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Function documentationEditing Partner/Product Ranges

 

Using this function, you can create and edit partner/product ranges (PPRs), for example, to use them as product proposals or for the PPR check in a business transaction or application.

Prerequisites

You have made all the necessary settings in Customizing for Customer Relationship Management under Start of the navigation path Master Data Next navigation step Partner/Product Range End of the navigation path.

Features

You can:

  • Search for PPRs using various search criteria

  • Create and edit PPRs

  • Copy PPRs

  • Exclude entire PPRs, PPR items, and validity periods from use in business transactions and applications.

  • Define the rank of a PPR

  • Change the status of a PPR

Activities

Create PPR

  1. You choose a PPR type. The PPR type is an important criterion and controls in which business transactions and applications a PPR is valid and which data you can enter. For more information, see Controlling Partner/Product Ranges and the implementation guide (IMG) for Customer Relationship Management under Start of the navigation path Master Data Next navigation step Partner/Product Range Next navigation step Basic Settings End of the navigation path.

  2. You enter the following header data under Partner/Product Range: Details:

    • An ID and description in all required languages

    • The Exclude indicator, if required (if you want to exclude all items in the PPR from use in the application)

    • A rank, if required

      If multiple active PPRs are found by the PPR check in an application or business transaction, the rank determines the priority of the PPRs: The lower the rank number of the PPR, the higher is its priority.

    • Organizational data (partner functions, transaction types, sales organizations, service organizations), if you want to restrict the validity of your PPR within the organization.

      Note Note

      Which assignment blocks are available for organizational data depends on the Customizing settings for the PPR type.

      End of the note.

  3. You create items for your PPR. To do so, you create one of the following PPR item types:

    • Item type 1: Reference to business partners (accounts), products, and validity periods

    • Item type 2: Reference to other partner/product ranges

    Enter the following data:

    • An ID and description in all required languages

    • The Exclude indicator, if required (if you want to exclude the entire item from use in the application)

      If the exclude indicator is set at item level, it is no longer possible to set the exclude indicator at header level.

    • The required item references (for example, references to product categories, product catalog views, marketing segments, and validity periods) in the corresponding assignment blocks

      Note Note

      Which assignment blocks are available for item references depends on the Customizing settings for the PPR type.

      For account and product references, you can enter values for additional, customer-specific fields (attributes) so as to describe the references more precisely. For more information, see Extensibility.

      To exclude the accounts and products of a PPR item for a certain time period from use in the application, you create a validity period that corresponds to this time period and select the Exclude indicator for this validity period. However, this is only possible if the exclude indicator has not been selected at item or header level.

      By selecting the Valid for all Accounts or Valid for all Products indicator, you can define that a PPR item is valid for all accounts or all products. This setting overrides all product or account references that you have entered manually. For example, you want to offer all customers a particular product for sale for a limited time only.

      End of the note.
Copy PPR

Instead of creating a new PPR, you can copy an existing PPR as a template. This saves time if you want to define identical or similar PPRs for different sales organizations, for example. Enter an ID and a description for the new PPR; You can copy the existing organizational and item data from the template and modify it as required.

Status

The status specifies whether or not a partner/product range can be used. When you create a PPR, it has the status In Process. Set the status to Active so that the PPR can be used in business transactions and applications. PPRs that you no longer need can be given the status To Be Deleted or To Be Archived and Deleted. PPRs with this status can no longer be used or edited.

For more information, see Changing the Status of Partner/Product Ranges.