on 03-16-2011 8:34 PM
Hello in SPRO you can define the partner determination procedure:
SPRO->CRM->Basic Functions->Partner Processing->Define Partner Determination Procedure
Here you can define a partner for instance for our sales team in the opportunities module I have defined some partners
and then I can go to partner functions in procedure and give the access sequence such as 1000 preceding document or 0008 Preceding Document->User.
But my question is, is it possible to have a partner appear based on the Opportunity expected value or other fields within the opportunity? For instance, I want our Vice President to be included in the assignment block of Partners "Sales Teams" if the value of the opportunity is greater then a certain amount of money.
So has anyone ever created partner determination members based on values of say the opportunity module?
Hi,
You need to
1) Choose an access sequence that has source COM_PARTNER_X (i.e.. Business addin1)
2) Implement COM_PARTNER_BADI for this.
3) Within Method: DETERMINATION_ADD_IN_1, you need to put your logic.
Hope this helps.
Regds,
Raghu
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- You define badi under SPRO>CRM>Basic Functions>Partner Processing>Business add-in for partner
- Next you access sequence under SPRO>CRM>Basic Functions>Partner Processing>Define access sequences. There you select option for step as source COM_PARTNER_X for business addind 1. If you will implement logic in badi 2 or 3 then use COM_PARTNER_Y or COM_PARTNER_Z.
- Then you define partner determination procedure and assign acces sequence to coresponding partner function under SPRO>CRM>Basic Functions>Partner Processing>Define Partner Determination Procedure
That is it.
Jon,
Here is an easier approach which you can achieve your requirement thru actions.
1) Create an action "Add Partner" ( activate schedule automatically, processing time: Using selection reprot)
2) Take process type as methodcall.
3) Implement EXEC_METHODCALL_PPF badi. In the method execute, read the opportunity value. You can use CRM_ORDER_READ FM to do so.
4) Compare this value against the threshold value.
5) If step 4 is successful, call an approproiate FM to insert the partner function in the opportunity. CRM_ORDER_MAINTAIN will do. But you can search for a more performance friendly FM.
6) Include the action thus defined in the profile attached to you opportunity transaction type.
7) schedule program RSPPFPROCESS (TCode: CRMC_ACTION_JOB) with a variant in which action definition is the action defined in step 1 AND promotion status is 0 and 2.
Regds,
Raghu
The video helped however I had to create an OSS message as this is not working for us.
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Jon,
Sorry for my ignorance. SAP CRM 7.0 offers a much much easier way of doing this using Rule policies. I was just browsing thru some stuff and came across this and thought you will be interested in this as well as this answers your question
Regds,
raghu
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