3735221 - Bill-To and Ship-To determination methods

When creating an object, for example Sales Quote, a Bill-to and Ship-to will be determined as involved parties. It is desired to know how the determination steps (10 - Business partner relationship of Account and 20 - Copied from Account) from fine-tuning work.

SAP Cloud for Customer

1. Go to Sales Work Center.
2. Selected the desired Sales Object view, for example Sales Orders.
3. Open a Sales Order and go to Involved Parties tab.
4. See the Bill-to and Ship-to parties.
5. Scroll to the right.
6. See the determination method for Bill-To and Ship-To is "Copied Automatically from a Party with a Different Party Role Category" or "Provided Automatically by Business Partner Relationship".
7. It is desired to know what this means and what cause each determination.

First of all, the fine-tuning configuration needs to be checked:

1. Go to Business Configuration > Overview.
2. Search for the desired Sales Object activity (Opportunity, Sales Order, Sales Quote, Lead).
3. Open it and click on "Maintain Involved Parties".
4. Select Bill-To Ship-To row.
5. Click on Maintain Determinations button.
6. There will be two determination steps:
   • 10 - Business partner relationship of Account
   • 20 - Copied from Account
7. Then do the same for Ship-To row.

If both methods are selected then, the system will behave as follows:

If the Account associated with the Sales Object (e. g. Sales Order), has a Bill-To/Ship-To address maintained as Main, system will pick this address and determine it for the Sales Object. In this scenario, the step '20 - Copied from Account' takes place and determination method "Copied Automatically from a Party with a Different Party Role Category" will be shown.

This will happen regardless if the Account has more than one Address. System will always take the one flagged as "Main".

Now, if the Account has the address maintained only under Relationship facet/section, then step 10 - Business partner relationship of Account will take place with method "Provided Automatically by Business Partner Relationship" displayed.

If there are multiple Bill-To/Ship-To addresses maintained for the Account, the one flagged as "Main" will be chosen, due to the system logic as mentioned.

KBAs:

• 3098149 - Check Party Determination Feature Possible Results
• 2660153 - How to use the Account address options for Ship-to and Bill-to

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