Business Partner (BP)/ Account & Contact Management
Introduction:
Whoever involved in our
client business (Hercules Corp) they will be called as BP.
(OR)
Whoever is having a
business relationship with our client (Hercules Corp) will be called as BP.
Use:
Without out BPs no
company will do business.
Integration:
BP data will be used in
all the area of CRM (MKT, Sales and Service) including applications (CIC, Web
UI, Web Channels etc).
Note:
This BP function is not
available in SD Module
For customizing BP you
need to understand the following three steps:
1. BP Type:
In SAP CRM, whenever you
want to create a new BP. Firstly, you need to choose BP Types. BP Types are
three types as shown below
· Person
(Individual)
· Organization
(Company)
· Group
(Set of companies)
2. BP Roles:
Whoever is involved in
client business will be maintained in SAP CRM, we can differentiate BP with
help of BP Roles. Some of the BP Roles shown below
BP Role Category:
For Example:
Person Organization
Group
Employee Sold
to party Sold
to party
Contact person Ship to party Ship to party
Sold to party
Ship to party
Contact person Ship to party Ship to party
Sold to party
Ship to party
3. BP Grouping:
During business partner
creation, the number assignment is determined by a Grouping.
(OR)
Whenever a new BP is
created and saving this data (table: but000) will be saved with some unique
identification number, this ID will either provided by system (internal) or
user choice.
3.1 Number Ranges
A Range of the number
will be called as Number Range.
o 1-1000
o 1001
-10000
o 10001
-20001
Number ranges are two
types Internal or external.
3.1.1 Internal No Range:
If you set up any number range as internal then system will take
control on this range and it will provide number in sequential order.
EX: 200000 - 299999 (Internal)
System will provide
number whenever you use as given below.
o 200001
o 200002
o 200003-----3.4.5
3.1.2 External Number Range:
If you set up any number range as external its end user choice. He
can allocate any number within the range we have assigned.
Note: He need not follow any sequential order.
- 4000000 - 5000000(EXT)
- 442424,
- 444444,
- 455667
Customize has per client requirement
Gather and customize has
per client requirement In GUI
BP Type:
BP types are standard we
don’t have anything to customize in this area.
BP Role:
SAP standard Hercules Crop Requirement.
Sold to Party Hercules Wholesaler/ LG
C&F,
Ship to
party Hercules
Authorized Distributor
Bill to party Hercules delivery location (ship to party)
Bill to party Hercules delivery location (ship to party)
Payer Hercules Billed loc
Employee Hercules
Permanent Employee
Vendor Hercules Contract Employee
BP Grouping:
Hercules Requirement:
- Hercules Wholesaler Internal Grouping (A unique name
for No range)
700000 - 720000 –Internal
- Hercules Auth Distributors Internal Grouping
720001 - 7300000 Internal
- Hercules Employee Internal Grouping
730001 – 740000 Internal
- Hercules Contract employees External Grouping
740001 - 750000 External
- Hercules Vendor External Grouping
760000 - 770000 externals
- Customize BP Roles
Path: Spro ->
Cross Application Application components ->SAP Business Partners ->
Business partners ->Basic settings -> Business Partner Roles -> Define
BP Roles.
Note:
- Identify standard functionality
- Click on copy button
- Change BP Role from BUP000 to ZHEMP (for Employee)
- Change the Title & Description has per client
requirement
- Bellow BP Roles are customized
2. Customize Grouping and Number Ranges
Path: IMG -> Cross Application components
-> SAP BP -> BP -> Basic settings -> Number Ranges and Groupings
2.1 Define Our own Number ranges
Choose which number range you want to chose external and click on external check box
2.2 Define Grouping and assign above No range to
this grouping
Path: IMG -> Cross
Application components -> SAP BP -> BP -> Basic settings -> Define
Grouping and Assign Number Range
3. Customizes has per requirement
Filed Grouping
Introduction: Using
this field group concept will make some of the BP filed as a mandatory/Hide
unnecessary file while creating bp. So we can avoid blank bp record.
This filed grouping can
be done in various levels.
a. Client Level: If you make any filed is mandatory at client level, this filed will become mandatory for all bp roles which are existed in this client.
For example if you make
country filed is mandatory at 800 client level, this filed will become
mandatory for all the roles which are existed in this client.
b. BP Role level: If you make any filed is mandatory /hide this will be applicable for only that specific Role.
c. Activity Level: Either at the creation/Change levels you wanted
to make some field are mandatory.
d. BP Type Level: if you customize you own bp type(bp type is one of field in bp)
For example if you make
city filed is mandatory for Hercules Dealer this will become mandatory for only
this specific role.
Customize field grouping
for Bp Role level.
Hercules Wholesaler (bp role)Country (mandatory)
Region (mandatory)
Postal Code (mandatory)
City (mandatory)
Street 3(Hide)
Street 4 ( Hide)
Path: IMG -> Cross Application components
-> SAP BP -> BP -> Basic settings -> Field grouping ->
Configure filed attributes for BP Role(BP Role Level)
- First you need add your role which you wanted to filed grouping
- By clicking on new entries
After adding the fields
click on BP Role
Select Requirement Entry
radio button if you want make any field is mandatory… (Country field mandatory)
