partner functions in sales orders

[cathy_liang]

Hi experts,

Partner determination has been set accordingly. But I still encounter the issues below in the same order. Moreover, those issues just occur in either order header level or item level, such as issue 2 - RE & WE can be changed in order item but can NOT be changed in order header.

My request is to prevent from changing partner, i.e. cannot change customer code manually in ordes. Currently, sold-to party, bill-to party, ship-to party and payer are the same. Pls help. Thx.

Issue 1: Partner function RG (payer) can be changed to other customer code manually in order header.

Issue 2: Partner function RE (bill-to party) , WE (ship-to party) & RG can be changed to other customer code manually in order item.

[Former Member · Accepted solution]

I just want to rectify the in the jignesh post is the the check box is "Not Modifiable". If we select this in the partner function confiquration the we can not change the partner functions on the sales documents.

[Former Member]

Hi,

This can be prevented by making the changes in configuration screen.

> Issue 1: Partner function RG (payer) can be changed to other customer code manually in order header.

The answer for this issue is:

Goto SPRO>Sales and Distribution>Basic Functions>Partner Determination>Set Up Partner Determination-->Set Up Partner Determination for Sales Document Header.

Click on "Partner Determination Procedure Assignment".

Check the partner procedure assigned for your order type.

Click on "Partner Determination Procedures".

Select that procedure.

Click on "Partner Functions in Procedure".

Select the partner function "RG(Payer)".

Check the tick mark for this under the field "Not Modifiable".

> Issue 2: Partner function RE (bill-to party) , WE (ship-to party) & RG can be changed to other customer code manually in order item.

The answer for this issue is:

Goto SPRO>Sales and Distribution>Basic Functions>Partner Determination>Set Up Partner Determination-->Set Up Partner Determination for Sales Document Item.

Click on "Partner Determination Procedure Assignment".

Check the partner procedure assigned for your item category.

Click on "Partner Determination Procedures".

Select that procedure.

Click on "Partner Functions in Procedure".

Select the partner functions "RE,WE and RG".

Check the tick mark for this under the field "Not Modifiable".

If you do these changes all the partner types specified are non modifiable.

Regards,

Krishna.

[jignesh_mehta3]

Dear Cathy,

This is due to Non-Mandatory check box in the Partner Functions in IMG which is controlled seperately for Sales Document Header & Sales Document Item Level.

To make required setting follow this:

IMG - Sales and Distribution - Basic Functions - Partner Determination - Set Up Partner Determination - Set Up Partner Determination for Sales Document Header:

Here select TA - Standard Order & then select Partner Funtions in Procedure on left side.

Here against the required Partner Function you need to put Tick mark in Non-Modifiable Check Box if you dont want to change it at Sales Order Header Level.

Similarly follow for Sales DOcument Item Level. (IMG - Sales and Distribution - Basic Functions - Partner Determination - Set Up Partner Determination - Set Up Partner Determination for Sales Document Item) & do the necessary settings.

Hope this helps...

Thanks,

Jignesh Mehta

[cathy_liang]

Dear Jignesh,

Many thanks for your valuable advice.

Now, only the issue 2 cannot be solved. For e.g., once I select another customer code for WE, it will automatically overwrite the orginal one.

Any further advice?

[jignesh_mehta3]

Dear Cathy,

Thanks for the appreciation.

Follow this for issue no. 2.

IMG - Sales and Distribution - Basic Functions - Partner Determination - Set Up Partner Determination - Set Up Partner Determination for Sales Document Header -

Select TA (Standard Order) & click on Partner Functions on left Side.

Here for each Partner Function there is a check box for "Unique".

If you want only a single partner code for a partner Functions (E.g. WE) then put tick mark in the Unique check box. This will make sure that you can enter WE only once means you will to delete the original entry in Sales Order & enter it again with new Code.

Alternatively if you want WE to appear multiple times (multiple partner Codes) in Sales Order then dont put tick mark in Unique box.

Hope this closes the issue.

Thanks,

Jignesh Mehta

Mumbai.

[cathy_liang]

Dear Bashir, Krishna, Jignesh,

The relevant boxes have been checked, such as Unique. But the issue 2 still occurs.

By the way, because the box "unique" is checked, the system can ONLY automatically overwrite the original customer code.

Any ideas?

[jignesh_mehta3]

Dear Cathy,

There are two controls:

1. Non-Modifiable

2. Unique.

Non-Modifiable means once the partner functions are determined then you cannot change the partner Functions which are marked Non-Modifiable. (E.g. Sold-to-party).

Unique means the said Partner Function can occur only once. Means you can have Partner Function only once & a single partner code can be assigned. E.G. PE - Sales Employee.

Now try to understand, if a Partner Functions is marked - Non-Modifiable & also Marked Unique then the said partner Function can occur in Sales Order only once & cannot be changed.

But if the Partner Function is marked as Modifiable & Marked Unique then you can change the partner Code, but you can enter it only once, as Unique is marked. Thus the original entry would be replaced by the changd entry.

Thus if you want to Change a particular Partner Function in Sales Order & also allow multiple entry for said partner (means multiple Partner codes for WE) in Sales Order then Mark the Partner Function as Modifiable & also DO NOT mark it as Unique. (Means remove Tick marks from Non-Modifiable & Unique check boxes).

Hope this helps...

Thanks,

Jignesh Mehta.

[cathy_liang]

Dear Jignesh,

Pls note my comments in my further thread.

Due to the internet problem, same thread posted three times. Sorry.

Edited by: Cathy on Nov 4, 2009 2:10 PM

[cathy_liang]

Dear Jignesh,

Yes, I agree on that. But the system does not react as what we think. That's why I wonder.

I have tried many times to prevent from the change but failed. Even those two boxes are checked, ship-to party, bill-to party & payer still can be updated in order item level, and only unique partner function can exist. Since all the partner fuction fields are grey, the update is to add the same partner function. Then the system pops up "Taxes have been re-determined" / "Ship-to party has been changed. Redetermine plant/shipping point?". The new customer codes automatically overwrite the orignal ones, "item partners" boxes are checked as well.

Besides, I notice this update cannot occur in order header level.

To clear it, hope you or any other experts test it if possible.

[cathy_liang]

Due to the internet problem, same comments post. Sorry.

Edited by: Cathy on Nov 4, 2009 2:07 PM

Edited by: Cathy on Nov 4, 2009 2:08 PM