1.1 Business Partner (BP)

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

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)

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

1. 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

Create number ranges without overlapping
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)

4.      Test