3 Tips to Ensure Quality Business Partner Master Data

  • by Ned Falk, Senior Education Consultant, SAP
  • May 15, 2007
To prevent users from selecting the wrong business partner role in transaction BP, learn how to turn off business partner roles you don’t need. Then find out how you can limit the search further by using custom business partner role categories that contain only business partner roles that are related to your business. This prevents potential errors in your master data, which can cause additional errors in your SAP CRM system.
Key Concept

Each business partner role contains a predefined set of functions based on the business partner’s relationship to your company. For example, you could have business partner roles such as employee or vendor. The business partner roles determine the fields you have available in the SAP CRM system for the business partner. Business partner role categories sort business partner roles into groups, such as person or company.

Business partner roles are critical in your CRM project — they define the functions your business partners can perform during CRM transactions. However, when you select a business partner role for a new business partner, you’ll notice that SAP provides about 46 standard business partner roles.

When I recently created a business partner using transaction BP, I noticed how easy it is to assign the wrong business partner role. First, SAP CRM defaults to the business partner role Business Partner General, a business partner role that is not often needed. Second, the number of options for a business partner role made it difficult to decide which role was the most suitable.

If the default business partner role is not appropriate or too many choices exist, it can cause errors in master data and then errors in business processes. I’ll show you how you can hide unwanted business partner roles. Then I’ll explain how to set a new default business partner role to the one that you use most often. Finally, I’ll show you how to define role categories to further limit the roles a user can select when setting up a new business partner. I tested these tips in SAP CRM 2005, but they also apply to SAP CRM 4.0.

Ned Falk

Ned Falk is a senior education consultant at SAP. In prior positions, he implemented many ERP solutions, including SAP R/3. While at SAP, he initially focused on logistics. Now he focuses on SAP HANA, SAP BW (formerly SAP NetWeaver BW), SAP CRM, and the integration of SAP BW and SAP BusinessObjects tools. You can meet him in person when he teaches SAP HANA, SAP BW, or SAP CRM classes from the Atlanta SAP office, or in a virtual training class over the web. If you need an SAP education plan for SAP HANA, SAP BW, BusinessObjects, or SAP CRM, you may contact Ned via email.

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