Rule Modeler, Order Routing - Partner function to update ?

Hi,
I have configured order routing in rule modeler based on categories to determine the org unit to which the order should get routed too.
On execution, the partner function 'SLFN0003 - Support Team' gets changed to the BP for the org unit.
My question is - I cannot find any link between Order routing and Partner function SLFN0003 - How does the system know that it needs to update this partner fucntion only ?
If I create my own Z Parnter function, how can I get the order routing to change this partner function type ?
Any help will be appriciated.
Thanks,
Raj

Solution: Problem solved. Error was the name of the attribute. It has to be POST_CODE1_IB
and not ZPOST_CODE1_IB.

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Rule Modeler - Automatic assignment Partner Function based on PC of IBASE

Hi Experts,
I have the following requirement. The IC Agent when receiving a call has to create a Service Ticket (Service Order). By creating the Service Ticket the responsible Service Partner has to be assigned to solve the service incident based on the Postal code of the IBase (Installed Base).
The following steps I have done:
1. I have created the Service-ID Z_RE_RULE_EXEC (Rule Invocation) with the following properties:
    CONTEXT               Context
    DEF_ROUTING    Default Routing
    LOG_LEVEL        Logging Level
    POLICY                Root Policy
2. Under Repository I have defined a new context: Z_TICKET_ASSIGMT with the following properties:
Context Properties: No Customizing
Authorization Groups: No Customizing
Attributes:
Name: ZPOST_CODE1_IB
Show Attribute: Flag marked
X Path Expression: /parts/currentIbase/ComponentAddress/POST_CODE1/text()
Fact Gathering Service: FG_IC_REF_OBJ
Attrib. Ext. Class: CL_CRM_ERMS_ATXT_TEXT_NCAT
Actions:
Action-ID: Z_PARTNER_ID
Show Action: Flag marked
Action Service ID: DD_AH_PARTNER_ID
Action Parameters:
Parameter-ID: PARTNER_ID
Display Mode: O
Inp Spt Class: CL_CRM_DD_F4_BP
Afterwards I created the Rule Policy: Z_PRUEBA2 with the condition that if the Postal Code of the IBase is 08030 or 08035
the Partner Function ID 56 has to be assigned to the Service Ticket. I have released the Rule Policy afterwards.
Into the standard Service Manager Profile SAP_ORDERROUTING I have added the created
Service-ID Z_RE_RULE_EXEC with the following properties:
CONTEXT:     Z_TICKET_ASSIGMT
LOG_LEVEL:     0
POLICY:     Z_PRUEBAS2
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Best Regards
Oliver

Solution: Problem solved. Error was the name of the attribute. It has to be POST_CODE1_IB
and not ZPOST_CODE1_IB.

List of service orders including partner functions assigned

Hi gurus,
We were trying to get from IW39 report a list of service orders with partners assigned in partner functions, but doesn´t seem to be possible.
Do you know how to get such a list?
Best regards,
VL

Hi,
You can use the multi-level list IW40. Use the 'filters' to choose which objects you want to see including partners.
-Paul

Error message in Creating order without Partner Function ER(CSR)

Hi All ,
My client want a error message to be appeared when we are creating sales order for customers where partner function CSR (ER ) is missing ...Can u just help where the congiguration is to be done .
Bala

You can do this by following:
SPRO>S & D>Basic func> Set up partner determination , select Partner determination for Sales doc header. Here check through ->Partner Determination Procedure Assignment as to which procedure is assigned to your Sales doc type.
After getting the procedure goto ->Partner Determination Procedure Assignment , Select-> Partner Functions in Procedure, check here if your partner function if available, if not add it here and mark it as Mandatory.
This will solve your issue.
Rewards if helpful.
Regards,
PATHIK

Rule modeler - Automatic Routing

Hi
I am working on WEB UI CRM 5.0
I did all the necessary steps as describes at the blog:
[https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/c010e354-940b-2a10-28ad-fb63ec0c2744]
but after the agent clicks on Escalate Button he get the massage "no rule found for automatic routing"
what could be the reason for this massage?
points will be rewarded.
Thanks in advance
Tal

Hey Tal,
Check with the following steps
1.Create the context
SAP IMG --> CRM -->E-Mail Response Management System -->Define Repository (Order -- Order routing)
2.Add the BSP application in your favorates
BSP application -->CRMM_ERM_RULES
Open it
Select order routing in the context drop down
3.define the policy, rule, condition, actions
Once done release the rule.
This should get you through!!
Regards
Raj
Do reward if helpful

Sales order level partner Function error

Hi,
I created New Partner Function ZB (Agent ) and also i have done partner Determination
According to my client requirement each customer having more than 2 agents so i have assigned in the customer master
Coming to Sales order, i created sales order , for that customer has 3 agents from header level system is picking one agent and coming to line items ( i created one line item ) system is not showing 3 agents its showing i tried manual entry also
bcoz i am giving agent commission to those agents based on the sales
plz guide how to solve the issue

Hi,
By using the path specified below,
SPRO>Sales and Distribution>Basic Functions>Partner Determination>Set Up Partner Determination-->Set Up Partner Determination for Sales Document Header.
Click on "Partner Determination Procedure Assignment".
Check the partner procedure assigned to your Sales order type.
Click on "Partner Determination Procedures".
Select the Partner procedure noted earlier.
Click on "Partner Functions in Procedure".Check whether "ZB" is there in the partner functions list or not.
Click on "Partner Functions".
Select the entry "ZB".Ensure that there is no tick mark for the field "Unique".
Regards,
Krishna.

Routing Service tickets using Rule Modeler

Hi experts,
We plan to use Rule Modeler for routing Service tickets created in Interaction center.
But, I am not aware of how it can be done. Could you let me know how this can be done?
Thanks & Regards,
Raj

Hi Raj
There is an "Escalate" button on the Service ticket. If you are planning to use that then heres how to configure routing using rules policy:
Business Role: IC_Manager
1. Open search in the rule modeler, select the context ID ORDER and start the search.
2. Select the policy DEFAULT and configure it to meet your business requirements by creating rules and assigning relevant conditions and actions.
To create your own policy.
IMG > Customer Relationship Management --> E-Mail Response Management System --> Service Manager --> Define Service Manager Profiles.
To forward to an organization, use the object type "O".
I hope this helps
Regards
Rupesh

Proposal of partner function and related master record in sales order

Hi Gurus,
As we know, a partner determination procedure is used to propose partner functions and the master data tied to them in the sales order.
I need to confirm the following if understanding is correct:
1. 1st a customer master record is entered with all the partner functions, say, SP SH PY BP and 9E (PE partner type).
The respective master record values like who is the SP SH PY BP and 9E are specified in the partner function tab also.
This customer master is assigned to a account group.
2. a Partner determination procedure is created and the same partner functions assigned to it.
Next, this procedure is assigned to the account group.
3. When I create an order for this customer, the sales order's partner function tab should automatically be populated with the partner functions and the respective master data value as defined in the customer master record.
Questions:
1. What if the partner determination procedure was not defined with 9E Partner function but the customer master record is?
2. What if the customer master record was not defined with 9E but the partner procedure is?
3. Why the partner procedure need to define the partner functions if its assigned to account group to which the customer master is assigned to already?
4. If the partner function 9E is not proposed in the sales order, can user manually enter this partner function and the respective master record value in the sales order partner function tab?
Have a great day!
regards
M Russo

Hi,
1. What if the partner determination procedure was not defined with 9E Partner function but the customer master record is?
If the partner determination procedure is not defiend you can not maintain same in customer master the system will through you error message PE is missing.
2. What if the customer master record was not defined with 9E but the partner procedure is?
It depends how you want propose the same,
According the function it behaves, you can make this field is mandatory if you want the same is to customer master
3. Why the partner procedure need to define the partner functions if its assigned to account group to which the customer master is assigned to already?
normally the standard partner procedure follows as it is SP SH BL PY Still if you want add some other partners(agent,employee,contact person...etc.) you can define the same in the procedure.
4. If the partner function 9E is not proposed in the sales order, can user manually enter this partner function and the respective master record value in the sales order partner function tab?
As you can refer the second point if you set as optional you can enter the same in customer master partner function tab.
Hope this can helps,
Thanks and Best Regards,
Muralidharan S

Sales order partner function

Hi experts,
While creating sales orders all partner function should get copied from contract for same sales order no. ,
But In our system only sold-to, bill-to, ship- to & payer get copied from contracts to sales order., other partner functions are custom functions...
where I can find logic for this functionality?
points will be rewarded.
neo

May be you can try in MV45AFZZ -> somewhere user exit will trigger..
most of the scenario which will be in Config.
SPRO ->click on IMG ->sales and distribution -> partners..
Better to post in SD Forum ,you may get fast response
Thanks
Seshu

Sales Order line item Partner Function issue.

Dear Guru's
I want to assign the (Employee response) partner function ER more than 5 times in Sales Order line partner function tab, but system is not accepting for that.
Please suggest me how to over come this issue with out assigning the u201CERu201D partner function more than 5 times in sales order line item Partner determination procedure.
Regards,
Hari Krishna

sent this to SD module (Sales and Distribution) Forum
this is PS module and we do not deal with this object

Copy partner function?

Hello!
We're running a CRM 5.2 system with a big daily load ~10k SO/day.
We have a situation where a lot of service orders have been created with one partner function referencing a small number of business partners. The result being that these business partners are extremely slow in the system and often time out in searches.
The exact amount of service orders and business partners is as of yet still unknown, but a ball park figure is about 15-20 business partners with the partner function on potentially hundreds of thousands of service orders, each. In total we have about 8 million service orders. So we are dealing with large volumes of live production data.
What we would like to do is to "fix" these service orders by "copying" the business partner from another partner function on these service orders and replace the incorrect one. See example below:
Before:
Service order: 8000001234
Partner function Z0000109: BP 500000111 (incorrect BP)
Partner function Z0000108: BP 500000222
After:
Service order: 8000001234
Partner function Z0000109: BP 500000222 ("copied" from below)
Partner function Z0000108: BP 500000222
We believe this would be accomplished by changing the GUID for BP 500000111 to the GUID for BP 500000222 in field PARTNER_NO for the relevant partner functions in table CRMD_PARTNER. We intend to verify this approach in a sandbox environment for sure so we know that it can be done before we start development for real, but we would be very glad for comment on this approacy, whether you have any tips/suggestions on how to do this, whether it has been done before on large data volumes (we couldn't find a good SAP note), or whether you perhaps advise against doing this at all.
Thanksful for any comments,
Petter

By changing the GUID in CRMD_PARTNER you should be able to do so, I have done it several times, but only with smaller numbers. However, if you work on this table I would rather (due to performance reason) do it directly on the DB and not via an ABAP. Maybe even use a shadow-CRMD_PARTNER, update this via program and later copy back the values into the CRMD_PARTNER to minimize access time on the table.
With that many data I guess you have an explicit DBA responsible to database tuning? I would go and see this guy beforehand.
Regards, Kai

RE:Business partner functions in customer Master creation

Do we need to send the Business partner functions while creating record in R3 thru MDM.
For any account group i pass the Idoc is expecting all Business partner functions to be defined for the account group to which am trying to create Customer.(As SH,BP,PY..)
Can anyone please explain me in brief the Business partner function -Problem in my scenerio............................Concept of Business Partner function while creating Customer.

In ECC partner functions are used when you have multiple addresses for the same customer. The partner function links those address records together. You could have multiple unique customer numbers on the KNA1 table, but in the KNVVP table (partner functions) you maintain the linkage between the main table records.
Partner functions are not recommended in MDM. These are generally not considered to be "enterprise level attributes" and therefore shouldn't reside in your customer repository in a central create scenario. Additionally, some of the complexity required to model partner functions can't be modeled in MDM at this time. When 7.1 comes out, there is a new data type called "tuples" which supports deeply nested structures, and therefore you could model a true partner function table inside the sales area table.

Partner Function for Vendor Like UI

Hi All,
Version EHP7 , Vendor Like UI
I am not able to find the Partner Functions tab in the Purchase Org Menu .
But i can find it in the Customer Sales Org menu .
Can any one help on this ??
Regards,
Vag Vignesh Shenoy
PS : For the same vendor i see that in the ECC system the partner functions are updated perfectly.

Hi Vag
You need to perform below settings
Run transaction NWBC, enter the role SAP_MDGS_MENU_03 and choose Start NetWeaver Business Client for HTML.
Choose Search Vendor.
Choose (Customize Page).
Note
If an error message is displayed concerning missing object component Customizing proceed as follows:
End of the note.
Choose New.
In the Create Customizing dialog box enter a description and choose OK.
In the Select Transport Request dialog box choose OK.
Mark Main Page BS_BP_OVP.
On the Overview Page Schema tab, click on Section: BP_SECTION to open the UIBB structure.
Mark UIBB: ERP Vendor: Sub-Ranges BS_SP_SUBRANGES.
In the Hidden Element field in the Attributes of UIBB section select Visible and choose Save.
Repeat the procedure as of step 4 using the following values:
Edit Page BS_SP_PURCH_ORG
UIBB: ERP Vendor Purchasing Organization: Different Purchasing Data BS_SP_PURCH2_ORGS
UIBB: ERP Vendor Purchasing Organization: Partner Functions BS_SP_FUNCTIONS
Edit Page BS_SP_COMPANY_CODE
UIBB: ERP Vendor Company Code: Withholding Tax BS_SP_COMPANY_CODE_WITHHOLDING
UIBB: ERP Vendor Company Code: Dunning Areas BS_SP_DUNNING_AREAS
To show the corresponding UIBBs within Block and Mark for Deletion change requests, mark an existing vendor in the search result list, choose Block or Mark for Deletion and proceed as described above as of step number 3.

Access Sequnce in Partner Function

Hi
We are using same transaction types for 3 different types of service orders functionality.
Service order, Copy Service Order, Follow up service Order, we are defined partner function with below category, Client, Alternative Requester, Employee Responsible, Service Group..
Scenario 1.
The Original service order has both Client & Alternative partner function fields with the same person i.e. u201CClient is equal to Alternative Requester, we require scenario as below
i)      Copy service order partner functions are the same partner functions as the preceding (original) service order.
ii)      FUSO alternative requester partner function will be copied from Original service order Client Partner Function partner function.
Scenario 2:
The Original service order has both Client & Alternative Requester partner function fields with different values i.e. u201CClient is not equal to Alternative Requesteru201D. Here it will impact on FUSO as described below
i)         There is no effect to copy functionality i.e. Copy service order partner
           Function has same partner functions as the preceding (original) service order
ii)     Effect on FUSO logic: Alternative requester partner function will be copied from original service order to FUSO alternative requester field.
But as per scenario Client from Original service order should become Alternative Requester for FUSO,, Suggest perfect access sequence to satisfy above condition
Regards
Raju

Hi,
Create an access sequence with one step:
1) Client from Preceding document
in which the source should be preceding document and the details on the origin should be your client partner function.
Then assign this access sequence to your Alternative Requester partner function.
This should work.
Regards.

Modify Partner Function from Header level to Item level

Hello experts,
A help please!!!
Scenery:
I need to have: - When I create a Sales Order, I can have differents Carrier Partner Fuction for each line.
Currently we have a Partner Function (Carrier) defined at Header Level.
I need to modify it in order to have a Carrier Partner at Item Header.
Many Thanks all,
Barbara

Hello Barbara,
Go to SPRO - SD - Basic Functions - Partner Determination - Set Up Partner Determination -
Select - Set Up Partner Determination for Sales Document Header
Select TA - Standard Order & select "Partner Functions in Procedure" from left side.
Go to the Partner Function of Carrer & make sure that there is NO TICK MARK in the "Not Modifiable" check box. (This will let you change the Carrier at Header level also, if required.
Go to SPRO - SD - Basic Functions - Partner Determination - Set Up Partner Determination -
Select - Set Up Partner Determination for Sales Document Item
Select N - Standard Item & Select "Partner Functions in Procedure" from left side.
Go to New Entries & Enter Carrier Partner Function & make sure that there is NO TICK MARK in the "Not Modifiable" check box. This will let you change the Carrier at Item level.
Hope this helps.
Thanks,
Jignesh Mehta

Rule Modeler, Order Routing - Partner function to update ?

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