Business Partner

Contents: Central business partner basics Roles, relationships, partner functions SAP business partner functions Exchange of CRM business partners R/3 customers

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Business Partner: Objectives

At the conclusion of this unit, you will be able to: Understand Concept of Business Partners

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Business Partner: Course Overview Diagram

Partner Processing Activity Opportunity Order Text Determination Quotation

E-Mail E-Mail

Output Determination

Business Business Partner Partner

Product s

Organizational Model

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SAP Business Partner

Patient

Business partner structures

Employee

Loan recipient

Creditor

Tenant

SAP Business Partner

neutral persons

Vendor

Customer

Debitor

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and organizations cross-application open infrastructure integration through business concepts

Plant

Business Partner Category

Person

Organization

Group

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Grouping
Business Partner Category
Grouping Business Partner

Grouping Number ranges Freely definable criteria Standard grouping

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

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Business Partner Roles

Sold-to party

Bill-to party

Invoice

Payer

A role offers a particular view of the BP master

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Data Parts

Role: Contact person

Address Pers. data

Role: Ship-to party

Address Shipping ...

Address

Pers. data

...

Sales

Shipping

Billing

...

General set types

CRM-specific set types

Business partner master data parts

Each role offers a different view of the BP master

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SAP Business Partner: Relationships

For describing relationships between business partners Attributes describe relationships Some relationships are time-dependent

RMG Inc.
Business Partner No. 60095 Ms White Business Partner No. 60111
1st May 1995 31st March 2001 Assistant to purchasing managers

Smith & Partners

Business Partner No. 62031

1st April 31st December 9999 Purchasing manager

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Example: Business Partner Relationship Category

Contact person relationship

has contact person Organization is contact person of Person

Function Department

Relationship Attributes

Employee responsible

Power of attorney

Communication data

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Partner Functions

Partner functions serve to map sales area-relevant relationships between two business partners

Example: Ship-to party Bill-to party

Business partner 1

Partner function Ship-to party

Business partner 2

A partner relationship is created for each partner function, but a partner function is not created for each relationship
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Business Partner - Structure of Group Hierarchy

Hierarchy trees are used to map business partner group hierarchies in CRM

e.g. Purchasing collaboration, ...

BP100

Business partners are subsequently assigned to the hierarchy nodes

BP10

BP20

BP30

BP40

BP50

BP60
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BP70

BP80

BP90

Business Partner - Types 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.
BP10 BP20

3% Discount

Grouping

BP30

BP40 BP50

For statistical purposes and marketing analyses

BP60 BP70 BP80 BP90

BP10 BP20 BP40 BP50 BP60 BP70 BP80 BP90

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Marketing Attributes
1
Attribute 1 Attribute 2 Attribute 2 Attribute n Attribute n
Interaction Center

2
Attribute group A

Segment Builder/ target group selection Mobile

Internet self-registration

4
Business partner Attribute group Free time Hobby- value Music Sport - value Football
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Business Partner Data Cleansing

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

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Business Partner Data Cleansing: Structure

Duplicate recognition
Duplicate recognition via Online transaction BAPI

Data cleansing
Registering of data cleansing cases Procedure for data cleansing Reassignment of business partner information

Inter face

Complete scan of business partner database

B A P I

Data Data cleansing cases cleansing

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Business Partner Archiving

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

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Business Partner Archiving Procedure

Phase 1
Selection Checking Setting of system status to ARCR

Phase 2

Phase 3
Checking of archived data Deletion from database

Writing of data to the archive

(all data records with status ARCR)

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SAP Business Partner: Unit Summary

You are now able to: Explain the concept of business partner related to ERP systems

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