Partner Determination Procedure

[Former Member]

I am trying to create a partner determination procedure so that when the Reported By field is populated on the SLFN support ticket the Sold-To is also populated on the support ticket based on the relationships established on the Business Partner Record that is populating the Reported By field.

So in summary - when the reported by is entered into the SLFN support ticket the Sold-To automatically populates.

The reason for this is that I want to assign different geographical regions to different end users so that I can use transaction monitor to filter from what country tickets are created from.

I was therefore thinking of creating all the different countries as Sold-To's and then creating a relationship between the Business Partner Record entered in the 'Reported By' field and these Sold-To records

Has anybody done anything like this before or are they any standard partner determination features that already exist to provide this functionality.

Any assistance would be gratefully appreciated.

Thanks

[Former Member · Accepted solution]

Standard partner determination will let you report on reported by and sold-to-party. Maintain sold-to-party at the ibase level (IB52--> select system --> Go to Partner).

Country can be maintained on BP master record however you'll need to do some development to have that reporting capability in crm_dno_monitor