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CRM_BUPA_ASSIGN_EMPLOYEE - Rule Based Assignment of Employees to Accounts

ABAP Short Reference   Vendor Master (General Section)  
This documentation is copyright by SAP AG.

Purpose

This report is used to assign employees to accounts and contacts. It executes rules to find the appropriate employees for an account. It can be executed online from transaction SE38 or as a background job.

Accounts and contacts for which the Rule Exclusion indicator has been set are not considered by the report.

Prerequisites

You have done the following:

• Created a rule policy. For more information, search for Automatic Employee Assignment on SAP Help Portal.

• Specified the context in Customizing for Service under Master Data -> Business Partner -> Rule-Based Assignment of Employees -> Specify Basic Settings.

Features

Selection

To search for business partners, you can select one of two options:

Search by Basic Attributes

You can specify basic business partner attributes as search criteria.

You can also specify a a relationship to which the rule-based assignment is not to apply. This enables you to exclude business partners for which assignments exist with the specified relationship type.

Search by Business Partner Relationship

This enables you to search for business partners with existing assignments that should be replaced. You have to specify both parameters in this section to run this search.

Generic Parameters

These parameters are always relevant, irrespective of the search option selected above:

• Rule Policy
  This is the rule policy that contains the relevant rules.

• Log Level
  Has a range from 1 - 6. Value "1" logs only error messages, value "6" logs all details.

• Test Mode
  If this indicator is set no database updates are done. The rules are applied and the proposed changes are written to the log. If not set, the business partners are updated with the changes proposed by the rule engine.

Standard Variants

Output

The report creates an application log. The application log is written to the database, and can be accessed using the transaction SLG1. In the transaction SLG1 select the following to see the traces of the report:

• Object: CRM_BP_ASS (Service - Account Employee Assignment.)

• Subobject: BATCH (Traces written by the assignment report)

If the report was started online and not in the background, the log is displayed when the run has been completed.

Activities

Example

You want to run the report as a background job on a daily basis in the evening to assure that all accounts are assigned an employee responsible. To narrow down the selection to the business partners that are really relevant, you have the following options:

• Select only business partners that have been created or changed today

• Exclude employees from the selection (although they are technically business partners they are not accounts)

• Consider only business partners that do not already have an employee responsible assigned (to avoid processing business partners where it is clear that no action is required)

To do this, you could create the following report variant:

• Change Date: Report variants support special selection variables for some fields. They can be specified in the variant attributes screen. Use the variable "Current Date" of type "D: Dynamic date calculation". This sets the current date when the background job is run.

• Business Partner Role: Use the input help to exclude the single value BUP003 (Employee).

• No Assignment for Relationship: Select BUR011 (Responsible Employee).

• Rule Policy: Select the rule policy that contains the appropriate rules for assigning an employee responsible.

• Log Level: Set to "2" to see only errors and warnings and keep the number of log messages low.

• Test Mode: Leave blank so that the business partners are updated on the database.

Addresses (Business Address Services)   Fill RESBD Structure from EBP Component Structure  
This documentation is copyright by SAP AG.

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