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proposal of partner function and related master record in sales order

Former Member
0 Kudos

Hi Gurus,

As we know, a partner determination procedure is used to propose partner functions and the master data tied to them in the sales order.

I need to confirm the following if understanding is correct:

1. 1st a customer master record is entered with all the partner functions, say, SP SH PY BP and 9E (PE partner type).

The respective master record values like who is the SP SH PY BP and 9E are specified in the partner function tab also.

This customer master is assigned to a account group.

2. a Partner determination procedure is created and the same partner functions assigned to it.

Next, this procedure is assigned to the account group.

3. When I create an order for this customer, the sales order's partner function tab should automatically be populated with the partner functions and the respective master data value as defined in the customer master record.

Questions:

1. What if the partner determination procedure was not defined with 9E Partner function but the customer master record is?

2. What if the customer master record was not defined with 9E but the partner procedure is?

3. Why the partner procedure need to define the partner functions if its assigned to account group to which the customer master is assigned to already?

4. If the partner function 9E is not proposed in the sales order, can user manually enter this partner function and the respective master record value in the sales order partner function tab?

Have a great day!

regards

M Russo

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Your understanding is correct. Let me try to answer your questions.

1. What if the partner determination procedure was not defined with 9E Partner function but the customer master record is?

Ans: You cannot do this. If you do not have partner determined in the procedure, system rejects to accept the partner when you create the customer master. (or rather assign 9E partner into the customer).

2. What if the customer master record was not defined with 9E but the partner procedure is?

Ans: It has no effect. However, if you want to assign 9E to customer, you can very well do it.

3. Why the partner procedure need to define the partner functions if its assigned to account group to which the customer master is assigned to already?

Ans: Account group will give the properties for a customer. It will only define the number range, screens, for a type of partner. It will not tell the system which partners are to be accepted. Hence, you need to have parter determination done in partner procedure.

4. If the partner function 9E is not proposed in the sales order, can user manually enter this partner function and the respective master record value in the sales order partner function tab?

Ans: Yes. Provided 9E is defined for the sales order header and item in partner determination. Only then it is possible.

Hope this helps.

Regards,

Mukund S

Former Member
0 Kudos

Dear Mukund,

To conclude, may i confirm with you on the last point.

4. If the partner function 9E is not proposed in the sales order, can user manually enter this partner function and the respective master record value in the sales order partner function tab?

Ans: Yes. Provided 9E is defined for the sales order header and item in partner determination. Only then it is possible.

==> 9E pf will show in the sales doc if its defined in either Sales Doc header Partner procedure or sales item partner procedure. This is provided also that 9E is specified in the particular customer master record's partner function tab and this implies that 9E is 1st specified in customer master partner procedure.

So, what partner function can be Manually added to a sales document depends on all the above restrictions and what has been configured or defined in the Partner procedures . User cannot Add any partner function into the sales doc and assign any master data code for a partner function.

Best regards

M Russo

Former Member
0 Kudos

hi Russo,

this is the thumb rule of SAP

you can take as confirmed.

hope this clears your issue

balajia

Answers (4)

Answers (4)

murali127
Participant
0 Kudos

Hi,

1. What if the partner determination procedure was not defined with 9E Partner function but the customer master record is?

If the partner determination procedure is not defiend you can not maintain same in customer master the system will through you error message PE is missing.

2. What if the customer master record was not defined with 9E but the partner procedure is?

It depends how you want propose the same,

According the function it behaves, you can make this field is mandatory if you want the same is to customer master

3. Why the partner procedure need to define the partner functions if its assigned to account group to which the customer master is assigned to already?

normally the standard partner procedure follows as it is SP SH BL PY Still if you want add some other partners(agent,employee,contact person...etc.) you can define the same in the procedure.

4. If the partner function 9E is not proposed in the sales order, can user manually enter this partner function and the respective master record value in the sales order partner function tab?

As you can refer the second point if you set as optional you can enter the same in customer master partner function tab.

Hope this can helps,

Thanks and Best Regards,

Muralidharan S

Former Member
0 Kudos

hi Russo,

this is to inform you that,

1.A. it will throw an error while entering manually in Partener determination of CMR itself.

2.A.this particular partner will not get populated in the respective documents and SP,SH,BP & PY populates.

3. we have to define the list of partner functions because this account group consists of these partners as such when ever the customer is made using this account group make it appear these partner functions in the sales order - in order to decide that.

4.A. Ofcourse yes but the master record should be there at configuration level if not you cannot enter and even you define manually it will throw an error.

hope this clears your issue

balajia

Former Member
0 Kudos

hi,

If for example u have assigned 5 partner functions to the account group and u have placed only 4 pfs in the procedure thn at the time of creating the customer master only those four partner functions will appear.If u try to add the fifth function system gives an error message.

Similarly if the all the 5 partner functions are defined in the partner determination procedure and only 4 are assigned to the account group then the at the time of creating the customer the system throws error message saying that the partner function is not defined.

So it is always better to define the partner function and assign the pfs to a/c grps and also place them in the procedure.

Regards,

Ramesh.

Former Member
0 Kudos

Dear Russo,

Apart from giving the partners in the customer Master, you have to give the partner determination at the sales order level as well.

Even if the Partner function is there in the customer master but that partner function is missing in the Partner determination procedure at the sales doc header level then you cant enter that partner function in the sales document.

Similarly partner determination is done at item level as well.

Regards

Suchait