CRM Business Partner

CRM Business Partner
Data Model
SAP AG
SAP AG Object modeling Michael Seubert, Thilo Krhmer
Business Partner /
CRM Business Partner - Contents
Architecture:

How to find:
Business Address
Subtypes Components
Partner
Lists
in Business Transaction Extensibility BP
Sets
Roles Partner Functions
BP Relationship
Business Partner /
CRM Business Partner
A BUSINESS PARTNER is a Natural Person
an Organization or
a Business Partner Group,
where a business interest exists.
Organization
This can include a person, organization or group within the
company.
Group Person
Business Partner /
Business Partner - Architecture
Customizing
Strategic
Address - Parameter Business Partner - Group Hierarchy Type Business Partner - Relationship Attribute Business Partner - Attribute Business Partner - CRM - Attribute
Address Business Partner - Group Hierarchy Business Partner - Relationship Business Partner Business Partner - CRM
Business Partner - BBP - Attribute
Business Partner - BBP
Business Partner /
Business Partner - Subtypes

Customizing Business Partner Type Business Partner Natural Person strategic
BP-Grouping Language
Data Origin Type Authorization Tax Number Category Academic Title Name Prefix Name Affix Marital Status Legitimation Type Profession User Legal Entity Legal Form
Organisation
BP-Group
Subtypes
Business Partner /
Business Partner - Components
Address Type Address
~
Address
~
Address Usage
Business Partner
~
Identification Type
Identification
~
Bank
Bank Details
~
Payment Card
Payment Card
~
Industry Sector
Industry Sector
~
Tax Number Category
Business Partner /
Sales Tax Identification

6
Business Partner CRM Extension

Business Partner- CRM Customizing Business Partner - CRM BP - Sales Employee List BP - Sales Classification List BP - Business Hours BP - Partner Function List BP - Partner Function Exclusion List BP - Status BP - Sales Rule List BP - Shipping Rule List BP - Billing Rule List BP Business Agreement Set CRM Extension of Business Partner
Business Partner /
Business Partner CRM Components
Business Partner
Sales Organization Division Distribution Channel
~
Status
e.g. Order Block Billing Block Delivery Block
~
Business Hours
~
Business Hours Interval
~
Consumer Template
e.g. Calling Hours Visiting Hours Goods Receiving Hours
Business Partner /
Business Partner CRM - Components - List Concept

Sales Employee List
Business Partner
Sales Classification List Partner Function List Partner Function Exclusion List Sales Rule List Shipping Rule List Billing Rule List Marketplace - Order Control List Marketplace - Pricing Control List Business Agreement Set
~
xxx-List
~
xxx
....-Object
Business Partner /
Business Partner Lists
Set Assignment
Business Partner
Sales Organization Division Distribution Channel

Sales Rule Set
~
Sales Rule -List
~
Sales Rule SetAssignment
~
Shipping Rule-List Shipping Rule Set
~
Shipping Rule Set-Assignment
~
Billing Rule-List Billing Rule Set
~
Billing Rule SetAssignment
Business Partner /
10
Business Partner - Relationship
A Business Partner - Relationship is a Business Connection between two Business Partners.
BP 3
Relationship "is undefined Partner of"
BP 1
Relationship is ship to party of"
BP 2
Relationship "is responsible person for"
BP 4
Business Partner /
11
Business Partner - Relationship
Address
~
Address
Department Type
BP Employee Function Authority VIP - Indicator
BPRelationship Type is ship to party of is employee of Business Partner
Business PartnerRelationship
~
Contact Person
~
Company Participation
Currency
Extension
Business Partner /
12
Business Partner - Relationships: Example
Organization
Organization 1 BASF AG delivers to delivers to
Contact Person
is Contact Person in the Function of Manager
Organization 2 xy
is store of Organization 3 yz is Contact Person of
Contact Person 1
Contact Person 2 is married to Contact Person 3
Business Partner /
13
Role Concept of Business Partner
Consumer
Employee
Customer
Businesspartner
Salesperson
Contact Person
Competitor
cross-applicational approach : Each Business Partner exists only once

Business Partner /
14
Business Partner - Role/ Partner Functions
Business Partner /
15
Business Partner Role/ Partnerfunction Proposal
Proposal for Partnerfunction depending on a selected role.
Business Partner-
~
-RoleAssignment
Customer Bidder Competitor
Business Partner-Role
~
Function Prop. Schema
Proposal for Partner-Roles depending on Partner type: Person, Organization, Group
BP- Function Proposal Schema
~
Partner Function Assignment
Partner Function
Customizing
Strategic
Business Partner /
16
BP Role - Function Proposal Schema (IMG)
Business Partner /
17
Function Proposal Schema - Partner Function Assignment
Business Partner /
18
Assign a different BP to a Partner Function
Business Partner /
20
The BP- Relationship is automatically created
Business Partner /
21
Business Partner maintain Partner Function for BP

BP-Relationship Category Business PartnerRelationship
Select Business Partner

Business Partner
Save BP-Sales AreaPartner Function

5
Relationship Type is determined

BP- Sales Area Partner Function List
Partner Function Categ. BP-RelShip Cat.
SO DC Div
BP-Sales Area Partner Function
1 2
Select Sales Area
Partner Function Category
Partner Function
Select Partner Function

Business Partner /
22
How to find Business Partner for Business Transaction

Partner Origin Partner Access Sequence
Partner Access Sequence Step
Partner Origin: Where to look ... : Previous Business Transaction Business Partner Business Partner Relationship ............... take the first you find
Determine Business Partner
Business Partner
4 Create Partner-Set
Partner Function Partner Schema 2

get necessary Partner Functions Partn.SchemaP.-FunctionAssignm.
?
Partner-Set Partner 1
BTType
~
Business Transaction Set-Link
use BT-Type Customizing

Business Partner /
23
How to find Address for Business Transaction

Address Type Address Determination Process
3
Address Deter. ProcessAddress Type
6 Address 5 Business Partner 4
~
Address
~
Address Usage
2 Partner Function Partner Schema Partn.SchemaP.-FunctionAssignm.
7 Partner-Set 1 Partner
BTType
~
Customizing
Business Partner /
Business Transaction
24
Set-Link
Extensibility of Business Partner
The Conception of SAP-Business Partner allows extensions, because the screen layout and the screen sequences are stored in control tables. Program logic can be implemented via defined interfaces.
Example
BP Role
Extension of BP Roles with Attributes For customer-specific reports resp. for the entry of additional information of a Business Partner, fields can be added on an existing screen resp. on a separate screen to already existing BP Roles.
Relationships
Extension with Relationship Types New Relationship Types can be created. Following relationships are possible: Is member of (a club)
Business Partner /
26
Configuration of fields per BP Role
Business Partner /
27

CRM Business Partner

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CRM Business Partner

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CRM Business Partner

SAP AG Object modeling Michael Seubert, Thilo Krhmer