crm business partner
TRANSCRIPT
-
7/31/2019 Crm Business Partner
1/25
SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 1
SAP AG
CRM Business PartnerData Model
-
7/31/2019 Crm Business Partner
2/25
SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 2
CRM Business Partner - Contents
Architecture:
Subtypes
Components
Lists
Sets
Roles
Partner Functions
BP Relationship
How to find:
Business Partner
Address
in Business Transaction
Extensibility BP
-
7/31/2019 Crm Business Partner
3/25
SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 3
CRM Business Partner
A BUSINESS PARTNER is
a Natural Person
an Organization or
a Business Partner Group,
where a business interest exists.
This can include a person, organization or group within the
company.
Person
Organization
Group
-
7/31/2019 Crm Business Partner
4/25
SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 4
StrategicCustomizing
Business Partner - Architecture
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
-
7/31/2019 Crm Business Partner
5/25
SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 5
BusinessPartner
Subtypes
Business Partner - Subtypes
BusinessPartner Type
BP-Group
Organisation
NaturalPerson
Name Affix
Name Prefix
Academic Title
Marital Status
Legitimation TypeProfession
User
Data Origin Type
Language
BP-Grouping
Authorization
Tax Number Category
Legal Form
Legal Entity
Customizing strategic
-
7/31/2019 Crm Business Partner
6/25
-
7/31/2019 Crm Business Partner
7/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 7
Business Partner- CRMCustomizing
Business Partner - CRM
BP - Status
BP - Sales Employee List
BP - Sales Classification List
BP - Partner Function List
Business Partner CRM Extension
BP - Business Hours
BP - Partner Function Exclusion List
BP - Sales Rule List
CRM Extension of
Business Partner
BP Business Agreement Set
BP - Shipping Rule List
BP - Billing Rule List
-
7/31/2019 Crm Business Partner
8/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 8
Business Partner CRM Components
BusinessPartner
~StatusDivision
Distribution Channel
Sales Organization
~Business Hours
~Business Hours
Interval
~ConsumerTemplate
e.g.
Calling HoursVisiting HoursGoods Receiving Hours
e.g.
Order Block
Billing BlockDelivery Block
-
7/31/2019 Crm Business Partner
9/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 9
~xxx
Business Partner CRM - Components - List Concept
BusinessPartner
~xxx-List
....-Object
Sales Employee List Sales Classification List Partner Function List Partner Function Exclusion List Sales Rule List Shipping Rule List Billing Rule List Marketplace - Order Control List
Marketplace - Pricing Control List Business Agreement Set
-
7/31/2019 Crm Business Partner
10/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 10
Business Partner Lists Set Assignment
BusinessPartner
~Billing Rule Set-
Assignment
~Billing
Rule-List
Billing RuleSet
Sales RuleSet
Shipping RuleSet
~ShippingRule-List
~Shipping RuleSet-Assignment
~Sales Rule
-List
~Sales Rule Set-
Assignment
Division
Distribution Channel
Sales Organization
-
7/31/2019 Crm Business Partner
11/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 11
Business Partner - Relationship
A Business Partner - Relationship is a Business Connectionbetween two Business Partners.
BP 2BP 1
Relationship
is ship to party of"
Relationship
"is undefinedPartner of"
BP 3
BP 4
Relationship"is responsible person for"
-
7/31/2019 Crm Business Partner
12/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 12
Business Partner - Relationship
Business
Partner
BusinessPartner-
Relationship
Extension
~Company
Participation
~Contact Person
BP Employee Function
Authority
VIP - Indicator
Department Type
Currency
~
Address
Address
BP-Relationship
Type
is ship to party of
is employee of
-
7/31/2019 Crm Business Partner
13/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 13
Business Partner - Relationships: Example
Organization
Organization 2
xy
Organization 1
BASF AG
Organization 3
yz
Contact Person 1
is store of
delivers to
delivers to
Contact Person
is Contact Person in theFunction of Manager
is married to
is ContactPerson of
Contact Person 2
Contact Person 3
-
7/31/2019 Crm Business Partner
14/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 14
Role Concept of Business Partner
Salesperson
Consumer
Customer
Contact Person Competitor
Employee
Business-partner
cross-applicational approach :
Each Business Partner exists only once
-
7/31/2019 Crm Business Partner
15/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 15
Business Partner - Role/ Partner Functions
-
7/31/2019 Crm Business Partner
16/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 16
Business Partner Role/ Partnerfunction Proposal
BusinessPartner-Role
PartnerFunction
~Function Prop.
Schema
~Partner Function
Assignment
Proposal for Partnerfunction
depending on a selected role.
Customizing Strategic
~
-Role-Assignment
Business
Partner-
Proposal for Partner-Roles
depending on Partner type:Person, Organization, Group
BP- FunctionProposalSchema
Customer
Bidder
Competitor
-
7/31/2019 Crm Business Partner
17/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 17
BP Role - Function Proposal Schema (IMG)
-
7/31/2019 Crm Business Partner
18/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 18
Function Proposal Schema - Partner Function Assignment
-
7/31/2019 Crm Business Partner
19/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 20
Assign a different BP to a Partner Function
-
7/31/2019 Crm Business Partner
20/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 21
The BP- Relationship is automatically created
-
7/31/2019 Crm Business Partner
21/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 22
Business Partner maintain Partner Function for BP
BP- Sales AreaPartner
Function List
BP-Sales AreaPartner Function
BusinessPartner
BusinessPartner-
Relationship
BP-RelationshipCategory
PartnerFunction
PartnerFunctionCategory
Div
DCSO
Relationship Type is determined
3
2
Select Partner Function
1 Select Sales Area
4
Select Business Partner
Save BP-Sales Area-
Partner Function5
Partner
Function Categ.BP-RelShip Cat.
-
7/31/2019 Crm Business Partner
22/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 23
Customizing
How to find Business Partner for Business Transaction
BusinessTransaction
~Set-Link
Partner-Set
PartnerFunction
PartnerAccess
Sequence Step
Partn.Schema-P.-Function-
Assignm.
PartnerOrigin
PartnerSchema
getnecessary
Partner Functions
2
BT-Type
use BT-Type
1
Partner Origin: Where to look ... :
Previous Business Transaction
Business Partner
Business Partner Relationship............... take the first you find
DetermineBusiness
Partner
3
PartnerAccess
Sequence
BusinessPartner
Partner
Create Partner-Set
4
?
-
7/31/2019 Crm Business Partner
23/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 24
BusinessPartner
How to find Address for Business Transaction
~Address
~AddressUsage
AddressType
AddressDetermination
Process
AddressDeter. Process-Address Type
BusinessTransaction
~Set-Link
Partner-Set Partner
BT-Type
PartnerSchema
Partn.Schema-P.-Function-
Assignm.
PartnerFunction
Address
Customizing
1
2
3
45
6
7
-
7/31/2019 Crm Business Partner
24/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 26
Extensibility of Business Partner
The Conception of SAP-Business Partner allows extensions, becausethe screen layout and the screen sequences are stored in controltables. Program logic can be implemented via defined interfaces.
Example
BP RoleExtension of BP Roles with Attributes
For customer-specific reports resp. for the entry of additionalinformation of a Business Partner, fields can be added on anexisting screen resp. on a separate screen to already existing BPRoles.
RelationshipsExtension with Relationship Types
New Relationship Types can be created.Following relationships are possible:Is member of (a club)
-
7/31/2019 Crm Business Partner
25/25
Configuration of fields per BP Role