CRM - Creation and Configuration of Business Partners

Creation and Configuration of Business Partners

The following roles will be used in SAP CRM:

Role Name Category (Person/Org/Group) Remarks

Employee	Person	Use of Standard role Employee
Contact person	Person	Use of SAP standard role contact person
Sold to Parry	Person/Organization	Use of SAP standard role sold-to party
Prospect	Person/Organization	Use of SAP standard role prospect
Ship to Party	Person/Organization	Use of SAP standard role Ship to Party
Bill to Party	Person/Organization	Use of SAP standard role Bill to Party
Retailer	Person/Organization	This role will be used to register the retailers.

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 client’s requirement.

Creating a Business Partners

Procedure

1. Access the activity using one of the following navigation options:

SAP CRM Role Menu	Checking Business Partners
Transaction code	BP
SAP Menu	Master Data à Business Partner à Maintain Business Partner

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. Save the entriy.

5. Repeat the same for different roles.

Result.

Business Partners are created with required roles.

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Creation and Configuration of Business Partners