How to create Forwarding Agent?

[Former Member]

Hi Gurus,

Can anybody throw some light regarding Forwarding Agent,Personnel and contact persons.....

1.How to create them(In detail)?

2.How to mention them in CMR of sold to party?

3.Who are they?

Thanks in advance.

Points will be awarded for sure.

Venkat

[Former Member · Accepted solution]

Dear Venkat,

Forwarding agent serves the company by providing his services, so he is created as Vendor for the co. .

Hence use the t.code XK01 for creating a forwarding agent.

Next use the acc. grp as 0005 which is defined for the forwarding agent in the standard system.

Further, they cant be mentioned in the CMR.

Do provide your feedback.

Regards,

PATHIK

[Former Member · Accepted solution]

Thanks to all above gurus for their time and posts.Can anybody else give some info because i got 2 different answers

Venkat

[Former Member · Accepted solution]

Farwarding agent means transporter,it has to be created as Vendor by going in XK01

Before that you need to do customisation to include the farwarding agent in the customer master

Go to ->sales and distribution->basic function ->PartnerDetermination --> setup partner determination for customer master

in that you include partner function CR in the partner determination procedure (AG)

then after that assign that partner function to the account group

by doing above custiomisation

now in customer master record the partner function farwarding agent will appear

if you have any further clarifications on above let me know or Reward ponts if helpful

Regards

Sriram

9866077949

[Former Member]

Contact persons are natural persons whom you must contact at the customers for business processing (for example, purchasers) It is not necessary for you to be a customer employee, you could, for example, be an independent advisor.

You can create contact persons directly in the customer master record. You are then assigned to this customer. The contact persons can however be assigned to other customers.

Forwarding agent

A forwarding agent is an example of a business partner on the credit side, who is included in a sales process. If you commission a particular forwarding agent for deliveries to a specific customer, you can define the forwarding agent in the customer master record as the partner.

Possible partner functions on the credit side in the sales process are for example,interpreters, auditors.

Personnel

Employee responsible

Sales personnel

You can enter an employee from your firm as the person responsible:

In the customer master: if the employee is normally responsible for processing transactions with this customer

In the sales document: if the employee is responsible for processing the business transaction.

sales and distribution under Basic functions--> Partner Determination -

---

>Define and assign partner determination procedures.

[Former Member]

Hi,

Hi,

1. to Create Partner function in the customer master, u need to the following configurations like

1. assigning the partner functions to your partner determination procedure

2. Assign those partner functions to the account group of your sold to party.

3. Then create the forwarding agent in the t.code XK01

4. Go to xd02 to partner functions, there u add the forwarding agent(or contact person ) by giving the number.

Reward points if it helps,

Regards,

Sree