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SAP CRM BP - Basics

This document provides an overview of business partners in SAP. It discusses how business partners are used as neutral representations of persons and organizations that can be used across different SAP applications and modules. It describes how business partners are organized into categories, groupings, and roles to structure the representation and sharing of master data. The document also summarizes how business partners are used to represent relationships between organizations and how various partner functions can be used to model sales-related relationships.

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206 views19 pages

SAP CRM BP - Basics

This document provides an overview of business partners in SAP. It discusses how business partners are used as neutral representations of persons and organizations that can be used across different SAP applications and modules. It describes how business partners are organized into categories, groupings, and roles to structure the representation and sharing of master data. The document also summarizes how business partners are used to represent relationships between organizations and how various partner functions can be used to model sales-related relationships.

Uploaded by

javedsarkar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
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Central business partner basics

Roles, relationships, partner functions


SAP business partner functions
Exchange of CRM business partners R/3 customers

Contents:
Business Partner
At the conclusion of this unit, you will
be able to:
Understand Concept of Business Partners
Business Partner: Objectives
Business Partner: Course Overview
Diagram
Organizational Model
Business Partner
Quotation
Partner Processing
Order
Activity
Products
Output Determination
E-Mail
Text Determination
Opportunity
SAP AG 2001
Vendor
Patient
Business partner
structures
Loan
recipient
Plant
neutral
persons and organizations
cross-application
open infrastructure
integration through
business concepts
Tenant
Customer
Debitor
Creditor
Employee
SAP
Business
Partner
SAP Business Partner
Person
Group
Organization
Business Partner Category
A business partner must be assigned to a group
The grouping controls the number range
The grouping is defined in Customizing
You can make settings for standard groupings
Grouping
Business Partner
Category
Business Partner
Grouping
Number ranges
Freely definable criteria
Standard grouping
Grouping
Sold-to party
Bill-to party
Payer



Invoice
A role offers a particular view of the BP master
Business Partner Roles
General set types
CRM-specific set types
Role: Contact person Role: Ship-to party
Business partner master data parts
Address Pers. data Address Shipping ...
... Billing Shipping
Address Pers. data ...
Sales
Each role offers a different view of the BP master
Data Parts
RMG Inc. Smith & Partners
Business Partner
No. 62031
1st May 1995 31st March 2001
Assistant to
purchasing managers
1st April 31st December 9999
Purchasing manager
Business Partner
No. 60095
Ms White
Business Partner
No. 60111
For describing relationships between business partners
Attributes describe relationships
Some relationships are time-dependent
SAP Business Partner: Relationships
has contact person

is contact person of
Person
Organization
Function
Department
Communication
data
Power of
attorney
Employee
responsible
Contact person relationship
Example: Business Partner
Relationship Category
Relationship Attributes
Partner function

Ship-to party
Partner functions serve to map sales area-relevant
relationships between two business partners
Example: Ship-to party
Bill-to party

Business
partner 1
Business
partner 2
A partner relationship is created for each partner function,
but a partner function is not created for each relationship
Partner Functions
BP50 BP40
BP30 BP20 BP10
BP100
BP90 BP80 BP70 BP60
Hierarchy trees are used to map
business partner group
hierarchies in CRM
e.g. Purchasing collaboration, ...
Business partners are
subsequently assigned to the
hierarchy nodes
Business Partner - Structure of Group
Hierarchy
Pricing
Conditions and price agreements are stored at
organizational levels
Conditions and price agreements apply for all
business partners who are assigned to the
subordinate hierarchy nodes - dependent
on the Customizing settings for pricing.
Grouping
For statistical purposes and
marketing analyses
BP50 BP40 BP30 BP20 BP10
BP90 BP80 BP70 BP60
3% Discount
BP50 BP40 BP20 BP10 BP90 BP80 BP70 BP60
Business Partner - Types of Group
Hierarchy
Attribute 1
Attribute 2
Attribute n
1
Attribute group A
Internet
self-registration

Business partner
Attribute group Free time
Hobby- value Music
Sport - value Football
Interaction
Center
Mobile

Segment Builder/
target group
selection
2
3
4
Marketing Attributes
BP Data Cleansing
Description
Identified duplicates can be brought together with the
dependent data and objects
All dependent data / objects can be presented graphically in a
tree structure
After data cleansing, the duplicate can be archived
automatically
Benefits
Reduction in data redundancy
Improved quality of data
Business Partner Data Cleansing
Duplicate recognition Data cleansing
Duplicate recognition
via
Online transaction
BAPI
Complete scan
of business partner
database
Inter
-
face
B
A
P
I
Registering
of
data
cleansing
cases

Data
cleansing cases
Procedure for
data cleansing

Reassignment
of
business partner
information
Business Partner Data Cleansing:
Structure
Description
Data records, which have been selected for archiving, can be written to
an archive file
After archiving, the business partner data can be deleted
Customer enhancements to the business partner master are taken into
account during archiving, without the need for modifications
Testing data dependencies within the CRM system
The data is tested before archiving: if a business partner is to be used
by another application it cannot be archived
Testing data dependencies for customer enhancements to the
business partner is also possible without having to make
modifications
Search and display of archived data
Benefits
High quality and consistency of data
Improved performance due to reduced amount of data
Business Partner Archiving
Phase 1

Selection
Checking
Setting of system
status to ARCR
Phase 2

Writing of data
to the archive
Phase 3

Checking of
archived data
Deletion from
database
(all data records
with status ARCR)
Business Partner Archiving Procedure
You are now able to:
Explain the concept of business partner related
to ERP systems
SAP Business Partner: Unit Summary

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