000_________10_____________A2_______________$1000
80000_________10_____________A3_______________$1000
This will be the normal display in the cube if there is only one Partner Function.
But what we need is
SalesDoc______Item_______PartnerFunction________Amount
80000_________10_____________A1_______________$1000
80000_________10_____________A2_________________' '
80000_________10_____________A3_________________' '
The Amount (KF) should be populated only for the first record for a SalesDoc / Item combo.
You load data from source to the ODS, say delta.
Suppose that the below record is already available in the ODS.
SalesDoc______Item_______PartnerFunction________Amount
80000_________10_____________A1_______________$1000
And you get the following data as DELTA in the Data_Package from the source.
SalesDoc______Item_______PartnerFunction________Amount
80000_________10_____________A2_______________$1000
80000_________10_____________A3_______________$1000
If you populate the Amount again for these 2 records, then the total would sum to $3000, which is wrong.
So what we do is,
Write a Select stmt for ALL ENTRIES in Data_Package and fetch the records from the target ODS. Have it in an Internal table, say t_ODS1
Take the SalesDoc / Item from the Data_Package and chk if it is present in the internal table t_ODS1.
If it is present, then populate the Amount as ' ' (Blank)
Else populate the Amount as $1000.
Say, you are getting 3 new records, which is not present in the ODS1.
In that case, your internal table t_ODS1 will be blank.
Now again, we need to populate the Amount only for the first record among the 3 records.
So, here comes the "Flag".
Set the Flag as X, when we populate the Amount.
Everytime chk the Flag <> X.
Only if it is <> X, populate the Amount.
Else Leave it Balnk.
Hope I have explained in detail
Regards,
Balaji V -
Multiple Message Processors in IB52 for partner determination rule 13200137
Hello Experts,
Can anyone please help me out in one of my issues? I am configuring service desk wherein I need to have only one layer of support team. One consultant for each module. I am using SLFN0001_ADVANCED. I am using rule 13200137 for partner determination. I am using IBASE for determining the message processor.
While determining automatic message processor, IBASE is not allowing more than 1 Message processor. So, all the messages created are getting allocated to single message processor only.
In TRN PFAC, rule simulation for the rule 13200137 is working fine, as per the Org model defined in TRN ppopma_crm.
Can anyone please help me out?Hi Deepak,
Hope, you are trying to assign more than one partner Function (Message Processor) to a service Desk Message. In such case, check for the max limit of partner function allowed for Message processor in the Partner Determination Procedure in your Transaction Type (SLFN).
The partner function category for the Message Processor Partner Function is Person Responsible. You may face issues in assigning more than one partner function of the same partner function category in a Transaction; If so, kindly refer to sap note 844503.
Regards,
Waseem -
Default value determination at the sales documents
There are different types of delivery or billing blocks at the sales document header (such as "02 - Political reasons", "01 Credit limit" and etc....). There exist other types of selectable issues at the sales, delivery document or other types of documents. How can I have a default value that I have etermined before? How is this determination or assignment of default value can be done? I don't mean a user spesific default value.
Thanks in advance.Hi,
You can try to use the item category (in SPRO), billing block field. Select a billing block in the item category, and this will put default billing block when a sales order is created.
Regards -
Checking rule for sales document types
Hi,
Can I change the cheking rule for a sales document type? Where could I change it? or should I build Z table?
Thanks!7,
Checking rule is hard-coded into standard SAP sales doc maintenance programs. For SOs, it is A or A* (depending on the stock type). For Deliveries, it is B or B*. There is no way to use standard configuration to alter the rule within SD.
Best Regards,
DB49 -
Customer Hierarchy Partner determination in a Sales Order using Payer ?
Dear SD Experts/Gurus
We use Customer Hierarchies extensively in Sales Orders for Pricing & Rebates and it all works fine.
The Hierarchy structure consists at the bottom level of a SoldTo linked to a Hierarchy Customer and many SoldTos can have the same Hierarchy Customer.
We set price conditions at the Hierarchy Customer and that all works fine.
We would like to change our Customer Hierarchy to link the Hierarchy Customer to the Payer rather than to all the individual SoldTos.
This is because we have many SoldTos linked to 1 Payer and this will allow us to have simpler Customer Hierarchy structures making it easier to setup and maintain.
I have changed the SAP configuration to do this and I can certainly maintain the Customer Hierarchy without any problem using transaction VDH1N.
But when I create a Sales Order, the Hierarchy Customer does not get pulled through to the Sales Order Header Partners based on the Order Payer and hence no Hierarchy Customer price conditions are pulled through.
Is what I'm trying to do possible in SAP ?
If so please advise how this can be achieved.
Thanks David
Edited by: David Steele on Apr 15, 2008 1:57 PMHello,
I have a similar requirement, although we are building the hierarchies directly in CRM (as we are with BP's in general), and I am using hierarchy category 01 - PRICING.
What I have found is that a sold-to BP must:
1. be assigned to a hierarchy node
2. appear TWICE (!!!) in the document part.det.procedure, once in partner function 000001 (sold to) and again in partner function 00000121 (Authorized partner: sold to).
When the sold to customer exists in both functions within the document, I am able to determine the hierarchy node properly.
Now, my question is, can anyone guess why the main partner (sold to) must appear twice??? or, is this an error in my customizing?
Thank you in advance for your help, and I do hope my observation can help others find a solution.
Regards,
Allon
PS in terms of customizing, I used the following:
partner function 00000001 - sold to
partner function 00000121 - Auth. Partner: Sold-to Party
access for Auth. Partner: 0017 - current partner: sold to *this copies the sold to partner into this partner*
partner function 00000076 - Hierarchy Node Partner
access for hier.node partner: CRM_PARTNER_G Pricing hierarchy
The last bit presupposes that the hierarchy is set up using hierarchy category '01 - pricing'.
Message was edited by:
Allon Riczker - Added configuration steps -
Add partner while creation of sales document
Hi All,
I have a requirement in which I need to add a PARTNER FUNC (forwarding agent) to the partners tab in sales order (VA01). The partner is determined from a custom table based on shipping conditions, transportation group,landing zone and country. I have chosen USEREXIT_MOVE_FIELD_TO_VBAK ( MV45AFZZ) to put my logic in. After I enter item details and hit enter and go to header->partners I see a new entry partner function (Forwarding agent) and the Partner fields populated correctly. But the address fields (Name1, City, Street etc) are empty even though the address is maintained in the master data. Once I save the document and come back in change mode even the partner field is showing '0'. The VBPA table is properly populated, I am not able to figure out why its not visible on screen. Any input is greatly appreciated.
I tried USEREXIT_SAVE_DOCUMENT but it doesn't even populate the partner function.
Thanks,
Giri..You can write the code under form routine(MV45AFZZ) :
FORM USEREXIT_SAVE_DOCUMENT_PREPARE.
ENDFORM.
if you update the address in VBPA,it will not update centrally,you should update ADRC Table,then it effects into centrally
Thanks
Seshu -
Bill-to-Party and Payer Partner Determination in CRM Sales Order
Hi,
In ECC, the sold-to-party has different bill-to-party and payer for each sales areas .For example:
Sold-to-party:2001826
For 8000 sales org/72 distribution channel:
Payer: 2004818
Bill-to-party: 2004818
For 2000 sales org/ 02 distribution channel:
Payer:2001826
Bill-to-party: 2001826
These business partners are in CRM system and the relationship data based on sales organization exists in CRMM_BUT_FRG0081 database table.
I customize access sequence for bill-to-party and payer in CRM system which uses CRM_PARTNER_A by using Sold-to-Party as source. However it does not determine via this access sequence. Do you have any idea why the system does not use this relationship info?
Best,
DamlanurHi there,
Please use note 493947 to ensure all the manual configuration is in place. Also the item category for the plant item must be ATP relevant, the following code check this:
FILL_BTM_PARTNER_PLANT SAPLCRM_DOWNLOAD_MAP
check if item type is relevant for ATP
check not ls_item_type-atp_profile is initial.
map plant to business partner
lv_loc_number = <ls_bapisdit>-plant.
lv_loc_type = gc_atploctype-plant.
call function 'CRM_CONFIRM_MAP_LOC_TO_BP'
exporting
iv_loc_number = lv_loc_number
iv_loc_type = lv_loc_type
importing
ev_partner = lv_partner_no
exceptions
no_mapping_found = 1
others = 2.
check sy-subrc = 0.
If this still doesnt resolve the issue then you will have to debug the transfer queue stopping at function CRM_SALESDOC_MAP_BAPI2MBDOC to see why the data is not mapped.
I hope this helps,
Kind regards,
Vanessa. -
Partner determination sold to party and ship to party.
Hi frnds,
Currently in the customer master in partner function we are maintaining ship to party the same as sold to party , now for some of the customer the ship to party and sold to party are different , so while creating a sales when i enter the sold to party , the system propose the ship to party and on that basis the delivery and billing should take place.
What are the configuration settings required to be done to this , i will maintain the ship to party in customer master partner determaination, but when i create the sales order and when i enter the sold to party , it should propse the shipHi Rakesh,
As per SAP standard setting ship to party will be determined from Sold to party master , if that is maintained. I suggest to copy Standard and test again.
Also ,hope you have not made any changes to the partner determination procedure fro Sales Document at header Level. This will also impact .
Sharing a few useful link for more clarity :--
http://www.freesaptutorial.com/partner-determination-in-sap-sd/
Re: Ship-to party is not assigned to a sold-to party
http://www.sap-basis-abap.com/sd/steps-for-partner-determination-config-in-img.htm
http://help.sap.com/saphelp_crm40/helpdata/en/3c/92ecee484a11d5980800a0c9306667/content.htm
http://wiki.sdn.sap.com/wiki/display/Snippets/howtogetship-topartyforasoldto+party
Thanks/Rajesh -
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 -
Trigger partner determination when ship-to is changed on the sales order
Hi,
Here is my scenario...
I am defaulting my rail carrier partner function based on the ship-to party partner function into the sales order using the standard configuration i.e. by maintaining SH as entry in the "source" field for rail carrier partner function of the sales document partner determination procedure. Every thing is fine until the ship-to party in the order is not changed by the user. when the user changes the ship-to party the carrier is not re-determined (the old rail carrier partner function which defaulted into the order from the old ship-to party record stays in the document). I know standard SAP doesn't re-determine partners. Can anyone came accross this issue?
I would like to know if there is an user exit that i could use and write a code to trigger parter determination when a ship-to partner is changed in the sales order.
-Sree.
Edited by: SREE on Sep 15, 2008 4:40 PMHi,
Try to use user exit FORM USEREXIT_SAVE_DOCUMENT_PREPARE in program MV45AFZZ.
Regards,
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