Business Partner

1
Business Partner
Contents

• Central business partner basics
• Roles, relationships, partner functions
• SAP business partner functions
• Exchange of CRM business partners R/3 customers

2
Business Partner Objectives
At the conclusion of this unit, you will be able
to

• Understand Concept of Business Partners

3
Business Partner Course Overview Diagram
Partner Processing
Activity
Opportunity
Order
Text Determination
Quotation
Output Determination
Products
Business Partner
Organizational Model

• SAP AG 2001

4
SAP Business Partner
Business partner structures
Patient
Employee
Loan recipient
Creditor
SAPBusinessPartner
Tenant
Vendor
Customer

• neutral
• persons and organizations
• cross-application
• open infrastructure
• integration throughbusiness concepts

Plant
Debitor
5
Business Partner Category
Person
Organization
6
Grouping
Business Partner Category
Grouping

• Number ranges
• Freely definable criteria
• Standard grouping

Grouping
Business Partner

• 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

7
Business Partner Roles
Sold-to party

Bill-to party
Invoice

Payer

• A role offers a particular view of the BP master

8
Data Parts
Role Contact person
Role Ship-to party
Address
Pers. data
Address
Shipping
...
...
Billing
Shipping
Sales
Address
Pers. data
...
General set types
CRM-specific set types
Business partner master data parts

• Each role offers a different view of the BP master

9
SAP Business Partner Relationships

• For describing relationships between business
  partners
• Attributes describe relationships
• Some relationships are time-dependent

RMG Inc.
Smith Partners
Business Partner No. 62031
Business Partner No. 60095
Ms White Business Partner No. 60111
1st May 1995 31st March 2001 Assistant
to purchasing managers
1st April 31st December 9999 Purchasing manager
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Example Business Partner Relationship Category
Contact person relationship
has contact person is contact person of
Person
Organization
Function
Relationship Attributes
Employeeresponsible
Department
Power ofattorney
Communicationdata
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Partner Functions

• Partner functions serve to map sales
  area-relevant relationships between two business
  partners
• Example Ship-to party
• Bill-to party

Business partner 1
Business partner 2
Partner function Ship-to party

• A partner relationship is created for each
  partner function, but a partner function is not
  created for each relationship

12
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 hierarchy nodes

BP100
BP30
BP20
BP10
BP50
BP40
BP90
BP80
BP70
BP60
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Business Partner - Types of Group Hierarchy

• 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 - dependenton the
  Customizing settings for pricing.
• Grouping
• For statistical purposes andmarketing analyses

3 Discount
BP50
BP40
BP30
BP20
BP10
BP90
BP80
BP70
BP60
BP50
BP40
BP20
BP10
BP90
BP80
BP70
BP60
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Marketing Attributes
1
2
Attribute 1
Attribute group A
Attribute 2
Attribute n
Interaction Center
3
Segment Builder/ target group selection
Internetself-registration
Mobile
4
Business partner Attribute group Free time
Hobby- value MusicSport - value Football
15
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

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Business Partner Data Cleansing Structure
Duplicate recognition
Data cleansing

• Duplicate recognition
• via
• Online transaction
• BAPI

Registering of data cleansing cases
Procedure for data cleansing Reassignment of busi
ness partner information
Inter- face
BAPI
Complete scan of business partnerdatabase
Datacleansing cases
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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

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Business Partner Archiving Procedure

• Phase 1
• Selection
• Checking
• Setting of systemstatus to ARCR

• Phase 2
• Writing of datato the archive

• Phase 3
• Checking ofarchived data
• Deletion fromdatabase

(all data records with status ARCR)
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SAP Business Partner Unit Summary
You are now able to

• Explain the concept of business partner related
  to ERP systems