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partner determination

Former Member
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what is partner determinatino procedure, how is it done??? please give me the steps

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

hi

BUSINESS PARTNERS AND PARTNER DETERMINATION

In the partner determination procedure you can determine whether partner functions can or should occur in a partner object (Customer Master, Sales Document, Item Category etc.) For each object, in which partner function can be created, you can define partner procedures. This also means that

For Customer Master

For Sales Documents

For Sales Documents and Billing Documents: for items

We can define our partner determination procedure for each of these levels as shown below. In Blue are given the ones wherein the Partner Procedures are assigned to the Partner Objects

Customer Master Account Group

Sales Document Header Sales Document Type

Sales document Item Item Category in sales

Delivery Delivery Type

Billing Header Billing Type

Billing Item Billing Type

Sales Activity Sales Activity type

By assigning a procedure you determine for which account groups (for the customer master), which sales document types (for sales documents) and for which item categories this procedure would be valid.

In the partner determination procedure you can determine for each partner function

whether the partner function is an obligatory partner function

whether the partner function can be changed in the document

BUSINESS PARTNER FUNCTION

By assigning a business partner function to a partner you can determine which functions the partner fulfils in the business process. Partner Functions are classified using partner type. The partner type represents the roles played by the business partner within the business transaction.

Following partner functions exist in the standard process of Sales and Distribution

Partner Type Customer

Sold-to Party, Ship-to Party, Bill-to Party, Payer and Sold-to Party authorized to release against a contract. You can define the sold-to party authorized to release against a contract in the partner screen of a contract. This partner may only schedule orders with reference to this contract, even when he is not the sold-to party authorized against a contract.

Partner Type Contact Person

Contact persons are natural persons whom you must contact at the customers for business processing (e.g. purchasers) Contact person can be created directly in customer master record.

Partner Type Vendor

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.

The other possible partner functions on the credit side in the sale process are interpreters, auditors etc. The forwarding agent is an agent who performs transportation services. This includes organizing the shipment, delivery and receipt of the goods, arranging the carrier services and handling the customs issues.

Partner Type 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.

STEP WISE PROCESS FOR PARTNER DETERMINATION PROCEDURE

Sales and Distribution->Basic Functions->Partner Determination->set Up Partner Determination->Set up Partner Determination for Customer Master.

First go to OVT0 – create customer account groups. Here you make new entries, click whether it is a one time customer, description. Also you can do the field selection here for general data, co. code data and sales area data.

Now go to IMG – logistics general – business partner – customers – control – define & assign customer number ranges define the number. Here you range that you want and assign it to your customer account group.

Now go to VOPA – here the selection will be on customer master, click on partner procedures, create the partner determination procedure. The following steps need to be done in partner determination area

Assign partner function to account group i.e SP,SH, BP, PY to account group (debit side ). Sales and Distribution->Basic Functions->Partner Determination->Assign Partner Functions on the debit side to account Groups.

Then create Partner Determination Procedure.

Assign the Partner Determination Procedure to Partner Function.

Then finally assign the Partner Determination Procedure to acc group.

Important Points in Business Partners and Partner Determination Procedure

Partner relationship maintained/defined in the customer master is proposed automatically in the document header when you create a sales document.

In customizing we can decide whether several partners can be assigned to one partner function in the customer master.

In sales documents, the system is configured so that only one partner can be assigned to each partner function.

We can define partners at item level in the sales documents.

Business Partners that are defined at the header level however cannot be changed at the item level.

You can prohibit anyone from changing a partner that has already been entered in a sales document.

It is also possible to manually change or enter the address of a partner, such as the Ship-to Party. This change does not affect the master record.

hope this is hepful

thanks,

krishna prasad

Answers (3)

Answers (3)

Former Member
0 Kudos

Hi,

Any business operation involves contact between many legal and other persons who interact between each other and business entity to perform various functions.

Partner determination in Sales & Distribution helps in display of these business partners in various business transactions and their relationships in the system.

It contains a set of rules that govern how system works with business partners during transaction processing.

Partner determination in sales and distribution can be set up for the following activities –

Customer Master

Sales Document Header

Sales Document Item

Delivery

Shipment

Billing Header

Billing Item

Sales Activities (CAS),

Partner Type

Partner type is required for classification of partner functions in few basic categories.

Any new Partner function created needs to be assigned a partner type.

Partner types are delivered with system and no new ones can be created.

Examples include Customer (KU), Vendor (LI), Contact person (AP) etc.

Partner Function

For a customer some partner functions are made obligatory for processing of sales documents, this is controlled in customizing. (refer Customizing guide)

Partner functions are classified or grouped using partner types, eg. Customer, Vendor, Contact Person, etc.

Partner functions in system are represented by two character code which can be alphanumeric, eg. SP (Sold-to Party), SH (Ship-to Party) etc.

Partner Determination Procedure

There are various partner objects like Customer master, Sales document, item category etc. A partner procedure can control which partner functions would be available or are required for a partner object.

Various partner procedures can be created in the system for the partner objects.

Each Partner object has particular key to which partner determination procedure is assigned, eg. For Customer master it is assigned to Account group, for Sales document header it is assigned to Sales document type.

Partner Determination Procedure

In the partner determination procedure there are various controls against the partner functions which determine how the partner is determined and behaves.

Partner function can be made mandatory.

It can be controlled if Partner can be modified or not.

Source and origin of partner can be controlled.

System has predefined partner procedures, these can be utilized or new created based on specific requirements

Former Member
0 Kudos

Hi,

Patner Determination :

SPRO- IMG-Sales and Distribution- Basic Functions- Partner Determination:

Define partner functions

Define & Assign Partner Determination Procedure

Assign Partner Function on the debit side of the account group

Defining Partner Functions: here we must not define any partner functions. If we check the field unique that partner function has to be unique in the CMD.

Assigning the Partner Functions to the Account Group: on the main menu bar, you will find tab page called Environment—Account Group Assignment. Go to new entries and assign the required partner functions to the required account group & save it.

Defining the Partner Determination Procedure: replace AG with your 4-digit code. Double Click on the 4-digit code and select the mandatory and not changeable partner functions. (Click on partner procedures).

Procedure Assignment: assign partner determination procedure to the account group. (Click on procedure assignment).

Regards

sadhu kishore

Former Member
0 Kudos

A sales might have different partners,in all cases it is not same that the sold party must be the ship to partyand also the bill to party and the payer....

in some cases they might differ...for this busibess process you have to configure in the sap system.

so you the tcode vopa and select the customer master,then in the environment select the account group assignment.

then give the different functions like sp,sh,bp,py to your group,save this.

then select the partner procedure and select ag which contains all the different function,rename that and give the different function you have in the group like sp,sh,bp,py.

then make sold to party not changabel,because sp will not be changable in any case,mark all the other functions mandatory,do not mark the other function which means that you can change that in the customer master.

again assign the procedure with the account group...

former_member204513
Active Contributor
0 Kudos

Dear Sap SdSd,

Please go through these link it will help you about the steps involed in the partner determination in the Sales and Distribution.

http://help.sap.com/saphelp_47x200/helpdata/en/7b/3b6e361b2fac0be10000009b38f839/frameset.htm

I hope it will help you

Regards,

Murali.