Customizing for Partners 

Purpose

You want to work with partners in your company.

Prerequisites

You can make the following settings in Customizing:

Function

Menu Path

What You Should Know

General settings

    

You define the partner functions and the partner determination procedure

Plant Maintenance and Customer Service ® Master Data in Plant Maintenance and Customer Service ® Basic Settings ® Partners ® Define Partner Determination Procedure and Partner Function

If you want to work with partners, first define the partner functions, then define the partner determination procedure, and finally, assign the partner functions to the partner determination procedure.

You assign the partner functions to the partner determination procedure

Plant Maintenance and Customer Service ® Master Data in Plant Maintenance and Customer Service ® Basic Settings ® Partner Data ® Copy Partner Functions to Master and Movement Data

Notification

    

The Partner tab should be visible in the notification

Plant Maintenance and Customer Service ® Maintenance and Service Processing ® Maintenance and Service Notifications ® Notification Creation ® Notification Types ® Set Screen Templates for the Notification Type

  

Assign notification type to partner determination procedure

Plant Maintenance and Customer Service ® Maintenance and Service Processing ® Maintenance and Service Notifications ® Notification Creation ® Partners ® Define Partner Determination Procedure and Partner Function

Define field selection for partner data fields

Plant Maintenance and Customer Service ® Maintenance and Service Processing ® Maintenance and Service Notifications ® Notification Processing ® List Editing ® Define Field Selection for Multi-Level List Displays of Notifications

You want to set the fields for the additional partner address

Plant Maintenance and Customer Service ® Master Data in Plant Maintenance and Customer Service ® Basic Settings ® Partners ® Define Field Selection for List Display of Address Data

There is an additional partner address per partner function in the notification. You can define which fields in this additional address are mandatory or optional, and which fields should not be displayed.

Order

    

Define partner determination procedure and assign order types to partner determination procedure

Plant Maintenance and Customer Service ® Maintenance and Service Processing ® Maintenance and Service Orders ® Partner ® Define Partner Determination Procedure and Partner Function

The partner overview screen can be seen in the order by choosing the Partner tab. By choosing the Overview button, you go to a more detailed overview screen where you are able to perform further settings using the menu.

You want to set the fields for the additional partner address

Plant Maintenance and Customer Service ® Master Data in Plant Maintenance and Customer Service ® Basic Settings ® Partners ® Define Field Selection for List Display of Address Data

There is an additional partner address per partner function in the order. You can define which fields in this additional address are mandatory or optional, and which fields should not be displayed.

You define a transaction variant for the transaction in which an additional partner address is to be entered. Afterwards, you assign the transaction variant to the respective partner function

General Settings ® Field Display Characteristics ® Configure Application Transaction Fields

You can create a transaction variant per partner function, which defines the field selection.

You want to process the partner in the order header.

  

Partner Processing in the Order Header

Functional Locations

    

Define field selection for partner data fields

Plant Maintenance and Customer Service ® Master Data in Plant Maintenance and Customer Service ® Technical Objects ® Functional Locations ® Field Selection for Multi-Level List Displays of Functional Locations

  

The Partner tab should be visible in the functional location

Plant Maintenance and Customer Service ® Master Data in Plant Maintenance and Customer Service ® Technical Objects ® General Data ® Set View Profiles for Technical Objects

Assign functional location category to partner determination procedure

Plant Maintenance and Customer Service ® Master Data in Plant Maintenance and Customer Service ® Technical Objects ® Functional Locations ® Define Category of Functional Location

Equipment

    

Define field selection for partner data fields

Plant Maintenance and Customer Service ® Master Data in Plant Maintenance and Customer Service ® Technical Objects ® Equipment ® Define Field Selection for Multi-Level List Displays of Equipment.

 

The Partner tab should be visible in the equipment

Plant Maintenance and Customer Service ® Master Data in Plant Maintenance and Customer Service ® Technical Objects ® General Data ® Set View Profiles for Technical Objects

Assign equipment category to partner determination procedure

Plant Maintenance and Customer Service ® Master Data in Plant Maintenance and Customer Service ® Technical Objects ® Equipment ® Assign Partner Determination Procedure to Equipment Category

 

For more information, refer to the documentation in Customizing for Plant Maintenance and Customer Service.