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    Sap CRM BP

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    shiva_1912-1
    Business partners can be people, organizations, or groups and have central data like names and addresses. They can have different roles in business processes and relationships with other partners. The architecture includes components like addresses, identifications, bank details, and industry sectors. Partners can be organized into groups and hierarchies. Relationships define connections between partners. The system determines which address to use based on the transaction and customizing.

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    Sap CRM BP

    Uploaded by

    shiva_1912-1
    172 views14 pages
    Business partners can be people, organizations, or groups and have central data like names and addresses. They can have different roles in business processes and relationships with other partners. The architecture includes components like addresses, identifications, bank details, and industry sectors. Partners can be organized into groups and hierarchies. Relationships define connections between partners. The system determines which address to use based on the transaction and customizing.

    Original Description:

    SAP CRM Business partner

    Original Title

    SAP CRM BP

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    Business partners can be people, organizations, or groups and have central data like names and addresses. They can have different roles in business processes and relationships with other partners. The architecture includes components like addresses, identifications, bank details, and industry sectors. Partners can be organized into groups and hierarchies. Relationships define connections between partners. The system determines which address to use based on the transaction and customizing.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    172 views14 pages

    Sap CRM BP

    Uploaded by

    shiva_1912-1
    Business partners can be people, organizations, or groups and have central data like names and addresses. They can have different roles in business processes and relationships with other partners. The architecture includes components like addresses, identifications, bank details, and industry sectors. Partners can be organized into groups and hierarchies. Relationships define connections between partners. The system determines which address to use based on the transaction and customizing.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 14

    CRM Business Partner Concept

    What is a Business Partner in MDB ?


    Can be a person, an organization or a group
    Has central data like name, address, bank details and person, organization or
    group-related data
    Can appear in different roles depending on the business processes for example
    prospect, ordering party and competitor

    Can have different type of relationships to other business partners for example
    is contact person, is shareholder of
    Can be part of different hierarchies or groups

    Confidential

    Business Partner Architecture

    Customizing

    Strategic

    Address - Parameter

    Address

    Business Partner - Group Hierarchy Type

    Business Partner - Group Hierarchy

    Business Partner - Relationship Attribute

    Business Partner - Relationship

    Business Partner - Attribute

    Business Partner

    Business Partner - CRM - Attribute

    Business Partner - CRM

    Business Partner - BBP - Attribute

    Business Partner - BBP

    Confidential

    Business Partner - Subtypes


    Customizing

    Business
    Partner

    Business
    Partner Type

    strategic

    Natural
    Person

    BP-Grouping
    Language
    Data Origin Type
    Authorization
    Tax Number Category
    Academic Title

    Organisation

    Name Prefix
    Name Affix
    Marital Status
    Legitimation Type
    Profession
    User

    BP-Group

    Legal Entity

    Subtypes

    Legal Form
    4

    Confidential

    Business Partner - Components


    Address Type
    Address

    ~
    Address

    Business
    Partner

    ~
    Identification

    Identification Type

    ~
    Bank Details

    Bank

    ~
    Payment Card

    Payment Card

    ~
    Industry
    Sector

    Industry Sector

    ~
    Sales Tax
    Identification

    Tax Number Category

    Confidential

    ~
    Address
    Usage

    Business Partner - Extension


    Business PartnerCRM Customizing

    Business Partner - CRM


    BP - Sales Employee List
    BP - Sales Classification List

    BP - Business Hours
    BP - Partner Function List
    BP - Partner Function Exclusion List

    BP - Status
    BP - Sales Rule List
    BP - Shipping Rule List

    BP - Billing Rule List

    BP Business Agreement Set

    Confidential

    Business Partner Relationship


    A Business Partner - Relationship is a Business Connection
    between two Business Partners.

    BP 3

    BP 1

    BP 2

    Relationship

    Relationship

    is undefined
    Partner of

    is ship to party of

    Relationship
    "is responsible person for"

    BP 4
    7

    Confidential

    Business Partner Relationship


    Address

    ~
    Address

    Department Type
    BP Employee Function

    Authority
    VIP - Indicator
    BPRelationship
    Type

    Business
    PartnerRelationship

    ~
    Contact Person

    is ship to party of
    is employee of
    Business
    Partner

    ~
    Company
    Participation

    Extension

    Currency

    Confidential

    Business Partner Relationship: Example


    Contact Person

    Organisation
    Organization 1
    BASF Plc
    delivers to
    delivers to

    is Contact Person in the


    Function of Manager
    Organization 2
    xy
    is store of
    Organization 3
    yz

    Contact Person 1
    is Contact
    Person of
    Contact Person 2
    is married to
    Contact Person 3

    Confidential

    Business Partner Relationship category


    details

    A BP-BP relationship can exist between two business partners.


    The BP relationship category describes the essence of the relationship and characterizes the features of the
    relationship.
    A differentiation is made between a one-way and an undirected BP relationship category. In the case of a one-way
    BP relationship category, a relationship exists between one BP and another, but not vice-versa.
    Examples:
    Relationship category
    Marriage (undirected)
    Employee (one-way)
    Subsidiary (one-way)
    Contact person (one-way)

    BP1
    Adam Miller Eve Miller
    COM Inc.
    COM Inc
    COM Inc

    BP2
    Adam Miller
    CBH and Co.
    Adam Miller

    The cardinality of a relationship category determines whether a business partner can have a maximum of one
    relationship of a relationship category at a certain point in time (such as a marriage), or whether the relationship
    category means that multiple relationships can
    be assigned (such as contact person).
    The relationship categories that can be selected depend on the business partner category. When creating a
    relationship the system can check whether the BP is maintained in a certain role (role dependency of relationship
    category).

    10

    Confidential

    Business Partner Hierarchy


    Define groups (hierarchy nodes)
    Use groups to build hierarchies
    Example: For a chain of
    retail outlets, buying group,
    co-operative

    Assign BPs to groups


    (hierarchy nodes) within
    the hierarchy

    From mm/dd/yyyy
    To mm/dd/yyyy

    Central
    Discount 3%

    North

    South
    From mm/dd/yyyy
    To mm/dd/yyyy

    BP100
    Region A
    BP10

    BP20

    Region B
    BP30

    Region C
    BP40

    Area XY
    BP60

    11

    Confidential

    BP70

    BP80

    BP90

    From mm/dd/yyyy
    To mm/dd/yyyy

    BP50

    Business Partner Hierarchy


    Separation of hierarchical structure and business partner master records
    No 'dummy business partner' required
    Optimized performance
    From mm/dd/yyyy
    to mm/dd/yyyy

    Sales area-independent structure


    Conditions are assigned to hierarchy nodes

    South

    Reassignment across hierarchies


    Yes, for BPs
    No, for nodes

    From mm/dd/yyyy
    to mm/dd/yyyy

    Region B

    Time-dependent assignment
    Node to node
    BP to node

    12

    Discount 3%

    From mm/dd/yyyy
    to mm/dd/yyyy

    BP30

    Confidential

    Business Partner Role Concept


    Consumer

    Customer

    Employee

    Businesspartner

    Salesperson

    Competitor

    Contact Person

    Different CRM processes require different data.


    Depending on the business process, specific data needs to be
    maintained for the BP, thus one BP can have different ROLES.

    13

    Confidential

    Business Partner Address Determination


    Standard Address

    BP Addresses
    Address 1
    BP

    Address Types
    Correspondence
    address
    Delivery address

    Address 3

    Customizing

    Standarduse
    useofofaddress
    address
    Standard

    14

    Send letter

    Send reminder

    Address 2

    Application

    Transaction

    Confidential

    Deliver goods

    Control

    Application
    program

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