15. Business Partner

Question 0

2. Examples of business relationships (6):

Answer 0

1. Vendor-customer: vendor as fwd agent for customer
2. Contact person-customer: contact person employed at customer’s company
3. Contact person-customer: customer’s contact person does not work in same company
4. Customer-customer: sold to and ship to are different
5. Employee-contact person: customer’s contact person is looked after individually by an employee
6. Employee-customer: customer manager

Question 1

1. Contents (2):

Answer 1

1. Partner functions

2. Partner func config and det

Question 2

3. Partner types (4):

Answer 2

1. AP - contact person
2. KU - customer
3. LI - vendor
4. PE - personnel

Question 3

4. Customer partner functions (4):

Answer 3

1. SP - sold to
2. SH - ship to
3. PY - payer
4. BP - bill to

Question 4

5. Partner function assignment (7):

Answer 4

1. Maintain in sales docs and master data
2. Proposed auto in doc header when sales doc is created
3. Manual change possible in partner screen if customizing permits it
4. Allow multiple partners for each function via customizing and use selection list when you enter sales order in case of multiple partners
5. In the sales doc only one partner can be assigned for each function, except for outline agreement (partner func AA and AW)
6. Can also define partner at item level in sales docs, but partners maintained only at header cannot be changed at item level
7. Can define mandatory functions, prohibit changes to partners already entered in sales doc and enter/change address manually of shipto w/o affecting the master record

Question 5

6. Partner det procedure (3):

Answer 5

1. Is where you det which func may or must appear
2. Defined at various levels such as customer master, header, items
3. Partner procedures are assigned to partner objects via assignment keys

Question 6

7. Partner objects and assign keys (8):

Answer 6

1. Customer master, acct grp
2. Sales doc header, sales doc type
3. Sales doc item, item cat
4. Free of charge, deliv type
5. Shipment, shipment type
6. Bill header, bill type
7. Bill item, bill type
8. Sales activities, activity type

Question 7

8. Acct grp for customer master (5):

Answer 7

1. For each data field of the acct grp you define whether it is displayed and whether maint is mandatory, optional or not possible
2. Define the number range
3. Define other control elements for partners and texts of customer master
4. Acct grp examples: 001 sold to, 002 shipto, 003 payer, etc. you can create new ones
5. Acct grp controls customer master rec while partner func controls function within sales proccess

Question 8

9. Permitted partner func per acct grp (2):

Answer 8

1. Assign permitted func to each acct grp

2. Acct grp of a customer controls possible func

Question 9

10. Partner det for sales doc (5):

Answer 9

1. Partners are copied from customer master
2. Several partner rel are stored in customer master for sold to
3. You can specify partner func source and det sequence
4. You can use other sources to det partner in sales doc such as tables for customer hierarchy KNVH, contact persons KNVK, credit rep T024P….
5. Ex of indirect partner func: det fwd agent in sales doc based on shipto, so in customizing you ensure shipto is det by first accessing sold to. Then sys accesses shipto to det fwd agent