2 07 Partner Determination

1.  SAP AG 2001
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
Partner Determination

2.  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
Objectives
At the end of this unit, you will be able to:

3.  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

4.  SAP AG 2001
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.  SAP AG 2001
Sales Order
Partner
Sold-to 4711
Ship-to 4711
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.
Business Partner in Transactions

6.  SAP AG 2001
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

7.  SAP AG 2001
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

8.  SAP AG 2001
Partner processing
Partner
Function
Category
(predefined)
Transactions
(e.g. activity, order, opportunity)
Business Partner
Partner Determination in CRM - Customizing
Access
Sequence
Partner
Determin.
Procedure
Partner
Function

9.  SAP AG 2001
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?

10.  SAP AG 2001
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: ...

11.  SAP AG 2001
Transaction Type
Partner Determination Procedures
System Process
Customizing Settings
Partner function
Preceding
document
Org. Data
BP
Relationships
Current BP
Access sequences
Overview of Partner Determination

12.  SAP AG 2001
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

13.  SAP AG 2001
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

14.  SAP AG 2001
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