Lesson: Customizing Partner Processing
Exercise 16: Analyze and Set Up Partner Processing – Service (Optional)
Exercise Objectives
After completing this exercise, you will be able to:
• Describe and explain the fundamental concepts of CRM partner processing
• Create both a partner determination procedure and a access sequence in Customizing
Business Example
Within your trade fair business framework, you want to set up partner processing for the transaction type ##Service Order according to your own requirements.
You want to utilize business partner relationships and enter the contact persons in the document as partners.
Task 1:
Analyze partner processing for the service transaction ##Service order in Customizing. At the same time, create a service order using transaction type
##Service order in the CRM WebClient UI. Use the business partner ##Decot as the sold-to party.
1. Which partner functions were automatically found by the system for this particular service transaction?
Does the system also determine a contact person?
Is it Michele ##Contact?
2. What access sequence is used to search for the employee responsible?
3. Can you manually maintain additional partners? If so, do this.
Continued on next page
Task 2:
Set up partner processing. You want to use a partner determination procedure for the transaction of the type ##Service order that will determine the contact person Michele ##Contact.
1. Copy the partner determination procedure Service Order Header
(ZTSRVH01) with all its dependent entries to ZPS##. Name the new partner determination procedure PartnerDetProc ##.
2. Create a new access sequence ZZ##, ##Sold-To Party – Relationships with one individual access which searches for a partner within the relationships maintained in the business partner master record. Enter 10 for the batch and dialog sequences, Business partner relationships as the source, and Sold-to Party (CRM) as the partner function.
3. Change the ZPS## partner determination procedure and assign the access sequence you just created to the Contact person (CRM) partner function.
In addition to this, the partner function Contact Person (CRM) should occur at least once and no more than three times.
4. Assign the partner determination procedure ZPS## to transaction type ZS##
(##Service order).
5. Test the new partner determination procedure by creating the service transaction ##Service Process. Does the system determine the contact person who was stored as a relationship (check the account)?
Task 3:
Comprehension questions on partner processing
1. What concept or construct makes partner processing particularly flexible?
Explain why.
2. Can you define your own partner functions in Customizing?
3. Can you define your own partner function categories?
4. What (business partner) relationship category is evaluated if you try to determine the partner function Employee responsible using an access sequence that searches in the business partner’s relationships?
Optional:
Test this by assigning the access sequence ZZ## to the partner function Employee responsible. Afterwards, maintain the corresponding relationship for the business partner ##Decot and use an existing employee, for example, Lou Windham (employee ID 400440).
Solution 16: Analyze and Set Up Partner Processing – Service (Optional)
Task 1:
Analyze partner processing for the service transaction ##Service order in Customizing. At the same time, create a service order using transaction type
##Service order in the CRM WebClient UI. Use the business partner ##Decot as the sold-to party.
1. Which partner functions were automatically found by the system for this particular service transaction?
Does the system also determine a contact person?
Is it Michele ##Contact?
Answer: SAP Customizing Implementation Guide → Customer Relationship Management → Transactions → Basic Settings → Define Transaction Types
The ZTSRVH01 partner determination procedure is assigned to transaction type ZS## (##Service order)
SAP Customizing Implementation Guide → Customer Relationship Management → Basic Functions → Partner Processing → Define Partner Determination Procedure
The partner determination procedure ZTSRVH01 contains the following nine partner functions:
Sold-to party, Bill-to party, Payer, Activity partner, Employee responsible, Contact person, Vendor, Service Technician Group and Ship-to party/Service Recipient.
Does the system also determine a contact person?
Is it Michele ##Contact?
Although the system determines the Contact person (CRM) partner function, it does not find Michele ##Contact.
2. What access sequence is used to search for the employee responsible?
Answer: IMG → Customer Relationship Management → Basic Functions
→ Partner Processing → Define Partner Determination Procedure Display the details for the Employee responsible partner function.
Employee from user (ZCHM)
3. Can you manually maintain additional partners? If so, do this.
a) Go to the CRM WebClient UI and choose the Parties Involved assignment block.
Choose Insert.
If possible, enter another partner function (partner), for example, the employee responsible Mark Freeman (ID 496122).
Task 2:
Set up partner processing. You want to use a partner determination procedure for the transaction of the type ##Service order that will determine the contact person Michele ##Contact.
1. Copy the partner determination procedure Service Order Header
(ZTSRVH01) with all its dependent entries to ZPS##. Name the new partner determination procedure PartnerDetProc ##.
a) IMG → Customer Relationship Management → Basic Functions → Partner Processing → Define Partner Determination Procedure Select the entry ZTSRVH01 and choose Copy As. Confirm the dialog box and copy all dependent entries. Name the new partner determination procedure PartnerDetProc ##.
Save your data and go back to the IMG.
Continued on next page
2. Create a new access sequence ZZ##, ##Sold-To Party – Relationships with one individual access which searches for a partner within the relationships maintained in the business partner master record. Enter 10 for the batch and dialog sequences, Business partner relationships as the source, and Sold-to Party (CRM) as the partner function.
a) IMG → Customer Relationship Management → Basic Functions → Partner Processing → Define Access Sequences
Choose New Entries and enter ZZ## as the ID and ##Sold-To Party – Relationships as the description.
Select the new access sequence and choose Individual Accesses.
Choose New Entries.
Enter the following data:
Batch Sequence: 10
Dialog Sequence: 10
Source: Business Partner Relationships
Partner function: Sold-to Party (CRM) Save the data and go back to the IMG.
3. Change the ZPS## partner determination procedure and assign the access sequence you just created to the Contact person (CRM) partner function.
In addition to this, the partner function Contact Person (CRM) should occur at least once and no more than three times.
a) SAP Customizing Implementation Guide → Customer Relationship Management → Basic Functions → Partner Processing → Define Partner Determination Procedure
Select the partner determination procedure ZPS## then double-click Partner Functions in Procedure. Choose the partner function Contact person (CRM).
Access Sequence ##Sold-To Party –
Relationships
4. Assign the partner determination procedure ZPS## to transaction type ZS##
(##Service order).
a) SAP Customizing Implementation Guide → Customer Relationship Management → Transactions → Basic Settings → Define
Transaction Types
Search for transaction type ZS## and change the Details.
Enter ZPS## in the Partner Determ.Proc. field.
5. Test the new partner determination procedure by creating the service transaction ##Service Process. Does the system determine the contact person who was stored as a relationship (check the account)?
a) Choose Service Orders.
Choose Create → Service Order.
Choose ##Service order.
Sold-To Party: ##Decot Choose ENTER.
Display the Parties Involved assignment block.
The system finds the contact person Michele ##Contact.
Task 3:
Comprehension questions on partner processing
1. What concept or construct makes partner processing particularly flexible?
Explain why.
Answer: Access sequences enable the formulation of search strategies to search for individual partners. For example, the Employee Responsible can be determined through organizational data determination or, if no partners are found, it can be entered manually by the system user.
2. Can you define your own partner functions in Customizing?
Answer: Yes, it is possible to define your own partner functions to fit your personal requirements.
3. Can you define your own partner function categories?
Answer: Partner function categories cannot be enhanced in Customizing.
Continued on next page
4. What (business partner) relationship category is evaluated if you try to determine the partner function Employee responsible using an access sequence that searches in the business partner’s relationships?
Optional:
Test this by assigning the access sequence ZZ## to the partner function Employee responsible. Afterwards, maintain the corresponding relationship for the business partner ##Decot and use an existing employee, for example, Lou Windham (employee ID 400440).
Answer: SAP Menu → Architecture and Technology → Configuration
→ Customizing
Choose SAP Reference IMG .
SAP Customizing Implementation Guide → Customer Relationship Management → Basic Functions → Partner Processing → Define Partner Determination Procedure
The partner function 00000014 (Employee responsible) is assigned to the relationship category Is Responsible BP For.
Optional:
Test this by assigning the access sequence ZZ## to the partner function Employee responsible. Afterwards, maintain the corresponding relationship for the business partner ##Decot and use an existing employee, for example, Lou Windham (employee ID 400440).
SAP Implementation Guide → Customer Relationship Management → Basic Functions → Partner Processing → Define Partner Determination Procedure
Select partner determination procedure ZPS## then double-click Partner Functions in Procedure.
Select partner function Employee responsible and display its details.
In the access sequence field, enter the access sequence you just created.
Maintain an Is Responsible BP For relationship for your account ##Decot.
Create a new ##Service Order and test if your settings were implemented correctly.
Lesson Summary
You should now be able to:
• Create a partner determination procedure in Customizing
• Describe access sequences, create them in Customizing and use them in the partner determination procedure
Unit Summary
You should now be able to:
• Explain the options and functions associated with partner processing in business transactions
• Create a partner determination procedure in Customizing
• Describe access sequences, create them in Customizing and use them in the partner determination procedure
Unit 5
Actions
Unit Overview Unit Objectives
After completing this unit, you will be able to:
• Explain the options for processing actions
Unit Contents
Lesson: Action Processing ...170 Exercise 17: Action Definitions and Customizing – Sales ...179 Exercise 18: Action Definitions and Customizing – Service
(Optional) ...191