Sales Team Assignment Block

SAP CRM中,Transaction中的”Parties Involved” Assignment Block中的Business Partner会拆分到几个其他AB中去,比方说Sales Team、Competitors等等,但其拆分逻辑并没见文档说明。

在Class: CL_CRM_UIU_BT_PARTNER, Method: GET_FILTER_RANGE_FROM_STR中,Sales Team的定义如下:

[code]
WHEN ‘ST’. " Sales Team
ls_filter_range-sign = ‘I’.
ls_filter_range-option = ‘EQ’.

ls_filter_range-low = gc_partner_pft-responsible.
INSERT ls_filter_range INTO TABLE lt_filter_range.
ls_filter_range-low = gc_partner_pft-employee.
INSERT ls_filter_range INTO TABLE lt_filter_range.
ls_filter_range-low = gc_partner_pft-vendor.
INSERT ls_filter_range INTO TABLE lt_filter_range.
ls_filter_range-low = gc_partner_pft-sales_partner.
INSERT ls_filter_range INTO TABLE lt_filter_range.
ls_filter_range-low = gc_partner_pft-responsible_at_partner.
INSERT ls_filter_range INTO TABLE lt_filter_range.
[/code]

所以,Partner Function Category为:

  • 0008 – RESPONSIBLE
  • 0005 – EMPLOYEE
  • 0012 – VENDOR
  • 0010 – SALES_PARTNER
  • 0032 – RESPONSIBLE_AT_PARTNER

将落到Sales Team AB里(当然还要是Partner Procedure里的条目)。

CUSTOMER_REL

Adapter Object: CUSTOMER_REL有两个功能:

  • 同步Contact Person,以Relationship的方式
  • 同步Partner Function,同样以Relationship的方式

注意,像Ship-to,Bill-to等等,如果是自身的话(叫做self-reflection),在CRM中是不会产生Relationship的,因为CRM不允许self-reflection。而对于自定义的Partner Function,需要在CRM中配置:

  • Distribution of Partner Functions from SAP ECC into CRM
  • Distribution of Partner Functions from CRM into SAP ECC

针对self-reflection,其实在Define Partner Functions中Block选项就是干这个的,如果不勾选的话,意味着在Partner Determination过程中,可选自身作为任意的Partner Function。详见Note: 417022

在CRM中,self-reflection用BP Role来体现。但是CRM中,BP Role没有什么特殊功能,只是UI的集合,参见Note: 596334

再引用一段话:

The self reflexive partner function by design are not replicated to CRM
from R/3, because in the CRM system they do not make sense as per the
design and data model of the CRM system.

In R/3 when a customer is created in a particular sales area under a
particular account group self reflexive partner functions like
Ship-to-party, Bill-to-party and so on are added.

This information is represented in CRM in terms of roles because in CRM
partner functions refer only to the ones that a BP has with another BP
and not itself. All the information related to a BP in CRM are stored
in the BP data itself and never through partner functions.

Similarly, these partner functions will not be displayed in the
[RELATIONSHIPS] tab. Please note that self-reflecting partner
functions are not allowed in CRM because it’s physically not possible
for a Business Partner to have a relationship or a partner function
with himself. Such partner functions are subject of partner
determination process in CRM, and by default Ship-to-party, Payer and
Bill-to-Party functions are assumed for all Business Partners.
During data exchange such Partner Functions are simply ignored.