Partner Functions
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A partner function identifies account group roles and responsibilities within the sales transactions. It refers to the rights, roles and responsibilities a business partner can take on in a business transaction. Different partner functions can be assigned to the customer in SAP, like sales employee (sales agent) or contact person. For more information, see Account Group Mapping.
You can import either all sales agents and contacts from SAP to Sana, or only those which are assigned to a certain partner function.
To set up the partner functions for sales agents and contacts, in the main menu of the Sana add-on, click Webstore Configuration. In the Webstore Id field, select your webstore and click on the Change Webstore Settings button at the top. Expand the Customers area.
By adding the partner functions on the Partner Functions tab, only those sales agents and contacts which are assigned to the selected partner functions will be indexed and used by Sana. If you do not add any partner functions to this table, all sales agents and contacts which exist in SAP will be imported to Sana. This way you can import only those sales agents and contacts from SAP to Sana which are allowed to purchase online through the Sana webstore, and filter out those which are not needed, not to import the unnecessary data.
The table below provides description of the fields on the Partner Functions tab.
|
Field |
Description |
|---|---|
|
Sales Agent Partner Function |
Select the necessary partner function to import only those sales agents which are assigned to it or leave this field empty to import all sales agents. |
|
Contact Person Partner Function |
Select the necessary partner function to import only those contacts which are assigned to it or leave this field empty to import all contacts. |
You can also set up webstore filters for sales agents and contacts in SAP. If you don't use sales agents and contacts at all, you can also disable indexing of sales agents and contacts in the customer import task settings.
