Account Group and partner functions in customer master records

[Former Member]

Hi Gurus,

I need your help to confirm the following understand if correct:

1. To create customer master record for partner function Ship-To, need to create a customer master record using the uniquely assigned account group for Ship-To , that is, 0002 . In this ship-to master record, define in its partner function tab, the other partner functions related to it.

2. To create the above, it cannot be achieved by just assigning the partner functions in the partner function tab of SOLD-To customer master record , created using account group 0001.

Question:

1. How does the system know or allow what codes a user can select (f4) or enter manually when defining in customer master record's partner function tab, the partner functions and their respective codes?

How is this controlled? Is it by user authorization? or will user / sales administrator be able to select any codes tied to a partner function?

2. Lets say there are 2 partner functions : Sales employee VE and 9E called Sales Representative. Both of these partner functions are of Partner Type PE.

When defining in customer master record's partner function tab, how does the system know what codes is selectable for the administrator for each of these partner functions?

best regards

M Russo

[Former Member · Accepted solution]

hi russo,

this is to inform you that,

1. yes you are right.

2. you need to follow the steps as you said.

Question:

1. that you can find in the search basing on account group for partners. that assignment we should know russo which SH to be assigned to which SP. no need to have authorization for that, make a note of the list of SH and SP to be assigned that's all.

yes, he will able to select any SH from the list but make sure that we assign the correct SH to the list of SP.

2. that you will be defining it in Partner Determination Procedures. at the time of CMR creation you have to select the correct code that will get populated in sales order.

hope this clears your issue.

balajia

[former_member183879]

Hi,

There is also a link between PF and account group in VOPA tcode. Once that is configured, only those acount groups which are linked to the partner functions can be used for that partner function. If you try to use a customer number with an account group not matched to a partner function in VOPA in teh customer master, it will giev you an error message.

So for example if you want to give soem value for a PF called Sales representative, you have to find the acct group of the partner function in VOPA, select any function, and wtihin the partner function definition screen, you can go to Environment-->Acct group assignment. Here find out the right acct group. Now find out the right customer in this acct group, and then assign him for the PF sales representative.

This is how values for various PFs are controlled.