Partner determination through Orgnization positions

Hi,
i have a requirement in PDP. we have org postion sales rep with 2 employees assaigned for sales rep.i have created partner function sales rep and assaigned to pdp and quotation doc type.
my requirement is system need to determine these 2 sales rep from org position in Quotation.
According to my knowledge we can achive this functionality through BP Relationship.
There is any other way to achive this functionality .
Thanks & Regards
kishore kumar

Hello Kishore,
You can determine Sales rep in Quotation from Oraginzation Structure assignment.
You can do this by:
1. Create an ZAccess Sequence: Select here Source as CRM_PARTNER_B Organizational Data
Enter your Z Partner Function Sales Rep.
Use Determination Rule: Org Data Model AC10000194 (User Org Unit) & select "Using Current Document" for Determining Scenario to be used. You can create your own Org Determination rule also.
2. Assign Access Sequence to the PDP
3. Assign PDP to your Quotation document type
4. In PPOMA_CRM use some Attrbute as Country, currency or as per your choice. Just ensure same attribute to be present on BP.
Regards,
Rajendra

Similar Messages

Partner determination to copy business partners

Hello guys,
I´m facing a problem, in my scenario (crm 5.0, webclient, service tickets).
An older consultant, configured the server to work with service tickets, using contact person and sold-to-party. Both are the person whose contacts the contact center.
Now I have to change the service ticket screen in order to able the atendant to change the business partner previoulsy identified. The atendant, in these process, must change the sold-to-party and the contact person. What i´d like to do is, create a partner determination, where the atendant change only the contact person, and this new business partner id, be copied to the sold to party.
I tried to create a new sequence, and tried many partner determinations, but I could not do it.
Is there a way to do it? How?
Thanks
David

Hi David,
I don't know whether you are interested to code for this or not, but generally we can change the partner determination through BADI COM_PARTNER_BADI.
Regards
Sidd

PARTNER DETERMINATION USING STANDARD RULE ORGUNIT EMPLOYEE

HELLO FRIENDS,
We are using a standard (orgunit employee) rule for partner determination. the description is as follows:
hierarchy:
CIRCLE -> BRANCHES
the employee stated above comes under the circle but creates leads for all the branches.
The PDP goes as follows:
user (employee stated above) enters branch -> branch determines circle through responsibility rules and the employee automatically determines the employee.
the PDP works fine for users of earlier created circles but now we are creating new circles and new position for these employees in a similar manner and the PDP gives the error enter employee (even though the circle is determined).
Please let me know if there are some parameters that we are missing or some technical issues that need to be taken care of while using the standard (orgunit employee) rule.
Thanks and regards
Nitin Sehgal

Hello Nitin,
Did you create an employee record for the User. If you create an employee did you assign the user id for that employee.
Check this assignment.
Thanks
Raja Pamireddy
CRM Marketing Forum Moderator.

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

Question about partner determination for customer master

Hi, experts,
I have already read the documentation about this topic at forum. Still I have the following question:
why should we assign the partner function to the account group? According to my understanding, the partner function has to be assigned to partner determination procedure and then through partner determination it is associated with the account group. If the partner can be assigned to account group directly, why do we still need determination procedure?
Best regards,
Fan

Hi
Let us consider an existing Partner Determination procedure in standard SAP.
The Partner Determination Procedure (e.g, ABCD) can contain multiple "Partner Functions". Suppose there are 100 numbers of Partner Functions in the Procedure.
We assign "Partner determination Procedure" to the "Account Group", so that , the assigned Procedure will be applicable for the Customer master data created under that Account group.
Suppose, Partner determination Procedure "ABCD" has been assigned to Account Group "XYZ".
Now, any Customer created under Account Group "XYZ", the Procedure "ABCD" will be applicable for them. Right?
We have already discussed , the Procedure "ABCD" contains 100 different "Partner Functions".
Out of these 100 Partner Functions, only those Partner Functions, which are permitted by the Account Group "XYZ" , they can only be entered in the Sales area data > Partner Function tab of the Customer master data.
Suppose, only 6 Partner functions (out of 100 no) are assigned to Account Group "XYZ".
So these 6 Partner Functions are permitted by the said Account Group "XYZ" and these 6 Partner Functions can only be entered in the Customer master data.
So, to summerise it, if you want to enter a Partner Function in the Customer master, then
- First, that Partner Function must be available in the Procedure which applicable, and
- Second, that Partner Function also must have been permitted (assigned) by the Account Group .
I hope, it is clarified.
Regards
Pradyumna

What is the purpose why we define partner determination

hi
my question is what is use of partner determination. How many partner functions we should create in customer master. Is there any thumb rule we have create sd,bp,py,sh
thanks in advance

Hi,
We sell the goods to the customer who places the order. In SAP this ordering customer role is played by the sold to party. Similarly the shipping address is the ship to party used while creating the delivery. While creating the invoice we require the bill to party and for receiving the payment payer function is required. Hence partner determination procedure is very important in SD from the sales flow point of view otherwise if you create the customer without any partner function then you will not be able to create even the sales order.
SP, SH, BP & PY are the basic partner functions. Apart from this you can create partner function for commission agent, notifying party, sales employee, etc. You will find this in IMG-sales & distribution - basic functions - partner determination - set up partner determination. Click here and you will see
1.Set Up Partner Determination for Customer Master
2.Set Up Partner Determination for Sales Document Header
3.Set Up Partner Determination for Sales Document Item
4.Set Up Partner Determination for Delivery
5.Set Up Partner Determination for Shipment
6.Set Up Partner Determination for Billing Header
7.Set Up Partner Determination for Billing Item
8.Set Up Partner Determination for Sales Activities (CAS)
Just go through the documentation below. You will get a clear picture on how to do the partner determination procedure for a customer.
PARTNER DETERMINATION PROCEDURE
First go to OBD2 create customer account groups. Here you make new entries, click whether it is a one time customer, description. Also you can do the field selection here for general data, co. code data and sales area data.
Now go to IMG logistics general business partner customers control define & assign customer number ranges. Here you define the number range that you want and assign it to your customer account group.
Now go to VOPA here the selection will be on customer master, click on partner procedures, create the partner determination procedure. After saving it double click on it then you will face with a screen. Here you enter the partner function and you can select if you want the function as mandatory and not changeable.
Then go back, click on procedure assignment, enter your account group in the lower left corner of the screen, press enter then in front of that select your partner determination procedure. Then save it.
Then click on go back 2 times. Here you can see partner functions, click on it, then go to environment in the upper menu and select Acct. grp assignment. Here just select your partner function and in front of that you select your customer account group. Then save it. Now you have completed the pre requisites to create the customer master.
Then go to XD01 and create your customer master.
<REMOVED>
Regards,
Allabaqsh G. Patil
Message was edited by:
Yathish K

Vendor partner determinations

will vendor partner determinations work if we bring purchase orders through interface from legacy system which does not maintain partner relationships, do we need to map even partner functions or sap can determine them automaticaly from our customizing.

Hi Monica,
System will not define automatically the partner determination.if suppose you are uploading through some legacy also that vendor having partner determination system automatically identifies and attached automatically.but when uploading time is not updated onece data stored and again retriving on that time system chcks the related data
Hope this will helps you
Prem.

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 using Transaction Type in Org Model

Hi Experts,
I am a functional consultant working on CRM 5.0 and currently customizing the partner determination procedure for transaction Lead. As per the business requirement, for all the leads created by default the system should determine a Lead Qualifier in the transaction Lead. In order to achieve this I am using rule 14000146 Orgman_14 which provides org unit for a transaction type. In the org model I am having a org unit defined as "Lead Management Dept" as well as I have created and assigned position Lead Qualifier and assigned emp to this position too. Now I have defined the sales attributes for this Org Unit "Lead Management Dept" and for the sales attribute "Transaction Type" filled in value as Y001 which is my transaction type for Lead.
The issue is that this defined attribute is not inherited by the position although this position is assigned to the above mentioned Org Unit and therefore the partner is not getting determined in the transaction. Can someone provide guidance about this issue? How to inherit this attribute to position so that the position is determined in the PDP? or any other alternative for this situation??
Thnaks and regards
Ambar Adhav

Hi,
Try transaction OOATTRCUST, scenario SALE> Attributes/Scenarios:
For PROC_TYPE attribute try to change the Inherit.Type and see how the system behaves.
Regards,
Susana Messias

Business Partner Determination in SRVR Transaction Type

Hi
I am using SRVR in SRVR ITSM/Employee Interaction center scenario.
The standard partner detrmination procedure given by SAP is IT000001
- I am confirming an employee. Reporter is the partner function to confirm employee in SRVR.
Q1 - I am trying to detremine sold to party from reporter. What I have done is - I have created a Relationship in the employee master record with relationship category- "Is the contact person of" which means employee is the contact person of the Sold to party. I have assigned a sold to party to this relation ship.
The problem is that I am unable to determine this through the partner determination procedure . I have used several Access sequences but its not happening. Can you suggest something
Q No 2- I am also trying to determine executing service organization in the partner determination procidure - The way I want this is that it should be the service org (org model) to which the employee responsible is attached to- For example - If I am creating the transaction and I am the employee responsible then executing service org should be the org to which I am assigned to in the service org.
Currently the access sequence that SAP has given is not doing anything.
Kindly help

Hi Raju
Here is the answer to my question no 2
- Executing Service organization is a partner function in the partner determination procedure IT0000001 provided for SRVR in crm 7.0
- you can vetermine it in two ways- one is by Product and Zip code. The rule is already there is the access sequence for this partner function in the partner dtermination procedure. You have to add the product "INVESTIGATION" to the service org you want to determine and maintain the attreibutes for the service org and it should get determined
- The second and the better way to determine the Executing service org should be the org unit of the user and there is an org rule for it which you have to maintain in the access sequence for the partner dtermination procedure. Please check for the rule in the Rule maintenece.
Thanks
Tarang

Partner Determination/Organization Structure

Hi,
I wanted to understand how through partner determination procedure relevant Service Team can be assigned. You can use example of Standard Service Order Transaction SRVO, Standard Partner Determination Procedure 00006, Standard Access Sequence 011 Executing Service Organization, Standard Organization determination rule 1000278 and organization structure 50004983 to explain the connection.
Thanks
Deepak

Hi Deepak,
The description of rule 10000278 says,"
This rule should be used for partner determination via the orgdata model.
It delivers on the basis of orgattribute <H>executing
service organizations</>
It is intended
- for partner determination at item level
- for service items
- when using products in the service item
Executing service organizations are all
in the orgdata model with the following characteristics:
- Service Scenario
- Indicator for executing service organization is set.
These partners are filed as partners of the partner function
category executing service organization in the
transaction.
For example, org data determination is set up in the container after
the postal code and product.
regards,
Prashant
"please REWARD the points " if it helps..!!

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

Partner Determination Not Working in Opportunity

Hi,
We are using Z-partner Functions Which are Determined using Partner Determination Procedure in Lead but it is not Copied to opprtunity.
we used Different partner procedure for opportunity but is not coping from Lead. We tried to Modify the partner Procedure used for Lead and use it for Opportunity but it is not working.
can any one suggest were we might be going wrong.
With regards,
Selvam t

Hello Selvam,
there is no copy procedure during partner determination. If you create a followup doc or copy an existing document - the partner det. runs again. According to your settings in the PDP the partner are determined by access sequence and source. That means if you want partners which should be copied from predecessor then you should use the source COM_PARTNER_A like i.e. access sequence 0001 in standard.
I hope this help,
Regards
Rene

Partner determination at shipment stage level

Dear All,
We would like to have multiple partner functions determined for a shipment stage within the shipment. Stages are maintained for the shipment route. But we dont want to maintain the service agent at stage level inside the route in IMG. This only determines one partner at stage level. We need multiple partners. Which exit can help here? I dont think normal partner determination exit can be used here like EXIT_SAPLV09A_004 as it is not called in shipment. Please suggest.
Best Regards
Dinesh

Hi,
I am sure whether it will helpful to you or not
Kindly check the menu path SPRO --> Sales & Distribution ---> Basic Functions --> Partner Determination -- > Set up Partner Determination -- >Set Up Partner Determination for Shipment
Regards,
Prasanna

Partner determination through Orgnization positions

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