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Former Member

partner determination procedure to the item category ?????????????

Hello all

I am working on CRM 5.0

Now I assigned a partner determination procedure to the transaction type to determine the partner in the transaction, I want to know why we assigning partner determination procedure to the item category as the partner were already determined using the transaction partner determination procedure

Regards

Jacopo Francois

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    author's profile photo Former Member
    Former Member
    Posted on Nov 22, 2007 at 04:22 PM

    ok...perhaps an example will make things more Clear..

    What you mention is you already configured the partner determination procedure on Header Level...

    Ok, but these partner functions are relevant for every sales order (transaction type TA) , such as Sold-to, bill-to -payer, contact person and so on...

    Next you will for example add multiple materials/products in a sales order on item level.

    <u><b><i>Suppose your customer orders following things in one sales order</i></b></u>:

    A) Airconditioner (item 1)

    B) vacuumcleaner (item 2)

    <b>Item 1</b> is very expensive, needs to be installed by a professional installer, and needs a service engineer to manage the correct installation settings.

    --> The item category determined for this material, will lead to another partner determination procedure with extra partner functions such as "INSTALLER" and "Service ENGINEER" which are necessary for your sale of this material.

    <b>Item 2</b> is relatively cheap, easy in use and does not need any specific "persons" during the sales process.

    Hope this seems to be somehow logical 😊

    cheers

    davy

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  • author's profile photo Former Member
    Former Member
    Posted on Nov 22, 2007 at 02:12 PM

    Hi Jacopo,

    A transaction type defines the attributes and characteristics of a business transaction (for example, sales order, service request, visit) and the controlling attributes (for example, text determination procedure, partner determination procedure, status profile, organizational data profile). A transaction type controls how a specific business transaction is processed.

    Example:

    The business transaction categories Sales and Activity are assigned to the transaction type Standard Order. The Sales category is the leading category. In the locator, a transaction with this transaction type would be displayed as a sales transaction, and not as an activity.

    Different Customizing settings must be maintained at header level for each business transaction category. For example, you need to specify settings such as goal of the activity or the subject profile for the business transaction category Activity, the document pricing procedure or payment plan type for the business transaction category Sales, and the subject profile for the business transaction category Service.

    Note

    For sales transaction items in sales orders, quotations, and complaints to be forwarded from SAP CRM to SAP ECC, the document processing settings must be identical in both systems. The IDs of the transaction types must match those of the sales document types.

    But in the Case of Item Categories:

    An item category specifies the properties and attributes of a business transaction item, and therefore controls how the item is processed.

    First, you assign the item category to an item object type. The item object type defines the business context in which an item category is used.

    Like transaction types, an item category is assigned to one or more business transaction categories.

    For sales transaction items to be forwarded from SAP CRM to SAP ECC, the document processing settings must be identical in both systems. The IDs of the item categories in SAP CRM must match those of the item categories in SAP ECC.

    Hope this cleared your doubts.

    For more information the Item Category and Transaction Types have a look at the following link:http://help.sap.com/saphelp_crm50/helpdata/en/5b/e4f53911cac83ce10000000a114084/frameset.htm

    Thanks,

    Samantak.

    <b>Rewards points for useful answers.</b>

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  • author's profile photo Former Member
    Former Member
    Posted on Nov 22, 2007 at 02:45 PM

    Hi,

    It depends on your scenario. Sometimes you may need to assign a partner just for some items, not for all of them. Some partner related to delivery, for example.

    In this case you need to assign this partner function to item not header.

    Hope this helps

    Regards.

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  • author's profile photo Former Member
    Former Member
    Posted on Nov 23, 2007 at 05:38 AM

    Hi,

    Partner determination can happen both at header as well as at item level.

    If we take the sales order example then,

    1. For all the document the Ordering party i.e. Sold to Part will be same irrespective of the products ordered. Hence we will have the sold to party determined at the header level by assigning the partner determiantion procedure at header level.

    2. If we have two products in our sales order and we want both to be shipped at the two different ship to parties, then we will determine the two different ship to parties for the both product by assigning the two different partner determination procedures.

    Also at item level we have material product and service product then we should have different partner determination procedure to fulfill this type of requirement.

    Allot pnts if help.

    Cheers,

    Raj

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