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,

As always, thanks for reading and don't forget to check out our SAP Service Management Products at my other company JaveLLin Solutions,
Mike