Define partner determination procedure in SAP CRM

The following SAP CRM training guides how to define partner determination procedure in SAP step by step. In our previous SAP Customer Relationship Management training tutorials we have learnt how to assign product hierarchies for campaign.

Step 1: – Enter transaction code “SPRO” in the command field and press enter.

transaction code spro for sap reference IMG

Step 2: – On the execute project overview screen, select “SAP Reference IMG”.

SAP Reference IMG Path screen

Step 3: – On the display IMG screen, follow the IMG path and double click on “define partner determination procedure”

SAP Customizing Implementation guide >> Customer Relationship management >> Basic functions >> Partner processing >> Define partner determination procedure”

Step 4: – We are going to define new partner determination procedure by coping from standard procedure. Block standard partner determination procedure and click on “copy as” button.

change view partner determination procedure

Step 5: – In next screen, enter your new partner function key with description. After updating the details, press enter to continue.

Define partner determination procedure in SAP

Click on “copy all” option to copy all the entries from standard partner function to new partner function.

Specify objects to be copied.

A pop window display with the information of “number of dependent entries are copied”. Press enter to continue.

information message entires copied.

Step 6: – Now select your procedure key and double click on “procedure user” to maintain procedure user entries as per your business requirements.

partner procedure user

Click on “New entries” to maintain new procedure user entries.

procedure user overview

Select procedure user from the list and click on save button.

crm master request

Step 7: – Now double click on partner functions in procedure and click on “new entries” to maintain new partner functions procedure as per business process.

partner function in procedure

Select partner function from the list and click on save button.

How to Define partner determination procedure in SAP CRM

Step 8: – Double click on user interface settings and maintain the details like partner function 1, partner function 2, partner function 3 and partner function 4.

user interface settings

After updating all the details, click on save button and save the configured entries. Successfully we have defined partner determination procedure in SAP CRM.

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