Partner determination procedure

[Former Member]

<b>Hi,

This is for the 1st time i am in this forum.

Could anyone tell about when the error comes (during creation of sales document-customer master record does not exist), though i have created my own partner determination procedure with new part functions & created cmr successfully too.

Regards,

Dash</b>

[Former Member]

just to close this open question , chnged the status as answered

Edited by: Gyana Ranjan Dash on Jul 16, 2009 11:45 AM

[Former Member]

<b>Hi Friends,

Try to understand my question.

If possible, do it your self by taking new partner function, then please reply.

Coz what you are asking i have done all.

Regards,

Gyana</b>

[Former Member]

Hi Gyana,

Have you assigned your new partner function to the account group or not.

So just do that assigned and then your process again it will function properly.

Regards

Raj.

[Former Member]

Hi Aryan,

Thanks !

Have you created any sales order using the entire new partner determination procedure as i have asked?

Honestly, I could not create the sales order.

just to close this open question , i changed the status as answered.

Regards,

Ranjan.

[Former Member]

Hi,

I have new partner determination procedure and i was successfull in creating the sales order.

please check out these setting before creating the sales order.

First you have to create a new partner function.

Then assign that partner function to the account group.

Then assign that partner function to partner determination procedure for the item category/header category.

Then assign that partner determination procedure to item category/header category.

Then to XD02 and give your customer number and in the partner tab maintain the data for that partner function.

Now go to VA01 and create your sales order you will see you partner function.

If you wont have maintained it in the customer master then it will prompt an error.

Regards

Raj.

[Former Member]

<b>Partner Determination</b>

SP, SH, BP, Payer are key to document processing. Automatic partner determination happens in the sales document, delivery and billing documents, sales activities, and the customer master record.

IMG > SD > Basic fncs > Partner fncs, define partner fncs [VOPA]

Each partner function can be assigned a partner type. This partner type specifies whether the partner is a customer, contact person, or vendor.

Regards,

Rajesh Banka

[Former Member]

Hi Gyana,

Please check wheather your Partner Determination Procedure is assigned to Accout Group.Please check wheather the Customer is Created with in the Respective Company Code as well the Sales Area.

Please Reward If Really Helpful,

Thanks and Regards,

Sateesh.Kandula

[Former Member]

Have you created Customer Master Data?

Steps to create Customer master data:

<b>2.1.2 Process to Create Customer Master

2.1.2.1 Initial Screen of Customer Master Maintainance</b>

Use

The purpose of this activity is to maintain Customer Master Data. Customer Master Can be created for Sales & Distribution, in which it will be possible to maintain General Data Tab & Sales Area Tab. Alternatively it is also possible to maintain Complete / FI, in which it is possible to maintain General Data, Company Code Data & Sales Area Data (Complete) or General Data & Company Code (F1)

<b>Procedure</b>

1. Access the activity using one of the following navigation options:

SAP Easy Access > Logistics > Sales and Distribution > Master Data > Business Partner > Customer > Create > Sales and Distribution / Complete

Transaction Code: VD01 / XD01

Fields to be maintained in Initial Screen (referring Complete):

Field Functionality

Account Group - Take a drop down & select appropriate Account Group (Say, Sold To Party)

Customer - Enter manually / Internal by system (Based on Configuration)

Company Code - Take a drop down

Sales Organization - Take a drop down

Distribution Channel - Take a drop down

Division - Take a drop down

A Customer can be created with reference to an existing Customer & necessary data can be changed.

Reference

Field - Functionality

Customer Enter manually

Company Code - Take a drop down

Sales Organization -Take a drop down

Distribution Channel - Take a drop down

Division - Take a drop down

<b>2.1.2.2 General Data of Customer Master Maintenance</b>

Use

The purpose of this activity is to maintain General Data. General Data is applicable to the customer centrally. Incase of extending Customer to another Sales Area, General data will remain the same.

<b>Procedure</b>

Fields to be maintained are as under:

<u>ADDRESS</u>

Field - Functionality

Title Take a drop down

Name - Enter manually

Search Term - Enter Manually (Optional)

Street - Enter Manually (Optional)

House No - Enter Manually (Optional)

Postal Code - Enter manually

City - Enter manually

Country - Take a drop down

Region - Take a drop down

<u>Control Data</u>

Field - Functionality

Vendor - Enter Manually (Optional) – To establish Customer Vendor Relationship.

Trading Partner - To be maintained incase of Inter-company Customer,

The above is for Illustration purpose. Please ensure to maintain the fields required.

<b>2.1.2.3 Company Code Data of Customer Master Maintenance</b>

Use

The purpose of this activity is to maintain Company Code Data. This is maintained by an FI person.

<b>Procedure</b>

Fields to be maintained are as under:

<u>Account Management</u>

Field - Functionality

Recon. Account - Take a drop down (Mandatory)

<u>Payment Transaction</u>

Field - Functionality

Terms of payment - Take a drop down.

The above is for Illustration purpose. Please ensure to maintain the fields required.

<b>2.1.2.4 Sales Area Data of Customer Master Maintenance</b>

Use

The purpose of this activity is to maintain Company Code Data. This is maintained by an FI person.

<b>Procedure</b>

Fields to be maintained are as under:

<u>Sales</u>

Field - Functionality

Sales Office - Take a drop down

Currency - Maintain the local / export currency.

Exch. Rate Type - Maintain ‘M’, incase of export / inter-company(if required) only.

Cust. Pric. Proc - This is maintained to pick the pricing procedure in Sales Order & Billing Document. It should always be maintained.

Customer Stat. Gr - This is recommended to be maintained to enable the data to flow to SAP standard report.

<u>Shipping</u>

Field - Functionality

Delivery Priority - Take a drop down & maintain the appropriate for Delivery purpose.

Order Combination - Maintain the tick

Shipping Condition - Take a drop down & maintain the appropriate for Delivery purpose.

Delivery Plant - Take a drop down & maintain the appropriate Plant.

<u>Billing</u>

Field - Functionality

Incoterm - Take a drop down & select. Maintain the Description manually.

Terms of payments - Take a drop down & select.

Account assignment Group - Take a drop down & maintain the appropriate. This is very important to be maintained, else it will give an error to release the billing document to accounting.

Tax - Take a drop down & select ‘0’.

The above is for Illustration purpose. Please ensure to maintain the fields required.

Regards,

Rajesh Banka

Reward points if Helpful.