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Former Member

Auto fill sold-to-party in ITSM

Hi all, in the ITSM when i create Incident, i want to auto fill sold-to party field, after i choose the author of Incident. Fiiling of the sold-to-party field is based on rellationship between sold-to-party and the author of the incident(for example sold-to-party ->has contact person), how can i do so?

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    Former Member
    Jan 05, 2015 at 08:41 PM

    Hi Anton,

    If you want to auto-populate Sold-To based on the Author (Reported By?), one way is to set up your own partner access sequence to relate one partner function with another. It requires these steps:

    1. Make sure the Sold-To partner function is has the Block checkbox checked in partner function configuation.

    2. Define your own Access Sequence (CRM->Basic Functions->Partner Processing->Define Access Sequences). We copied sequence AIC2 and modified it to link our Sold-To to our Customer partner:

    The above is setting up our Customer partner to be determined based on the assigned Activity Partner (which will be Sold-To). Assign your Access Sequence to your ITSM transaction type under Partner Determination Procedure configuration.

    Lastly, go to transaction BP and bring up the Author's business partner. Add a relationship record of type 'Has Activity Partner' and assign the desired default Sold-To business partner. Note this method will require you to maintain relationships for any appropriate author business partners and if this is a large number, this may not be practical.

    This should auto-populate the assigned Sold-To BP when you enter the author's BP in Reported By.

    Please let me know if you need further clarification.

    Kindest regards

    Paul


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    Former Member
    Jan 05, 2015 at 01:01 PM

    Hi Anton,

    Have you assigned the sold-to-party and contact person in ibase?

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    Former Member
    Jan 05, 2015 at 01:03 PM

    You can set this up by using the following steps:

    SOLUTION MANAGER system

    ->IB52

    ->select the system on left hand side

    ->click on 'goto' on top menu

    ->Select 'partner'

    ->Now maintain Sold-To party

    Thanks

    Vikram

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    Former Member
    May 11, 2015 at 02:03 PM

    Hello Anton,

    Unlike previous solman versions, Sold-to will not get info from the person responsible.

    Sold-to field will auto-complete once you select the configuration item (system ID)

    System is vinculated to the BP.

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