on 07-26-2007 7:57 AM
Hi Gurus,
I want some material on "PARTNER DETERMINATION PROCEDURE" for adding new partners Ex. Customers(another SH), Vendor etc.
Regards,
Vinod
Hi Vinod,
Go through the foll. process will help you creating new partner func.
Partner determination procedure: -
SPRO
Sales and Distribution
Basic Functions
Partner determination
Setup partner determination
Select setup partner determination for customer master
Step 1: -
Defining the Partner Functions: - Here we must not define any partner function.
Go to partner functions.
While defining the partner functions if we check the field Unique that partner faction has to be unique in the customer master i.e. we cannot have multiple partners of that function in a customer master.
Step 2: -
Assigning the partner functions to the Account group: -
Go to account groups function assignment.
Go to new entries and assign the required partner functions to the required account group and save it.
Step 3: -
Defining the partner determination procedure: -
Go to partner determination procedures
Go to new entries and define and save it
NOTE: - Procedure contains all the required partner functions.
Step 4: -
Placing the required partner functions in the procedure: - select the defined procedure and go to partner functions in procedure.
Go to new entries and place the partner functions
If we check the field Not Modifiable for a partner function it cannot change in the customer master.
If we check the field Mandatory Function it becomes a mandatory in the customer master and save it.
Step 5: -
Assigning the procedure to the Account Group: - Go to partner determination procedure assignment. Assign the procedure to the account group and save it.
Reward if this helps.
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I have created my new partner. I can add it to the customer master just fine. But it is not copying onto the sales document. I see in the notes above that this is supposed to happen automatically. Does anyone have any idea why it is not happening for me?
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Thanks Buddy
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Hi Vinod,
BUSINESS PARTNERS AND PARTNER DETERMINATION
In the partner determination procedure you can determine whether partner functions can or should occur in a partner object (Customer Master, Sales Document, Item Category etc.) For each object, in which partner function can be created, you can define partner procedures. This also means that
- For Customer Master
- For Sales Documents
- For Sales Documents and Billing Documents: for items
We can define our partner determination procedure for each of these levels as shown below. In Blue are given the ones wherein the Partner Procedures are assigned to the Partner Objects
- Customer Master Account Group
- Sales Document Header Sales Document Type
- Sales document Item Item Category in sales
- Delivery Delivery Type
- Billing Header Billing Type
- Billing Item Billing Type
- Sales Activity Sales Activity type
By assigning a procedure you determine for which account groups (for the customer master), which sales document types (for sales documents) and for which item categories this procedure would be valid.
In the partner determination procedure you can determine for each partner function
- whether the partner function is an obligatory partner function
- whether the partner function can be changed in the document
BUSINESS PARTNER FUNCTION
By assigning a business partner function to a partner you can determine which functions the partner fulfils in the business process. Partner Functions are classified using partner type. The partner type represents the roles played by the business partner within the business transaction.
Following partner functions exist in the standard process of Sales and Distribution
Partner Type Customer
Sold-to Party, Ship-to Party, Bill-to Party, Payer and Sold-to Party authorized to release against a contract. You can define the sold-to party authorized to release against a contract in the partner screen of a contract. This partner may only schedule orders with reference to this contract, even when he is not the sold-to party authorized against a contract.
Partner Type Contact Person
Contact persons are natural persons whom you must contact at the customers for business processing (e.g. purchasers) Contact person can be created directly in customer master record.
Partner Type Vendor
A forwarding agent is an example of a business partner on the credit side, who is included in a sales process. If you commission a particular forwarding agent for deliveries to a specific customer, you can define the forwarding agent in the customer master record as the partner.
The other possible partner functions on the credit side in the sale process are interpreters, auditors etc. The forwarding agent is an agent who performs transportation services. This includes organizing the shipment, delivery and receipt of the goods, arranging the carrier services and handling the customs issues.
Partner Type Personnel
Employee Responsible
Sales Personnel
You can enter an employee from your firm as the person responsible:
- In the Customer Master If the employee is normally responsible for processing transactions with this customer.
- In the Sales Document If the employee is responsible for processing the Business Transaction.
STEP WISE PROCESS FOR PARTNER DETERMINATION PROCEDURE
Sales and Distribution->Basic Functions->Partner Determination->set Up Partner Determination->Set up Partner Determination for Customer Master.
First go to OBD2 create customer account groups. Here you make new entries, click whether it is a one time customer, description. Also you can do the field selection here for general data, co. code data and sales area data.
Now go to IMG logistics general business partner customers control define & assign customer number ranges define the number. Here you range that you want and assign it to your customer account group.
Now go to VOPA here the selection will be on customer master, click on partner procedures, create the partner determination procedure. The following steps need to be done in partner determination area
- Assign partner function to account group i.e SP,SH, BP, PY to account group (debit side ). Sales and Distribution->Basic Functions->Partner Determination->Assign Partner Functions on the debit side to account Groups.
- Then create Partner Determination Procedure.
- Assign the Partner Determination Procedure to Partner Function.
- Then finally assign the Partner Determination Procedure to acc group.
Important Points in Business Partners and Partner Determination Procedure
- Partner relationship maintained/defined in the customer master is proposed automatically in the document header when you create a sales document.
- In customizing we can decide whether several partners can be assigned to one partner function in the customer master.
- In sales documents, the system is configured so that only one partner can be assigned to each partner function.
- We can define partners at item level in the sales documents.
- Business Partners that are defined at the header level however cannot be changed at the item level.
- You can prohibit anyone from changing a partner that has already been entered in a sales document.
- It is also possible to manually change or enter the address of a partner, such as the Ship-to Party. This change does not affect the master record.
Thanks,
Pankaj
Please reward points if found useful
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Sales and Distribution > Basic Functions > Partner Determination > Set Up Partner Determination > Set Up Partner Determination for Customer Master
On the Left hand menu > Double Click on "Partner Funtions" > There you can create new entries or you can copy existing entry and change.
Reward points if helpful
Thanks,
Sree.
I have created my new partner. I can add it to the customer master just fine. But it is not copying onto the sales document. I see in the notes above that this is supposed to happen automatically. Does anyone have any idea why it is not happening for me?
Message was edited by: Laurie Crow
Laurie Crow
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