Partner Management
Use
It is common to want to manage information on all persons who are involved with the creation and further processing of the appropriation request (for example, applicant, person responsible, approver).
The partner functions for appropriation requests are also significant for the approval process. For more information, see
Features
Appropriation requests have an interface to R/3 partner management. Partner management allows you to define partner determination procedures. (In Customizing for Investment Management choose Appropriation Requests ® Master Data ® Control Data ® Define Partner Determ. Procedure and Partner Functions). You can assign an unlimited number of partner functions in a partner determination procedure. For each partner function, you can specify whether
Partner functions that are used in the approval process can be assigned to only one person.
You assign a partner determination procedure to an appropriation request by means of the
appropriation request type. You enter the partner determination procedure in the Customizing definition of the appropriation request type.
Partner Management
In the master record of the appropriation request, you can assign a person to each partner function in the partner determination procedure. Below are some examples of possible partner functions:
·
Applicant·
Person responsible for implementation·
Coordinator·
ApproverYou enter the partner functions directly on the General data tab page in the Persons involved group box.
Partner Types
You have to enter the partner type for the partner functions in their Customizing definition. The following are examples of partner types allowed for appropriation requests: