LO605_EN_46C_FV (第8页) | ERP软件技术分享

第 178 页 / 共 417 页

6WDWXV(cid:3)RI(cid:3),QFRPSOHWH(cid:3)6DOHV(cid:3)’RFXPHQWV

**HHQQHHUUDDOO(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)’’HHOOLLYYHHUU\\(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)%%LLOOOOLLQQJJ(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)33UULLFFLLQQJJ

6WDWXV

JURXS

(cid:11)(cid:11)66DDOOHHVV(cid:12)(cid:12)

(cid:19)(cid:19)(cid:20)(cid:20) ;

(cid:19)(cid:19)(cid:21)(cid:21) ; ;

(cid:19)(cid:19)(cid:22)(cid:22) ; ;

(cid:17)(cid:17)

3URFHGXUH

(cid:25)(cid:24)

)LHOG (cid:3)6WDWXV(cid:3)JURXS

2UGHU

32(cid:3)QXPEHU (cid:19)(cid:20)

&XUUHQF\ (cid:19)(cid:22)

7HUPV(cid:3)RI(cid:3)SD\PHQW (cid:19)(cid:22)

ª SAP AG 1999

(cid:140)

Incomplete document data affects further processing in different ways. A status group is assigned to

each field in the incompleteness procedure.

(cid:140)

When you define the status groups, you decide which steps should be prevented if data is missing.

(cid:140)

([DPSOHV

• Incomplete for delivery -> No delivery is possible

• Incomplete for billing -> No billing is possible

• Incomplete for pricing -> No order confirmation or billing are possible

(cid:140)

A status group can contain any number of these effects.

(cid:140)

This allows you to control the effect of incomplete data separately for each field.

© SAP AG LO605 10-9

3URFHGXUH
(cid:25)(cid:24) 2UGHU

第 179 页 / 共 417 页

,QFRPSOHWLRQ(cid:29)(cid:3)6XPPDU\

<RX(cid:3)DUH(cid:3)QRZ(cid:3)DEOH(cid:3)WR(cid:29)

([SODLQ(cid:3)WKH(cid:3)LQFRPSOHWLRQ(cid:3)ORJ(cid:3)DQG(cid:3)SURFHVV

LQFRPSOHWH(cid:3)RUGHUV

$GMXVW(cid:3)WKH(cid:3)LQFRPSOHWLRQ(cid:3)ORJ(cid:3)LQ(cid:3)&XVWRPL]LQJ(cid:3)WR

PHHW(cid:3)\RXU(cid:3)UHTXLUHPHQWV

ª SAP AG 1999

© SAP AG LO605 10-10

第 180 页 / 共 417 页

([HUFLVHV

8QLW(cid:29)(cid:3),QFRPSOHWHQHVV

At the end of these exercises, you will be able to:

• Use the incompleteness log for sales documents during document

processing and control it in Customizing

The incompleteness log ensures that you cannot continue with certain

steps in the business process when essential data is missing.

1-1 You would like to ensure that sales documents of type =$(cid:6)(cid:6) cannot be left

incomplete in sales order processing.

1-1-1 Create an order with order type =$(cid:6)(cid:6) for customer 7(cid:16)6(cid:25)(cid:21)$(cid:6)(cid:6) and material

7(cid:16)$7$(cid:6)(cid:6) (10 units) and save the document without a purchase order

number.

Can you do it?

_________________________________

1-1-2 Activate the ,QFRPSOHWH(cid:17)(cid:3)PHVVDJHV(cid:3)indicator for sales document type =$(cid:6)(cid:6).

1-1-3 Create another order with order type =$(cid:6)(cid:6) for customer 7(cid:16)6(cid:25)(cid:21)$(cid:6)(cid:6) and

material 7(cid:16)$7$(cid:6)(cid:6) (10 units) and save the document without a purchase

order number.

Can you do it?

_________________________________

1-1-4 Process the incompleteness log by maintaining purchase order number

(cid:6)(cid:6)/2(cid:25)(cid:19)(cid:24)(cid:16)=$(cid:6)(cid:6)(cid:19)(cid:26). Save the document.

1-1-5 Delete the ,QFRPSOHW(cid:17) PHVVDJHV(cid:3)indicator for this sales document type.

© SAP AG LO605 10-11

第 181 页 / 共 417 页

1-2 You want to ensure that the name of the contact person (Document header: Tab

page 3XUFKDVH(cid:3)2UGHU(cid:3)’DWD, Field 1DPH) who is responsible for the sales order is

always entered in trade fair orders.

1-2-1 Create incompleteness procedure <(cid:6) with description 2UGHU(cid:3)SURFHGXUH(cid:3)(cid:6)(cid:6)

(key of the new procedure for each student group: see the following table):

Key: <(cid:6) (see the following table!)

Description 2UGHU(cid:3)SURFHGXUH(cid:3)(cid:6)(cid:6)

.H\(cid:3)RI(cid:3)WKH(cid:3)QHZ(cid:3)SURFHGXUH(cid:3)IRU(cid:3)HDFK(cid:3)VWXGHQW(cid:3)JURXS (ignore the system

message regarding the namespace conventions):

*URXS 3URFHG(cid:17) *URXS 3URFHG(cid:17) *URXS 3URFHG(cid:17)

QXPEHU QXPEHU QXPEHU

01 YA 07 YG 13 YM

02 YB 08 YH 14 YN

03 YC 09 YI 15 YO

04 YD 10 YJ 16 YP

05 YE 11 YK 17 YQ

06 YF 12 YL 18 YR

1-2-2 Copy the field for the ordering party’s name %1$0((cid:3)from table 9%$.(cid:3)into

the procedure. This field will be displayed in the .%(6(cid:3)+HDGHU(cid:3)(cid:16)(cid:3)3XUFKDVH

RUGHU(cid:3)GDWD(cid:3)sales order screen.

If the ordering party’s name is missing in the sales document, the system

should not create a delivery. Assign a corresponding status group.

1-2-3 Assign incompleteness procedure <(cid:6)(cid:3)to(cid:3)sales document type =$(cid:6)(cid:6).

1-3 Create an order with order type =$(cid:6)(cid:6) for customer 7(cid:16)6(cid:25)(cid:21)$(cid:6)(cid:6) and material

7(cid:16)$7$(cid:6)(cid:6)(cid:3)(1 unit).

1-3-1 Save the incomplete order.

1-3-2 Try to deliver the order. Set the selection date to a month from today. What

message appears?

_________________________________

1-3-3 Change the order and edit the incompleteness log.

1-3-4 Try to deliver the order again. Can you do it?

_________________________________

© SAP AG LO605 10-12

*URXS QXPEHU	3URFHG(cid:17)
01	YA
02	YB
03	YC
04	YD
05	YE
06	YF

*URXS QXPEHU	3URFHG(cid:17)
07	YG
08	YH
09	YI
10	YJ
11	YK
12	YL

*URXS QXPEHU	3URFHG(cid:17)
13	YM
14	YN
15	YO
16	YP
17	YQ
18	YR

第 182 页 / 共 417 页

6ROXWLRQV

8QLW(cid:29)(cid:3),QFRPSOHWHQHVV

1-1 You would like to ensure that sales documents of type =$(cid:6)(cid:6) cannot be left

incomplete in sales order processing.

1-1-1 Create an order and save it without entering a purchase order number.

Can you do it?

/RJLVWLFV(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)GLVWULEXWLRQ(cid:3)fi(cid:3)6DOHV(cid:3)fi(cid:3)2UGHU(cid:3)(cid:11)RUGHU(cid:3)W\SH(cid:3)=$(cid:6)(cid:6)(cid:12)(cid:3)fi

&UHDWH

<HV(cid:15)(cid:3)WKH(cid:3)LQFRPSOHWH(cid:3)GRFXPHQW(cid:3)FDQ(cid:3)EH(cid:3)VDYHG(cid:17)

1-1-2 Set the ,QFRPSOHWHQHVV(cid:3)GLDORJ indicator in sales document type =$(cid:6)(cid:6)

(select field ,&(cid:3)GLDORJ)

,0*(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)’LVWULEXWLRQ(cid:3)fi(cid:3)6DOHV(cid:3)fi(cid:3)6DOHV(cid:3)’RFXPHQWV(cid:3)fi(cid:3)6DOHV

’RFXPHQW(cid:3)+HDGHU

fi(cid:3)’HILQH(cid:3)6DOHV(cid:3)’RFXPHQW(cid:3)7\SHV

fi(cid:3)6HOHFW(cid:3)GRFXPHQW(cid:3)W\SH(cid:3)=$(cid:6)(cid:6)(cid:3)fi(cid:3)$FWLYDWH(cid:3)LQGLFDWRU(cid:3)fi(cid:3)6DYH

1-1-3 Create an order and save it without entering a purchase order number.

Can you do it?

/RJLVWLFV(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)GLVWULEXWLRQ(cid:3)fi(cid:3)6DOHV(cid:3)fi(cid:3)2UGHU(cid:3)(cid:11)RUGHU(cid:3)W\SH(cid:3)=$(cid:6)(cid:6)(cid:12)(cid:3)fi

&UHDWH

1R

1-1-4 Edit the incompleteness log and save the document.

fi(cid:3)%XWWRQ(cid:29)(cid:3)&RPSOHWH(cid:3)GDWD

fi(cid:3)(QWHU(cid:3)WKH(cid:3)SXUFKDVH(cid:3)RUGHU(cid:3)QXPEHU

fi(cid:3)%DFN(cid:3)fi(cid:3)6DYH

1-1-5 Delete the ,QFRPSOHW(cid:17) PHVVDJHV(cid:3)indicator for this sales document type.

(delete the indicator you set above in field ,&(cid:3)GLDORJ)

fi see above (1-1-2)

© SAP AG LO605 10-13

第 183 页 / 共 417 页

1-2 You want to ensure that the name of the contact person who is responsible for the

sales order is always entered in trade fair orders.

1-2-1 Create incompleteness procedure <(cid:6) (key of the new procedure for each

student group: see table in unit ”Exercises”):

,0*(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)’LVWULEXWLRQ(cid:3)fi(cid:3)%DVLF(cid:3))XQFWLRQV(cid:3)fi(cid:3),QFRPSOHWHQHVV

fi(cid:3)’HILQH(cid:3),QFRPSOHWHQHVV(cid:3)3URFHGXUHV

fi(cid:3)6HOHFW(cid:3)JURXS(cid:3)$(cid:3)fi(cid:3)’LDORJ(cid:3)VWUXFWXUH(cid:29)(cid:3)3URFHGXUHV(cid:3)fi(cid:3),FRQ(cid:29)(cid:3)&KDQJH

fi(cid:3)%XWWRQ(cid:29)(cid:3)1HZ(cid:3)HQWULHV

1-2-2 Add the field for the ordering party’s name to the procedure and assign it a

status group.

fi(cid:3)’LDORJ(cid:3)VWUXFWXUH(cid:29)(cid:3))LHOGV(cid:3)fi(cid:3)%XWWRQ(cid:29)(cid:3)1HZ(cid:3)HQWULHV

fi(cid:3)0DLQWDLQ(cid:3)HQWULHV

Status group: (cid:19)(cid:21)

fi(cid:3)6DYH(cid:3)fi(cid:3)([LW

1RWH: You can determine the names of tables and fields in the sales

document by placing the cursor on the relevant field, pressing F1 and

pressing the button: Technical info.

(Document header: Tab page 3XUFKDVH(cid:3)2UGHU(cid:3)’DWD, Field 1DPH)

1-2-3 Assign incompleteness procedure <(cid:6)(cid:3)to(cid:3)sales document type =$(cid:6)(cid:6).

,0*(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)’LVWULEXWLRQ(cid:3)fi(cid:3)%DVLF(cid:3))XQFWLRQV(cid:3)fi(cid:3)/RJ(cid:3)RI(cid:3)LQFRPSOHWH

LWHPV«

fi Assign incompleteness procedures

fi Assign procedures to sales document types fi Maintain entries

fi Save fi Exit

1-3 Create an order

1-3-1 Save the incomplete order.

/RJLVWLFV(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)GLVWULEXWLRQ(cid:3)fi(cid:3)6DOHV(cid:3)fi(cid:3)2UGHU(cid:3)(cid:11)RUGHU(cid:3)W\SH(cid:3)=$(cid:6)(cid:6)(cid:12)(cid:3)fi

&UHDWH

1-3-2 Try to deliver the order. What message appears?

/RJLVWLFV(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)GLVWULEXWLRQ(cid:3)fi(cid:3)6DOHV(cid:3)fi 2UGHU(cid:3)fi(cid:3)&KDQJH

fi(cid:3)6DOHV(cid:3)GRFXPHQW(cid:3)fi(cid:3)’HOLYHU

0HVVDJH(cid:29)(cid:3)7KH(cid:3)RUGHU(cid:3)FDQQRW(cid:3)EH(cid:3)GHOLYHUHG

/RJ(cid:29)(cid:3)Order is incomplete (maintain the order)

© SAP AG LO605 10-14

第 184 页 / 共 417 页

1-3-3 Change the order and edit the incompleteness log.

/RJLVWLFV(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)’LVWULEXWLRQ(cid:3)fi(cid:3)6DOHV(cid:3)fi 2UGHU(cid:3)fi(cid:3)&KDQJH

fi(cid:3)(GLW(cid:3)fi(cid:3)/RJ(cid:3)RI(cid:3)LQFRPSOHWH(cid:3)LWHPV

fi(cid:3)6HOHFW(cid:3)WKH(cid:3)RUGHULQJ(cid:3)SDUW\¶V(cid:3)QDPH(cid:3)fi(cid:3)%XWWRQ(cid:29)(cid:3)&RPSOHWH(cid:3)GDWD

fi(cid:3)%DFN

1-3-4 Try to deliver the order again. Can you do it?

fi(cid:3)6DOHV(cid:3)GRFXPHQW(cid:3)fi(cid:3)’HOLYHU

<HV(cid:15)(cid:3)WKH(cid:3)RUGHU(cid:3)FDQ(cid:3)EH(cid:3)GHOLYHUHG(cid:17)

© SAP AG LO605 10-15

第 185 页 / 共 417 页

%XVLQHVV(cid:3)3DUWQHUV(cid:3)DQG(cid:3)3DUWQHU(cid:3)’HWHUPLQDWLRQ

8QLW(cid:3)&RQWHQWV(cid:29)

3DUWQHU(cid:3)IXQFWLRQV

3DUWQHU(cid:3)W\SHV

3DUWQHU(cid:3)GHWHUPLQDWLRQ(cid:3)SURFHGXUH

ª SAP AG 1999

© SAP AG LO605 11-1

第 186 页 / 共 417 页

3DUWQHU(cid:3)’HWHUPLQDWLRQ(cid:29)(cid:3)7RSLF(cid:3)2EMHFWLYHV

$W(cid:3)WKH(cid:3)FRQFOXVLRQ(cid:3)RI(cid:3)WKLV(cid:3)XQLW(cid:15)(cid:3)\RX(cid:3)ZLOO(cid:3)EH(cid:3)DEOH(cid:3)WR

1DPH(cid:3)WKH(cid:3)PRVW(cid:3)LPSRUWDQW(cid:3)FULWHULD(cid:3)IRU(cid:3)GHWHUPLQLQJ

EXVLQHVV(cid:3)SDUWQHUV

6HW(cid:3)XS(cid:3)QHZ(cid:3)EXVLQHVV(cid:3)SDUWQHUV(cid:3)LQ(cid:3)&XVWRPL]LQJ

,QFOXGH(cid:3)DGGLWLRQDO(cid:3)EXVLQHVV(cid:3)SDUWQHUV(cid:3)LQ(cid:3)WKH(cid:3)VDOHV

SURFHVV

ª SAP AG 1999

© SAP AG LO605 11-2

第 187 页 / 共 417 页

3DUWQHU(cid:3)’HWHUPLQDWLRQ(cid:29)(cid:3)&RXUVH(cid:3)2YHUYLHZ(cid:3)’LDJUDP

(cid:19)(cid:15)(cid:16)(cid:16)(cid:3)

(cid:134)

;<=(cid:18)(cid:28)(cid:28)

0(cid:20) (cid:16)"(cid:16)

ª SAP AG 1999

© SAP AG LO605 11-3

(cid:0)(cid:3)(cid:0)(cid:2)

(cid:4)(cid:7)(cid:4)(cid:6)

(cid:5)(cid:9)(cid:5)(cid:9)

(cid:1)(cid:1)

(cid:5)(cid:5)

(cid:8)(cid:8)

(cid:20)(cid:22)(cid:17) )UHH (cid:20)(cid:17) ,QWURGXFWLRQ

JRRGV

(cid:21)(cid:17) 2UJDQL]DWLRQDO

(cid:20)(cid:21)(cid:17) 0DWHULDO

XQLWV

GHWHUPLQDWLRQ

(cid:22)(cid:17) 6DOHV(cid:3)2UGHU(cid:3)3URFHVVLQJ

(cid:20)(cid:20)(cid:17) 2XWOLQH

DJUHHPHQWV

(cid:23)(cid:17) 6DOHV(cid:3)

GRFXPHQW(cid:3)

W\SH

(cid:20)(cid:19)(cid:17) 3DUWQHU

GHWHUPLQDWLRQ (cid:24)(cid:17) ,WHP(cid:3)

FDWHJRU\

(cid:28)(cid:17) ,QFRPSOHWLRQ

(cid:25)(cid:17) 6FKHGXOH(cid:3)OLQH(cid:3)

FDW(cid:17)

(cid:27)(cid:17) 6SHFLDO(cid:3)%XVLQHVV(cid:3)

(cid:26)(cid:17) ’DWD(cid:3)IORZ

7UDQVDFWLRQV

(cid:4)(cid:7)(cid:4)(cid:6) (cid:5)(cid:5)
(cid:5)(cid:9)(cid:5)(cid:9) (cid:8)(cid:8)

(cid:3)

第 188 页 / 共 417 页

3DUWQHU(cid:3)’HWHUPLQDWLRQ(cid:29)(cid:3)%XVLQHVV(cid:3)6FHQDULR

$V(cid:3)SDUW(cid:3)RI(cid:3)\RXU(cid:3)HIIRUWV(cid:3)WR(cid:3)LPSURYH(cid:3)FXVWRPHU

VHUYLFH(cid:15)(cid:3)\RX(cid:3)ZDQW(cid:3)WR(cid:3)DVVLJQ(cid:3)HDFK(cid:3)RI(cid:3)\RXU

FXVWRPHUV(cid:3)D(cid:3)VDOHV(cid:3)HPSOR\HH(cid:3)DV(cid:3)WKHLU(cid:3)RZQ(cid:3)SHUVRQDO

UHSUHVHQWDWLYH(cid:17)

7KLV(cid:3)LQIRUPDWLRQ(cid:3)VKRXOG(cid:3)EH(cid:3)DYDLODEOH(cid:3)DXWRPDWLFDOO\

LQ(cid:3)\RXU(cid:3)VDOHV(cid:3)GRFXPHQWV(cid:17)

<RXU(cid:3)FRPSDQ\(cid:3)LV(cid:3)DOVR(cid:3)LQYHVWLJDWLQJ(cid:3)ZKHWKHU(cid:3)\RX

FDQ(cid:3)HYDOXDWH(cid:3)WKLV(cid:3)GDWD(cid:15)(cid:3)WR(cid:3)REWDLQ(cid:3)WKH(cid:3)FULWHULD(cid:3)IRU

DZDUGLQJ(cid:3)SHUIRUPDQFH(cid:3)ERQXVHV(cid:3)WR(cid:3)\RXU(cid:3)VWDII(cid:17)

ª SAP AG 1999

© SAP AG LO605 11-4

第 189 页 / 共 417 页

%XVLQHVV(cid:3)3DUWQHUV

0DUNHW

(cid:20)

9HQGRU

(cid:23) &XVWRPHU

(cid:22)

(cid:20)

&XVWRPHU (cid:21) &RQWDFW

(cid:25) SHUVRQ

(cid:21)

(PSOR\HH

&RQWDFW

(PSOR\HH

SHUVRQ

(cid:24)

ª SAP AG 1999

(cid:140)

Different business partners with different business relationships with each other all exist within a

marketplace.

(cid:140)

Examples of business partners are:

Ø

Customer

Ø

Vendor

Ø

Employee

Ø

Contact person

(cid:140)

Examples of business relationships are:

1. Vendor-customer: The vendor acts as the forwarding agent to the customer

2. Contact person - customer: The contact person is employed at the customer’s company

3. Contact person - customer: The contact person is the customer’s consultant but does not

work in the same company

4. Customer-customer: Sold-to party and ship-to party are different people

5. Employee - contact person: Contact person is looked after individually

6. Employee - customer: Customer manager

© SAP AG LO605 11-5

第 190 页 / 共 417 页

3DUWQHU(cid:3)W\SHV

&&UUHHDDWWHH(cid:3)(cid:3)VVRROOGG(cid:16)(cid:16)WWRR(cid:3)(cid:3)SSDDUUWW\\

3DUWQHU(cid:3)IXQFWLRQV

&RQWDFW(cid:3)SHUVRQ &RQWDFW(cid:3)SDUWQHU(cid:3)QXPEHU

6ROG(cid:16)WR(cid:3)SDUW\ &XVWRPHU(cid:3)QXPEHU(cid:3)

6DOHV(cid:3)HPSOR\HH 3HUVRQQHO(cid:3)QXPEHU

ª SAP AG 1999

© SAP AG LO605 11-6

(cid:10)(cid:12) (cid:11)(cid:14) (cid:13)(cid:15)(cid:6) (cid:16)(cid:18)(cid:17)(cid:19) (cid:11)(cid:21) (cid:20)(cid:9) (cid:22)(cid:24) (cid:23)(cid:19) (cid:17)(cid:26)(cid:25)

(cid:10)(cid:28) (cid:27)(cid:7)

(cid:20)

(cid:29)(cid:30)(cid:20)(cid:31) (cid:16)(cid:26)(cid:17)(cid:19) (cid:11)

(cid:22)(cid:7) (cid:23)!(cid:17)!(cid:25)

33DDUUWWQQHHUU(cid:3)(cid:3)

IIXXQQFFWWLLRRQQ

0(cid:28)

E(cid:31)

1(cid:7)

;G

9A

47 6(cid:18)8: 9(cid:28) ;# <

FI H# 8(cid:9) <

F7 6KJD LM 6(cid:24) @5 ;#

@? B8D CD ;5 ;

<(cid:30)4I 8? F

(cid:1)R $(cid:7) (cid:20)(cid:7)

(cid:10)(cid:12) (cid:22)(cid:24) (cid:13)$? Q

(cid:20) $(cid:24) (cid:23)’Q (cid:11)(cid:14) *(cid:7) *(cid:9) $(cid:7)

(cid:23)(cid:19) $: Q $(cid:24) *: (cid:17)’(cid:22): (cid:17)S (cid:29)T

NO (cid:11)% *: (cid:17)!(cid:22) P? (cid:17)

(cid:20) $(cid:7) (cid:23)!Q(cid:31) (cid:11)(cid:14) *

(cid:13)

-/ . (cid:25) $(cid:7) (cid:23)

(cid:5) (cid:11)%

(cid:22)# (cid:25) $(cid:24) (cid:23) "

$(cid:24) * (cid:15)(cid:7) (cid:11)(cid:14) (cid:23) ,

(cid:23)’&( (cid:22)(cid:7) (cid:23)) (cid:15)% (cid:29)(cid:30)* +

(cid:22) +(cid:24) $(cid:24) * (cid:17)

(cid:140)

The business partners that exist in the marketplace are represented with a partner type in the R/3

System.

(cid:140)

Partner types AP, KU, LI and PE are defined in partner processing for the Sales and Distribution

application module. These are defined as follows:

• AP Contact person

• KUCustomer

• LI Vendor

• PE Personnel

(cid:140)

In other applications (such as Service Management) different partner types have been defined (for

example, O for organizational unit, S for position, A for work center).

第 191 页 / 共 417 页

3DUWQHU(cid:3))XQFWLRQV

63(cid:3)6ROG(cid:16)WR(cid:3)SDUW\

(cid:17)(cid:3)(cid:17)(cid:3)(cid:17)(cid:3)(cid:17)(cid:3)(cid:17) 6+(cid:3)6KLS(cid:16)WR(cid:3)SDUW\

(5(cid:3)(PSOR\HH %%XXVVLLQQHHVVVV

%3(cid:3)%LOO(cid:16)WR(cid:3)SDUW\

(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)UHVSRQVLEOH SSDDUUWWQQHHUU

)$(cid:3))RUZDUGLQJ

3<(cid:3)3D\HU

DJHQW

$3(cid:3)&RQWDFW(cid:3)SHUVRQ

ª SAP AG 1999

(cid:140)

While the partner types allow us to distinguish between different business partners, the partner

functions represent the roles they play within the business transaction.

• For example, different customers (customer partners) can assume certain roles in a business

transaction. The customer who places the order does not necessarily have to be the same

customer who receives the goods or the customer who is responsible for paying the invoice.

(cid:140)

Assigning partner functions in the SAP system determines the function(s) of particular partners in

the sales process. One partner may take on several functions.

Ø

In the simplest case, all the partner functions within the FXVWRPHU(cid:3)partner type would be assigned

to one business partner, in other words, the same customer would be the VROG(cid:16)WR(cid:3)SDUW\, VKLS(cid:16)WR

SDUW\, SD\HU(cid:3)and ELOO(cid:16)WR(cid:3)SDUW\.

(cid:140)

You can enter contact persons for a customer directly in the customer master and they are

automatically assigned to that customer. The contact person can also be assigned to another

customer, for example, in a consultant role.

(cid:140)

The forwarding agent is an example of a vendor.

(cid:140)

Employees of your own company (such as sales representatives or clerks) are managed in the

employee master records. They can assume partner functions of partner type "Personnel", such as

partner function ER, responsible employee.

© SAP AG LO605 11-7

第 192 页 / 共 417 页

3DUWQHUV(cid:3)LQ(cid:3)WKH(cid:3)6DOHV(cid:3)3URFHVV

&XVWRPHU(cid:3)PDVWHU

2UGHU

3DUWQHU(cid:3)IXQFWLRQV(cid:29)

63 6ROG(cid:16)WR(cid:3)SDUW\(cid:29) (cid:3)(cid:3)(cid:3)(cid:3)&(cid:20)

3URSRVDO

%3 %LOO(cid:16)WR(cid:3)SDUW\(cid:29) &(cid:20)

+($’(5

3< 3D\HU(cid:29) (cid:3)(cid:3) &(cid:20) (cid:14)(cid:3)VHOHFWLRQ

63 (cid:29) &(cid:20) 3< (cid:29) &(cid:20)

6+ 6KLS(cid:16)WR(cid:3)SDUW\(cid:29) (cid:3)(cid:3) &(cid:20)(cid:15)(cid:3)&(cid:21)(cid:15)(cid:3)&(cid:22)

6+ (cid:29) &(cid:21) 3< (cid:29) &(cid:20)

,7(0(cid:3)(cid:20)

$OVR(cid:3)YDOLG(cid:3)IRU(cid:3)

LWHPV(cid:3)XQOHVV(cid:3)

,7(0(cid:3)(cid:21)

DJUHHG(cid:3)WR(cid:3)RWKHUZLVH

6+ (cid:29) &(cid:21) &(cid:22)

&KDQJHV(cid:3)SRVVLEOH(cid:3)LI

SDUWQHU(cid:3)IXQFWLRQ(cid:3)6+(cid:3)LV

(cid:3)FRQILJXUHG(cid:3)DW(cid:3)LWHP(cid:3)OHYHO

ª SAP AG 1999

(cid:140)

You can maintain partner relationships both in sales documents and in the master data. Partner

relationships are usually already defined in the customer master. They are proposed automatically

in the document header when you create a sales document.

• If Customizing permits it, you can change or supplement these relationships manually by going

to the partner screen and changing the function assignment.

(cid:140)

In Customizing, you decide whether several partners can be assigned to one partner function in the

customer master. If multiple partners of the same function are maintained, when you then enter a

sales order, a selection list appears containing these partners.

(cid:140)

In the sales documents, the system has been configured so that only one partner can be assigned to

each partner function. The only exception is for outline agreements (partner functions AA and

AW).

(cid:140)

You can also define partners at item level in the sales documents. However, business partners that

are only defined in the header cannot be changed at item level.

(cid:140)

You can determine which partner functions must be entered (mandatory functions).

(cid:140)

You can prohibit anyone from changing a partner that has already been entered (for example, you

could indicate the sold-to party cannot be changed in the sales document).

(cid:140)

It is also possible to enter or change the address of a partner, such as the ship-to party, manually.

This change does not affect the master record.

© SAP AG LO605 11-8

																		&			X		V		W		R			P			H	U		(cid:3)		P			D	V		W		H		U
					3 6 % 3 6		D 3 3 < +	U	W	Q		H 6 % 3 6	U R L D K	(cid:3) O	I O O \ L	G (cid:16) S	X (cid:16) W H (cid:16)	Q W R U W	(cid:3) (cid:29)	F R R	W (cid:3) S (cid:3)	L S D S		R D U D	Q U W U	\	V W (cid:29) W	(cid:29) \ \	(cid:29) (cid:29)											(cid:3) (cid:3) (cid:3)	(cid:3) (cid:3) (cid:3)	(cid:3)(cid:3)	& & & &		(cid:20) (cid:20) (cid:20) (cid:20)	(cid:15)	(cid:3)		&	(cid:21)		(cid:15)(cid:3)		&		(cid:22)

第 193 页 / 共 417 页

3DUWQHU(cid:3)’HWHUPLQDWLRQ(cid:3)3URFHGXUH(cid:3)

ª SAP AG 1999

© SAP AG LO605 11-9

UKV W

&XVWRPHU(cid:3)PDVWHU

6DOHV(cid:3)GRFXPHQW(cid:3)KHDGHU

6DOHV(cid:3)GRFXPHQW(cid:3)LWHP

’HOLYHU\(cid:3)

%LOOLQJ(cid:3)KHDGHU

%LOOLQJ(cid:3)LWHP

6DOHV(cid:3)DFWLYLW\(cid:3)(cid:11)&$6(cid:12)

3URFHGXUH(cid:3)IRU(cid:3) 3URFHGXUH(cid:3)IRU(cid:3)FXVWRPHU(cid:3)

VDOHV(cid:3)GRFXPHQWV PDVWHU(cid:3)UHFRUGV

25 6WDQGDUG(cid:3)RUGHU 63 6ROG(cid:16)WR(cid:3)SDUW\

60 3URGXFW(cid:3)SURSRVDO 3< 3D\HU

.$% 5HOHDVH(cid:3)RUGHU 67 6KLS(cid:16)WR(cid:3)SDUW\

$VVLJQ(cid:3)WR(cid:3)GRFXPHQW(cid:3)W\SH (cid:3)$VVLJQ(cid:3)WR(cid:3)DFFRXQW(cid:3)JURXS

47 4XRWDWLRQ (cid:19)(cid:19)(cid:19)(cid:20) 6ROG(cid:16)WR(cid:3)SDUW\

25 6WDQGDUG(cid:3)RUGHU (cid:19)(cid:20)(cid:19)(cid:19) ’LVWULEXWLRQ(cid:3)FHQWHU

’) )UHH(cid:16)RI(cid:16)FKDUJH(cid:3)GHOLYHU\ &3’ 2QH(cid:16)WLPH(cid:3)FXVWRPHUV

(cid:17)(cid:3)(cid:17)(cid:3)(cid:17) (cid:17)(cid:3)(cid:17)(cid:3)(cid:17)(cid:3)

(cid:10)(cid:12)

(cid:10)/

(cid:10)R

(cid:5)

(cid:11)(cid:14)

(cid:27)(cid:6)

(cid:22)?

(cid:22)(cid:7)

(cid:11)%

(cid:13)(cid:15)(cid:6) (cid:16)(cid:18)(cid:17)(cid:19)

(cid:29)(cid:30)(cid:20)(cid:31) (cid:16)(cid:18)(cid:17)(cid:19)

(cid:25)(cid:31) $(cid:24) (cid:23)

(cid:13)$: QY

(cid:23)’&( (cid:22)(cid:24)

]

(cid:11)X

(cid:20)(cid:9)

(cid:23)[

(cid:20)(cid:9) (cid:22)(cid:7)

(cid:22)(cid:24) (cid:23)’(cid:17)Z

(cid:15)% (cid:29)(cid:30)*

(cid:23)(cid:19)

(cid:17)(cid:18)(cid:25)

$(cid:24) (cid:23)

(cid:22)(cid:9) +(cid:24) $(cid:6) *: (cid:17)

(cid:11)(cid:11)(cid:20)(cid:20)(cid:12)(cid:12) (cid:11)(cid:11)(cid:20)(cid:20)(cid:12)(cid:12)

’HILQHG(cid:3)SDUWQHU

IXQFWLRQV

(cid:11)(cid:11)(cid:21)(cid:21)(cid:12)(cid:12) (cid:11)(cid:11)(cid:21)(cid:21)(cid:12)(cid:12)

(cid:11)(cid:11)(cid:22)(cid:22)(cid:12)(cid:12)

(cid:140)

Partners appear in the system at different levels, such as the customer master, in the sales document

header, in the sales document items, and so on.

(cid:140)

You can define your own partner determination procedures for each of these levels.

(cid:140)

A partner determination procedure is where you determine which partner functions should or must

appear.

(cid:140)

You determine areas of validity by assigning procedures.

For example, you use the account group to assign the partner determination procedure for the

customer master. The partner procedures are assigned to the partner objects as follows:

• Partner object Assignment key

• Customer master -> Account group

• Sales document header -> Sales doc. type

• Sales document item -> Item category in sales

• Delivery -> Delivery type

• Shipment -> Shipment type

• Billing header -> Billing type

• Billing item -> Billing type

• Sales activities (CAS) -> Sales activity type

$VVLJQ(cid:3)WR(cid:3)GRFXPHQW(cid:3)W\SH
47 4XRWDWLRQ 25 6WDQGDUG(cid:3)RUGHU ’) )UHH(cid:16)RI(cid:16)FKDUJH(cid:3)GHOLYHU\ (cid:17)(cid:3)(cid:17)(cid:3)(cid:17)

(cid:3)$VVLJQ(cid:3)WR(cid:3)DFFRXQW(cid:3)JURXS
(cid:19)(cid:19)(cid:19)(cid:20) 6ROG(cid:16)WR(cid:3)SDUW\ (cid:19)(cid:20)(cid:19)(cid:19) ’LVWULEXWLRQ(cid:3)FHQWHU &3’ 2QH(cid:16)WLPH(cid:3)FXVWRPHUV (cid:17)(cid:3)(cid:17)(cid:3)(cid:17)(cid:3)

第 194 页 / 共 417 页

&XVWRPHU(cid:3)0DVWHU(cid:3)DQG(cid:3)$FFRXQW(cid:3)*URXS

&UHDWH(cid:3)VROG(cid:16)WR(cid:3)SDUW\

&XVWRPHU (cid:3)(cid:3)(cid:3)(cid:29)(cid:3)(cid:3)&(cid:20)

6DOHV(cid:3)RUJDQL]DWLRQ (cid:3)(cid:3)(cid:3)(cid:29)(cid:3)(cid:3)(cid:20)(cid:19)(cid:19)(cid:19)

$&&2817(cid:3)*5283(cid:3)(cid:19)(cid:19)(cid:19)(cid:20)

’LVWULEXWLRQ(cid:3)FKDQQHO (cid:3)(cid:3)(cid:3)(cid:29)(cid:3)(cid:3)(cid:3)(cid:20)(cid:19)

’LYLVLRQ (cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:3)(cid:29)(cid:3)(cid:3)(cid:3)(cid:19)(cid:19) )LHOG(cid:3)VHOHFWLRQ

1XPEHU(cid:3)DVVLJQPHQW

$FFRXQW(cid:3)JURXS (cid:3)(cid:3)(cid:3)(cid:29)(cid:3)(cid:3)(cid:3)(cid:19)(cid:19)(cid:19)(cid:20)

2QH(cid:16)WLPH(cid:3)DFFRXQW(cid:29)(cid:3)<HV(cid:18)1R

3URSRVHG(cid:3)PHVVDJH

$&&2817(cid:3)*5283

(cid:19)(cid:19)(cid:19)(cid:20)6ROG(cid:16)WR(cid:3)SDUW\

(cid:19)(cid:19)(cid:19)(cid:21)6KLS(cid:16)WR(cid:3)SDUW\

(cid:19)(cid:19)(cid:19)(cid:22)3D\HU

(cid:19)(cid:19)(cid:19)(cid:23)%LOO(cid:16)WR(cid:3)SDUW\

ª SAP AG 1999

(cid:140)

The account group controls the amount of data and the response of customer master records.

Account groups are already defined in the standard SAP system, such as account group 0001 Sold-

to party, 0002 Ship-to party, 0003 Payer, and so on. . .

You can create additional account groups as necessary.

(cid:140)

When you define the account group, you determine:

• For each data field, whether it is displayed or not and whether maintenance is mandatory,

optional, or not possible

• The number range

• A number of other control elements, such as for partners and texts of the customer master

(cid:140)

([DPSOH:

A customer master record for a customer that only acts as a ship-to party (created with account

group 0002) requires the information relevant for shipping. The billing information is not required,

which is why the corresponding fields are not displayed.

(cid:140)

In contrast to the account group, which controls a customer master record, the partner function

determines which partner assumes specific business functions within the sales process.

&UHDWH(cid:3)VROG(cid:16)WR(cid:3)SDUW\

$&&2817(cid:3)*5283

第 195 页 / 共 417 页

3HUPLWWHG(cid:3)3DUWQHU(cid:3))XQFWLRQV(cid:3)SHU(cid:3)$FFRXQW(cid:3)*URXSV

$FFRXQW(cid:3)JURXS(cid:3)(cid:11)’HILQLWLRQ(cid:12) 3DUWQHU(cid:3)IXQFWLRQ(cid:3)(cid:11)GHILQLWLRQ(cid:12)

(cid:19)(cid:19)(cid:19)(cid:20) 6ROG(cid:16)WR(cid:3)SDUW\ 63 6ROG(cid:16)WR(cid:3)SDUW\

(cid:19)(cid:19)(cid:19)(cid:21) 6KLS(cid:16)WR(cid:3)SDUW\ 6+ 6KLS(cid:16)WR(cid:3)SDUW\

(cid:19)(cid:19)(cid:19)(cid:22) 3D\HU 3< 3D\HU

(cid:19)(cid:19)(cid:19)(cid:23) %LOO(cid:16)WR(cid:3)SDUW\ %3 %LOO(cid:16)WR(cid:3)SDUW\

(cid:19)(cid:19)(cid:19)(cid:24) 3URVSHFWLYH(cid:3)FXVWRPHU &3 &RQWDFW(cid:3)SHUVRQ

(cid:19)(cid:19)(cid:19)(cid:26) 6DOHV(cid:3)SDUWQHU )$ )RUZDUGLQJ(cid:3)DJHQW

(cid:17)(cid:3)(cid:17)(cid:3)(cid:17) (cid:17)(cid:3)(cid:17)(cid:3)(cid:17)

,Q(cid:3)ZKLFK(cid:3)

Partner function 63(cid:3) ¯ (cid:3)Account group (cid:19)(cid:19)(cid:19)(cid:20)(cid:15)(cid:3)(cid:19)(cid:19)(cid:19)(cid:24)(cid:15)(cid:3)&3’(cid:15)(cid:17)(cid:17)(cid:17)

ª SAP AG 1999

^‘ _/ _(cid:28) aA b> ce d‘ fh gG aA b‘ i FDQ(cid:3) _‘ b‘ j( dk ae ln m‘ go j

DVVXPH(cid:3)WKH(cid:3)UROH(cid:3)RI(cid:3)WKH(cid:3) jp ae q) re sk dM at ih ^/ gG d’u "

,Q(cid:3)ZKLFK(cid:3) ^‘ _/ _(cid:28) aA b> ce d‘ fh gG aA b‘ i FDQ(cid:3) _‘ b‘ j( dk ae ln m‘ go j

DVVXPH(cid:3)WKH(cid:3)UROH(cid:3)RI(cid:3)WKH(cid:3) jp ve w(cid:30)ix sk dM at ih ^/ gG d’u "

Partner function 6+(cid:3) ¯ (cid:3)Account group (cid:19)(cid:19)(cid:19)(cid:20)(cid:15)(cid:3)(cid:19)(cid:19)(cid:19)(cid:21)(cid:15)(cid:3)&3’(cid:15)(cid:17)(cid:17)(cid:17)

(cid:140)

For organized sales processing, it is important that each customer is only used for the functions

within a document that have been assigned to him or her. You can guarantee this by assigning

permitted partner functions to each account group.

(cid:140)

If you choose partner type customer for a new partner function, you then have to determine which

of your customers can be entered for this partner type.

(cid:140)

Because you control the customers through the account group, you assign all the defined partner

functions to each account group. As a result, the account group of a customer also controls the

possible partner functions.

(cid:140)

Examples from the standard system:

• Customers in the following account groups can be sold-to parties:

0001, 0005, 0007, CPD, and so on . .

• Customers in account groups 0002 (ship-to party), 0003 (payer) or 0004

(bill-to party) FDQQRW(cid:3)be sold-to parties.


3DUWQHU(cid:3)IXQFWLRQ(cid:3)(cid:11)GHILQLWLRQ(cid:12)

63 6ROG(cid:16)WR(cid:3)SDUW\ 6+ 6KLS(cid:16)WR(cid:3)SDUW\ 3< 3D\HU %3 %LOO(cid:16)WR(cid:3)SDUW\
&3 &RQWDFW(cid:3)SHUVRQ )$ )RUZDUGLQJ(cid:3)DJHQW (cid:17)(cid:3)(cid:17)(cid:3)(cid:17)

,Q(cid:3)ZKLFK(cid:3) ^‘ _/ _(cid:28) aA b> ce d‘ fh gG aA b‘ i FDQ(cid:3) _‘ b‘ j( dk ae ln m‘ go j DVVXPH(cid:3)WKH(cid:3)UROH(cid:3)RI(cid:3)WKH(cid:3) jp ae q) re sk dM at ih ^/ gG d’u "
Partner function 63(cid:3) ¯ (cid:3)Account group (cid:19)(cid:19)(cid:19)(cid:20)(cid:15)(cid:3)(cid:19)(cid:19)(cid:19)(cid:24)(cid:15)(cid:3)&3’(cid:15)(cid:17)(cid:17)(cid:17)

,Q(cid:3)ZKLFK(cid:3) ^‘ _/ _(cid:28) aA b> ce d‘ fh gG aA b‘ i FDQ(cid:3) _‘ b‘ j( dk ae ln m‘ go j DVVXPH(cid:3)WKH(cid:3)UROH(cid:3)RI(cid:3)WKH(cid:3) jp ve w(cid:30)ix sk dM at ih ^/ gG d’u "
Partner function 6+(cid:3) ¯ (cid:3)Account group (cid:19)(cid:19)(cid:19)(cid:20)(cid:15)(cid:3)(cid:19)(cid:19)(cid:19)(cid:21)(cid:15)(cid:3)&3’(cid:15)(cid:17)(cid:17)(cid:17)

第 196 页 / 共 417 页

3DUWQHU(cid:3)’HWHUPLQDWLRQ(cid:3)IRU(cid:3)6DOHV(cid:3)’RFXPHQWV

.193

&XVWRPHU(cid:3)PDVWHU

2UGHU

.19+

6ROG(cid:16)WR(cid:3)SDUW\(cid:29)

&XVWRPHU

&(cid:20)(cid:3)(cid:3)6PLWK(cid:3)1HZ(cid:3)<RUN 2ULJLQ KLHUDUFK\

7(cid:19)(cid:21)(cid:23)3

3DUWQHUV

" &UHGLW

UHSUHVHQWDWLYH

63 &(cid:20) 6PLWK(cid:3)1<

6+ 6(cid:20) 6PLWK(cid:3)6)

3< 3(cid:20) 6PLWK(cid:3)+4

(cid:17)(cid:17)(cid:3)(cid:3)(cid:17)(cid:17)(cid:3)(cid:3)(cid:17)(cid:17) 6\VWHP(cid:3)XVHU

.19.

&RQWDFW

SHUVRQ

ª SAP AG 1999

(cid:140)

When you create sales documents, the business partners are automatically copied from the customer

master. In the process, the customer master of the sold-to party is accessed.

(cid:140)

Several partner relationships are stored in the customer master record for a sold-to party. The

system can also copy a partner function from other customer master records to create a partner for

the sales document by specifying the source of the partner function and the determination sequence.

When you do, you should note the sequence in which the system determines the partners.

• Example of indirect partner functions:

You have different regular suppliers in different regions. You want the system to determine the

forwarding agent in the sales document dependent on the ship-to party. In Customizing, you

determine that the system determines the ship-to party first by accessing the master record for

the sold-to party. Then it accesses the ship-to party’s master record to determine the forwarding

agent.

(cid:140)

You can also use other sources to automatically determine business partners in sales documents,

such as the tables for customer hierarchy (KNVH), contact persons (KNVK), credit representatives

(T024P), and so on. . .

(cid:140)

An analysis function is available for tracing the automatic determination of business partners in

sales documents in detail.

第 197 页 / 共 417 页

3DUWQHU(cid:3)’HWHUPLQDWLRQ(cid:29)(cid:3)8QLW(cid:3)6XPPDU\

<RX(cid:3)DUH(cid:3)QRZ(cid:3)DEOH(cid:3)WR(cid:29)

1DPH(cid:3)WKH(cid:3)PRVW(cid:3)LPSRUWDQW(cid:3)FULWHULD(cid:3)IRU(cid:3)GHWHUPLQLQJ

EXVLQHVV(cid:3)SDUWQHUV

6HW(cid:3)XS(cid:3)QHZ(cid:3)EXVLQHVV(cid:3)SDUWQHUV(cid:3)LQ(cid:3)&XVWRPL]LQJ

,QFOXGH(cid:3)DGGLWLRQDO(cid:3)EXVLQHVV(cid:3)SDUWQHUV(cid:3)LQ(cid:3)WKH(cid:3)VDOHV

SURFHVV

ª SAP AG 1999

第 198 页 / 共 417 页

([HUFLVHV

8QLW(cid:29)(cid:3)%XVLQHVV(cid:3)3DUWQHUV(cid:3)DQG(cid:3)3DUWQHU(cid:3)’HWHUPLQDWLRQ

At the end of these exercises, you will be able to:

• Include and control your own business partners in the master data and

business processes

Your company wants to improve their customer care. Therefore, you

would like to assign a personal representative to important customers,

such as customer T-S62C##, who would then be responsible for ensuring

that the business transactions with that customer run smoothly.

1-1 Enter a new partner function (cid:28)(cid:6) for the personal representative in Customizing.

(cid:11).H\(cid:3)RI(cid:3)WKH(cid:3)QHZ(cid:3)UROH(cid:3)IRU(cid:3)HDFK(cid:3)VWXGHQW(cid:3)JURXS(cid:29)(cid:3)VHH(cid:3)WDEOH(cid:3)EHORZ(cid:12)

Key: (cid:28)(cid:6) (cid:11)VHH(cid:3)WKH(cid:3)IROORZLQJ(cid:3)WDEOH(cid:4)(cid:12)

Description: 5HSUHVHQWDWLYH(cid:3)(cid:6)(cid:6)

Partner type: PE

.H\V(cid:3)RI(cid:3)WKH(cid:3)QHZ(cid:3)IXQFWLRQ(cid:3)IRU(cid:3)HDFK(cid:3)VWXGHQW(cid:3)JURXS(cid:29)

URXS 3DUWQHU URXS 3DUWQHU *URXS 3DUWQHU

QXPEHU IXQFWLRQ QXPEHU IXQFWLRQ QXPEHU IXQFWLRQ

01 9A 07 9G 13 9M

02 9B 08 9H 14 9N

03 9C 09 9I 15 9O

04 9D 10 9J 16 9P

05 9E 11 9K 17 9Q

06 9F 12 9L 18 9R

1-2 Create a new partner determination procedure =(cid:6)(cid:6)(cid:3)with description 3URFHGXUH(cid:3)(cid:6)(cid:6)

for object ”customer master”.

Enter the following partner functions:

– SP Sold-to party (cannot be changed, mandatory function)

– SH Ship-to party (mandatory function)

– BP Bill-to party (mandatory function)

– PY Payer (mandatory function)

– 9# Representative ##

Customer 7(cid:16)6(cid:25)(cid:21)&(cid:6)(cid:6)’s master record is controlled by account group =.(cid:6)(cid:6)(cid:17) Assign

the new procedure to account group =.(cid:6)(cid:6).

*URXS QXPEHU	3DUWQHU IXQFWLRQ
01	9A
02	9B
03	9C
04	9D
05	9E
06	9F

*URXS QXPEHU	3DUWQHU IXQFWLRQ
07	9G
08	9H
09	9I
10	9J
11	9K
12	9L

*URXS QXPEHU	3DUWQHU IXQFWLRQ
13	9M
14	9N
15	9O
16	9P
17	9Q
18	9R

第 199 页 / 共 417 页

1-3 Extend the customer master record for customer 7(cid:16)6(cid:25)(cid:21)&(cid:6)(cid:6) in sales area (cid:20)(cid:19)(cid:19)(cid:19)(cid:3)(cid:18)(cid:3)(cid:20)(cid:19)(cid:3)(cid:18)

(cid:19)(cid:19) with the personal representative.

Note: In the master data menu for Sales, choose:

fi(cid:3)%XVLQHVV(cid:3)SDUWQHUV(cid:3)fi(cid:3)&XVWRPHUV(cid:3)fi(cid:3)&KDQJH(cid:3)fi (cid:3)6DOHV(cid:3)DQG(cid:3)’LVWULEXWLRQ

fi %XWWRQ(cid:29)(cid:3)6DOHV(cid:3)DUHD(cid:3)GDWD(cid:30)(cid:3)6DOHV(cid:3)WDE(cid:3)FDUG(cid:29)(cid:3)3DUWQHU(cid:3)IXQFWLRQV

Enter employee (cid:20)(cid:26)(cid:19)(cid:20)(cid:6)(cid:6) in the partner screen as the personal representative and save

the master record.

1-4 2SWLRQDO

In the next step, verify that the new partner in the master record will be

automatically controlled in document type =$(cid:6)(cid:6).

1-4-1 Create a new partner determination procedure <(cid:6)(cid:6)(cid:3)with description 2UGHU

SURFHGXUH(cid:3)(cid:6)(cid:6)(cid:3)for object ”sales document type”.

1-4-2 Enter the following partner functions:

– SP Sold-to party (cannot be changed, mandatory function)

– SH Ship-to party (mandatory function)

– BP Bill-to party (mandatory function)

– PY Payer (mandatory function)

– 9# Representative ## (mandatory function)

– SE Sales employee

1-4-3 Assign the new procedure to sales document type =$(cid:6)(cid:6).

1-5 2SWLRQDO

Determine whether the partner function (cid:28)(cid:6)(cid:3)5HSUHVHQWDWLYH(cid:3)(cid:6)(cid:6)(cid:3)was automatically

transferred from the customer master record to the order.

1-5-1 Create a trade fair## order for customer 7(cid:16)6(cid:25)(cid:21)&(cid:6)(cid:6) (purchase order number

(cid:6)(cid:6)/2(cid:25)(cid:19)(cid:24)(cid:16)=$(cid:6)(cid:6)(cid:19)(cid:25)). Determine whether the partner function (cid:28)(cid:6)

UHSUHVHQWDWLYH(cid:3)(cid:6)(cid:6)(cid:3)has been stored as a partner in the order header.

1-5-2 Also enter an employee called +XEHUW(cid:3)6FKZDU] as the sales employee.

1-5-3 Can you determine the sales employee from the sold-to party’s master

record?

_________________________________

Why or why not?

____________________________________________________________

第 200 页 / 共 417 页

6ROXWLRQV

8QLW(cid:29)(cid:3)%XVLQHVV(cid:3)3DUWQHUV(cid:3)DQG(cid:3)3DUWQHU(cid:3)’HWHUPLQDWLRQ

1-1 Create a new partner function.

,0*(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)’LVWULEXWLRQ(cid:3)fi(cid:3)%DVLF(cid:3))XQFWLRQV(cid:3)fi(cid:3)3DUWQHU(cid:3)’HWHUPLQDWLRQ

fi(cid:3)’HILQH(cid:3)SDUWQHU(cid:3)IXQFWLRQV(cid:3)fi(cid:3)%XWWRQ(cid:29)(cid:3)3DUWQHU(cid:3)IXQFWLRQV(cid:3)fi(cid:3)&UHDWH(cid:3)HQWU\(cid:3)(cid:11)E\

RYHUZULWLQJ(cid:3)DQ(cid:3)H[LVWLQJ(cid:3)HQWU\(cid:12)(cid:3)fi(cid:3)6DYH

1-2 Create a new partner determination procedure for object “customer master”

fi(cid:3)%DFN(cid:3)fi(cid:3)6HOHFW(cid:3)SDUWQHU(cid:3)REMHFW(cid:3)·&XVWRPHU(cid:3)PDVWHU·(cid:3)fi(cid:3)%XWWRQ(cid:29)(cid:3)3DUWQHU

SURFHGXUHV

fi(cid:3)&RPSOHWH(cid:3)HQWU\(cid:3)=(cid:6)(cid:6)(cid:3)fi(cid:3)6DYH

fi(cid:3)3RVLWLRQ(cid:3)FXUVRU(cid:3)RQ(cid:3)SURFHGXUH(cid:3)fi(cid:3)%XWWRQ:(cid:3)3URFHGXUH(cid:3)GHWDLOV(cid:3)fi(cid:3)(QWHU(cid:3)IXQFWLRQV

fi(cid:3)6DYH

fi(cid:3)*RWR(cid:3)fi(cid:3)3URFHGXUH(cid:3)DVVLJQPHQW

fi(cid:3)$FFRXQW(cid:3)JURXS(cid:3)=.(cid:6)(cid:6)(cid:3)–(cid:3)3DUWQHU(cid:3)SURFHGXUH(cid:3)=(cid:6)(cid:6)(cid:3)fi(cid:3)6DYH(cid:3)fi(cid:3)([LW

1-3 Extend the customer master record for customer 7(cid:16)6(cid:25)(cid:21)&(cid:6)(cid:6) with the personal

representative.

fi(cid:3)%XVLQHVV(cid:3)SDUWQHUV(cid:3)fi(cid:3)&XVWRPHU(cid:3)fi(cid:3)&KDQJH(cid:3)fi (cid:3)6DOHV(cid:3)DQG(cid:3)GLVWULEXWLRQ

fi(cid:3)%XWWRQ(cid:29)(cid:3)Sales area data fi Sales tab card:(cid:3)3DUWQHU(cid:3)IXQFWLRQ(cid:3)fi(cid:3)3DUWQHU

IXQFWLRQ(cid:29)(cid:3)$GG(cid:3)UHSUHVHQWDWLYH(cid:3)(cid:6)(cid:6)

第 201 页 / 共 417 页

1-4 2SWLRQDO

Create a new partner determination procedure for object “Sales document header”

1-4-1 ,0*(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)’LVWULEXWLRQ(cid:3)fi(cid:3)%DVLF(cid:3))XQFWLRQV

fi(cid:3)3DUWQHU(cid:3)’HWHUPLQDWLRQ(cid:3)fi(cid:3)’HILQH(cid:3)DQG(cid:3)DVVLJQ(cid:3)SDUWQHU(cid:3)GHWHUPLQDWLRQ

SURFHGXUHV

fi(cid:3)6HOHFW(cid:3)2EMHFW(cid:29)(cid:3)6HOHFW(cid:3)VDOHV(cid:3)GRFXPHQW(cid:3)KHDGHU(cid:3)fi(cid:3)%XWWRQ(cid:29)(cid:3)3DUWQHU

SURFHGXUHV

fi(cid:3)&RPSOHWH(cid:3)HQWU\(cid:3)<(cid:6)(cid:6)(cid:3)fi(cid:3)6DYH

1-4-2 Enter partner functions

fi(cid:3)3RVLWLRQ(cid:3)FXUVRU(cid:3)RQ(cid:3)SURFHGXUH(cid:3)fi(cid:3)%XWWRQ(cid:29)(cid:3)3URFHGXUH(cid:3)GHWDLOV(cid:3)fi(cid:3)(QWHU

IXQFWLRQV

fi(cid:3)6DYH

1-4-3 Assign the procedure

fi *RWR(cid:3)fi(cid:3)3URFHGXUH(cid:3)DVVLJQPHQW

fi(cid:3)6DOHV(cid:3)GRFXPHQW(cid:3)W\SH(cid:3)=$(cid:6)(cid:6)(cid:3)–(cid:3)3DUWQHU(cid:3)SURFHGXUH(cid:3)<(cid:6)(cid:6)(cid:3)fi(cid:3)6DYH(cid:3)fi(cid:3)([LW

1-5 2SWLRQDO

Check whether the new partner function was automatically transferred from the

customer master record to the order.

1-5-1 Create an order.

/RJLVWLFV(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)GLVWULEXWLRQ(cid:3)fi(cid:3)6DOHV(cid:3)fi(cid:3)2UGHU(cid:3)(cid:11)RUGHU(cid:3)W\SH(cid:29)(cid:3)=$(cid:6)(cid:6)(cid:12)

fi(cid:3)&UHDWH

1-5-2 Also enter the sales representative.

fi(cid:3)*RWR(cid:3)fi(cid:3)+HDGHU(cid:3)fi(cid:3)3DUWQHUV

fi(cid:3)6HDUFK(cid:3)IRU(cid:3)WKH(cid:3)HPSOR\HH¶V(cid:3)SHUVRQQHO(cid:3)QXPEHU(cid:3)XVLQJ(cid:3)D(cid:3)PDWFKFRGH

1-5-3 Can you determine the sales employee from the sold-to party’s master

record?

1R

Why or why not?

3DUWQHU(cid:3)SURFHGXUH(cid:3)=(cid:6)(cid:6)(cid:15)(cid:3)ZKLFK(cid:3)FRQWUROV(cid:3)WKLV(cid:3)FXVWRPHU(cid:15)(cid:3)GRHV(cid:3)QRW(cid:3)FRQWDLQ

WKLV(cid:3)IXQFWLRQ(cid:17)(cid:3)$V(cid:3)D(cid:3)UHVXOW(cid:15)(cid:3)\RX(cid:3)FDQQRW(cid:3)VDYH(cid:3)WKH(cid:3)IXQFWLRQ(cid:3)RI(cid:3)WKH(cid:3)VDOHV

HPSOR\HH(cid:3)LQ(cid:3)WKH(cid:3)FXVWRPHU¶V(cid:3)PDVWHU(cid:3)UHFRUG(cid:17)(cid:3)7KLV(cid:3)PHDQV(cid:3)WKDW(cid:3)WKH(cid:3)V\VWHP

FDQQRW(cid:3)XVH(cid:3)WKH(cid:3)FXVWRPHU(cid:3)PDVWHU(cid:3)WR(cid:3)SURSRVH(cid:3)WKLV(cid:3)SDUWQHU(cid:3)LQ(cid:3)WKH(cid:3)VDOHV

GRFXPHQW(cid:17)