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Partner DeterminationOverview

Business Partner

Text DeterminationOrganizational Management

Output DeterminationProduct Master

CRM BillingOpportunity Management

Conclusion & Appendix:CRM Best PracticesActivity Management

Sales Transactions

Partner Determination

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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

ObjectivesAt the end of this unit, you will be able to:

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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

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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?

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Sales OrderPartner

Sold-to 4711Ship-to 4711Payer 5811Sales 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

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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

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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

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Partner processingPartner processing

PartnerFunctionCategory

(predefined)

PartnerFunctionCategory

(predefined)

Transactions (e.g. activity, order, opportunity)

Business Partner

Partner Determination in CRM - Customizing

AccessSequence

AccessSequence

PartnerDetermin.Procedure

PartnerDetermin.Procedure

Partner FunctionPartner Function

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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?

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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: ...

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Transaction Type

Partner Determination Procedures

System Process

Customizing Settings

Partner function

Preceding

documentOrg. Data

BP

RelationshipsCurrent BP

Access sequences

Overview of Partner Determination

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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

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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

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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