fscm bp settings

FSCM Business Partner Settings - By Rakesh

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SAP ECC 6.0

Configuration Guide FSCM Business Partner Settings


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Index

1. Define Business Partner Role Categories ........................................................................ 3 2. Define Business Partner Roles and Assign BP Role Categories . Error! Bookmark not defined. 3. Assign BP Roles to BP Role Category ............................. Error! Bookmark not defined. Define Number Ranges ............................................................................................................ 11 Define Groupings and Assign Number Ranges ..................................................................... 15 Address Determination - Define Transactions........................................................................ 17 Address Determination - Define Address Types .................................................................... 18 Address Determination - Assign Transaction to Address Type ............................................ 19 Set Geocoding - Process Geographical Data for Countries .. Error! Bookmark not defined. Process Geographical Data for Countries and Regions ......... Error! Bookmark not defined. Maintain Tax Number Categories ............................................. Error! Bookmark not defined. Maintain Industry Systems and Industries .............................................................................. 20 Define Number Ranges for Business Partner Relationship .................................................. 21 Synchronization Objects........................................................................................................... 22 Activate PPO Requests for Platform Objects in the Dialog ................................................... 24 Address Determination - Define Transactions........................................................................ 25 Set BP Role Category for Direction BP to Customer .............. Error! Bookmark not defined. Define BP Role for Direction Customer to BP ......................... Error! Bookmark not defined. Define Number Assignment for Direction BP to Customer ................................................... 27 Address Determination - Define Transactions......................... Error! Bookmark not defined. Activate Assignment of Contact Persons................................................................................ 28 Assign Industries ....................................................................................................................... 29 Synchronization of Mass Data .................................................. Error! Bookmark not defined.


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1. Define BP Roles

Transaction Code: SPRO

IMG Menu Path: Cross-Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles

In this IMG activity you define the Business Partner roles and their attributes. You also define the role categories with other relevant data.

The required roles for FSCM are:

000000 - General Business Partner FLCU00 - Customer/Vendor Integration: FI Customer UDM000 - Business Partner for Collections Management UKM000 - Credit Management Business Partner

We can use these standard roles or can create new roles by copying them


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a. Define BP Role Categories

Double Click on the BP Role Categories

Select the BP role category FLCU00 and click on the details button and update the required fields as shown below

Click Save


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Similarly update the required fields for the other BP role categories – UDM000 and UKM000 as shown below BP role category UDM000

Click Save BP role category UKM000

Click Save


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b. Assign Business Transactions to BP Role Categories

Double click on the BP Role Categories

Select the BP Role Category FLCU00 and Double click on the BP Role Category --> Business Transaction

Click on the button and update the below transactions

Click Save


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Similarly update the required fields for the other BP role categories – UDM000 and UKM000 as shown below

Click Save

Click Save


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c. Define BP Roles and Assign BP Role Categories

Double Click on the BP Roles

Select the BP role 000000 and click on the details button and update the required fields as shown below

Click Save


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Similarly update the other BP Roles - FLCU00, UDM000 and UKM000 as shown below

BP Role – FLCU00

Click Save


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BP Role – UDM000

Click Save BP Role – UKM000

Click Save


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2. Define Number Ranges


IMG Menu Path: Cross-Application Components SAP Business Partner Business Partner Basic Settings Number Ranges and Groupings Define Number Ranges

In this activity, you define number ranges for business partners. The defined number ranges are assigned to groupings in the Define groupings and assign number ranges activity.

Number ranges for business partners are valid throughout a client.

Since we need to populate the same Customer Number (that is created in FI-AR) to the Business Partner, we should give the same number range here as that exists in the FI-Accounts Receivable module.

Note – To check the existing number for the FI-AR customers, go to

Financial Accounting (New) Accounts Receivable and Accounts Payable Customer Accounts Master Data Preparations for Creating Customer Master Data Create

Number Ranges for Customer Accounts

Similarly check the Number range assignment to the customer account group


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Financial Accounting (New) Accounts Receivable and Accounts Payable Customer Accounts Master Data Preparations for Creating Customer Master Data Create Number Ranges for Customer Accounts

Now use the same number range to the BP master data


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Click on create interval button

Click on insert interval button and update the required number range


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Also update below number range

Click Save


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3. Define Groupings and Assign Number Ranges


IMG Menu Path: Cross-Application Components SAP Business Partner Business Partner Basic Settings Number Ranges and Groupings Define Groupings and Assign Number Ranges


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Click on the New Entries button and update as below

Click Save

Select External grouping and click Save


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4. Address Determination - Define Transactions


IMG Menu Path: Cross-Application Components SAP Business Partner Business Partner Basic Settings Address Determination Define Transactions

In this activity you define transactions for address determination.

Update as below

Click Save


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5. Address Determination - Define Address Types


IMG Menu Path: Cross-Application Components SAP Business Partner Business Partner Basic Settings Address Determination Define Address Types

In this activity, you maintain address types that you need for certain business transactions. The address type and the standard address type are relevant for address determination.

Update the address type XXDEFAULT and Click Save


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6. Address Determination - Assign Transaction to Address Type


IMG Menu Path: Cross-Application Components SAP Business Partner Business Partner Basic Settings Address Determination Assign Transaction to Address Type

In this activity you assign predefined transactions to address types that you have created, for the purpose of address determination. The transactions are part of the standard delivery, meaning that you cannot change them. In the case of business partners with multiple addresses, the system must be able to determine the correct address for different transactions (such as send order, receive goods).

Update the transaction type and assign address type Click Save


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7. Maintain Industry Systems and Industries


IMG Menu Path: Cross-Application Components SAP Business Partner Business Partner Organizations Maintain Industry Systems and Industries

In this activity you define industry systems and industries. You can create different industry systems, to which you can assign several industries in each case. You can assign several industry systems to one business partner. You must identify one industry system as the standard industry system. The industry system identified as the standard industry system is displayed in the dialog in the initial screen for the maintenance of industry data.

Select the standard industry 0001 and double click on Industry Number System --> Industries

Update the required industries and click Save


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8. Define Number Ranges for Business Partner Relationship


IMG Menu Path: Cross-Application Components SAP Business Partner Business Partner Relationships Basic Settings Define Number Ranges

For internal administration of BP relationships and BP role definitions an internal number is required from the number range interval "01".

Click on Insert interval button

Update the 01 number range and click save


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9. Synchronization Objects


IMG Menu Path: Cross-Application Components Master Data Synchronization Synchronization Control Synchronization Control Synchronization Objects

In this IMG activity you can display synchronization objects provided by by for the master data synchronization and, if necessary, create your own synchronization objects. However, you can mainly use this IMG activity as a system administrator, to get detailed information on the synchronization objects provided by SAP. Important detailed information would be the extractor class for the synchronization object, if the object is used as a source object within a synchronization process and the block size is used for background processing of the mass synchronization in the context of an initial synchronization.


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Check if the settings were maintained as shown below:


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10. Activate PPO Requests for Platform Objects in the Dialog


IMG Menu Path: Cross-Application Components Master Data Synchronization Synchronization Control Synchronization Control Activate PPO Requests for Platform Objects in the Dialog

Use this IMG activity to define for which platform objects a post-processing request (PPO request) is to be written in the event of a synchronization error. This definition is not direction-specific, meaning a request should always be written when the platform object is used either as a source or as a target object in the synchronization.

Select PPO active check box

Click Save


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11. Activate Synchronization Option


IMG Menu Path: Cross-Application Components Master Data Synchronization Synchronization Control Synchronization Control Activate Synchronization Options

Use this IMG activity to specify the SAP synchronization options that you want to activate.

Select the activation for customer BP and BP Customer options Click Save


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12. Define BP Role for Direction Customer to BP


IMG Menu Path: Cross-Application Components Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Customer Integration Define BP Role for Direction Customer to BP

In this IMG activity you assign BP roles to the account group for the customer master record in which the business partner is to be created when processing the customer. When you process the customer as part of customer integration the system creates a business partner with the relevant account group in the BP roles that are assigned to this account group.

Click on New Entries and update Bp Role

Click on Save


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13. Define Number Assignment for Direction Customer to BP


IMG Menu Path:

Cross-Application Components Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Customer Integration Field Assignment for Customer Integration Assign Keys Define Number Assignment for Direction Customer to BP

In this IMG activity you assign the groupings for the business partner to the account groups for the customer master records to ensure that when you process customers as part of customer integration the system also updates the business partner at the same time. With this assignment you choose whether the customer master record is to be created with an account group with internal or external number assignment or with identical numbers.

Click on New Entries and update the Number range assignment

Click on Save


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14. Activate Assignment of Contact Persons


IMG Menu Path:

Cross-Application Components Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Customer Integration Field Assignment for Customer Integration Assign Attributes Contact Person Activate Assignment of Contact Persons

In this IMG activity you can activate the assignment of contact persons. You activate assignment if both of the following statements are true: Contact person attributes are to be processed in the business partner or in the customer master record and you want to assign attributes to ensure that the contract person is synchronized as part of customer integration. You can synchronize the following attributes for the contact person:

Department numbers

Functions

Authority

VIP Indicator

Select the activation and Click Save


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15. Assign Industries


IMG Menu Path:

Cross-Application Components Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Customer Integration Field Assignment for Customer Integration Assign Attributes Contact Person Assign Industries

In this IMG activity you can assign industry keys for the customer and vendor master records to industries for the business partner (and vice versa), in order to ensure that both industry fields are updated correctly in the context of Customer/Vendor Integration. In business partner processing you can store several industries from different industry systems in business partners belonging to the category Organization. You can name one industry as the standard industry for each industry system. You can store just one industry in the customer and vendor master records. In this IMG activity you determine how the corresponding industry in the customer/vendor master record is derived from the standard industry for the standard industry system when you process a business partner. You also determine from which industry in the customer/vendor master record the corresponding industry is created for the business partner.

Select industry 0001 and click on Define Outgoing Industry Mapping to update outgoing industry mapping

Similarly update Define Incoming Industry Mapping and Click Save


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fscm bp settings

Documents

business partner relationship

direction bp

assign bp role categories

bp roles transaction

set bp role category

assign number ranges

required roles

address types