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
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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. 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. 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. 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. 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
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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. 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. 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
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