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

Similar Messages

Copy business partners

I want to copy business partners using copy express.I can see customer group and vendor group in the copy express.But where are the actual customers and vendors i.e business partners?

Dear Dillip,
Please look at Copy Express | Master Data | BP General Information.
You will see the business partner general information, where BP type '0' is for Customer, and BP type '1' is for Vendor.
But just for your information, 'copy express' only can copy the general information, if you want to copy the whole data from existing company, just export the data using query manager, and then import it using DTW.
Please verify, and let me know.
Regards,
Linda

Initial Load of IS-U business partners to CRM - wrong business partner cat

Hi Gurus,
when donwloading CUSTOMER_MAIN from R/3 to CRM
Where is determined that the business partner in CRM should be created in the business partner category 'Person'?
We have the problem that all our business partners in CRM are now 'Organizations' (but were sold-to-parties in R/3 with account group DEBI)
PIDE - setting is:
R/3 account group DEBI ---> classisifaction 'B' ('Customer')
In the customizing of the business partner roles for the role type CRM000 (and for all the others) Organization, Person and Group is all allowed by default.
The download itself and the number ranges work fine.

The reason for the problem is unknown but a workaround is to first initial load BUPA_MAIN instead of CUSTOMER_MAIN, then the right business partner category is taken by the system

So Can I determine the business partners linked to user based on the assigned role and org. structure?

Hello, I am working on a SAP CRM 7 Sales implementation and we are implementing leads and opportunity scenarios. The current business organization model is that there multiple vertical and horizontal departments. This is typical matrix structure. This organization has done the segregation of its clients based on the verticals so every clients belongs to at least one or more Vertical department but Horizontal departments can contact all the clients. In the same way sales executives are also either belonging to one or more Verticals or Horizontal departments? Horizontal sales executive can create leads for any clients available in the system but a Vertical sales executive can only create lead only for the client belongs to his vertical and assigned to him. This can be achieved by creating organization structure and business partner relationship.
Now the problem statement is that few sales executives need work for both some Verticals and Horizontals at the same time. But requirement is that they should be able to do the both roles with single user id but multiple roles. So when sales executive is creating leads his vertical department, he should only be able to select clients assigned to his Vertical only but when he is creating lead for Horizontal department, he should be able to select any clients.
So Can I determine the business partners linked to user based on the assigned role and org. structure?
Please let me know if this is not clear also note we are only using CRM WebUI no SAP ePortal.
Thanks a lot your help in advance.
Regards
Sudesh Sharma

Thanks, Tahir
my problem has solved
Kind Regards,
Faisal

Mapping Copy Control for Business Partners in 7.1

Hi everybody,
while in 7.0 IMG activity "Define Mapping Rules for Copy Control" in "Copy Control for Change Management" offers 3 options (partners, texts and dates) it offers only texts and dates in 7.1. Can anyone tell me where I can define any kind of mapping to copy a partner for one document to it's successor in 7.1?
Thanks in advance!
Cheers,
Andy

Hi Andy,
sorry to say but Daniels way doesn't work. In 7.1 ChaRM and Incident the transaction type copy has changed in a way that we invoke the CRM standard Copy Control and have a BadI there only for specific things.
Partner copy runs via CRM standard partner copy. That means:
1.) You have assigned an access sequence in each partner Determination (area Partner Functions in Procedure) for the partner function:
2.) You have customized an access sequence is defined here:
So, please just customize the partner copy as you would in CRM standard.,
Best regards,
Michael

Text determination for business partneres

Hi
can any one provided me step by step process of text determination for business partner level
Many thanks
vinay

Hi Vinay
First U need to Define the Text Type for the Text determination for Business Partners.
Follow the Below Path
1)Img-Crm Basicfunctions-Textmanagment-Define Text objects and text types-
select text Object but000 and click on create- Give text id and description and save the text type
2)then u have to add the text type to the procedure
Define text determination procedure --select the text object but000 click on procedure and click on definition of procedure- go to new entries and add ur new type and save. ur text type will be reflected in the business partner.

How to delete Business partners in Business partner master data

Dear sir,
I had remove some business partners in Business Partner maserdata. but i will remove some business partners one error will come into picture that error is " You cannot remove business partner; linked Sales Quotations exist [Message 3502-79] "
How to remove that bp in bp master data. plllz tell me how to solve these problem step by step process in sap business one 2007 B

Hi,
If you have created a Sales Quotation or for that matter any document for the Business Partner you are trying to delete, you cannot delete the Business Partner from the database.
As transaction and document is linked to the BP, then you cannot delete it.
Kind Regards,
Jitin
SAP Business One Forum Team

Business partner determination at login time.

when a user (john doe) logs in to web channel B2B, how does the system know which business partner the user represents?
how does the system know that john doe is the contact for company Miller Ltd for instance.

Hi,
In B2B Scenario , where sales orders are created for sold-to-party ( business partners ) , for this following steps /process is required ,
1) you need to create "contact person" and assign in relationship with sold to party,
2) the contact person role is extended as "internet user" . You need to create user id/pwd ( in SU01) and assign in "internet user " ,
3) also you have to give proper "ecomm role" to this internet user.
When you give user/id pwd while login into B2B webshop , it is actually "contact person" who is login into webshop.
The system find internally , the sold to party associated with this contact person.
if you assign , one contact person for two sold to party , then you will get a selection screen showning list of 2 sold to party's.
Hope it helps,
regards,
PD

Copy express - Business Partners Not copied

Hi All,
VERY IMPORTANT!
I've copied data from one database to another by using 'Copy Express'.
Any Business partners are copied.
We have tested in SAP 2007 PL 45 and PL 47 and in 2 servers and it's the same result.
Have you an idea?
Thanks.
Regards,
Séverine Le Roch
Edited by: Séverine LE ROCH on Sep 2, 2009 9:33 AM

Hi Séverine Le Roch,
What is your sequence for using Copy Express. You have to follow the right order to copy configurations before you may copy the Master Tables.
It is better by DTW to copy BP.
Thanks,
Gordon

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

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.

Partner determination functions

sir,
I would like to know about the purpose of the rest of the partnter functions,
sales doc header
sales doc item
dlv header
kindly through some light on this
thanking u

Hi,
When you will define Zsales order type ,Zdelivery typeand Zbillibg type with Zitem category ,then you have to define partner function for customer master as well as sales docment header and itemand delivery header and billing like that.
When you create a sales document without referring to a preceding document, the system copies the following data from the master records:
u2022     Data about the sold-to party and other partners (for example, ship-to party or payer) from the customer master records
u2022     Item data from the material master record
u2022     Data from any relevant customer-material information records
The following graphic shows some of the data that is either transferred to the sales document or determined in the sales document.
Data From the Customer Master Record
Among other things, the name of the sold-to party as well as agreements for complete deliveries and order combinations are copied from the customer master record into the document. You can change this data for each transaction.
The document contains data that can be entered in the header and in the items. The header data here normally applies to the items as well. For example, payment terms, Incoterms, partner functions, and the delivering plant are copied from the customer master records of the business partner into the document and the items. You can change the data in each item.
Deviating Item and Header Data
A sales document may include items where some of the business data differs from the business data in the header. You can review items where the data varies with the header data by selecting Edit Display criteria Own business data from the Overview screen. You reach an overview screen that contains only the items for which the data is defined. If you enter general business data for an item which deviates from the data in the document, subsequent changes to the data in the document header have no effect on this item.
Data From Different Business Partners
Sometimes the customer master record specifies different partners for the various partner functions. For example, you may define several ship-to parties for a single sold-to party. In addition, you can define different partners for receiving and paying invoices. Each partner has its own customer master record and, during sales order processing, the system automatically copies data from the customer master record of the relevant partner into the sales order. For example, for each different ship-to party, the system copies the appropriate delivery and shipping data from the customer master record into the document.
The following graphic shows an example in which the sold-to party, ship-to party, and payers are all different. The payment terms are copied from the customer master record of the payer, while the destination address is copied from the customer master record of the ship-to party.
Reward if it helps you
Thanks
Utpal

Relationship cannot be created between identical business partners

Hello,
I am implementing CRM 5.0 and trying to create business partner relationships to the identical business partner. For example, I am trying to makbe BP#1 have te relationship 'Has a Contact of' to BP#1. However, I am getting the error message:
'Relationship cannot be created between identical business partners'.
(Message no. R1776)
Has anyone ever encountered this error? Is there any way to create a relationship in SAP-CRM to the same business partner?
Thanks much for your help,
Dan

Hi Daniel
In short: No, it is not possible to have a relationship "between" a BP and itself.
In long: In R/3 there are partner roles like Sold to, ship to and others. When CRM was designed the people at SAP did want to simplify a bit and implemented the following logic for partner determination: If there is no relationship of a searched type, the BP itself is taken. As a result a relationship pointing to its source is not allowed as it would duplicate the information already existing.
Hope this helps,
Kai

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

Support Desk Configuration : Partner determination

Hi all
Iu2019m configuring Service Desk for internal use in my solution manager 7 ehp1.
I can send support message from satellite system but the solution manager canu2019t assign automatically the support team and message processor.
I have execute the steps in note 616946 but the assignment donu2019t work fine. There are any activity to implement automatically assignment of message to support team?
Thanks a lot for collaboration.
Best regards
giovanni

Hello giovanni,
There are three main things that you have to do here:
1. Define support teams like BC team
2. Make changes to SPRO for SLFN0001 partner determintaion
3. To determine the support team, you must define corresponding organizational units and assign business partners in the organizational model.
Have u done this?
Also have u generated the business partners before that?
Also make sure that the user id of the person who creates the support message and the user if'd of the people who will be resolving the issues must exists in solution manager system
Look over whole of ur confg once and let me know
Rohit

Partner determination to copy business partners

Similar Messages

Maybe you are looking for