Partner Determination Partner Determination Overview Business Partner Text Determination Organizational Management Output Determination Product Master CRM Billing Opportunity Management Conclusion & Appendix: CRM Best Practices Activity Management Sales Transactions
Contents/Objectives <ul><li>Partner determination in business transactions </li></ul><ul><li>Terms and concepts of partner determination </li></ul><ul><li>Customizing for partner processing </li></ul><ul><li>Explain the influence and importance of CRM Partner Determination in transactions </li></ul><ul><li>Understand the concepts and components important for Partner Determination </li></ul><ul><li>Set up the essential features of partner determination in customizing </li></ul>Contents Objectives At the end of this unit, you will be able to:
Business Scenario <ul><li>Within the context of transaction processing you want to ensure that the partners involved with a transaction are automatically determined by the system </li></ul>
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?
Business Partner in Transactions Sales Order Partner Sold-to 4711 Ship-to 47 11 Payer 5811 Sales 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.
Automatic Partner Determination 1. 4711 Enter sold-to party 2. The partners involved are determined by the system! e.g. ship-to party, payer Create transaction (e.g. order) 3.
Partner Determination in the Application Create, change, save transaction Header data Item data ... ... ... Partner Müller, Michael 608 Employee responsible HiTech GmbH, D-69000 Heidelberg 4711 Payer ... HiTech GmbH, D-69000 Heidelberg HiTech GmbH, D-68000 Mannheim Malecki, Tom, D-69000 Heidelberg HiTech GmbH, D-69000 Heidelberg 4711 Bill-to party ... ... 4812 Ship-to party 0815 Contact person 4711 Sold-to party ... 1 Which partners must be involved in the transaction? 2 Are the partners automatically determined or manually completed? When are the partners determined? 1 2 3 Partner 3
Partner Determination in CRM - Customizing Partner processing Partner Function Category (predefined) Transactions (e.g. activity, order, opportunity) Business Partner Access Sequence Partner Determin . Procedure Partner Function
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 <ul><li>Determination procedure in detail </li></ul><ul><li>obligatory partner? </li></ul><ul><li>automatic determination or manual input - recurring? </li></ul><ul><li>which search strategy should be used? </li></ul><ul><li>is the address alterable? </li></ul><ul><li>determination time? </li></ul>
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 <ul><li>Access 0004 (detail) </li></ul><ul><li>Access 10: preceding document </li></ul><ul><li>Access 20: business partner </li></ul><ul><li>Access 30: current partner </li></ul><ul><li>Access 40: ... </li></ul>
Overview of Partner Determination Transaction Type Partner Determination Procedures System Process Customizing Settings Partner function Preceding document Org. Data BP Relationships Current BP Access sequences
Partner Functions (CRM) - Partner Functions (R/3) CRM system Partner functions Partner Functions The mapping of partner functions between CRM and R/3 is set in Customizing R/3 system
Distribution of Partner Functions between OLTP and CRM Distribution of Partner Functions from R/3 into CRM Distribution of Partner Functions from CRM into R/3
Summary <ul><li>Explain the influence and importance of CRM Partner Determination in transactions </li></ul><ul><li>Understand the concepts and components important for Partner Determination </li></ul><ul><li>Set up the essential features of Partner Determination in Customizing </li></ul>You are now able to
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