Partner Assignment
When you create a marketing project or an account plan, you assign business partners with partner functions to it. You can assign a partner to a partner function and use these partners, for example, for workflow in campaign automation.
Examples of partner functions are planning account or contact person.
Prerequisites
You have made the following settings in Customizing for Customer
Relationship Management
by choosing:
Basic Functions
Partner Processing
Define Partner Functions, Define Access Sequences, Define Partner Determination Procedures
-
Marketing
Marketing Planning and Campaign Management
Partner Processing
Assign Partner Determination Procedure
or -
Account Planning
Partner Processing
Assign Partner Determination Procedure
If you want to extract data to SAP NetWeaver Business
Intelligence (SAP NetWeaver BI),
you also need the following setting in Customizing for Integration
with Other mySAP.com Components
by choosing:
Data Transfer to the SAP Business
Information Warehouse
Settings for Application-Specific
DataSources (CRM)
Settings for Extracting CRM
Objects
Define Extraction of Partner Functions
Activities
For the relevant marketing project or account plan, in the Parties
Involved
assignment block, you assign business partners to
several partner functions as defined in Customizing.
The entirety of all of these functions is known as the partner set. You can change the partner set at any time, that is you can add or remove partners or change their partner functions.