FunctionExcluding Partner Functions in Master Data

 

Sometimes a partner should not perform certain functions, and in these cases you can enter excluded partner functions in the master data for that partner in the Excluded Partner Functions assignment block.

Features

  • If you assign this partner to excluded functions, the system informs you that these functions are excluded, but allows you to make the assignment. If the partner is entered for an excluded function in a transaction (either automatically by the system, or manually), the system displays a message informing you that the function is excluded for this partner.

  • After excluding functions for a partner, it is still possible to create relationships that correspond to excluded functions. For example, if the function Activity Partner is excluded, it is still possible to enter the relationship Is the Activity Partner. This flexibility is important in cases where a relationship category corresponds to more than one partner function. This table gives an example from the system:

Partner Function

Partner Function Category

Relationship Category

Activity Partner

Activity Partner

Is Activity Partner For

Sales Prospect

Activity Partner

Is Activity Partner For

Two different partner functions have the same relationship category. If you exclude the partner Sales Prospect, neither is the function Activity Partner excluded, nor is the relationship category Is Activity Partner blocked.

Example

Johnson Stereo may order and receive goods, but should never receive invoices or send payments because the main office, Johnson Electronics, handles all accounting. To help ensure that invoices are not sent to the wrong place, you enter Bill-To Party and Payer as excluded partner functions in Johnson Stereo's master data.

If you then assign Johnson Stereo to these partner functions for the relevant sales areas, the system informs you that these functions are excluded for Johnson Stereo. If Johnson Stereo is entered as the bill-to party or payer in a transaction (either automatically by the system, or manually), the system displays a message informing you that the function is excluded for this partner.

However, it is still possible to create the relationships Johnson Stereo Is the Bill-To Party Of and Is the Payer Of.