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Introduction
Greetings, SAP CRM users! In today’s article, we will be discussing one of the most common challenges faced by CRM professionals – how to make the partner tab display only for a specific transaction type. As you may know, the partner tab displays all partners that are associated with a transaction, such as a sales order or a service ticket. However, in certain scenarios, you may only want to display partners that are relevant to that specific transaction type. This can be achieved through customizing the SAP CRM system.
Throughout this article, we will guide you through the process of how to achieve this customization. We will discuss what transaction types are, how they impact the partner tab, and what steps are involved in customizing the system to display partners only for a specified transaction type. So let’s dive in!
What Are Transaction Types?
Before we get into how to customize the partner tab, let’s first define what transaction types are. In SAP CRM, transaction types represent different business processes, such as sales orders, service tickets, or complaints. Transaction types are used to define the attributes and behavior of a transaction, and they also impact the data that is displayed in the partner tab.
For example, if you create a sales order, the partner tab will display partners that are relevant to that specific sales order, such as the customer and the salesperson. However, if you create a service ticket, the partner tab will display partners that are relevant to that specific service ticket, such as the customer and the service technician.
Thus, transaction types play a crucial role in determining which partners are displayed in the partner tab. Now that we have defined transaction types, let’s move on to customizing the partner tab.
Customizing the Partner Tab
Customizing the partner tab in SAP CRM involves several steps. These steps include creating a new partner function, creating a new partner determination procedure, and assigning the new partner determination procedure to the relevant transaction type. Let’s discuss each of these steps in detail.
Step 1: Create a New Partner Function
The first step in customizing the partner tab is to create a new partner function. Partner functions are used to define the roles that partners play in a transaction. For example, a customer would be defined as a partner function in a sales order, while a service technician would be defined as a partner function in a service ticket.
To create a new partner function, follow these steps:
| Step | Description |
|---|---|
| 1 | Go to Customizing (transaction SPRO). |
| 2 | Click on “Customer Relationship Management”. |
| 3 | Click on “Basic Functions”. |
| 4 | Click on “Partner Processing”. |
| 5 | Click on “Define Partner Functions”. |
| 6 | Click on “New Entries”. |
| 7 | Enter the name and description of the new partner function. |
| 8 | Save your changes. |
Step 2: Create a New Partner Determination Procedure
The second step in customizing the partner tab is to create a new partner determination procedure. Partner determination procedures are used to determine which partners are relevant to a specific transaction type.
To create a new partner determination procedure, follow these steps:
| Step | Description |
|---|---|
| 1 | Go to Customizing (transaction SPRO). |
| 2 | Click on “Customer Relationship Management”. |
| 3 | Click on “Basic Functions”. |
| 4 | Click on “Partner Processing”. |
| 5 | Click on “Maintain Partner Determination Procedures”. |
| 6 | Click on “New Entries”. |
| 7 | Enter the name and description of the new partner determination procedure. |
| 8 | Save your changes. |
Step 3: Assign the New Partner Determination Procedure to the Relevant Transaction Type
The final step in customizing the partner tab is to assign the new partner determination procedure to the relevant transaction type. This will ensure that only partners relevant to that specific transaction type are displayed in the partner tab.
To assign the new partner determination procedure to the relevant transaction type, follow these steps:
| Step | Description |
|---|---|
| 1 | Go to Customizing (transaction SPRO). |
| 2 | Click on “Customer Relationship Management”. |
| 3 | Click on “Transactions”. |
| 4 | Click on “Define Transaction Types”. |
| 5 | Select the relevant transaction type. |
| 6 | Click on “Partner Determination Procedure”. |
| 7 | Select the new partner determination procedure. |
| 8 | Save your changes. |
FAQs
1. What is the partner tab in SAP CRM?
The partner tab in SAP CRM displays partners that are associated with a transaction, such as a sales order or a service ticket.
2. How do transaction types impact the partner tab?
Transaction types determine which partners are displayed in the partner tab. For example, a sales order will display partners that are relevant to that specific sales order, such as the customer and the salesperson.
3. Can I customize the partner tab to display only relevant partners?
Yes, you can customize the partner tab to display only partners that are relevant to a specific transaction type.
4. What is a partner function in SAP CRM?
A partner function in SAP CRM defines the roles that partners play in a transaction. For example, a customer would be defined as a partner function in a sales order.
5. What is a partner determination procedure in SAP CRM?
A partner determination procedure in SAP CRM is used to determine which partners are relevant to a specific transaction type.
6. What are the steps involved in customizing the partner tab?
The steps involved in customizing the partner tab are: creating a new partner function, creating a new partner determination procedure, and assigning the new partner determination procedure to the relevant transaction type.
7. Can I customize the partner tab for multiple transaction types?
Yes, you can customize the partner tab for multiple transaction types by creating different partner determination procedures for each transaction type.
8. What happens if I don’t customize the partner tab?
If you don’t customize the partner tab, all partners associated with a transaction will be displayed in the partner tab, regardless of whether they are relevant to that specific transaction type.
9. How can I test if the partner tab customization is working?
You can test if the partner tab customization is working by creating a new transaction of the relevant type and checking if only relevant partners are displayed in the partner tab.
10. What if I need to display additional partners in the partner tab?
If you need to display additional partners in the partner tab, you can add them to the relevant partner determination procedure.
11. Can I undo the partner tab customization?
Yes, you can undo the partner tab customization by removing the new partner determination procedure from the relevant transaction type.
12. Will the partner tab customization impact existing transactions?
No, the partner tab customization will only impact new transactions of the relevant type. Existing transactions will still display all partners associated with the transaction.
13. Can I customize other aspects of the partner tab?
Yes, there are several other aspects of the partner tab that can be customized, such as the layout and the fields displayed for each partner.
Conclusion
Now that you know how to customize the partner tab in SAP CRM to display only relevant partners for a specific transaction type, you can improve the efficiency and accuracy of your business processes. By following the steps outlined in this article, you can ensure that only the necessary partners are displayed in the partner tab, reducing clutter and streamlining your workflows.
We hope this article has been informative and helpful. If you have any questions or feedback, please feel free to reach out to us. Thank you for reading!
Closing Disclaimer
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