Partner determination rules in sales documents

[former_member710155]

Good afternoon Experts

I'm trying to determine responsible agents in a quotation document by using a rule with responsibilities
( in the access sequence of the responsible agent partner function). 

Could someone please confirm how the rule container gets filled?  

If the rule is based on a post code my understanding is that the post code of the sold
to party is passed to the rule container and the responsible agent gets
determined. Passing the post code to the rule container should be in this case hardcoded.

What happens though if I need to determine the responsible agent based on another
piece of information like "sales order type", "client tax classification" .

      -  How does the system know how to fill the rule container?

     -   Do  I need to create a new organizational attribute ? 

On Sap help I've found :

"If you use rule resolution using responsibilities, you do not have to assign
attributes in the organizational model, other than the attributes distribution
channel and division; these are necessary for showing the sales area."

Where does the sales area come in for partner determination when using rules with responsabilities ? Is there a mechanism like sold to party/document -> sales area -> organisational attribute => attribute passed to rule container? 

Any input would be appreciated.

Best regards

Razvan Zainea 

[Former Member · Accepted solution]

Hello Razvan,

I am not sure whether we can achieve this through configuration.

But you can try with some custom coding using COM_PARTNER_BADI.

Thanks and Regards

Shanto Aloor

[former_member710155 · Accepted solution]

Good afternoon Shanto

Thank you for this information.

It seems indeed that coding is necessary.

Best regards

Razvan Zainea

[Former Member]

Hi Razvan,

you can use rules in your partner determination access sequence. Most attributes are filled in document processing for the rule container.

You mentioned postal code. This is filled from the main partner of the document. The main partner of a sales order is the sold-to party, of an opportunity is the prospect, ....

If you like a different main partner you can do this via process type customizing (field 'partner function ORG').

If you need to fill your own container values you can use CRM_ORGMAN_BADI method CRM_ORGMAN_ATTRIB_VALUE_FILL.

Or as mentioned by Shanto you can use your own logic with COM_PARTNER_BADI.

Best regards

Marion

[former_member710155]

Good afternoon Marion

Great piece of information.

I'll be looking more into the suggested method.

Best regards

Razvan Zainea