Account Management CRM

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Account Management in SAP CRM

Overview Overview Overview Overview
Almost all business transactions in an organization involve certain
stakeholders like employee, contact person,
etc.
!ithin SAP "#$ these participants involved

transaction are maintained as "#$ %usiness Partner. &ollowing
can be involved in a business transaction as %usiness Partner'

()amples o* %usiness Partner

+n SAP "#$, business partners are created centrally. Also the roles that a business partner play, such as sold
,to party and ship,to party are also maintained centrally
Thus a business partner created in SAP "#$ can be involved in any o* the business transaction
modules like sales, marketing and service. This involvement o* the business partner in a business
transaction depends upon the role assigned to the business partner and the partner *unctions involved in
the business transaction
"reating and maintenance o* the business partner in the SAP "#$ is included in the Account $anagement
application within "#$ !eb -+. +n order to work on the business partner, the user need to have access to
the Account management in the !eb -+'
Page 1 of 17 Account Management in SAP CRM

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

Account $anagement with option to maintain %usiness Partner

%usiness Partners +nvolved in a %usiness Transaction

&or a particular business transaction, involved business partners can be *ound within the Parties
assignment block'
!ithin SAP .-+, business partner maintenance is available with transaction code %P. SAP has now stopped
supporting .-+ *or "#$ transactions and thus !eb -+ is used *or the business partner creation and
maintenance
Account management in "#$ !eb -+ provides /01 view o* the business partner data which means it
represents complete data o* the business partner including'
the header details o* the business partner

relationships to other business partners in the business processes
1
account li*e cycle o* the business partner
business transactions in which the business partner is involved
change history o* the business partner data
-sing "#$ $iddleware it2s possible to populate business partners in SAP "#$ using data maintained in SAP
(#P. Also updates in the business partner data in any o* these systems 3(#P or "#$4 can be synchronized
through the "#$ $iddleware
%elow is the SP#O path *or %usiness partner customizing. The Partner Processing implemented *or a
particular business transaction also depends upon the customizing settings implemented *or the
partners. Thus the customizing settings *or the business partners in "#$ are implemented in the SP#O and
once done, "#$ !eb -+ is used to create and maintain the business partners

SP#O to maintain %usiness Partner related customizing

Business Partner Category
SAP "#$ supports three possible categories'
Person or +ndividual
.roup
Organization
A business partner can belong to any one o* these categories. An account can be *urther
*ollows,

Account' An account is a company, group, or individual, with which your organization have a business
relationship.
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 relationship
mostly assigned to a corporate account
(mployee
member o* your organization
involved in interaction between your organization and vendor, prospect, customer, and other

%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 business partner category
only assign once while the creation o* the business partner and cannot be modi*ied at later stages o* the
business partner li*e cycle. Thus while creating a business partner you need to select the category as the *irst
step. Also, the account search can be *ilter based upon the account category *or *aster results'

Search page *or accounts in !eb -+

This business partner category is also used in the header o* the account display, create and modi*y

Page title *or an Account mentions the Account Type 5+ndividual Account5

Business Partner Grouping
!hen a business partner is created, a number termed as 5business partner number5 is assigned
number can be con*igured in the SP#O customizing such that it is generated automatically when a business
partner 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 termed as 56umber
and has an identi*ier4'


6umber #ange in SP#O settings

&or e)ample, *rom the above screen shot, business partner with number range 17 will be assigned a number
2891:0;12 , while business partner with number range 1; will be assigned number
6umber range can be +nternal or ()ternal

+nternal 6umber #ange
%ased up on the customizing settings this is generated within the "#$ system
This is a se<uential number *rom the relevant number range
()ternal 6umber #ange
+n this case, number can be assigned by the user while creating the record
Or the number can be derived *rom an e)ternal system
+n both cases the number used must lie within the corresponding number range interval
This number range is then assigned to a grouping
SP#O path to assign 6umber #ange to .roup'
+$. ,= "ross,Application "omponents ,= SAP %usiness Partner ,= %usiness Partner
and .rouping ,= >e*ine .roupings and Assign 6umber #anges
%usiness Partner .rouping is basically di**erent number ranges that could be assigned
partner.Thus .rouping can be considered as a container which holds the 6umber #ange settings
!hile creating a %P, user selects the .rouping

Selected grouping identi*ies the number to be generated
+* the grouping is using an +nternal number range, the business partner number will be auto assigned while
saving the %usiness Partner
&or the .rouping corresponding to e)ternal number ranges

+> *ield can be enabled *or user to give a %usiness Partner number or
%P number can be *etched *rom e)ternal system 3e.g. connected (#P4

"reate page *or an +ndividual Account

Business Partner Roles
The %P 3%usiness Partner4 roles assigned to a business partner re*lect the partner2s *unctions and the
business 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 transactions with di**erent
%ut the general in*ormation o* the business partner like name, address, etc. are entered only once
+t is possible to create custom %P roles as per the business re<uirement

%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'

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

There is a separate assignment block in the Accounts Overview *or the %P #oles. The drop down list shows
the available roles that can be assigned to the account. -sing the +nsert button it is possible to assign new
role to a business partner'

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

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

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

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

%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 #elationship assignment block'
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 valid *or
speci*ied while the creation o* this relationship
-sing the 6ew button in above screenshot it is possible to create new relation'
Account Classification
SAP "#$ provides *unctionality o* account classi*ication using which you can classi*y your
according to any criteria. This is particularly use*ul when a large enterprise needs to classi*y di**erent
business areas according to di**erent criteria
+t is possible to per*orm search *or accounts based upon these classi*ication criterion
Account classi*ication is also available as an individual assignment block on the Account page'

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

The role in this assignment block is di**erent *rom the %usiness Partner #ole. @ou can de*ine
"riteria and Attributes
As per the re<uirement account criteria can be combined to create "lassi*ication "ategory. (ach
classi*ication category can consist o* up to A criteria and any number o* attributes as per the re<uirement
"onstituents o* account classi*ication are de*ined in the SP#O customizing

There is a helper class associated with each criteria and attribute *or the value help as drop
!eb -+
"riteria de*inition'

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

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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360 View of Business Partner

Dinked >ocuments within individual Assignment %locks in !eb -+

SAP "#$ provides /01 view o* the business partner. This means that all the data related to the business
partner can be checked in one place. +n the header data it is possible to maintain and display the data which is
applicable in all scenarios like the *irst name, last name, %P number, etc. There are separate
*or data like %P #ole, %P #elationship, etc. Also we can *ind all the business transactions within which the
business partner is involved. &or e)ample, there is an assignment block 5Opportunities5 which displays all the
opportunity business transactions in which the business partner is involved
+t is possible to navigate to the corresponding business transaction document *rom these assignment block
data. Also, we can create new business transactions through these assignment block. That is, using the new
button on Opportunity block it is possible to navigate to the Opportunity page and create an opportunity
with respect to the business partner
Thus, the SAP "#$ supports the maintenance o* the complete business partner li*e
which makes it convenient *or the end user to use and helps in the reporting purpose
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Home Testing SAP

Account Management in SAP CRM

!ithin SAP "#$ these participants involved

Page 1 of 17 Account Management in SAP CRM

the header details o* the business partner

Page 4 of 17 Account Management in SAP CRM

Accounts are *urther divided into'

Page 6 of 17 Account Management in SAP CRM

6umber range can be +nternal or ()ternal

!hile creating a %P, user selects the .rouping

&or the .rouping corresponding to e)ternal number ranges

"onstituents o* account classiication are deined in the SP#O customizing

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