Service Management – Copy Partners from Sales Order to Service Order

If you use the RAS or RA order types, no doubt you recognize that you need integration of a lot of data between the two documents.  I recently ran into the issue where my partners were not copying from the sales order to my service order.

I checked that the partner determination procedure was assigned to the service order, all the standard order integration was in place.  Finally, I found a little used piece of configuration:

SPRO -> Plant Maintenance and Customer Service -> Master Data in Plant Maintenance and Customer Service -> Basic Settings -> Partners -> Copy Partner Functions to Master and Movement Data

What I forgot is that when you create a new partner determination procedure, you need to manually assign the partner functions that should be copied.

Simply check the box for all the functions you need.  Next time you create a service order, it will copy the partner functions to your service order.

Thanks for reading,