Partner Determination using Product Category in Lead/ Opportunity

[Former Member]

Hi,

I am working on CRM 5.0. I am working on partner determination for Lead/ Opportunity transactions. While determining partners the partners are getting determined properly except for a Product Category. I have defined a Territory and at "Line" level of my territory defined Product Category as the attribute of this category and assigned a Product Manager at this level. Now I want this Product Manager to be determined automatically in my transaction for a Product (in the transaction) belonging to this category.

Currently for other partners the determination is happening as per the Sales Prospect's data automatically. Pl suggest how to achieve determination pf Product Manager based on Product data. Shall I go for Partner Determination at item level?

Pl suggest any alternative, if any too.

Thanks and Regards

Ambar Adhav

[Former Member]

Resolved

[Former Member]

Hi Ambar,

Can you guide me how did you resolve this problem. I have a similar requirement and am not able to determine the employee responisble based on the Product category?

Regards

Aakshi Suri

[Former Member]

Amber,

You can create your own rule in case you dont find a standard rule which accepts a product category. Product Catagory is an attribute in Org model, so you can use this field to create a Z- rule and use this rule in partner determination.

I hope this helps.

Regards,

Gaurav Gera

[Former Member]

Gaurav,

Product Category is not the attribute available in Org Model. The available one is Product Number. Therefore I am doubtful about the usage of this approach. How product and Product relationship data can be used in Access Sequence is the question.

Thanks and regards

Ambar

[Former Member]

Hello Amber,

The other way round here is to use the Org model and using a rule you can determine the product manager in the sales order.

Have a look at the standard rule 10000278 in transaction PFAC.

Reward with points if this helps.

Regards,

Gaurav Gera

[Former Member]

I'll try this Gaurav

[Former Member]

I tried Org Rule that Gaurav has mentiond but Dose anyone know a rule that accepts Product category. As the emp responsibility is assigned at Product category level.

Thanks and regards

Ambar Adhav

[Former Member]

Hello Amber,

We had a similar requirement wherein we implemented a partner determination BADI and provided that BADI in an access sequence.

In this BADI, write the code to determine the partner based on the product or product hierarchy entered by the user. Assign this BADI to the access sequence in the partner determination procedure at the item level.

Reward with points if this helps.

Regards,

Gaurav Gera

[Former Member]

Thanks for the reply Gaurav. I am a functional consultant. I was thinking can I resolve this without taking help of Tech team. But with yr answer it seems that I need to take assistance of tech team.

Thanks and regards

Ambar Adhav