Customizing for Partners

Function

Menu Path

What You Should Know

General settings

You define the partner functions and the partner determination procedure

Start of the navigation path Plant Maintenance and Customer Service Next navigation step Master Data in Plant Maintenance and Customer Service Basic Settings Partners Define Partner Determination Procedure and Partner Function End of the navigation path

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

Start of the navigation path Plant Maintenance and Customer Service Next navigation step Master Data in Plant Maintenance and Customer Service Basic Settings Partner Data Copy Partner Functions to Master and Movement Data End of the navigation path

Notification

The Partner tab should be visible in the notification

Start of the navigation path Plant Maintenance and Customer Service Next navigation step Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Notification Types Set Screen Templates for the Notification Type End of the navigation path

Assign notification type to partner determination procedure

Start of the navigation path Plant Maintenance and Customer Service Next navigation step Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Partners Define Partner Determination Procedure and Partner Function End of the navigation path

Define field selection for partner data fields

Start of the navigation path Plant Maintenance and Customer Service Next navigation step Maintenance and Service Processing Maintenance and Service Notifications Notification Processing List Editing Define Field Selection for Multi-Level List Displays of Notifications End of the navigation path

You want to set the fields for the additional partner address

Start of the navigation path Plant Maintenance and Customer Service Next navigation step Master Data in Plant Maintenance and Customer Service Basic Settings Partners Define Field Selection for List Display of Address Data End of the navigation path

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

Start of the navigation path Plant Maintenance and Customer Service Next navigation step Maintenance and Service Processing Maintenance and Service Orders Partner Define Partner Determination Procedure and Partner Function End of the navigation path

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

Start of the navigation path Plant Maintenance and Customer Service Next navigation step Master Data in Plant Maintenance and Customer Service Basic Settings Partners Define Field Selection for List Display of Address Data End of the navigation path

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

Start of the navigation path General Settings Next navigation step Field Display Characteristics Configure Application Transaction Fields End of the navigation path

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

Start of the navigation path Plant Maintenance and Customer Service Next navigation step Master Data in Plant Maintenance and Customer Service Technical Objects Functional Locations Field Selection for Multi-Level List Displays of Functional Locations End of the navigation path

The Partner tab should be visible in the functional location

Start of the navigation path Plant Maintenance and Customer Service Next navigation step Master Data in Plant Maintenance and Customer Service Technical Objects General Data Set View Profiles for Technical Objects End of the navigation path

Assign functional location category to partner determination procedure

Start of the navigation path Plant Maintenance and Customer Service Next navigation step Master Data in Plant Maintenance and Customer Service Technical Objects Functional Locations Define Category of Functional Location End of the navigation path

Equipment

Define field selection for partner data fields

Start of the navigation path Plant Maintenance and Customer Service Next navigation step Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Define Field Selection for Multi-Level List Displays of Equipment. End of the navigation path

The Partner tab should be visible in the equipment

Start of the navigation path Plant Maintenance and Customer Service Next navigation step Master Data in Plant Maintenance and Customer Service Technical Objects General Data Set View Profiles for Technical Objects End of the navigation path

Assign equipment category to partner determination procedure

Start of the navigation path Plant Maintenance and Customer Service Next navigation step Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Assign Partner Determination Procedure to Equipment Category End of the navigation path

Purpose

Prerequisites