Business Partner Setup in SAP S - 4HANA

24/09/2019 Business Partner Setup in SAP S/4HANA - SAPSPOT
Business Partner Setup in SAP S/4HANA

 July 2, 2018 (http://www.sapspot.com/business-partner-setup-in-sap-s-4hana/)  webadmin
(http://www.sapspot.com/author/webadmin/)
This blog is intended to help the users who are new to S/4HANA Business Partner Setup. In this
blog, I would be providing some basic configuration steps required in case we have to customize
our own Business Partners (Customer/Vendor).
SAP ERP Transaction codes (like XD01, XD02, XD03 or VD01, VD02, VD03/XK01, XK02,
XK03 or MK01, MK02, MK03 or VAP1, VAP2, VAP3 etc) related to Customer/Vendor are
Obsolete in S/4HANA and we will be using the transaction code: BP for creating Business
Partners (Customer, Vendor, Contact etc.)
BP Number will be generated separately for each Business Partner created and in the
background Customer/Vendor number will be generated based on Customer-Vendor
Integration settings. It is recommended to have same BP ID (Business Partner Number) &
Customer Number /Vendor Number but not mandatory, it is detailed at step no’s 6 & 7.
Business Partner:
Business Partner is the party with whom we have a business interest.

Business Partners can be Accounts, Contacts & Employees.
1. Accounts: Any account with which we have a business relationship. That can either be
Individual Accounts (Private Individuals) OR

Corporate Accounts (i.e. Company(ies) or Organization(s)) OR
Account Groups (Any Groupings)
2. Contacts: A Contact is a person with whom we have business relationship.
www.sapspot.com/business-partner-setup-in-sap-s-4hana/ 1/17
3. Employees: An employee is a member of your company, who is involved in the interactions

between your company and customers, vendors and other parties.
Business Partner Role: Business Partner Role is used to distinguish the business partner in
business terms. The Roles you assign to a Business Partner will define the business transactions
in which that particular partner is involved. i.e. Customers, Vendors, contact persons, employees or
other parties.
Business Partner (BP) Setup:
In this step, we will be performing the configuration setup required to define Business Partner
Roles and Customer-Vendor Integration Points which are required to create customer, vendor or
contact person using BP Approach in SAP S/4HANA.
Example: In case you want to setup multiple BP Roles like Sold-To, Ship-To, Bill-To, Payer,
Contact Person, Vendor etc. as per the business needs. we have to follow the below steps to
create those Roles in SAP S/4HANA.
1. Activation of Synchronization Objects:
To synchronize the BP with Customer/Vendor or Customer/Vendor with BP, this indicator must be
set.
Configuration Path – Synchronization Object Activation:
SPRO-> Cross-Application Components -> Master Data Synchronization -> Synchronization

Control -> Synchronization Control -> Activate Synchronization Options.
2. Activation of PPO (PostProcessing Office) Requests:
We will activate this setting to decide whether a PPO transport should be written in the event of an
error for each platform Object. This will help us in error handling.
Configuration Path – Synchronization Object Activation:
SPRO-> Cross-Application Components -> Master Data Synchronization -> Synchronization

Control -> Synchronization Control -> Activate PPO Requests for Platform Objects in the Dialog.
3. PPO Objects:
In this step, we will be activating/deactivating the Postprocessing Orders creation. If we activate

this, then all messages from a business process for the same object are combined under a main
message. This will then be collected by Postprocessing Office for mass processing of messages.
Configuration Path – Activate Creation of PPO Orders:
SPRO-> Cross-Application Components -> General Application Functions -> Postprocessing

Office -> Business Processes -> Activate Creation of Postprocessing Orders
Steps mentioned below are to be performed for both Customer & Vendor as well.
4. Creation of BP Roles:
Before creating BP roles, we must create BP Role Categories and define the category of each
business partner using the below path.
In S/4HANA, we have 3 different categories of BP’s.
Organization – Can be a company, association, department etc.

Group – Married Couple, shared partners etc.
Person – Individuals.
Once BP Role categories are defined, BP Roles will be created and each Role is linked with one
BP Role category.
Configuration Path BP Role Category:
SPRO-> Cross-Application Components -> SAP Business Partner -> Business Partner -> Basic
Settings -> Business Partner Roles -> Define BP Roles -> BP Role Categories.
Configuration Path BP Role:
Settings -> Business Partner Roles -> Define BP Roles -> BP Roles.
For certain BP’s, Company Code Data or Sales & distribution or Purchasing org data are not
required and in few cases only General Data is required, such cases can be handled using SAP
standard views.
But for some BP Roles, we will be needing all the views (General Data, Company Code Data,
Sales & Distribution, Purchase Org Data), such requirements can be configured by defining our
own views & maintaining the relevant screen sequences, sub-header id’s, data sets, calling
applications.
We will create this BP views using the transaction code BUSD and assign these views to relevant
BP role under Interface control subscreen during BP Role creation (see above screenshot).
Tcode: BUSD
Create new BP view:
Here we will define our own View and do the required assignments as per business need.
Assign Data Sets:
Data sets is nothing but the sub-screen/tab which we want to include in our BP role like Additional
data tabs, Data set will be created by ABAP consultant.
Screen Sequences:
To have multiple screens/views for each BP Role (i.e. Company Code Data & Sales and
Distribution data & Purchase Org Data), we will have to add screen sequences as shown below.
This will enable calling of all views in single BP role.
Sub-header ID:
We have to add sub-header IDs, in order to get options to navigate to different screens for same
BP Role.
5. Number Ranges and Groupings:
In this step, we will be defining new number ranges for each BP Role.
Configuration Path Number Range Creation:
Settings -> Number Ranges and Groupings -> Define Number Ranges.
BP Grouping –
For BP configuration we have BP grouping, these BP grouping will be linked to account groups
(refer step 7).
We will create BP groupings (Number Range Grouping) and assign the number range Ids in this
step.
Configuration Path Defining Grouping and Assign Grouping to Number Ranges:
Settings -> Number Ranges and Groupings -> Define Groupings and Assign Number Ranges.
6. Create Account Groups for Customer or Vendor (as in SAP ECC):
As part of S/4HANA BP setup, we also create customer/vendor account groups (like in SAP ECC)
and link it with BP number groupings created in the above step.
There are 2 ways of creating BP and Customer/Vendor.
We will create BP first and in the background customer/vendor will be created automatically.
We will create customer/vendor first and in the background system will create BP
automatically.
This creation will be controlled by the settings present in step 7.
Customer Account Groups Setup:
Configuration Path – Create Customer Account Groups:
SPRO-> Financial Accounting -> Accounts Receivable and Accounts Payable -> Customer
Accounts -> Master Data -> Preparations for Creating Customer Master Data -> Define Account
Groups with Screen Layout (Customers).
Similarly, we have to create Vendor Account Group using the path:
Configuration Path – Create Vendor Account Groups:
SPRO-> Financial Accounting -> Accounts Receivable and Accounts Payable -> Vendor Accounts
-> Master Data -> Preparations for Creating Vendor Master Data -> Define Account Groups with
Screen Layout (Vendors).
Number Ranges for Customer Accounts:
In this step, we will create number ranges as per the Customer/Vendor Account Groups.
Configuration Path – Create Number Ranges for Customer Accounts:
Accounts -> Master Data -> Preparations for Creating Customer Master Data -> Create Number
Ranges for Customer Accounts.
In order to have same number generated for Business Partners & Customers/Vendors, we have to
define the customer/vendor account number ranges as external and also we have to enable the
check box for same number while assigning direction for BP to customer (which is shown in step
7).
Below is the path to create number ranges for Vendor Account Groups:
Configuration Path – Create Number Ranges for Vendor Accounts:
-> Master Data -> Preparations for Creating Vendor Master Data -> Create Number Ranges for
Vendor Accounts.
In the below step, we will assign the number ranges to customer account groups.
Configuration Path – Assign Number Ranges for Customer Accounts:
Accounts -> Master Data -> Preparations for Creating Customer Master Data -> Assign Number
Ranges to Customer Account Groups.
Similarly, we have to assign the number ranges to vendor account groups using below path:
Configuration Path – Assign Number Ranges for Vendor Accounts:
-> Master Data -> Preparations for Creating Vendor Master Data -> Assign Number Ranges to
Vendor Account Groups.
7. Number Range Assignment from BP to Customer Master:
In this step, we will assign BP grouping to customer account group to ensure that the customer is
updated at the same time as the business partner is processed as part of customer integration.
In this step, we can also choose whether the customer master record is created with an account
group with internal or external number assignment or with identical numbers for the BP created.
Configuration Path – Assignment of Number Range from BP to Customer:
SPRO -> Master Data Synchronization -> Customer/Vendor Integration -> Business Partner
Settings -> Settings for Customer Integration -> Field Assignment for Customer Integration ->
Assign Keys -> Define Number Assignment for Direction BP to Customer.
Similarly, we have to assign number range from BP to vendor using below path:
Configuration Path – Assignment of Number Range from BP to Vendor:
Settings -> Settings for Vendor Integration -> Field Assignment for Vendor Integration -> Assign
Keys -> Define Number Assignment for Direction BP to Vendor.
8. BP Role Category for Direction:
In this step, we will define the direction of BP role category. i.e. whether customer to be created
from BP creation or BP creation should happen when the Customer is created.
Configuration Path – Set BP Role Category for Direction:
SPRO-> Master Data Synchronization -> Customer/Vendor Integration -> Business Partner
Settings -> Settings for Customer Integration -> Set BP Role Category for Direction BP to
Customer.
Similarly, we have to set BP Role Category of vendor for direction using the below path:
Configuration Path – Set BP Role Category for Direction:
SPRO-> Master Data Synchronization -> Customer/Vendor Integration -> Business Partner
Settings -> Settings for Vendor Integration -> Set BP Role Category for Direction BP to Vendor.
9. BP Role Exclusion Groups:
In case, if we do not want to extend any business partner to another BP Role (or to restrict one
business partner to one BP role), then those BP roles must be maintained in BP role exclusion
group. While changing business partner, system will not display the BP Roles other than the one
under which business partner has created.
In this step, we will define BP exclusion group and add BP Roles in it.
Configuration Path – Define BP Role Exclusion Group:
SPRO -> Cross-Application Components -> SAP Business Partner -> Business Partner -> Basic
Settings -> Business Partner Roles -> Define BP Role Exclusion Groups -> Define BP Role
Exclusion Groups
Configuration Path – Assign BP Roles to BP Role Exclusion Group:
Settings -> Business Partner Roles -> Define BP Role Exclusion Groups -> Assign BP Role to BP
Role Exclusion Group
10. Contact Person:
In order to create contact person business partner in S/4HANA, BP role category for BP role
(contact person) should be set as “Person”.
We will have to activate the contact person assignment using the path:
Configuration Path – Activate Assignment of Contact Person:
Settings -> Settings for Customer Integration -> Field Assignment for Customer Integration ->
Assign Attributes -> Contact Person -> Activate Assignment of Contact Persons.
Using transaction BP, we have to create contact person business partner as a person. Once BP
contact person is created, assign this contact person to any of business partners (Customer,
Vendor) as “Has a contact person” under relationships tab.
Once the contact person business partner is saved, this BP will be automatically synchronized to
contact person via Customer-Vendor integration and to check the contact person number in SAP
table after integration takes place, we have to execute the transaction code: MDS_LINKS to find
the contact person mapped to a BP number.
11. Field Status Group Settings:
In S/4HANA, field status group settings will be done using the below path.
To perform fields status group settings, we will have to create field attributes for BP Roles.
Configuration Path- Field Status Group Settings:
Settings -> Field Groupings -> Configure Field Attributes per BP Role -> Configure Field Attributes
for Each Role Category.
Once BP Role is added, we will get all the Datasets mapped to BP Role view and we will have to
make the fields Mandatory/Optional/Suppress/Not. Specific as shown in below screen.
12. Partner Determination:
We can define our own partner determination procedure and assign it to the customer/vendor
account groups as in SAP ECC.
Configuration Path- Setup Partner Determination (Tcode: VOPAN):
SPRO-> Sales and Distribution -> Basic Functions -> Partner Determination -> Set Up Partner
Determination.
Similarly, by using the below path we will have to setup partner determination for Vendor Account
Groups.
Configuration Path- Setup Partner Determination (Tcode: VOPAN):
SPRO-> Materials Management -> Purchasing -> Partner Determination -> Partner Settings in
Purchasing Documents -> Define Partner Schemas.
BP Creation:
Transaction code: BP
Click on Organization & BP Customer creation screen will appear. Select the desired BP Role you
have created & create the BP Customer.
 S/4HANA (http://www.sapspot.com/category/s4hana/), SAP S/4HANA Finance

(http://www.sapspot.com/category/sap-s4hana-finance/)  SAP S/4HANA (http://www.sapspot.com/tag/sap-
s4hana/), SAP S/4HANA Finance (http://www.sapspot.com/tag/sap-s4hana-finance/).  permalink
(http://www.sapspot.com/business-partner-setup-in-sap-s-4hana/).
 Vistex Billback Datasources in SAP BI (http://www.sapspot.com/vistex-billback-datasources-in-sap-

bi/)
Creating a DMS attachment with SAPUI5  (http://www.sapspot.com/creating-a-dms-attachment-with-

sapui5/)
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24/09/2019 Business Partner Setup in SAP S/4HANA - SAPSPOT

Business Partner Setup in SAP S/4HANA

Business Partner is the party with whom we have a business interest.

Individual Accounts (Private Individuals) OR

2. Contacts: A Contact is a person with whom we have business relationship.

3. Employees: An employee is a member of your company, who is involved in the interactions

Business Partner (BP) Setup:

1. Activation of Synchronization Objects:

Configuration Path – Synchronization Object Activation:

SPRO-> Cross-Application Components -> Master Data Synchronization -> Synchronization

2. Activation of PPO (PostProcessing Office) Requests:

Configuration Path – Synchronization Object Activation:

SPRO-> Cross-Application Components -> Master Data Synchronization -> Synchronization

In this step, we will be activating/deactivating the Postprocessing Orders creation. If we activate

Configuration Path – Activate Creation of PPO Orders:

SPRO-> Cross-Application Components -> General Application Functions -> Postprocessing

In S/4HANA, we have 3 different categories of BP’s.

Organization – Can be a company, association, department etc.

Configuration Path BP Role Category:

Configuration Path BP Role:

Create new BP view:

Assign Data Sets:

This will enable calling of all views in single BP role.

5. Number Ranges and Groupings:

Configuration Path Number Range Creation:

Configuration Path Defining Grouping and Assign Grouping to Number Ranges:

6. Create Account Groups for Customer or Vendor (as in SAP ECC):

There are 2 ways of creating BP and Customer/Vendor.

This creation will be controlled by the settings present in step 7.

Customer Account Groups Setup:

Configuration Path – Create Customer Account Groups:

Similarly, we have to create Vendor Account Group using the path:

Configuration Path – Create Vendor Account Groups:

Number Ranges for Customer Accounts:

Configuration Path – Create Number Ranges for Customer Accounts:

Configuration Path – Create Number Ranges for Vendor Accounts:

Configuration Path – Assign Number Ranges for Customer Accounts:

Configuration Path – Assign Number Ranges for Vendor Accounts:

7. Number Range Assignment from BP to Customer Master:

Configuration Path – Assignment of Number Range from BP to Customer:

Configuration Path – Assignment of Number Range from BP to Vendor:

8. BP Role Category for Direction:

Configuration Path – Set BP Role Category for Direction:

Configuration Path – Set BP Role Category for Direction:

9. BP Role Exclusion Groups:

Configuration Path – Define BP Role Exclusion Group:

Configuration Path – Assign BP Roles to BP Role Exclusion Group:

10. Contact Person:

Configuration Path – Activate Assignment of Contact Person:

11. Field Status Group Settings:

Configuration Path- Field Status Group Settings:

12. Partner Determination:

Configuration Path- Setup Partner Determination (Tcode: VOPAN):

Configuration Path- Setup Partner Determination (Tcode: VOPAN):

 S/4HANA (http://www.sapspot.com/category/s4hana/), SAP S/4HANA Finance

 Vistex Billback Datasources in SAP BI (http://www.sapspot.com/vistex-billback-datasources-in-sap-

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Basics of SAP HANA (http://www.sapspot.com/basics-sap-hana/)

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