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May 15, 2008 at 03:24 PM

How to work with Partner Function Categ. - Person Responsible vs. Employee

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Hi together,

I have a question regarding partner processing (we are using Web Client UI):

Our customers are served by one Sales Rep. who is travelling and additionaly by an Account Manager who is working inhouse (he is assigned to & supporting up to 5 sales reps). In our R/3 System we are using two different z-(customer)partner roles - let's say SR and AM. When we create new customers and sales documents the AM is determined out of the assignment to the SR (SR has to be typed in by user). So the Sales Rep is the leading employee in the relationship to the customer, while the AM is the SAP power-user.

How should I use these Roles in CRM? Both employees have to be assigned to our Customer-BUPAs and to every sales document.

The first thought was using the CRM-partner-function 0012 Sales Rep.(category employee) for the SR and 0014 Employee Resp. (category person responsible) for AM.

My problem is that I don't know what the difference between the two partner function categories person responsible(0008) and employee(0005) is.

Because the SalesRep is the leading employee I think it would be better to use him as the responsible person? Another point is that the responsible person is available on all the Web Client Views on the first detail block and the other employees are only visible in the "parties involved" block. But the SalesRep doesn't use the system very often.

What do you think is the best way?

Best Regards

Stefan