2 07 partner determination
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SAP AG 2001
Partner DeterminationOverview
Business Partner
Text DeterminationOrganizational Management
Output DeterminationProduct Master
CRM BillingOpportunity Management
Conclusion & Appendix:CRM Best PracticesActivity Management
Sales Transactions
Partner Determination
SAP AG 2001
Partner determination in business transactions Terms and concepts of partner determination Customizing for partner processing
Explain the influence and importance of CRM Partner Determination in transactions
Understand the concepts and components important for Partner Determination
Set up the essential features of partner determination in customizing
Contents/Objectives
Contents
ObjectivesAt the end of this unit, you will be able to:
SAP AG 2001
Within the context of transaction processing you want to ensure that the partners involved with a transaction are automatically determined by the system
Business Scenario
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Motivation for BP Determination
Business Transaction
Which external partners, e.g. supplier, payer, are involved?
Which internal partners, e.g. employee responsible, are involved?
Which partners must be involved with a business transaction?
Are the individual partners found automatically?
Where in the system are partners looked for?
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Sales OrderPartner
Sold-to 4711Ship-to 4711Payer 5811Sales rep. Smith
No Determination Automatic Determination
You can enter the data manually in the document.
The system determines the data automatically according to Customizing settings; data can be changed or added manually.
Business Partner in Transactions
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Automatic Partner Determination
1.
4711Enter sold-to party2.
Create transaction (e.g. order)
3. The partners involved are determined by the system!
e.g. ship-to party, payer
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Partner Determination in the Application
Create, change, save transaction
Header data
Item data
... ... ...Partner
Müller, Michael608Employee responsible
HiTech GmbH, D-69000 Heidelberg4711Payer
...
HiTech GmbH, D-69000 Heidelberg
HiTech GmbH, D-68000 Mannheim
Malecki, Tom, D-69000 Heidelberg
HiTech GmbH, D-69000 Heidelberg
4711Bill-to party
......
4812Ship-to party
0815Contact person
4711Sold-to party
...
1 Which partners must be involved in the transaction?
2 Are the partners automatically determined or manually completed?
3 When are the partners determined?
1
2
3
Partner
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Partner processingPartner processing
PartnerFunctionCategory
(predefined)
PartnerFunctionCategory
(predefined)
Transactions (e.g. activity, order, opportunity)
Business Partner
Partner Determination in CRM - Customizing
AccessSequence
AccessSequence
PartnerDetermin.Procedure
PartnerDetermin.Procedure
Partner FunctionPartner Function
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Partner Determination Procedure
The partner determination procedure is defined in Customizing and ascertains which partner functions in a business event (transaction) can be automatically found.
Auftraggeber
Warenempfänger
Rechnungsempfänger
Regulierer
Partner determ. procedure „Sales“
Partner functions in the procedure
Determination procedure in detail
• obligatory partner?
• automatic determination or manual input - recurring?
• which search strategy should be used?
• is the address alterable?
• determination time?
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Access Sequence
An access sequence is a search strategy which gives the data sources and the order in which the system checks them during partner determination.
Partner determ. procedure „Sales“
Partner functions in the procedure
Sold-to party Access 0001
Ship-to party Access 0002
Contact person Access 0003
Employee resp. Access 0004
Access 0004 (detail)
• Access 10: preceding document
• Access 20: business partner
• Access 30: current partner
• Access 40: ...
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Transaction Type
Partner Determination Procedures
System Process
Customizing Settings
Partner function
Preceding
documentOrg. Data
BP
RelationshipsCurrent BP
Access sequences
Overview of Partner Determination
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Partner Functions (CRM) - Partner Functions (R/3)
CRM system R/3 system
Partner functions Partner Functions
The mapping of partner functions between CRM and R/3 is set in Customizing
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Distribution of Partner Functions from R/3 into CRM
Distribution of Partner Functions from CRM into R/3
Distribution of Partner Functions between OLTP and CRM
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Explain the influence and importance of CRM Partner Determination in transactions
Understand the concepts and components important for Partner Determination
Set up the essential features of Partner Determination in Customizing
You are now able to
Summary
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