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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

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At the conclusion of this unit, you will be able to:

Understand Concept of Business Partners

Business Partner: Objectives

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Business Partner: Course Overview Diagram

Organizational ModelOrganizational Model

Business PartnerBusiness Partner

Quotation

Partner Processing

Order

Activity

ProductsProducts

Output DeterminationE-MailE-MailE-MailE-Mail

Text Determination

Opportunity

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Vendor

PatientBusiness partner

structures

Loanrecipient

Plant

neutral persons and organizations cross-application open infrastructure integration through

business concepts

Tenant

Customer

Debitor

Creditor

Employee

SAPBusinessPartner

SAPBusinessPartner

SAP Business Partner

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Person

Group

Organization

Business Partner Category

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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 Business Partner CategoryCategory

Business Partner

GroupingGroupingNumber rangesFreely definable criteriaStandard grouping

GroupingGrouping

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Sold-to partySold-to party

Bill-to partyBill-to party

PayerPayer

Invoice

A role offers a particular view of the BP master A role offers a particular view of the BP master

Business Partner Roles

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General set typesGeneral set types CRM-specific set typesCRM-specific set types

Role: Contact person Role: Ship-to party

Business partner master data parts

Address Pers. data Address Shipping ...

...BillingShippingAddress Pers. data ... Sales

Each role offers a different view of the BP master Each role offers a different view of the BP master

Data Parts

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RMG Inc.RMG Inc. Smith & PartnersSmith & PartnersSmith & PartnersSmith & Partners

Business Partner

No. 62031

1st May 1995 – 31st March 2001Assistant to

purchasing managers

1st May 1995 – 31st March 2001Assistant to

purchasing managers

1st April – 31st December 9999Purchasing manager

1st April – 31st December 9999Purchasing manager

Business Partner

No. 60095Ms White

Business Partner

No. 60111

For describing relationships between business partners

Attributes describe relationships

Some relationships are time-dependent

SAP Business Partner: Relationships

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has contact person

is contact person of PersonPersonOrganizationOrganization

Function

Department

Communicationdata

Power ofattorney

Employeeresponsible

Contact person relationship

Example: Business Partner Relationship Category

Relationship Attributes

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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

Businesspartner 1Businesspartner 1

Businesspartner 2Businesspartner 2

A partner relationship is created for each partner function, but a partner function is not created for each relationship

A partner relationship is created for each partner function, but a partner function is not created for each relationship

Partner Functions

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BP50BP50BP40BP40BP30BP30BP20BP20BP10BP10

BP100BP100

BP90BP90BP80BP80BP70BP70BP60BP60

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

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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 - dependenton the Customizing settings for pricing.

Grouping

For statistical purposes andmarketing analyses

BP50BP50BP40BP40BP30BP30BP20BP20BP10BP10

BP90BP90BP80BP80BP70BP70BP60BP60

3% Discount3% Discount

BP50BP50BP40BP40BP20BP20BP10BP10 BP90BP90BP80BP80BP70BP70BP60BP60

Business Partner - Types of Group Hierarchy

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Attribute 1Attribute 1Attribute 1Attribute 1

Attribute 2Attribute 2Attribute 2Attribute 2

Attribute nAttribute nAttribute nAttribute n

11

Attribute group AAttribute group AAttribute group AAttribute group A

Internetself-registration

Business partner

Attribute group „Free time“ Hobby- value „Music“Sport - value „Football“

Interaction

Center

Mobile

Segment Builder/ target group selection

22

33

44

Marketing Attributes

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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

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Duplicate recognition Duplicate recognition Data cleansingData cleansing

Duplicate recognition

viaOnline transactionBAPI

Duplicate recognition

viaOnline transactionBAPI

Complete scan

of business partnerdatabase

Complete scan

of business partnerdatabase

Inter-

face

BAPI

Registering

of

data

cleansing

cases

DataDatacleansing casescleansing cases

DataDatacleansing casescleansing cases

Procedure for

data cleansing

Reassignment

of

business partner

information

Business Partner – Data Cleansing: Structure

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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

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Phase 1

Selection Checking Setting of system

status to ARCR

Phase 2

Writing of datato the archive

Phase 3

Checking ofarchived data

Deletion fromdatabase(all data records

with status ARCR)

Business Partner Archiving Procedure

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You are now able to:

Explain the concept of business partner related to ERP systems

SAP Business Partner: Unit Summary