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sap crm: Partner Redetermination

Former Member
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hi all,

can you people let me know, what do you mean by partner redetermination? what is the functionality of this partner redetermination?

can i have some notes on this and also let me know when this function will be called.

regards

feli

Accepted Solutions (0)

Answers (3)

Answers (3)

Former Member
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Hi

Just in case .... you use IC_WEB and Agent inbox and you want to redetermine the Partner in the transaction.

If the group responsible is not updated when reserving a transaction in Agent Inbox ...

After the agent reserves a transaction in Agent Inbox, the agent is set as the employee responsible for this transaction but the organization where the agent belongs to is not set as the group responsible for this transaction.

Resolution:

There are two options:

The agent must be assigned to a business role via organizational model.

In TCode PPOMA_CRM, you can assign your user to an organization unit and assign the business role to this organization unit.

If you do not want to assign the business role to an agent via organizational model, you can implement the BADI CRM_IC_INBOX_BADI.

You can create an implementation of this BADI method DETERMINE_GROUP_RESPONSIBLE. In this implementation you can contain the logic to determine the group responsible suiting your needs. More documentation on this BADI can be found in SPRO > IMG > IC WebClient > Agent Inbox > BAdI:Agent Inbox.

Tal.

Former Member
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Using this function, you can manually trigger the partner determination procedure from within a business transaction, such as lead or opportunity, and redetermine all parties, such as contacts, employees, and other partners, involved in the transaction. This enables you to ensure that the correct parties are identified and associated with a transaction

This might be necessary because partners determined originally, based on a partner determination procedure, are no longer up-to-date. You might have switched to new partners, for example, which in turn might require changes to all dependent partner functions.

Prerequisites

  • You have set up the partner determination procedure appropriately. You do this in Customizing for Customer Relationship Management, by choosing  Basic Functions  Partner Processing  Define Partner Determination Procedure  .
  • You have activated the enhancement implementation ES_CRM_SET_ACTIVE of the enhancement spot ES_CRM_PARTNER_REDETERMIN.
  • You have to set the parameter value X for the user parameter CRM_REDETERMINATION ( System  User Profile  Own Data  Parameters  ).

Note

Partner redetermination is only possible for those business objects listed in the table COMS_PARTNER_DET.

Features

You can start partner redetermination manually from the overview page of a lead or opportunity. Depending on your Customizing settings, partners are redetermined as follows:

  • No Redetermination

    The partner functions in the partner determination procedure that have this value are not changed. All existing partners remain, with no new partners of the given partner function being determined or added to the partner set. Similarly, any existing partners are not replaced.

  • Add New Partners

    The partner functions in the partner determination procedure that have this value are redetermined. All existing partners remain and any new partners determined based on the partner function are added to the partner set. Before a new partner is added to the set, the system checks whether the same partner with the same partner function already exists. If this is the case, the newly determined partner is not added to prevent a duplicate entry. The system indicates when the maximum number of partners has been reached.

  • Replace Existing Partners

    The partner functions in the partner determination procedure that have this value are redetermined. All existing partners of the given partner function, irrespective of whether they were entered manually or determined automatically, are discarded and the newly determined partners with the given partner function are added to the partner set. The system indicates when the maximum number of partners has been reached.

    Note

    A partner might be replaced by the same partner. However, if the partner previously had any notes, these will be lost.

  • Buying Center

    All partners in the buying center are partner functions of the partner function category Contact Person.

    If redetermination is allowed for partner functions of this category, this affects the buying center as follows:

    • Where new partners are added, newly determined partners are shown but without any characteristics, relationships to other partners, or relationship characteristics.

    • Where existing partners are replaced, the buying center partners of a given partner function are replaced completely, resulting in not only the partner being deleted, but also the associated characteristics, relationships to other partners, and relationship characteristics.

Note

  • If  partner determination has been blocked in Customizing for the partner determination procedure, redetermination does not take place for this partner function, irrespective of the settings made for partner redetermination.
  • Partner functions that are not part of the partner determination procedure are unaffected by redetermination.
  • If redetermination is performed, territory determination also takes place. However, there is no organizational data determination, or price and free goods determination.
Former Member
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Hey,

Thats a very basic question you should start looking at sap.help.com.

but anywaysm here is the link for what you have asked

http://help.sap.com/saphelp_crm50/helpdata/en/a6/65173840615e23e10000009b38f8cf/frameset.htm

Former Member
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hi,

thanx for the reply, however, i'm aware about partner processing, i couldn't get the concept of *_PARTNER RE-DETERMINATION*_

regards

feli

Former Member
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Hi,

If you have created a followup document for ex lead from activity and want to change the contact person in the lead though the contact person is copied from activity. Open the lead transaction, go to the partner tab page, select the contact person and slick on the 'Prospose alternatives' icon at the bottom. This is partner redetermination.So you need not search the partner you want to replace.

Reward points if helpful.

Shridhar

Edited by: Shridhar Deshpande on Feb 12, 2008 2:31 AM

Former Member
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Hi,

                                     Please Apply this Knowledge based Note..

*******************

Symptom

  • Partner Redetermination is not happening. 
  • Trigger Partner Redetermination.

  Environment 

  • SAP Customer Relationship Management (CRM) 
  • CRM SAP GUI & Web UI 

 

Reproducing the Issue

Case 1: Partner Re-Determination in CRMD_ORDER transaction /CRM Web UI for All Order types (Except Lead/Opportunity)

  1. Create new Activity (or Sales order, Quotation, service order or any Order types) in transaction CRMD_ORDER or Web UI   
  2. Enter Activity partner (sold to or any partner ). Other partner functions are determined automatically (As per the partner determination Procedure). 
  3. Now change the Activity Partner. The partner functions are NOT re-determined automatically based on the new Activity partner selected .

  Case 2: Partner Redetermination in WebUI for Leads and Opportunity 

  1. Open any created Lead or Opportunity in WEBUI. 
  2. Click Edit and change the Partner Prospect. 
  3. Partners are NOT re-determined automatically.

 

Cause

There is no automatic Partner Redetermination of partners in standard.

 

Resolution

Case 1: Partner Re-Determination in CRMD_ORDER transaction/ /CRM Web UI for All Order types (Except Lead/Opportunity)

  1. Open the created Activity in CRMD_ORDER or Web UI. 
  2. Go to Partner TAB or Partner Assignment Block. 
  3. Select one or more partners row with the line selection possibility on the left. 
  4. And then press button "Propose Alternative". 
  5. This will start the partner determination for the particular partner function selected and if needed a partner popup will be displayed.

  Case 2: Partner Redetermination in WebUI for Leads and Opportunity 

Partner Redetermination is supported for leads and opportunities as of now. Table COMS_PARTNER_DET shows which object types are possible.

  1. Go to Web UI  and open the Lead / Opportunity. 
  2. Select the More Section. 
  3. There is a button "Re-determine Parties". Selecting this button will trigger the Redetermination of Partners.

 

See Also

Please also see online documentation for more information about this new functionality -> http://help.sap.com/saphelp_crm60/helpdata/en/d4/a8f6967c4b46b2bc2c20283a245199/frameset.htm.

 

Keywords

Partner Redetermination, Propose Alternative, Redetermine Partners.