Crm Business Partner

7/31/2019 Crm Business Partner

1/25

SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 1

SAP AG

CRM Business PartnerData Model


2/25


CRM Business Partner - Contents

Architecture:

Subtypes

Components

Lists

Sets

Roles

Partner Functions

BP Relationship

How to find:

Business Partner

Address

in Business Transaction

Extensibility BP


3/25


CRM Business Partner

A BUSINESS PARTNER is

a Natural Person

an Organization or

a Business Partner Group,

where a business interest exists.

This can include a person, organization or group within the

company.

Person

Organization

Group


4/25


StrategicCustomizing

Business Partner - Architecture

Business Partner

Business Partner - Relationship

Business Partner - Group Hierarchy

Address

Business Partner - CRM

Business Partner - BBP

Business Partner - Attribute

Business Partner - Relationship Attribute

Business Partner - Group Hierarchy Type

Address - Parameter

Business Partner - CRM - Attribute

Business Partner - BBP - Attribute


5/25


BusinessPartner

Subtypes

Business Partner - Subtypes

BusinessPartner Type

BP-Group

Organisation

NaturalPerson

Name Affix

Name Prefix

Academic Title

Marital Status

Legitimation TypeProfession

User

Data Origin Type

Language

BP-Grouping

Authorization

Tax Number Category

Legal Form

Legal Entity

Customizing strategic


6/25


7/25 SAP AG Object modeling Michael Seubert, Thilo Krhmer Business Partner/ 7

Business Partner- CRMCustomizing

Business Partner - CRM

BP - Status

BP - Sales Employee List

BP - Sales Classification List

BP - Partner Function List

Business Partner CRM Extension

BP - Business Hours

BP - Partner Function Exclusion List

BP - Sales Rule List

CRM Extension of

Business Partner

BP Business Agreement Set

BP - Shipping Rule List

BP - Billing Rule List



Business Partner CRM Components

BusinessPartner

~StatusDivision

Distribution Channel

Sales Organization

~Business Hours

~Business Hours

Interval

~ConsumerTemplate

e.g.

Calling HoursVisiting HoursGoods Receiving Hours

e.g.

Order Block

Billing BlockDelivery Block



~xxx

Business Partner CRM - Components - List Concept

BusinessPartner

~xxx-List

....-Object

Sales Employee List 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



Business Partner Lists Set Assignment

BusinessPartner

~Billing Rule Set-

Assignment

~Billing

Rule-List

Billing RuleSet

Sales RuleSet

Shipping RuleSet

~ShippingRule-List

~Shipping RuleSet-Assignment

~Sales Rule

-List

~Sales Rule Set-

Assignment

Division

Distribution Channel

Sales Organization




A Business Partner - Relationship is a Business Connectionbetween two Business Partners.

BP 2BP 1

Relationship

is ship to party of"

Relationship

"is undefinedPartner of"

BP 3

BP 4

Relationship"is responsible person for"




Business

Partner

BusinessPartner-

Relationship

Extension

~Company

Participation

~Contact Person

BP Employee Function

Authority

VIP - Indicator

Department Type

Currency

~

Address

Address

BP-Relationship

Type

is ship to party of

is employee of



Business Partner - Relationships: Example

Organization

Organization 2

xy

Organization 1

BASF AG

Organization 3

yz

Contact Person 1

is store of

delivers to

delivers to

Contact Person

is Contact Person in theFunction of Manager

is married to

is ContactPerson of

Contact Person 2

Contact Person 3



Role Concept of Business Partner

Salesperson

Consumer

Customer

Contact Person Competitor

Employee

Business-partner

cross-applicational approach :

Each Business Partner exists only once



Business Partner - Role/ Partner Functions



Business Partner Role/ Partnerfunction Proposal

BusinessPartner-Role

PartnerFunction

~Function Prop.

Schema

~Partner Function

Assignment

Proposal for Partnerfunction

depending on a selected role.

Customizing Strategic

~

-Role-Assignment

Business

Partner-

Proposal for Partner-Roles

depending on Partner type:Person, Organization, Group

BP- FunctionProposalSchema

Customer

Bidder

Competitor



BP Role - Function Proposal Schema (IMG)



Function Proposal Schema - Partner Function Assignment



Assign a different BP to a Partner Function



The BP- Relationship is automatically created



Business Partner maintain Partner Function for BP

BP- Sales AreaPartner

Function List

BP-Sales AreaPartner Function

BusinessPartner

BusinessPartner-

Relationship

BP-RelationshipCategory

PartnerFunction

PartnerFunctionCategory

Div

DCSO

Relationship Type is determined

3

2

Select Partner Function

1 Select Sales Area

4

Select Business Partner

Save BP-Sales Area-

Partner Function5

Partner

Function Categ.BP-RelShip Cat.



Customizing

How to find Business Partner for Business Transaction

BusinessTransaction

~Set-Link

Partner-Set

PartnerFunction

PartnerAccess

Sequence Step

Partn.Schema-P.-Function-

Assignm.

PartnerOrigin

PartnerSchema

getnecessary

Partner Functions

2

BT-Type

use BT-Type

1

Partner Origin: Where to look ... :

Previous Business Transaction

Business Partner

Business Partner Relationship............... take the first you find

DetermineBusiness

Partner

3

PartnerAccess

Sequence

BusinessPartner

Partner

Create Partner-Set

4

?



BusinessPartner

How to find Address for Business Transaction

~Address

~AddressUsage

AddressType

AddressDetermination

Process

AddressDeter. Process-Address Type

BusinessTransaction

~Set-Link

Partner-Set Partner

BT-Type

PartnerSchema

Partn.Schema-P.-Function-

Assignm.

PartnerFunction

Address

Customizing

1

2

3

45

6

7



Extensibility of Business Partner

The Conception of SAP-Business Partner allows extensions, becausethe screen layout and the screen sequences are stored in controltables. Program logic can be implemented via defined interfaces.

Example

BP RoleExtension of BP Roles with Attributes

For customer-specific reports resp. for the entry of additionalinformation of a Business Partner, fields can be added on anexisting screen resp. on a separate screen to already existing BPRoles.

RelationshipsExtension with Relationship Types

New Relationship Types can be created.Following relationships are possible:Is member of (a club)


25/25

Configuration of fields per BP Role

Crm Business Partner

Documents

Transcript of Crm Business Partner