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Home Testing SAP Account Management in SAP CRM Overview Overview Overview Overview • • Almost all

Overview

Overview

Overview

Overview

Almost all business transactions in an or stakeholders like employee, contact per etc. Within SAP CRM these participants invol transaction are maintained as CRM Busi can be involved in a business transactio

Home Testing SAP Account Management in SAP CRM Overview Overview Overview Overview • • Almost all

Examples of Business Partner

In SAP CRM, business partners are created centrally. Also the roles that a business

-to party and ship-to party are also maintained centrally Thus a business partner created in SAP CRM can be involved in any of the business

modules like sales, marketing and service. This involvement of the business partne transaction depends upon the role assigned to the business partner and the partn the business transaction Creating and maintenance of the business partner in the SAP CRM is included in th application within CRM Web UI. In order to work on the business partner, the user the Account management in the Web UI:

Account Management with option to maintain Business Partn Business Partners Involved in a Business Transaction For

Account Management with option to maintain Business Partn

Account Management with option to maintain Business Partn Business Partners Involved in a Business Transaction For

Business Partners Involved in a Business Transaction

For a particular business transaction, involved business partners can be found within assignment block:

Within SAP GUI, business partner maintenance is available with transaction code B

supporting GUI for CRM transactions and thus Web UI is used for the business par maintenance

Account management in CRM Web UI provides 360

  • 0 view of the business partner d

represents complete data of the business partner including:

the header details of the business partner relationships to other business partners in the business processes

account life cycle of the business partner business transactions in which the business partner is involved change history of the business partner data

Using CRM Middleware it's possible to populate business partners in SAP CRM usin

ERP. Also updates in the business partner data in any of these systems (ERP or CR through the CRM Middleware Below is the SPRO path for Business partner customizing. The Partner Processing i particular business transaction also depends upon the customizing settings imple partners. Thus the customizing settings for the business partners in CRM are imple once done, CRM Web UI is used to create and maintain the business partners

SPRO to maintain Business Partner related customizing Business Partner Category • SAP CRM supports three possible

SPRO to maintain Business Partner related customizing

Business Partner Category

• SAP CRM supports three possible categories:

Person or Individual Group Organization

A business partner can belong to any one of these categories. An account can be f

follows-

Account: An account is a company, group, or individual, with which your organi relationship.

Accounts are further divided into:

Corporate Account (organizations or companies) Individual Account (individuals) Groups (Groups like households)

Contact

person with whom you have a business relationship mostly assigned to a corporate account

Employee

member of your organization involved in interaction between your organization and vendor, prospect, cus

◦ Account: An account is a company, group, or individual, with which your organi relationship. ■

Business Partner categories

• It is not possible to modify these categories or to create new categories. • When a business partner is created in SAP CRM, category is assigned to it. The bus only assign once while the creation of the business partner and cannot be modifie business partner life cycle. Thus while creating a business partner you need to sele step. Also, the account search can be filter based upon the account category for fa

Search page for accounts in Web UI • This business partner category is also used in

Search page for accounts in Web UI

• This business partner category is also used in the header of the account display, cr

Search page for accounts in Web UI • This business partner category is also used in

Page title for an Account mentions the Account Type "Individual A

Business Partner Grouping

When a business partner is created, a number termed as "business partner numb number can be configured in the SPRO customizing such that it is generated autom partner is created • For this, Business Partner Grouping and Number Ranges are used • We define range of numbers using start and end value (within SAP CRM this is term and has an identifier):

Number Range in SPRO settings For example, from the above screen shot, business partner with number

Number Range in SPRO settings

For example, from the above screen shot, business partner with number range 01 '4907620' , while business partner with number range 02 will be assigned number • Number range can be Internal or External • Internal Number Range

Based up on the customizing settings this is generated within the CRM system This is a sequential number from the relevant number range

• External Number Range

In this case, number can be assigned by the user while creating the record Or the number can be derived from an external system In both cases the number used must lie within the corresponding number rang

• This number range is then assigned to a grouping • SPRO path to assign Number Range to Group:

IMG -> Cross-Application Components -> SAP Business Partner -> Business Part and Grouping -> Define Groupings and Assign Number Ranges

Business Partner Grouping is basically different number ranges that could be assig partner.Thus Grouping can be considered as a container which holds the Number • While creating a BP, user selects the Grouping • Selected grouping identifies the number to be generated • If the grouping is using an Internal number range, the business partner number w saving the Business Partner • For the Grouping corresponding to external number ranges

ID field can be enabled for user to give a Business Partner number or BP number can be fetched from external system (e.g. connected ERP)

Create page for an Individual Account Business Partner Roles The BP (Business Partner) roles assigned to

Create page for an Individual Account

Business Partner Roles

The BP (Business Partner) roles assigned to a business partner reflect the partner' business transactions in which the partner may be involved. • It is possible to assign more than one business partner role to a business partner

This means a business partner can be involved in different business transaction But the general information of the business partner like name, address, etc. ar • It is possible to create custom BP roles as per the business requirement

Business Role settings in SPRO – I • A business partner role is assigned to a

Business Role settings in SPRO – I

• A business partner role is assigned to a business partner role category

Business Role settings in SPRO – I • A business partner role is assigned to a

Business Role settings in SPRO – II

• BP Role Category controls properties of the BP role:

Business Role settings in SPRO – III • There is a separate assignment block in the

Business Role settings in SPRO – III

There is a separate assignment block in the Accounts Overview for the BP Roles. T the available roles that can be assigned to the account. Using the Insert button it i role to a business partner:

Business Role settings in SPRO – III • There is a separate assignment block in the

Business Role Assignment Block in Web UI

BP Relationships

• A business partner can have relation with another business partner.

• A connection between two business partners is formed using the "business partne

Within SAP CRM, relationship between business partners is described with busines category:

BP Relationships • A business partner can have relation with another business partner. • A connection

Business Partner Relationship settings in SPRO – I

• These BP Relationship Category defines the properties of the business partner rela

Business Partner Relationship settings in SPRO – II • A BP Relationship can be unidirectional or

Business Partner Relationship settings in SPRO – II

• A BP Relationship can be unidirectional or bidirectional • BP Relationships can be assigned to a business partner in Web UI in the Relationsh

This updates all the Business Partners involved in the relations Existing relationship can be modified using the 'Actions' buttons

Business Partner Relationship settings in SPRO – II • A BP Relationship can be unidirectional or

Business Partner Relationship Assignment Block in Web UI

It is possible to have a relationship time dependent. Thus the relationship will be v specified while the creation of this relationship • Using the New button in above screenshot it is possible to create new relation:

Account Classification

SAP CRM provides functionality of account classification using which you can class according to any criteria. This is particularly useful when a large enterprise needs t business areas according to different criteria • It is possible to perform search for accounts based upon these classification criteri • Account classification is also available as an individual assignment block on the Ac

Account Classification SAP CRM provides functionality of account classification using which you can class according to

Account Classification Assignment Block in Web UI

The role in this assignment block is different from the Business Partner Role. You c Criteria and Attributes As per the requirement account criteria can be combined to create Classification C classification category can consist of up to 5 criteria and any number of attributes • Constituents of account classification are defined in the SPRO customizing • There is a helper class associated with each criteria and attribute for the value hel Web UI • Criteria definition:

Account Classification SAP CRM provides functionality of account classification using which you can class according to

• Attribute definition:

• Attribute definition: Account Classification settings in SPRO – III • Assignment of attributes: Account Classification

Account Classification settings in SPRO – III

• Assignment of attributes:

• Attribute definition: Account Classification settings in SPRO – III • Assignment of attributes: Account Classification

Account Classification settings in SPRO – IV

• Assigning Criteria:

• Attribute definition: Account Classification settings in SPRO – III • Assignment of attributes: Account Classification

360

  • 0 View of Business Partner

360 0 View of Business Partner Linked Documents within individual Assignment Blocks in We SAP CRM

Linked Documents within individual Assignment Blocks in We

SAP CRM provides 360 view of the business partner. This means that all the data rela partner can be checked in one place. In the header data it is possible to maintain and applicable in all scenarios like the first name, last name, BP number, etc. There are se for data like BP Role, BP Relationship, etc. Also we can find all the business transactio business partner is involved. For example, there is an assignment block "Opportuniti opportunity business transactions in which the business partner is involved

0

It is possible to navigate to the corresponding business transaction document from

data. Also, we can create new business transactions through these assignment blo button on Opportunity block it is possible to navigate to the Opportunity page and with respect to the business partner Thus, the SAP CRM supports the maintenance of the complete business partner lif which makes it convenient for the end user to use and helps in the reporting purp

vTiger implementation

smallbusiness.carnacgroup.com/

360 0 View of Business Partner Linked Documents within individual Assignment Blocks in We SAP CRM

Discover the best Open Source CRM for your small business

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