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Determining Partner Functions Sales Rep and Sales Managers in Quotes

Dear All,

The requirement is when I create a quote  in SAP CRM I need to determine the sales representative, sales manager who is responsible for the particular customer, as per the requirement of the client the sales representative and sales manager are fixed for a particular customer and would be defined in the bp master data in SAP CRM, these need to get determined automatically when I enter the quote transaction in SAP CRM and the same partner functions should also get determined automatically when creating sales orders in ECC.

I have the following queries

1) Customers are going to get created in SAP CRM and getting replicated in SAP ECC, hence where in the BP master data do I assign the above mentioned Partner Functions so that when they get replicated in ECC they need to sit under the partner function tab in the customer master data in SAP ECC.

2) I have checked the Bp master data the same does not have the partner function category tab can this be enabled functionally?

3) Through partner determination procedure in SAP CRM I can determine the above functions in my transactions however which access sequence do I need to use to determine the same automatically once the relationship is established.

Kind Regards

Atul

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    Former Member
    Jun 24, 2013 at 04:49 AM

    Hi Atul,

    1. You need to maintain the required partners in the RELATIONSHIP tab in SAP CRM BP Master Record.  You can use the standard Employee Responsible (00000014) or Sales Representative (00000012) partner function  which has a function category as Employee.  You can define your own partner function as well by copying the above partner functions.

    2. The screen shot in your point 1, is from ECC.  The required partner function are available with required Relationship Category to choose from.

    3.  You can use the Access Sequence 1001 -  Business Partner Relationships: Sold-To Party.  You should make your own Access Sequence by copying 1001 and do the changes accordingly.

    Hope this will be useful.

    Thanks and Regards

    DJ

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