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 SAP AG 2002 Central business partner basics Roles, relationships, partner functions SAP business partner functions Exchange of CRM business partners.

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Presentation on theme: " SAP AG 2002 Central business partner basics Roles, relationships, partner functions SAP business partner functions Exchange of CRM business partners."— Presentation transcript:

1  SAP AG 2002 Central business partner basics Roles, relationships, partner functions SAP business partner functions Exchange of CRM business partners – R/3 customers Contents: Business Partner

2  SAP AG 2002 At the conclusion of this unit, you will be able to: Understand Concept of Business Partners Business Partner: Objectives

3  SAP AG 2002 Business Partner: Course Overview Diagram Organizational Model Business Partner Quotation Partner Processing Order Activity Products Output Determination Text Determination Opportunity  SAP AG 2001

4  SAP AG 2002 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

5  SAP AG 2002 Person Group Organization Business Partner Category

6  SAP AG 2002 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

7  SAP AG 2002 Sold-to party Bill-to party Payer Invoice A role offers a particular view of the BP master Business Partner Roles

8  SAP AG 2002 General set types CRM-specific set types Role: Contact personRole: Ship-to party Business partner master data parts AddressPers. data AddressShipping... BillingShipping AddressPers. data... Sales Each role offers a different view of the BP master Data Parts

9  SAP AG 2002 RMG Inc. Smith & Partners Business Partner No st May 1995 – 31st March 2001 Assistant to purchasing managers 1st May 1995 – 31st March 2001 Assistant to purchasing managers 1st April – 31st December 9999 Purchasing manager 1st April – 31st December 9999 Purchasing manager Business Partner No Ms White Business Partner No For describing relationships between business partners Attributes describe relationships Some relationships are time-dependent SAP Business Partner: Relationships

10  SAP AG 2002 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

11  SAP AG 2002 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 1 Business partner 2 Business partner 2 A partner relationship is created for each partner function, but a partner function is not created for each relationship Partner Functions

12  SAP AG 2002 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

13  SAP AG 2002 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

14  SAP AG 2002 Attribute 1 Attribute 2 Attribute n 1 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 Marketing Attributes

15  SAP AG 2002 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

16  SAP AG 2002 Duplicate recognition Data cleansing Duplicate recognition via  Online transaction  BAPI Duplicate recognition via  Online transaction  BAPI Complete scan of business partner database Complete scan of business partner database Inter - face BAPIBAPI Registering of data cleansing cases Data cleansing cases Procedure for data cleansing Reassignment of business partner information Business Partner – Data Cleansing: Structure

17  SAP AG 2002 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

18  SAP AG 2002 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

19  SAP AG 2002 You are now able to: Explain the concept of business partner related to ERP systems SAP Business Partner: Unit Summary


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