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Using partner processing it is possible to control how the system works with
business partners.
Using partner processing it is possible to make particular business partner as
mandatory.
Also, business partners involved in a business transaction can be automatically
determined by the system.
Following are the Partner Processing features & functionalities:
Partner determination is the process used so that the system automatically finds and
enters the partners involved in a business transaction. Thus, using various source of
information, the partner determination procedure finds different partners involved in
the business transaction. The business partner master data and the organizational data
are the two most important source of information.
Manually changeable/alternative
Partner determination at item level also
Partner determination is possible at header level as well as item level.
Partner Determination also controls:
The partners that must be involved in the business transaction.
If partners are determined automatically.
Partners are manually changeable.
Following are the elements of Partner Processing defined with Business Transactions
and Business Partners in the customizing:
Partner Function
The persons with whom you do the business are described using partner
functions.
These are configuration within SAP CRM, and you can use to describe partners
that you use in your organization.
Partner functions can be named freely as per your organization.
A business partner relationship category can be assigned when a partner
function is defined.
Following is an example of few SAP standard (pre-defined) partner functions
from SAP CRM customizing:
Access Sequence
It describes the search strategy to determine the data sources that system uses to
determine partner. It also contains order in which the sources are to be used.
Access sequence works as a search strategy.
It is defined to provide the data sources for business partner search
Also it defines the order in which the system checks defined sources during the
partner processing.
Each partner function defined in the partner determination procedure can be
assigned access sequence. An example of using access sequence in a business
partner processing:
If no access sequence is defined for a partner function in the partner determination
procedure, you can enter the partner manually.
Summary of the SAP CRM partner processing and the required settings in SAP CRM
customizing:
This image shows that a partner determination procedure is assigned to a business
transaction definition. Partner determination procedure consists of Partner functions
and their properties like access sequence. Access Sequence is a search strategy to
determine the business partner involved.