Business Partner

Contents:

 Central business partner basics

 Roles, relationships, partner functions
 SAP business partner functions
 Exchange of CRM business partners – R/3 customers

 SAP AG 2002
Business Partner: Objectives

At the conclusion of this unit, you will

be able to:
 Understand Concept of Business Partners

 SAP AG 2002
Business Partner: Course Overview Diagram

Partner Processing
Activity

Opportunity Order
Text Determination
Quotation

E-Mail
Output Determination

Business Partner Products

Organizational Model

 SAP AG 2001
2002
SAP Business Partner
Business partner
Patient structures Employee

Loan
recipient
Creditor

Tenant SAP
Business
Partner Vendor

Customer

 neutral
 persons and organizations
Plant
Debitor  cross-application
 open infrastructure
 integration through
business concepts
 SAP AG 2002
Business Partner Category

Person

Organization

Group

 SAP AG 2002
Grouping

Business Partner
Grouping
Category
 Number ranges
Grouping
 Freely definable criteria
Business Partner  Standard grouping

 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

 SAP AG 2002
Business Partner Roles

Sold-to party

Bill-to party Invoice

Payer

 A role offers a particular view of the BP master

 SAP AG 2002
Data Parts

Role: Contact person Role: Ship-to party

Address Pers. data Address Shipping ...

Address Pers. data ... Sales Shipping Billing ...

General set types CRM-specific set types

Business partner master data parts

 Each role offers a different view of the BP master

 SAP AG 2002
SAP Business Partner: Relationships

 For describing relationships between business partners

 Attributes describe relationships
 Some relationships are time-dependent

RMG Inc. Smith & Partners

Business Partner Business Partner

No. 60095 No. 62031
Ms White
Business Partner
No. 60111
1st May 1995 – 31st March 2001 1st April – 31st December 9999
Assistant to Purchasing manager
purchasing managers

 SAP AG 2002
Example: Business Partner Relationship Category

Contact person relationship

has contact person

is contact person of Person

Organization

Function
Relationship Attributes
Employee
Department responsible

Power of Communication
attorney data

 SAP AG 2002
Partner Functions

 Partner functions serve to map sales area-relevant

relationships between two business partners
 Example: Ship-to party
 Bill-to party

Business Business
partner 1 Partner function partner 2

Ship-to party

 A partner relationship is created for each partner function,

but a partner function is not created for each relationship

 SAP AG 2002
Business Partner - Structure of Group Hierarchy

 Hierarchy trees are used to map

business partner group
hierarchies in CRM
 e.g. Purchasing collaboration, ...
 Business partners are
subsequently assigned to the
BP100 hierarchy nodes

BP10 BP20 BP30 BP40 BP50

BP60 BP70 BP80 BP90

 SAP AG 2002
Business Partner - Types of Group Hierarchy

 Pricing
 Conditions and price agreements are stored at
organizational levels
3% Discount
 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 BP10 BP20 BP30 BP40 BP50
 For statistical purposes and
marketing analyses

BP60 BP70 BP80 BP90

BP10 BP20 BP40 BP50 BP60 BP70 BP80 BP90

 SAP AG 2002
Marketing Attributes

1
2
Attribute 1
Attribute group A
Attribute 2

Attribute n

Interaction
3 Center Segment Builder/
target group
selection

Internet
self-registration Mobile

4
Business partner
Attribute group „Free time“
Hobby- value „Music“
Sport - value „Football“
 SAP AG 2002
Business Partner – Data Cleansing

 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

 SAP AG 2002
Business Partner – Data Cleansing: Structure

Duplicate recognition Data cleansing

Duplicate recognition
via Inter Registering Procedure for
Online transaction - of data cleansing
BAPI face
data
cleansing Reassignment
B cases of
A business partner
Complete scan P information
of business partner I
database

Data
cleansing cases

 SAP AG 2002
Business Partner – Archiving

 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

 SAP AG 2002
Business Partner Archiving Procedure

Phase 1 Phase 2 Phase 3

 Selection  Writing of data  Checking of

 Checking to the archive archived data
 Setting of system  Deletion from
status to ARCR (all data records database
with status ARCR)

 SAP AG 2002
SAP Business Partner: Unit Summary

You are now able to:

 Explain the concept of business partner related

to ERP systems

 SAP AG 2002