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Partner Determination Partner Determination Overview Business Partner Text Determination Organizational Management Output ...
Contents/Objectives <ul><li>Partner determination in business transactions </li></ul><ul><li>Terms and concepts of partner...
Business Scenario <ul><li>Within the context of transaction processing you want to ensure that the partners involved with ...
Motivation for BP Determination Business Transaction Which external partners, e.g. supplier, payer, are involved? Which in...
Business Partner in Transactions  Sales Order Partner Sold-to    4711 Ship-to  47 11 Payer  5811 Sales rep.  Smith No Dete...
Automatic Partner Determination 1. 4711 Enter sold-to party 2. The partners involved are determined by the system! e.g. sh...
Partner Determination in the Application Create, change, save transaction Header data Item data ... ... ... Partner Müller...
Partner Determination in CRM - Customizing Partner processing Partner Function Category (predefined) Transactions  (e.g. a...
Partner Determination Procedure The partner determination procedure is defined in Customizing and ascertains which partner...
Access Sequence An  access sequence  is a  search strategy  which gives the data sources and the order in which the system...
Overview of Partner Determination  Transaction Type Partner Determination Procedures System Process Customizing Settings P...
Partner Functions (CRM) - Partner Functions (R/3) CRM system Partner functions Partner Functions The mapping of partner fu...
Distribution of Partner Functions between OLTP and CRM Distribution of Partner Functions from R/3 into CRM Distribution of...
Summary <ul><li>Explain the influence and importance of CRM Partner Determination in transactions </li></ul><ul><li>Unders...
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2 07 Partner Determination

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2 07 Partner Determination

  1. 1. 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
  2. 2. 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:
  3. 3. 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>
  4. 4. 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?
  5. 5. 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.
  6. 6. 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.
  7. 7. 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
  8. 8. 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
  9. 9. 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>
  10. 10. 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>
  11. 11. 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
  12. 12. 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
  13. 13. 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
  14. 14. 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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