sap crm bp_basics
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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
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