Creation and Configuration of Business Partners

By Krishna Prathyusha Jataprolu, Accenture

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

Transaction code

SPRO

IMG Path

Cross-Application Components à SAP Business Partner à Business Partner à Basic Settings à Number Ranges and Groupings à Define Number Ranges

 2.       Choose Change Intervals 

 

3.       Choose Insert Interval.

4.       Enter the Interval ID and range

5.       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

Defining Groupings

Transaction code

SPRO

IMG path

CRM à Cross-Application Components à SAP Business Partner à Business Partner à Basic Settings à Number Ranges and Groupings à Define Groupings and Assign Number Ranges

2.       Choose New Entries.

3.       Enter the grouping, short name, description, number range and select the check box External.

4.       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 all of the 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

SAP CRM

Defining Groupings

Transaction code

SPRO

IMG path

CRM à Cross-Application Components à SAP Business Partner à Business Partner à Basic Settings àBusiness Partner Roles à Properties of Business Partner Roles

2.       Select New Entries.

3.       Select the required Business Partner Role.

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

Click here to continue....


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