Account Management CRM

8/11/2019 Account Management CRM

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Home Testing SAP

Account Management in SAP CRMOverviewOverviewOverviewOverviewAlmost all business transactions in an ostakeholders like employee, contact peretc.!ithin SAP "#$ these participants invol

transaction are maintained as "#$ %usican be involved in a business transactio

()amples o* %usiness Partner

+n SAP "#$, business partners are created centrally. Also the roles that a business

to party and ship to party are also maintained centrallyThus a business partner created in SAP "#$ can be involved in any o* the businesmodules like sales, marketing and service. This involvement o* the business partntransaction depends upon the role assigned to the business partner and the partnthe business transaction"reating and maintenance o* the business partner in the SAP "#$ is included in thapplication within "#$ !eb -+. +n order to work on the business partner, the userthe Account management in the !eb -+'

Page 1 of 17Account Management in SAP CRM

16/07/2014http://www.guru99.com/account-management-in-sap-crm.html


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Account $anagement with option to maintain %usiness Part

%usiness Partners +nvolved in a %usiness Transaction

&or a particular business transaction, involved business partners can be *ound withinassignment block'

!ithin SAP -+, business partner maintenance is available with transaction codesupporting -+ *or "#$ transactions and thus !eb -+ is used *or the business parmaintenanceAccount management in "#$ !eb -+ provides /01 view o* the business partner drepresents complete data o* the business partner including'

the header details o* the business partnerrelationships to other business partners in the business processes

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account li*e cycle o* the business partnerbusiness transactions in which the business partner is involvedchange history o* the business partner data

-sing "#$ $iddleware it2s possible to populate business partners in SAP "#$ usi(#P. Also updates in the business partner data in any o* these systems 3(#P or "#through the "#$ $iddleware%elow is the SP#O path *or %usiness partner customizing. The Partner Processing iparticular business transaction also depends upon the customizing settings implepartners. Thus the customizing settings *or the business partners in "#$ are implonce done, "#$ !eb -+ is used to create and maintain the business partners




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SP#O to maintain %usiness Partner related customizing

Business Partner CategorySAP "#$ supports three possible categories'

Person or +ndividualroup

Organization

A business partner can belong to any one o* these categories. An account can be * *ollows




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Account' An account is a company, group, or individual, with which your organirelationship.

Accounts are *urther divided into'

"orporate Account 3organizations or companies4

+ndividual Account 3individuals4

roups 3 roups like households4

"ontact

person with whom you have a business relationshipmostly assigned to a corporate account

(mployee

member o* your organizationinvolved in interaction between your organization and vendor, prospect, cu

%usiness Partner categories

+t is not possible to modi*y these categories or to create new categories.

!hen a business partner is created in SAP "#$, category is assigned to it. The busionly assign once while the creation o* the business partner and cannot be modi*iebusiness partner li*e cycle. Thus while creating a business partner you need to selstep. Also, the account search can be *ilter based upon the account category *or *a




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Search page *or accounts in !eb -+

This business partner category is also used in the header o* the account display, cr

Page title *or an Account mentions the Account Type 5+ndividual A

Business Partner Grouping!hen a business partner is created, a number termed as 5business partner numbnumber can be con*igured in the SP#O customizing such that it is generated autopartner is created&or this, %usiness Partner rouping and 6umber #anges are used!e de*ine range o* numbers using start and end value 3within SAP "#$ this is terand has an identi*ier4'




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6umber #ange in SP#O settings

&or e)ample, *rom the above screen shot, business partner with number range 172891:0;12 , while business partner with number range 1; will be assigned number6umber range can be +nternal or ()ternal

+nternal 6umber #ange%ased up on the customizing settings this is generated within the "#$ systemThis is a se


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"reate page *or an +ndividual Account

Business Partner RolesThe %P 3%usiness Partner4 roles assigned to a business partner re*lect the partner2business transactions in which the partner may be involved.+t is possible to assign more than one business partner role to a business partner

This means a business partner can be involved in di**erent business transactio

%ut the general in*ormation o* the business partner like name, address, etc. ar+t is possible to create custom %P roles as per the business re


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%usiness #ole settings in SP#O ? +

A business partner role is assigned to a business partner role category

%usiness #ole settings in SP#O ? ++

%P #ole "ategory controls properties o* the %P role'




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%usiness #ole settings in SP#O ? +++

There is a separate assignment block in the Accounts Overview *or the %P #oles. Tthe available roles that can be assigned to the account. -sing the +nsert button it irole to a business partner'

%usiness #ole Assignment %lock in !eb -+




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BP RelationshipsA business partner can have relation with another business partner.A connection between two business partners is *ormed using the 5business partne!ithin SAP "#$, relationship between business partners is described with businescategory'

%usiness Partner #elationship settings in SP#O ? +

These %P #elationship "ategory de*ines the properties o* the business partner rela




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%usiness Partner #elationship settings in SP#O ? ++

A %P #elationship can be unidirectional or bidirectional%P #elationships can be assigned to a business partner in !eb -+ in the #elations

This updates all the %usiness Partners involved in the relations()isting relationship can be modi*ied using the 2Actions2 buttons

%usiness Partner #elationship Assignment %lock in !eb -+

+t is possible to have a relationship time dependent. Thus the relationship will be vspeci*ied while the creation o* this relationship-sing the 6ew button in above screenshot it is possible to create new relation'




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Account ClassificationSAP "#$ provides *unctionality o* account classi*ication using which you can classiaccording to any criteria. This is particularly use*ul when a large enterprise needsbusiness areas according to di**erent criteria+t is possible to per*orm search *or accounts based upon these classi*ication criteriAccount classi*ication is also available as an individual assignment block on the Ac

Account "lassi*ication Assignment %lock in !eb -+

The role in this assignment block is di**erent *rom the %usiness Partner #ole. @ou"riteria and AttributesAs per the re


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Attribute de*inition'

Account "lassi*ication settings in SP#O ? +++

Assignment o* attributes'

Account "lassi*ication settings in SP#O ? +B

Assigning "riteria'

Account "lassi*ication settings in SP#O ? B




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C PrevC PrevC PrevC Prev

360 View of Business Partner

Dinked >ocuments within individual Assignment %locks in !e

SAP "#$ provides /01 view o* the business partner. This means that all the data relpartner can be checked in one place. +n the header data it is possible to maintain anapplicable in all scenarios like the *irst name, last name, %P number, etc. There are s

*or data like %P #ole, %P #elationship, etc. Also we can *ind all the business transactiobusiness partner is involved. &or e)ample, there is an assignment block 5Opportunitiopportunity business transactions in which the business partner is involved

+t is possible to navigate to the corresponding business transaction document *rodata. Also, we can create new business transactions through these assignment blobutton on Opportunity block it is possible to navigate to the Opportunity page andwith respect to the business partnerThus, the SAP "#$ supports the maintenance o* the complete business partner li* which makes it convenient *or the end user to use and helps in the reporting purp

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