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Central business partner basics

Roles, relationships, partner functions

SAP business partner functions

Exchange of CRM business partnersR/3 customers

Contents:

Business Partner

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At the conclusion of this unit, you willbe able to:

Understand Concept of Business Partners

Business Partner: Objectives

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Business Partner: Course Overview

Diagram

Organizational Model

Business Partner

Quotation

Partner Processing

Order

Activity

Products

Output DeterminationE-Mail

Text Determination

Opportunity

SAP AG 2001

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Vendor

PatientBusiness partner

structures

Loan

recipient

Plant

neutral

persons and organizations

cross-application

open infrastructure

integration through

business concepts

Tenant

Customer

Debitor

Creditor

Employee

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

GroupingBusiness Partner

Category

Business Partner

Grouping Number ranges

Freely definable criteria

Standard grouping

Grouping

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Sold-to party

Bill-to party

Payer

Invoice

A role offers a particular view of the BP master

Business Partner Roles

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General set types CRM-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

Data Parts

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RMG Inc. Smith & Partners

Business Partner

No. 62031

1st May 199531st March 2001

Assistant to

purchasing managers

1st April31st December 9999

Purchasing manager

Business Partner

No. 60095

Ms White

Business PartnerNo. 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 Person

Organization

Function

Department

Communication

data

Power of

attorney

Employee

responsible

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-relevantrelationships between two business partners

Example: Ship-to party

Bill-to party

Business

partner 1

Business

partner 2

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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BP50BP40BP30BP20BP10

BP100

BP90BP80BP70BP60

Hierarchy trees are used to map

business partner grouphierarchies 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 - dependent

on the Customizing settings for pricing.

Grouping

For statistical purposes and

marketing analyses

BP50BP40BP30BP20BP10

BP90BP80BP70BP60

3% Discount

BP50BP40BP20BP10 BP90BP80BP70BP60

Business Partner - Types of Group

Hierarchy

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BPData Cleansing

Description

Identified duplicates can be brought together with the

dependent data and objects

All dependent data / objects can be presented graphically in atree structure

After data cleansing, the duplicate can be archived

automatically

Benefits

Reduction in data redundancy

Improved quality of data

Business PartnerData Cleansing

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Duplicate recognition Data cleansing

Duplicate recognition

via

Online transaction

BAPI

Complete scan

of business partner

database

Inter

-

face

B

A

P

I

Registering

of

data

cleansing

cases

Data

cleansing cases

Procedure for

data cleansing

Reassignment

of

business partner

information

Business PartnerData Cleansing:

Structure

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Description

Data records, which have been selected for archiving, can be written toan 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 PartnerArchiving

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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 fromdatabase(all data records

with statusARCR)

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