Assignment of Appointment Planners to Specific Carriers

You use this process to assign appointment planners for carriers to specific carriers.

An appointment planner for carrier requires both the authorizations included in the template role Appointment Planner for Carrier in Dock Appointment Scheduling and the assignment to a carrier. If you assign only the authorizations without assigning a carrier, or only the carrier without assigning the authorizations, this can lead to errors. For more information, see Collaboration with Carriers.

Note Note

You must assign the appointment planner for carrier to exactly one carrier. You cannot assign the appointment planner for carrier to no carrier or to multiple carriers, even if this is possible in the business partner transaction.

End of the note.

You can create the users, business partners, and relationships using this partly automated process or you can create them manually using the business partner transactions.

Prerequisites

You have defined a user with the appropriate authorizations for the appointment planner for carrier (see Collaboration with Carriers).

Process

If you have existing person business partners that represent the appointment planners for carriers, use the manual process to create the relationship to the carrier. You cannot change existing person business partners or relationships using the Maintain Planners for Carrier screen.

Partly Automated Process

In transaction Maintain Business Partner (BP), you create the business partner for the carrier. The business partner must have the type Organization and the business partner role Carrier.

If you are using SAP Dock Appointment Scheduling integrated with SAP EWM, you can transfer your existing carriers from SAP ERP using the business partner distribution. For more information, see SAP Library for SAP ERP under SAP ERP Cross Application Functions Cross Application Components SAP Business Partner Functions Distribution of Business Partner Data .
In the Maintain Planners for Carrier screen, you create a business partner of type Person for the appointment planner for carrier, as follows:
1. You enter the user for the appointment planner for carrier.
2. If you want to create the person business partner with an external number assignment, you enter an appointment planner. If you want to use the internal number assignments, you leave the field empty.
The system automatically creates the person business partner for the appointment planner for carrier and assigns the user to it.

Note that you must have one user for each appointment planner for carrier.

Manual Process

In transaction Maintain Business Partner (BP), you create the business partner for the carrier. The business partner must have the type Organization and the business partner role Carrier.

You must use a business partner role that allows you to assign a user, and enter the user name there.

If you are using SAP Dock Appointment Scheduling integrated with SAP EWM, you can transfer your existing carriers from SAP ERP using the business partner distribution. For more information, see SAP Library for SAP ERP under SAP ERP Cross Application Functions Cross Application Components SAP Business Partner Functions Distribution of Business Partner Data .
You create the business partner for the appointment planner for carrier. The business partner must have the type Person.
You create a relationship Has Dock Appointment Scheduling Planner and Is Dock Appointment Scheduling Planner between the business partners.
The system determines the carrier of a user.

The system checks if a person business partner exists for the user. Then it checks if this business partner contains a relationship of type Is Dock Appointment Scheduling Planner to a carrier. If the business partner contains the relationship, then the system uses this carrier for the appointment planner.