The following 3 elements are taken into consideration for the determination of the Party Roles in a service document such as a Service Order:
1. The fine tuning activity Involved Parties for Service Orders (in the example of a Service Order) in your Business Configuration.
Workcenter: Business Configuration
View: Implementation Projects
Select the respective Implementation Project and click on Open Activity List
Navigate to the Fine Tune tab.
2. The Organizational Work Distribution rules in the Organizational Management.
Workcenter: Organizational Management
View: Work Distribution -> Organizational Work Distribution
3. The Employee Work Distribution rules in the Organizational Management.
Workcenter: Organizational Management
View: Work Distribution -> Employee Work Distribution
To determine the Parties in a Service Order you need to consider the determination rules in the fine tuning activity Involved Parties for Service Orders for the following Parties:
A) Seller
B) Sales Unit
C) Service Execution Team
D) Service Performer
E) Processor
You can check the rules for each party role by selecting the party role and then clicking on the Maintain Determination button.
A) Select the Seller party role and click on the Maintain Determination button.
Here you see that there are 2 methods for the determination of the Seller.
Step 5 -> Company of Logged on User If this is active, the system will check the logged on user (if you create a Service Order via the Service Order from Microsoft Excel® the user logged on via the excel add-in is used) and checks if this user is assigned to a company in the org management. If this is not the case or the step is not active the system will check the next step.
Step 10 -> Company of Sales Unit The system will check the determination of the party role Sales Unit
B) Select the Sales Unit party role and click on the Maintain Determination button.
Here you see that there are 3 methods for the determination of the Sales Unit.
Step 1 -> Sales Unit of Service Execution Team
The system will check the Organizational Work Distribution Rules of the Sales Unit of the Service Execution Team
Here your rule for the determination of the Service Execution Team depends on the seller (Company). Then the Seller and Sales Unit cannot be determined.
The system will go to the next step.
Step 2 -> Responsibility “Sales Unit for Sales”
The system will check the Organizational Work Distribution Rules for the work category Sales Unit.
Here there is no rule maintained.
The system will move forward to the next Step.
Step 30 -> Organizational Unit from Org Model if only One Suitable Functional Unit Exits
The system will check if there is only one valid Organizational Unit which has the Functions Sales/Sales Organization active. If there is only one, the system can determine it. If there are more than one, the system cannot determine it. If the System cannot determine this, the error message “party with role sales unit missing” occurs.
C) Select the Service Execution Role and click on the Maintain Determination button.
In Step 110 -> The system determination will check the event first
The event relies on the service location. In this example the service location is on customer site and therefore the system cannot determine the service execution team. In case this would be the service center, this is possible and set up accordingly.
Step 120 -> The system will check the service location of the Service Order and if for this service location a rule in the Organizational Work Distribution Rules of the Service Execution Team for Service Orders is set up and valid. If this is not the case the Service Execution Team cannot be determined.
Step 130 -> The system will check if a rule in the Organizational Work Distribution Rules of the Service Execution Team for Service Orders is set up and valid. If this is not the case the Service Execution Team cannot be determined.
Step 150 -> The system will check if a Service Performer can be determined.
D) Select the Service Performer Role and click on the Maintain Determination button.
Step 15 -> The system checks if there is an event maintained in the service order. The event relies on the service location. In this example the service location is on customer site and therefore the system cannot determine the service execution team. In case this would be the service center, this is possible and set up accordingly (see step 110 in the service execution team).
Step 20 -> The system checks if there is a responsible service performer for service order from service location maintained in the system. If this is not maintained, the system will check the next step.
Step 40 -> The system checks if there is a responsible service performer for service order maintained in the account.
If the system cannot determine the Service Performer the system will go back to the next step in the service execution team role.
Step 160 -> The system will check if there is only one valid Organizational Unit from Org Model if only one suitable unit exits.
The system will check if there is only one valid Organizational Unit which has the Function Services Organization active. If there is only one, the system can determine it. If there are more than one, the system cannot determine it.
E) Select the Processor Role and click on the Maintain Determination button.
Step 10 -> The system will check if there is a direct responsible of the account
If there is no direct responsible of the account maintained, the system cannot determine and will move forward to the next step.
Step 20 -> The system will check, if there is a responsible processor for service order maintained in the account.
If there is no responsible processor maintained for service order, the system will move to the final step
Step 30 -> The system will check for the logged-on user
In case this step is not active in the determination of the processor, the system cannot determine the processor.
See also Party Role Determination in a Sales Document: https://blogs.sap.com/2016/05/16/party-role-determination-in-a-sales-document/
1. The fine tuning activity Involved Parties for Service Orders (in the example of a Service Order) in your Business Configuration.
Workcenter: Business Configuration
View: Implementation Projects
Select the respective Implementation Project and click on Open Activity List
Navigate to the Fine Tune tab.
2. The Organizational Work Distribution rules in the Organizational Management.
Workcenter: Organizational Management
View: Work Distribution -> Organizational Work Distribution
3. The Employee Work Distribution rules in the Organizational Management.
Workcenter: Organizational Management
View: Work Distribution -> Employee Work Distribution
To determine the Parties in a Service Order you need to consider the determination rules in the fine tuning activity Involved Parties for Service Orders for the following Parties:
A) Seller
B) Sales Unit
C) Service Execution Team
D) Service Performer
E) Processor
You can check the rules for each party role by selecting the party role and then clicking on the Maintain Determination button.
A) Select the Seller party role and click on the Maintain Determination button.
Here you see that there are 2 methods for the determination of the Seller.
Step 5 -> Company of Logged on User If this is active, the system will check the logged on user (if you create a Service Order via the Service Order from Microsoft Excel® the user logged on via the excel add-in is used) and checks if this user is assigned to a company in the org management. If this is not the case or the step is not active the system will check the next step.
Step 10 -> Company of Sales Unit The system will check the determination of the party role Sales Unit
B) Select the Sales Unit party role and click on the Maintain Determination button.
Here you see that there are 3 methods for the determination of the Sales Unit.
Step 1 -> Sales Unit of Service Execution Team
The system will check the Organizational Work Distribution Rules of the Sales Unit of the Service Execution Team
Here your rule for the determination of the Service Execution Team depends on the seller (Company). Then the Seller and Sales Unit cannot be determined.
The system will go to the next step.
Step 2 -> Responsibility “Sales Unit for Sales”
The system will check the Organizational Work Distribution Rules for the work category Sales Unit.
Here there is no rule maintained.
The system will move forward to the next Step.
Step 30 -> Organizational Unit from Org Model if only One Suitable Functional Unit Exits
The system will check if there is only one valid Organizational Unit which has the Functions Sales/Sales Organization active. If there is only one, the system can determine it. If there are more than one, the system cannot determine it. If the System cannot determine this, the error message “party with role sales unit missing” occurs.
C) Select the Service Execution Role and click on the Maintain Determination button.
In Step 110 -> The system determination will check the event firstThe event relies on the service location. In this example the service location is on customer site and therefore the system cannot determine the service execution team. In case this would be the service center, this is possible and set up accordingly.
Step 120 -> The system will check the service location of the Service Order and if for this service location a rule in the Organizational Work Distribution Rules of the Service Execution Team for Service Orders is set up and valid. If this is not the case the Service Execution Team cannot be determined.
Step 130 -> The system will check if a rule in the Organizational Work Distribution Rules of the Service Execution Team for Service Orders is set up and valid. If this is not the case the Service Execution Team cannot be determined.
Step 150 -> The system will check if a Service Performer can be determined.
D) Select the Service Performer Role and click on the Maintain Determination button.
Step 15 -> The system checks if there is an event maintained in the service order. The event relies on the service location. In this example the service location is on customer site and therefore the system cannot determine the service execution team. In case this would be the service center, this is possible and set up accordingly (see step 110 in the service execution team).
Step 20 -> The system checks if there is a responsible service performer for service order from service location maintained in the system. If this is not maintained, the system will check the next step.
Step 40 -> The system checks if there is a responsible service performer for service order maintained in the account.
If the system cannot determine the Service Performer the system will go back to the next step in the service execution team role.
Step 160 -> The system will check if there is only one valid Organizational Unit from Org Model if only one suitable unit exits.
The system will check if there is only one valid Organizational Unit which has the Function Services Organization active. If there is only one, the system can determine it. If there are more than one, the system cannot determine it.
E) Select the Processor Role and click on the Maintain Determination button.
Step 10 -> The system will check if there is a direct responsible of the account
If there is no direct responsible of the account maintained, the system cannot determine and will move forward to the next step.
Step 20 -> The system will check, if there is a responsible processor for service order maintained in the account.
If there is no responsible processor maintained for service order, the system will move to the final step
Step 30 -> The system will check for the logged-on user
In case this step is not active in the determination of the processor, the system cannot determine the processor.
See also Party Role Determination in a Sales Document: https://blogs.sap.com/2016/05/16/party-role-determination-in-a-sales-document/
- SAP Managed Tags:
