BP – Introduction
Posted by crmQ on December 26, 2008
BUSINESS PARTNER CONCEPTS
BUSINESS PARTNER CATEGORY
BP GROUPING
BP ROLE
DATA SET
BP RELATIONSHIP
BUSINESS PARTNER CATEGORY
The business partner category denotes whether a business partner is a natural person (private individual), organization (legal person/entity or part of a legal entity, such as a department), or a group.
The standard business partner categories are:
· Natural person (private individual)
· Organization (e.g. company, department in a company, club, association)
· Group (e.g. married couple, shared living arrangement)
It is not possible to create any other business partner categories. You cannot alter the business partner category at a later stage.
By launching the transaction code “BP” you will see the following screen. Note the BP Category – People, Organization & Group.
Input fields will differ depending on the BP Category chosen
BP Category – Organization
BP Category – Person
BP – GROUPING
Grouping is the container that holds the Number Range settings that is assigned to the BP Role. When creating a BP internal number assignment is the default. Alternatively if you want to use external number assignment, you must choose the relevant grouping and enter the external number.
Whenever a business partner is created it needs to be assigned to a grouping. Grouping controls the number range which is either Internal or External number range
§ A BP must be assigned to a Group
§ The grouping controls the number range
§ Internal and external number assignment is possible
A Number Range is a range of numbers that you can assign to business objects such as business partners, orders, products etc., Each number range has a number range intervals and a number assignment type (Internal / External).
Internal Number Range
When storing a data record, the CRM System assigns a sequential number, which lies in the relevant number range interval.
External Number Range -
The number is assigned by the user or by an external system, both of which must ensure that the number lies in the relevant number range interval.
For example:
Domestic business partners -
Number range 01, number range interval 100,000 – 199,999, internal assignment
Foreign business partners -
Number range 02, number range interval 200,000 – 299,999, external assignment
To define number range for BP go to the following path in SAP CRM IMG Menu:
IMG->Cross-Application Components->SAP Business Partner->Business Partner->Number Ranges and Grouping->Define Number Ranges
BP – ROLES
A business partner role can be used to classify a business partner in business terms. You can choose one of the many SAP provides roles –or- you can define your own Role/s
IMG > Cross-Application Components ® SAP Business Partner ® Business Partner ® Basic Settings ® Business Partner Roles. à Define BP Roles:
If you need to make custom changes, just copy the existing role that matches your requirement and then copy it and rename with an prefix ‘Y’ or ‘Z’.
NEVER make changes to the standard roles.
Following is the BP Role structure. The example shown here is for the BP Role – Contact Person.
All Roles have 2 factors that are important – Role Category and Role View
Role Category
Role category settings (as shown below) determines the BP category that this role is valid for
Role View
View determines that Data Sets that are valid for the assigned Roles. TCODE – BUSD will take you to the View area:
Assign the required data sets to the View and then Assign this view to your BP Role. The BP created for this role will have the following Data sets
______________________________________________________________________________________________________
Differentiation Types
Application data is generally dependent on the primary key of the application object. For a business partner, the primary key is the partner number. However, there can also be other attributes that must be differentiated according to other criteria. If data for an instance is only ever entered as a way of describing it as a criterion, then it would be called a differentiation type. Differentiation types are usually entered on the initial screen.
Configure the input screens so that the value of the differentiation type is visible in the header data if the underlying data is dependent on it
Application objects
Each master data/transaction data object that uses BDT must be known. The maintenance of application objects is subdivided into the following points:
· Defining application objects
· Assigning application objects à differentiation types
· Settings transactions, task menu
Menu path: BUPT > BDT GENERAL > APPLICATION OBJECTS (BUS0)