Account Management

We Know about Business partner from previous posts. Business partner are any party in which a company has a business interest. Now we would see what is Business Partner Role

We Know about Business partner from previous posts. Business partner are any party in which a company has a business interest. Now we would see what is Business Partner Role

Business Partner Role

Any Business partner in a business transcation has some rights and responsibilities. Those rights and responsibilites of any BP ar that a business partner can have in various business transactions. 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

Business Partners are used in different roles like -

Sold to party
Ship to party
Bill to party
Payer
Employee

We will look at some terms of Account management. We have already discussed BP, Number Ranges and its configuration. Lets see some more terms.

What is Customer Master Data

There are three types of customer master data
1. General Data
2. Sales Area Data
3. Company code data( Only in SAP ERP)

General data are the basic data like Name of customer, Email, Adress, Pin code, Country. Data which are general in nature.

Sales Area data are those to which are specific to sales area of that customer to be used in shipping, billing, pricing and many other functions of a business transaction. Sales area data consist of - Shipping data( how the product are to be shipped), Billing Data(how billings should be generated and processed), Organization data(what are the sales group and organization for the bp).

In company code data we have mainly financial data. It is basically used for Accounting. Example Account number, Ledger number, Accounts receivable data.

Configuration of Business Partner Roles.

To create a business partner,

Go to SPRO > SAP Reference IMG > Cross Application Product > Business Partner > Basic Settings >Business Partner Role > Define Business Partner Role.

CRM default for Sold to party is - CRM000

We can select the default role or we can have our own name for a business role defined. For defining a business partner role, follow these steps.

1. Go to SPRO > SAP Reference IMG > Cross Application Product > Business Partner > Basic Settings >Business Partner Role > Define Business Partner Role.

The window for business role defination will look like this.

Now click on the position button and find the default business role for Sold to party, i.e CRM000. Select "Copy As" option.

A new window will be open, maintain the new entry for BP Role, Title and description.

Save the entries. You new Business partner role for customer is created.

Same way, you can create a role for Employee. Just keep in mind, the default BP role for employee is BUP003.

Now, If you want to use this BP role, Go to BP using tcode- bp. Open any existing business partner and assign it this new BP role