SAP CRM BP Master Record

BUSINESS PARTNER

Business Partner (definition) = A Business Partner is an entity who is involved in terms of business relevant relationship to the manufacturing company.

Example = Wholesalers, Retailers, Distributors, Vendors, Employees etc..

BP is categorized into 3 parts.

·         Person (e.g., Anil-employee, Retailer, Wholesaler)

·         Organization (e.g., Reliance Fresh, Dept. of Organization, Tata Supplying)

·         Group (eg., Lion’s Club, Mahila Anganabadi)

To maintain the information about the business is called Business Partner Record.

BP record is categorized into 2 parts

·         General Data (This includes basic information like name, address, bank details, tax details of BP)

·         Relationship Data (Under this view we will establish relationship b/w two or more BP records)

Role Description                                                                              BP Role

·         A Party who placed order to purchase goods                      Sold-To-Party.

·         A Party who receives goods                                                        Ship-To-Party.

·         The Party on whose name invoice is created                       Bill-To-Party.

·         The Party who settle Invoice                                                      Payer.

·         The Party which supplies Raw Material                                  Vendor/Supplier.

·         Point of Contact at cost                                                                 Contact Person

·         An individual working for Mfg. Company                                               Employee.

·         The entity who sells similar product in market                    Competitor.

Object ID of BP = BUS1006………….T-Code = <BP>

Click the button Organization.

For each & every records have its unique identification is called Grouping.

Number Ranges:

·         Internal Number Ranges (Automatically processed by system, Decentralized, Numerical)

·         External Number Ranges (Manually processed by end-user, Centralized, Alpha-Numeric)

Grouping = Internal Number Assignment……BP Role = Sold-To-Party.

Click Create.

In Address tab, Mention, Title = Mr., Name = TEST BP, Search Term ½ = TEST

Street /House Number = 123456 ADD-1, Post Code/City = 123456, Country = IN, Time Zone = INDIA.

Go to the Address Overview tab,  to create an address under address overview section,

Click the button Create under address overview tab, maintain address and click continue.

Repeat the process for creating more address.

Scroll down Address Usage Section. Select or highlight the required address type. Ex-send bill and click create button, select the required address from the dialog box and click continue.

Create                                  Continue

Repeat the process for assigning other address to the required address type.

Go to the Identification tab, maintain the required information. Ex-ID types & tax information of BP.

Go to the Control tab, here you are controlling a data of BP, Click the button Calling Hours,

Specify, Period = 1 Year, Rule = Weekly periodic calling hours, week rule = every week, maintain required exception, and click copy. Maintain goods receiving and visiting hours.

Go to the tab Payment Transaction, payment transactions can be done under 3 different ways- 1) Cash payment, 2) Cheque or online, 3) Credit cards (Payment Cards) these informations can be maintained under payment transactions.

Go to the tab Long Texts, select Correspondence.

Write some text = Text For BP.

Go to the tab Marketing Attributes, Choose Attribute Set 4LIVING Template & Click on Assign Attribute Set.

Click Continue. Repeat the process for rest two rows.

Click the button Sales Area Data and Assign Sales Area.

Click the button Relationships.

Specify, Relationship Cat. = Has Contact Person, Relationship to BP = 400290 (Press F4 to open search window, go to tab Partners by BP role and specify BP role = Contact person, click continue and select the required contact person BP)………Press enter.

Contact Person Relationship Create: General Data window will open.

Specify Contact Person information like VIP = Management, Department = Sales, Function = Head of Sales, Authority = Sole authority. Then Assign Company Address.

Go to Sales &Distribution tab and maintain the required calling and visiting hours.

Go to the Usage tab, Click the button select and choose the required Sales Area and specify, the partner function = contact person…………Click Continue.

A new tab page will be created for every relationship category we defined.

Specify, Relationship Category = Has the employee responsible, Press F4 (Choose the required employee responsible)

Maintain the required Sales Area and specify, partner function = Brand Sales Manager.

Now when a relationship is created between BO a reverse relationship will be created automatically. To check further data save the BP records and open the contact person BP record and go to relationship tab and see the assigned relationship.

 BUSINESS PARTNER

Business Partner (definition) = A Business Partner is an entity who is involved in terms of business relevant relationship to the manufacturing company.

Example = Wholesalers, Retailers, Distributors, Vendors, Employees etc..

BP is categorized into 3 parts.

·         Person (e.g., Anil-employee, Retailer, Wholesaler)

·         Organization (e.g., Reliance Fresh, Dept. of Organization, Tata Supplying)

·         Group (eg., Lion’s Club, Mahila Anganabadi)

To maintain the information about the business is called Business Partner Record.

BP record is categorized into 2 parts

·         General Data (This includes basic information like name, address, bank details, tax details of BP)

·         Relationship Data (Under this view we will establish relationship b/w two or more BP records)

Role Description                                                                              BP Role

·         A Party who placed order to purchase goods                      Sold-To-Party.

·         A Party who receives goods                                                        Ship-To-Party.

·         The Party on whose name invoice is created                       Bill-To-Party.

·         The Party who settle Invoice                                                      Payer.

·         The Party which supplies Raw Material                                  Vendor/Supplier.

·         Point of Contact at cost                                                                 Contact Person

·         An individual working for Mfg. Company                                               Employee.

·         The entity who sells similar product in market                    Competitor.

Object ID of BP = BUS1006………….T-Code = <BP>

Click the button Organization.

For each & every records have its unique identification is called Grouping.

Number Ranges:

·         Internal Number Ranges (Automatically processed by system, Decentralized, Numerical)

·         External Number Ranges (Manually processed by end-user, Centralized, Alpha-Numeric)

Grouping = Internal Number Assignment……BP Role = Sold-To-Party.

Click Create.

In Address tab, Mention, Title = Mr., Name = TEST BP, Search Term ½ = TEST

Street /House Number = 123456 ADD-1, Post Code/City = 123456, Country = IN, Time Zone = INDIA.

Go to the Address Overview tab,  to create an address under address overview section,

Click the button Create under address overview tab, maintain address and click continue.

Repeat the process for creating more address.

Scroll down Address Usage Section. Select or highlight the required address type. Ex-send bill and click create button, select the required address from the dialog box and click continue.

Create                                  Continue

Repeat the process for assigning other address to the required address type.

Go to the Identification tab, maintain the required information. Ex-ID types & tax information of BP.

Go to the Control tab, here you are controlling a data of BP, Click the button Calling Hours,

Specify, Period = 1 Year, Rule = Weekly periodic calling hours, week rule = every week, maintain required exception, and click copy. Maintain goods receiving and visiting hours.

Go to the tab Payment Transaction, payment transactions can be done under 3 different ways- 1) Cash payment, 2) Cheque or online, 3) Credit cards (Payment Cards) these informations can be maintained under payment transactions.

Go to the tab Long Texts, select Correspondence.

Write some text = Text For BP.

Go to the tab Marketing Attributes, Choose Attribute Set 4LIVING Template & Click on Assign Attribute Set.

Click Continue. Repeat the process for rest two rows.

Click the button Sales Area Data and Assign Sales Area.

Click the button Relationships.

Specify, Relationship Cat. = Has Contact Person, Relationship to BP = 400290 (Press F4 to open search window, go to tab Partners by BP role and specify BP role = Contact person, click continue and select the required contact person BP)………Press enter.

Contact Person Relationship Create: General Data window will open.

Specify Contact Person information like VIP = Management, Department = Sales, Function = Head of Sales, Authority = Sole authority. Then Assign Company Address.

Go to Sales &Distribution tab and maintain the required calling and visiting hours.

Go to the Usage tab, Click the button select and choose the required Sales Area and specify, the partner function = contact person…………Click Continue.

A new tab page will be created for every relationship category we defined.

Specify, Relationship Category = Has the employee responsible, Press F4 (Choose the required employee responsible)

Maintain the required Sales Area and specify, partner function = Brand Sales Manager.

Now when a relationship is created between BO a reverse relationship will be created automatically. To check further data save the BP records and open the contact person BP record and go to relationship tab and see the assigned relationship.