Hello,
on CRM 7.0 EHp 2, I want to assign a new Responsible Employee to set of Leads using the Distribution Method "Manual Employee Selection" as follow:
Step 1: Search and Select the Leads in the Search Tool => Click on Distribute
Step 2: Select an new employee responsible and click on "Update" => nothing happens.
Any idea why it does not work? Am I missing anything in customizing? Is it a bug worth an OSS message?
I know that I could either
* use the "Change recipient" (one-by-one)
* use a distribution rule to achieve the same
but they are not as handy nor straight forward for the end-user.
Thank you for any feedback and regards,
Didier
- SAP Managed Tags:
Accepted Solutions (1)
Hello Johannes,
unfortunately it is not it.
My determination procedure has indeed employee responsible as "Changeable"
+ Access sequence "0008 Preceding Document -> User"
rgds
Hello,
did you check if you are able to change the employee manually in the lead document? If not this seems to be indeed an issue with the partner determination procedure...
From what I can see from the screenshots the 'update' step is not working - while testing I see the following design:
Right after the 'update' the employee should be replaced in the view, and the 'save' fields should be enabled. In your screenshots it seems as if the save fields are enabled, but the employee is not replaced. Can you therefore please check the following:
Save the change and access the lead document to see if the employee got updated - if so this seems to be a display issue.
If this is indeed not updated, please check if the following breakpoints get hit while the 'update':
| CL_BTDOCDIS_DISTRIBUTIONE_IMPL=>EH_ONUPDATE |
CL_CRM_DDF_1O=>IF_CRM_DDF_OBJECTACCESS~MODIFY
From CL_CRM_DDF_1O=>IF_CRM_DDF_OBJECTACCESS~MODIFY you can check if the lead document can be locked with the CRM_ORDER_ENQUEUE call and if method me->maintain is called with the correct employee responsible.
This should give an idea what may happen.
regards,
Johannes
Thanks to your input I traced CL_BTDOCDIS_DISTRIBUTIONE_IMPL=>EH_ONUPDATE
The system tries to catch the Partner Function 3 which is empty in our case.
In our case it is partner function 4 that has ID 0000014 - Employee responsible.
I do not understand why nor where in customizing I should set 00000014 as partner function 3.
The only location I see where partner function 3 is set is for the user Interface setting. But in our case it is set as partner function 3...
Thank you again for your help & kr,
Didier
Hello,
can you please check the following customizing in your system:
Customer Relationship Management
Basic Functions
Partner Processing
Define Partner Functions
The employee responsible partner function needs to be from partner function category '0008 Person Responsible', it seems as if this is set as '0005 Employee' in your system.
Please find the set up from my system:
When looking at the coding system tries to replace the partner from partner function category '0008 Person Responsible'.
regards,
Johannes
Answers (1)
Hi,
Go to CRM-->Basic Function-->Partner Processing-->Partner Determination Procedure
- Select the Lead Partner Determination Procedure
- Select the Partner Function "Employee Responsible "
- Tick on "Changeable" Flag ,Save change in Transport request.
- Go To Web UI on Lead search.
- Select the Number of Lead from search to be distribute to other Employee.
- Click on "Distribute ' and select "Manual Employee Selection" as Distribution Method
- Select the Employee Responsible to whom lead to be distribute
- Click Update.
- Employee Responsible has been updated in all lead document.
Cheers!!
Rajesh
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