CRM Business Partner Concept

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What is a Business Partner in MDB ?

Can be a person, an organization or a group

Has central data like name, address, bank details and person, organization or

group-related data

Can appear in different roles depending on the business processes for example

prospect, ordering party and competitor

Can have different type of relationships to other business partners for example

is contact person, is shareholder of

Can be part of different hierarchies or groups

Business Partner Architecture

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StrategicCustomizing

Business Partner

Business Partner - Relationship

Business Partner - Group Hierarchy

Address

Business Partner - CRM

Business Partner - BBP

Business Partner - Attribute

Business Partner - Relationship Attribute

Business Partner - Group Hierarchy Type

Address - Parameter

Business Partner - CRM - Attribute

Business Partner - BBP - Attribute

Business Partner - Subtypes

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Business

Partner

Subtypes

Business

Partner Type

BP-Group

Organisation

Natural

Person

Name Affix

Name Prefix

Academic Title

Marital Status

Legitimation Type

Profession

User

Data Origin Type

Language

BP-Grouping

Authorization

Tax Number Category

Legal Form

Legal Entity

Customizing strategic

Business Partner - Components

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Business

Partner

Bank

Payment Card

~Identification

Identification Type

Industry Sector

Tax Number Category

Address

Address Type

~Address

Usage

~Address

~Bank Details

~Payment Card

~Industry

Sector

~Sales Tax

Identification

Business Partner - Extension

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Business Partner-CRM Customizing

Business Partner - CRM

BP - Status

BP - Sales Employee List

BP - Sales Classification List

BP - Partner Function List

BP - Business Hours

BP - Partner Function Exclusion List

BP - Sales Rule List

BP Business Agreement Set

BP - Shipping Rule List

BP - Billing Rule List

Business Partner Relationship

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A Business Partner - Relationship is a Business Connection between two Business Partners.

BP 2BP 1BP 3

BP 4

Relationship

"is responsible person for"

is ship to party of

Relationship

is undefined Partner of

Relationship

Business Partner Relationship

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Business

Partner

Business

Partner-

Relationship

Extension

~Company

Participation

~Contact Person

BP Employee Function

Authority

VIP - Indicator

Department Type

Currency

~Address

Address

BP-

Relationship

Type

is ship to party ofis employee of

Business Partner Relationship: Example

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Organization 2

xy

Organization 1

BASF Plc

Organization 3

yz

Contact Person 1

is store of

delivers to

delivers to

is Contact Person in the Function of Manager

is married to

is Contact Person of

Contact Person 2

Contact Person 3

Organisation Contact Person

Business Partner Relationship category details

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A BP-BP relationship can exist between two business partners. The BP relationship category describes the essence of the relationship and characterizes the features of the relationship.A differentiation is made between a one-way and an undirected BP relationship category. In the case of a one-way BP relationship category, a relationship exists between one BP and another, but not vice-versa.

Examples:Relationship category BP1 BP2Marriage (undirected) Adam Miller Eve MillerEmployee (one-way) COM Inc. Adam MillerSubsidiary (one-way) COM Inc CBH and Co.Contact person (one-way) COM Inc Adam Miller

The cardinality of a relationship category determines whether a business partner can have a maximum of one relationship of a relationship category at a certain point in time (such as a marriage), or whether the relationship category means that multiple relationships can be assigned (such as contact person).

The relationship categories that can be selected depend on the business partner category. When creating a relationship the system can check whether the BP is maintained in a certain role (role dependency of relationship category).

Business Partner Hierarchy

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Define groups (hierarchy nodes)

Use groups to build hierarchies

Example: For a chain of retail outlets, buying group, co-operative

Assign BPs to groups (hierarchy nodes) within the hierarchy

South

BP50BP40BP30BP20BP10

BP100

BP90BP80BP70BP60

Discount 3%

From mm/dd/yyyy To mm/dd/yyyy

From mm/dd/yyyy To mm/dd/yyyy

From mm/dd/yyyyTo mm/dd/yyyy

Region A Region B Region C

Area XY

Central

North

Business Partner Hierarchy

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Separation of hierarchical structure and business partner master records

No 'dummy business partner' required

Optimized performance

Sales area-independent structure

Conditions are assigned to hierarchy nodes

Reassignment across hierarchies

Yes, for BPs

No, for nodes

Time-dependent assignment

Node to node

BP to node

South

Region B

BP30

Discount 3%

From mm/dd/yyyy to mm/dd/yyyy

From mm/dd/yyyy to mm/dd/yyyy

From mm/dd/yyyy to mm/dd/yyyy

Business Partner Role Concept

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Salesperson

Consumer

Customer

Contact Person Competitor

Employee

Business-

partner

Different CRM processes require different data.

Depending on the business process, specific data needs to be

maintained for the BP, thus one BP can have different ROLES.

Business Partner Address Determination

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BP

Address 1

Address 2

Address 3

Correspondence address

Delivery address

Send letter

Deliver goods

Send reminder Applicationprogram

BP Addresses Address Types Transaction

Application Customizing Control

Standard Address

Standard use of addressStandard use of address