Creation and Configuration of Business Partners

Introduction

This document is the Business Process Design of the Business Partner Master data for SAP CRM. It describes the interpretation of the SAP CRM object Business Partner (abbreviated BP).
Objectives

The aim of this document is to acquire all information needed for the customizing object BP in SAP CRM.
Business Partner

Defining Number Range

In this activity, you define number ranges for business partners. The defined number ranges are assigned to groupings in the Define groupings and assign number ranges activity. Number ranges for business partners are valid throughout a client.

Procedure 1. Access the activity using one of the following navigation options: 1. SAP CRM Role Menu Defining Number Range for Org Business Partners SPRO Transaction code Cross-Application Components SAP Business Partner IMG Path

Business Partner Basic Settings Number Ranges and Groupings Define Number Ranges

2.

Choose Change Intervals

3.

Choose Insert Interval.

4. 5.

Enter the Interval ID and range Select Check Box Ext if External Number range is required

6. Save your Entries

Result: The Number ranges are defined as needed for different kinds of roles of Business Partner.
Defining Groupings Use Assign each business partner to a grouping when you create the business partner. This grouping determines the number range. You cannot change this assignment at a later stage. Procedure

1.

To carry out the activity, choose one of the following navigation options: SAP CRM Transaction code IMG path Defining Groupings SPRO CRM Cross-Application Components SAP Business Partner Business Partner Basic Settings Number Ranges and Groupings Define Groupings and Assign Number Ranges

2. 3. 4.

Choose New Entries. Enter the grouping, short name, description, number range and select the check box External. Save your entries.

Result: All the Number Ranges defined are assigned to a group with a particular naming convention, which are used in Grouping Tab in Easy Access Screen of Business Partner.

Defining Business Partner Roles

Definition: Business Partner role Rights and responsibilities that a business partner can have in various business transactions. In this activity, you make the settings for the properties of business partner roles. In the business partner dialog you can select from the entire business partner roles provided. If you only want to display certain business partner roles in the selection list, you can hide the other business partner roles. You can replace the standard title of business partner roles with customer-defined names Procedure

1.

To carry out the activity, choose one of the following navigation options Defining Groupings SPRO CRM Cross-Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Properties of Business Partner Roles

SAP CRM Transaction code IMG path

2.

Select New Entries.

3.

Select the required Business Partner Role.

4. Set the indicator Hide if the business partner role is not to appear in the selection list. 5. Define the position where the business partner role is to appear in the selection list. 6. If you want to give the selected business partner role a different title to the standard title, enter the required Customer title under Title.
7. Save your Entries

The following roles will be used in SAP CRM: Role Name Employee Contact Person Sold to Parry Prospect Ship to Party Bill to Party Retailer Result. All the Business Partner roles those the client wants to appear in the Easy access Screen are defined and all those that are unwanted are hidden. The Business Partner Roles are named in accordance with the clients requirement. Creating a Business Partners Procedure 1. Access the activity using one of the following navigation options: SAP CRM Role Menu Transaction code SAP Menu Checking Business Partners BP Master Data Business Partner Maintain Business Partner Category (Person/Org/Group) Person Person Person/Organization Person/Organization Person/Organization Person/Organization Person/Organization Remarks

Use of Standard role Employee Use of SAP standard role contact person Use of SAP standard role sold-to party Use of SAP standard role prospect Use of SAP standard role Ship to Party Use of SAP standard role Bill to Party This role will be used to register the retailers.

2.

Go To create Person

In the field display Role Choose sold to party and in Grouping Choose Customers Grouping

3.

Enter all the required data, like Title, Name, Address and also the data as required the other tabs

4. 5.

Save the entriy. Repeat the same for different roles.

Result.
Business Partners are created with required roles.

SAP CRM Business Partner Relationship Categories

If you go to the relationship tab in the SAP CRM Business Partner ( BP ), you will find that there are one or more tabs with different partners associated via different relationships with the main BP. The closest you can compare to the Customer master in SAP SD is Partner Functions but this is different. For more, please visit our SAP CRM Training page. Example, a BP can have the following relationships. BP 415165 1. has End Customer Friedrich Newbauer ( 531 ) 2. has Contact Person Cheryl Anderson ( 408787 )

Each of the tabs ( Has End Customer , Has Contact Person ) are called Relationship Categories. These are freely configurable.

To create a new Relationship, select the right relationship category ( For example, if you want to create a new Contact Person, select Has Contact Person ) and click on the Relationship to BP field and select the right Contact Person and click on the Create button.

If additional details were requested, fill them up and your new contact person should be created.

Configuration : The menu path for configuring already created BP Relationship Configuration is at [ spro-> IMG -> Cross Application Components -> SAP Business Partner -> BP Relationships ] Go to Properties of BP Relationship Categories to see the different relationship categories, select the Relationship Category BUR001 Contact Person Relationship for example and double

click on it. In the details section, you can see that you can do the following. 1. Click on the Hide checkmark to hide it from the standard dropdown in the Relationship Categories section of the BP Relationship view. 2. You can change the Title that shows up in the Tab

3. You can also change the position in which the tabs are displayed in the BP Relationship view.

How to Create new BP Relationship Categories in SAP ?

This part is a little tricky and can be left out if desired. This is actually an SAP Easy Access Transaction [ BUPT ] Once you are in, go to Relationship Categories or [ BUBA ]

Here you can select the right relationship category that you want to copy from and create your own. Try and avoid creating BP Relationship categories from scratch in your SAP CRM Training. Its an overkill. I created a copy of my own ( by copying from the standard BUR001 Contact Person relationship category ) and named it ZBUR09 to represent the Credit Representative relationship. We will go through some important fields here. Descriptions : The descriptions that should appear in the BPs relationship view should be specified here. We already discussed in the class what the views represent.

Cardinality : The BP Relationships cardinality ( How many Credit Reps per Account for example ) can be configured in the semantics section. You can leave it blank if you do not want

to impose any constraints. BP Relationship Possibilities : In this case you define who the first partner can be and who the second partner should be. For example in case of Has Contact Person relationship, the rule here says Only a BP of BP Category Person can be associated as a Contact Person to the first BP. The same can be extended to Credit Representative.

Results : As you can see from the picture now, the BP relationship category Has Credit Representative is showing up in the BP Relationship view.

We have specified in the BP Categories section of the BP Relationship categories config that the Partner 2 only needs to be a BP category of person. So, if you try to add any other BP category,

you will get an error.

Exercises : Define a new Relationship Category Credit Controller as follows. 1. The Credit Controller is always a Person 2. There is NO reverse for it. ( Like, NO credit controlled by relationship) 3. Let the title of this relationship category tab say Credit Control