How to Set Up Business Partner Determination in mySAP CRM

  • by Amit Khanna, Senior CRM Consultant, SAP America
  • January 15, 2007
Learn about how the partner determination procedure works in mySAP CRM. Although you may be familiar with partner determination in R/3, the mySAP CRM version offers additional options.
Key Concept

Partner processing is a basic function in transaction processing that includes the partner determination procedure, which the system uses to find and enter partners in transactions automatically. Partner processing also provides information about the business partner in a document. For example, it can tell you which business partner to use as the ship-to party or the address number to use. Partner processing also ensures that you can implement different partners in a business transaction. For example, in an order with 10 items, you might have two items to deliver to another ship-to party or a different address.

Business partners occur in different functions (business and organizational) for mySAP CRM business transactions such as sales, activities, or service notifications. For example, when processing an order, you need at least a sold-to party (person ordering), a ship-to party (person receiving the goods), a bill-to party (person receiving the invoice), and a payer (person that pays).

All transactions in mySAP CRM involve business partners. Partner processing allows you to work with these partners consistently. The aim of partner processing is to enter different business partners for each business transaction and to manage their functions. Partner processing also ensures that the business partners carry out the minimum number of required functions in a document. For example, an order without a ship-to party would be incomplete, so the system could not process it.

Business partners also have relationships with one another. Business partners, such as the ship-to party, forwarding agents, or payers, have relationships with other business partners. Business partners (companies) also have normal employees and employees with more specific roles, such as contact persons or consultants. These business partners can also have relationships with one another. You can define these relationships in the master data in a mySAP CRM or R/3 system and you can use them in a business transaction to determine business partners for functions automatically.

Although documentation about partner determination in mySAP CRM exists, my clients often ask me how to implement the business logic involved with partner determination. Let me introduce you to the partner process and explain its components. I’ll explain how to configure a partner function and map it to a partner determination sequence. Then I’ll show you how you can use a partner determination Business Add-In (BAdI) to determine partners based on your business requirements.

Amit Khanna

Amit Khanna has six-and-half years of experience with mySAP CRM. He joined SAP Labs India in February 2000 as a developer, where he managed a team 17 developers in the area of mySAP CRM. He moved to SAP CRM Consulting in June 2005 and is involved in several mySAP CRM projects.

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