Business Partners

A business partner can be any of the following: Accounts, Contacts and Employees Accounts: Corporate accounts (companies or organizations) Individual accounts (private individuals) Groups (any groupings, such as households)

Account Hierarchies: The account hierarchy allows you to map complex organizational structures of a business partner (for example, buying group, co-operative or chain of retail outlets). You can use the hierarchy for pricing. Pricing is carried out using conditions such as pricing arrangements that are stored at a higher level of an organizational structure and can be transferred to the lower levels. o Hierarchy Categories: A category that determines the usage of an account hierarchy. You define hierarchy categories in Customizing for Customer Relationship Management, by choosing Master Data Business Partner Account Hierarchy Define Hierarchy Category. o Account Hierarchy Nodes: Business partner groups represent hierarchy nodes in the account hierarchy. o Working with account hierarchy: Replicating ERP Customer Hierarchies to SAP CRM: Perform an initial load of the necessary Customizing settings from SAP ECC to SAP CRM. o Use R3AS in CRM Middleware and the Customizing object DNL_CUST_THIT.

Map the ERP customer hierarchy categories to the CRM account hierarchies. CRM Master Data Business Partner Account Hierarchy Data Exchange of ERP

Customer Hierarchies with SAP CRM Assign ERP Customer Hierarchy Type to CRM Hierarchy Category. o Download the ERP table KNVH (customer hierarchies) to SAP CRM. Use transaction R3AS with the business object DNL_BUPA_KNVH. A copy of the ERP table KNVH Replicated to SAP CRM to create the account hierarchy from it.

Address and Communication Data: for Cross-Application Components - SAP Business Partner Basic Settings Address Determination.

Cross-Application Components - SAP Business Partner Basic Settings Forms of Address Maintain Forms of Address

Classification and Marketing Data: Customer Relationship Management Master Data Business Partner Define Account Classification Sales customer group for pricing Shipping - Incoterms so that goods are dispatched correctly, Delivery priority and shipping conditions, Partial deliveries, sales transactions can be combined during delivery creation, unlimited overdelivery. Billing - customer determination procedure, exchange rate type, Terms of payment, the price group, The price list type, customer group, billing plan procedure, account assignment group, Direct Billing indicator

Sales Area Data: Data created for specific sales areas for use in the relevant business transactions

Status and Life Cycle Data: Is to be archived - archiving check shows that there are no active business transactions using this business partner data Sales Area Data: Data created for specific sales areas for use in the relevant business transactions Sales customer group for pricing Shipping - Incoterms so that goods are dispatched correctly, Delivery priority and shipping,

conditions, Partial deliveries, sales transactions can be combined during delivery creation, unlimited overdelivery.
Billing - customer determination procedure, exchange rate type, Terms of payment, the price group, The price list type, customer group, billing plan procedure, account assignment group, Direct Billing indicator Status and Life Cycle Data: Is to be archived - archiving check shows that there are no active business transactions using this business partner data Automatic Employee Assignment: Employees can be assigned to business partners automatically based on a set of rules, which can be freely defined. Customer Relationship ManagementMaster Data Business Partner Rule-Based Assignment of Employees. You can assign employees to business partners using the report CRM_BUPA_ASSIGN_EMPLOYEE. A monitoring option is available to ensure the assignment process runs smoothly. This is run with transaction SLG1 and the object CMR_BP_ASS.

Mass Changes: The mass maintenance tool allows you to change data for several business partners in one processing step (transaction MASS or MASSD). Deleting Business Partners: Using the transaction Deletion of Business Partners (BUPA_DEL), you can delete the following business partners from your system: BPs that you select using the business partner number BPs that have been given a deletion or archiving flag BPs that have the system status deletable Extension Using the Easy Enhancement Workbench (EEW): Adding New Fields

BUSINESS PARTNER MAINTENANCE: If you want to maintain the relationship of BP, one screen will appear to maintain for relationship specific data. X (sp) has contact person y (cp) for z (sales org), o(dist. Channel) and standard contact person