Reassigning Business Partners in Linked Objects

When a business partner at the case level is changed business partners in linked objects of a case can be automatically reassigned. For example, if a new case processor or a different department takes over the responsibility for an existing case, the former case processor or department should also be replaced by the new one in all dependent, open activities.

Note Note

You must use this Business Add-In (BAdI) implementation to be able to reassign business partners.

End of the note.

This behavior is applicable to business partners for all partner functions and all linked objects which have their own business partners.

In Customizing, you can use a BAdI to influence how the business partners are reassigned. Choose Start of the navigation path Customer Relationship Management Next navigation step Case Management Process Partners BAdI: Reassign Business Partners in Linked Objects End of the navigation path .

The BAdI contains the following methods, however, the default implementation provided contains coding for only the first two methods:

GET_PARTNER_FCT_TO_CHANGE: Receives the list of partner functions that can exist in the case; includes only the partner functions with the categories Sold-to, Person Responsible, and Organization Responsible
GET_OBJECT_TYPE_TO_CHANGE: Returns the list of object types to process for changes to business partners; includes only the object types CRM Activity Task, CRM Business Activity, Service Contract, and Service Transaction
PROCESS_BPCHG_IN_CASE: You can use this to change the processor attribute of the case when the person responsible in the partner function is changed.
CHECK_BEFORE_BPCHG_FOR_TX: You can use this to decide whether or not specific, open, dependent objects for the case should be updated.