sap crm businee partner

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    SAP AG 2002

    Central business partner basics

    Roles, relationships, partner functions

    SAP business partner functions

    Exchange of CRM business partners R/3 customers

    Contents:

    Business Partner

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    SAP AG 2002

    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

    Grouping

    Business 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 1995 31st March 2001

    Assistant to

    purchasing managers

    1st April 31st 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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    Attribute 1

    Attribute 2

    Attribute n

    1

    Attribute group A

    Internetself-registration

    Business partner

    Attribute group Free time

    Hobby- value Music

    Sport - value Football

    Interaction

    Center

    Mobile

    Segment Builder/

    target group

    selection

    2

    3

    4

    Marketing Attributes

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    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 atree structure

    After data cleansing, the duplicate can be archived

    automatically

    Benefits

    Reduction in data redundancy

    Improved quality of data

    Business Partner Data 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 Partner Data 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 Partner Archiving

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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