FunctionBlocking Partner Functions in Partner Processing

 

In the area of partner processing, “excluding” a partner function is known as “blocking”. If you do not create any relationships or partner function assignments for a partner, it can automatically perform all functions itself. In some cases this might not be appropriate, and you might specifically want to exclude certain partner functions.

Features

  • You set a block in Customizing for Customer Relationship Management, by choosing   Basic Functions   Partner Processing   Define Partner Functions  , and set the Block indicator for the relevant partner function.

  • The main partner in transactions, such as the activity partner in an activity, or the sold-to party in a sales order, cannot perform the blocked functions in that transaction.

Example

Your opportunity transactions include the partner functions Sales Prospect, Contact Person, Employee Responsible and Competitor. To ensure that the sales prospect is never mistakenly entered as the competitor, you set the Block indicator for the partner function Competitor. This setting applies to the competitor in any transaction, not just an opportunity.