Function documentationPartner Redetermination Locate this document in the navigation structure

 

Using this function, you can manually trigger the partner determination procedure from within a business transaction, such as lead or opportunity, and redetermine all parties, such as contacts, employees, and other partners, involved in the transaction. This enables you to ensure that the correct parties are identified and associated with a transaction

This might be necessary because partners determined originally, based on a partner determination procedure, are no longer up-to-date. You might have switched to new partners, for example, which in turn might require changes to all dependent partner functions.

Prerequisites

  • You have set up the partner determination procedure appropriately. You do this in Customizing for Customer Relationship Management, by choosing   Basic Functions   Partner Processing   Define Partner Determination Procedure  .

  • You have activated the enhancement implementation ES_CRM_SET_ACTIVE of the enhancement spot ES_CRM_PARTNER_REDETERMIN.

  • You have to set the parameter value X for the user parameter CRM_REDETERMINATION (  System   User Profile   Own Data   Parameters  ).

Note Note

Partner redetermination is only possible for those business objects listed in the table COMS_PARTNER_DET.

End of the note.

Features

You can start partner redetermination manually from the overview page of a lead or opportunity. Depending on your Customizing settings, partners are redetermined as follows:

  • No Redetermination

    The partner functions in the partner determination procedure that have this value are not changed. All existing partners remain, with no new partners of the given partner function being determined or added to the partner set. Similarly, any existing partners are not replaced.

  • Add New Partners

    The partner functions in the partner determination procedure that have this value are redetermined. All existing partners remain and any new partners determined based on the partner function are added to the partner set. Before a new partner is added to the set, the system checks whether the same partner with the same partner function already exists. If this is the case, the newly determined partner is not added to prevent a duplicate entry. The system indicates when the maximum number of partners has been reached.

  • Replace Existing Partners

    The partner functions in the partner determination procedure that have this value are redetermined. All existing partners of the given partner function, irrespective of whether they were entered manually or determined automatically, are discarded and the newly determined partners with the given partner function are added to the partner set. The system indicates when the maximum number of partners has been reached.

    Note Note

    A partner might be replaced by the same partner. However, if the partner previously had any notes, these will be lost.

    End of the note.

  • Buying Center

    All partners in the buying center are partner functions of the partner function category Contact Person.

    If redetermination is allowed for partner functions of this category, this affects the buying center as follows:

    • Where new partners are added, newly determined partners are shown but without any characteristics, relationships to other partners, or relationship characteristics.

    • Where existing partners are replaced, the buying center partners of a given partner function are replaced completely, resulting in not only the partner being deleted, but also the associated characteristics, relationships to other partners, and relationship characteristics.

Note Note

  • If partner determination has been blocked in Customizing for the partner determination procedure, redetermination does not take place for this partner function, irrespective of the settings made for partner redetermination.

  • Partner functions that are not part of the partner determination procedure are unaffected by redetermination.

  • If redetermination is performed, territory determination also takes place. However, there is no organizational data determination, or price and free goods determination.

End of the note.