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Partner Determination

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What is partner determination?: : Partner determination is how partners are determined and processed in a business transaction. In order for partner determination to take place in a transaction, a Partner Determination Procedure (or profile) needs to be setup.


How is the partner determination procedure configured?: : The procedure can be setup in spro>img>crm>basic functions>partner processing. In the ‘procedure user’ settings, you assign the transaction category the determination can be used for. In ‘Partner functions in procedure’ you list the partner functions that are valid for your business transaction. A set of standard partner functions are delivered by SAP but additional partner functions can be created in spro>img>crm basic functions>partner processing. By partner function you indicate if it is mandatory, by setting the minimum allowed partners to 1. Indicate the maximum allowed partners of this function, if only 1 is allowed, set it to 1. You can indicate if it can be maintained manually in the transaction or if it can only automatically be determined. In order to have it automatically determined you will need an access sequence. A last step in the partner determination procedure is the ‘User interface settings’. This setting allows you to influence which partner function appears in individual partner fields (such as contact). Once your partner determination procedure is completed, assign it to the transaction type.


What is an access sequence?: : An access sequence is a procedure indicating where the system has to look for the partner to fill in the partner function. It consist of a sequence of data source indications. The system will look in the first one, if no match, it will go to the next, and so on.


Where is the access sequence configured?: : Access sequences can be setup in spro>img>crm basic functions>partner processing. A set of standard access sequences exists. New ones can be created if none of the SAP access sequences fit your needs. The wizard helps you create an access sequence.