account management s

7/17/2019 Account Management S

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ACCOUNT MANAGEMENT

Topics

1. BP Number Ranges2. BP Role & BP Role Caegor!". BP Relaions#ips$. A%%ress Managemen. Templaes'. Accoun (i)e C!cle*. Acccoun Classi+caion,. Accoun -ierarc#!

Accoun Managemen



Business partners are any parties in which your company has a business interest. You can create and manage your business partners centrally for dierent businesstransactions, and reect the dierent roles they play, such as sold-to party andship-to party. A business partner can be any of the following:

Accouns - An account is a company, individual, or group with which you have a

business relationship. An account can be, for eample, a customer, prospect,vendor, or competitor. Accounts are subdivided into !orporate Accounts "companiesor organi#ations$, %ndividual Accounts "private individuals$ and &roups "anygroupings such as households$.Conacs - A contact is a person with whom you have a business relationship, andis mostly assigned to a corporate account.Emplo!ees - An employee is a member of your company, and involved in theinteractions between your company and customers, prospects, vendors, and otherparties.

BP Number Ranges

'umber ranges are divided into two types.

(. %nternal 'umber )ange - %nternal number assignment is the default.*. +ternal 'umber )ange %s used to enter the desired number manually

within the number range specied in the grouping.

Tas / To creae a number range )or #e clien Ro!al En+el%

0ep 1/

Pa# / /)0 %1& !ross application components A/ B/ B/ Basic

ettings 'umber )anges and groupings 2ene 'umber )anges !lic3 on

create

pecify the 'o, 4rom 'o, 5o 'umber, ') tatus and clic3 on save.



0ep 2/

'ow go two steps bac3 and eecute 6e+ne Groupings an% Assign Number

Ranges7 and clic3 on new entries.

pecify the grouping name, short name, 2esc, 'umber )ange, !hec3 the option

%nternal tandard &rouping.



0ep" : You can test it in both web ui as well as &8%.

• n GU 5! : B/

• !lic3 on person or organi#ation.

• elect the grouping as 6)oyal +neld7.

• pecify the role which you want to specify for the B/.

• pecify the general details 5itle, 4irst 'ame, 9ast 'ame etc.



BP Role & BP Role Caegor!

• A business partner role is used to classify a business partner in

business terms. 5he roles you assign to a business partner reect thefunctions it has and the business transactions in which it is li3ely to beinvolved. A business partner role is used for classication purposesduring data echange with A/ +)/.

• 5he business partner role "for eample, contact, sold-to party orsupplier$ classies the business partner according to their businessfunction. 5he roles that are assigned to a business partner mirror thepartner;s functions and the business transactions in which they may beinvolved.

• 5he classication of a business partner as a natural Person "foreample, a private person$, group or organi#ation "legal person or partof a legal person, for eample,department$ is called the businessparner caegor!.

• A Group species a shared living arrangement, a married couple, oran eecutive board.

• 5he Organi3aion represents units such as a company, a departmentof a company, a club, or an association.

Tas / To Creae a BP Role & BP Role Caegor!

Eg / Clien 4ans o creae reail oule in #e separae organi3aion

5Caegor!6

0ep1 /

Pa# / /)0 %1& !ross application components A/ B/ B/ B/

)oles 2ene B/ )oles !lic3 on 'ew +ntries



0ep2 / 2ouble clic3 on B/ )ole !ategories clic3 on 'ew entries

0ep" / 'ow assign the created outlet store category 6<)+0!7 to B/ role

6<)+07.

• 2ouble clic3 on created bp role 6<)+07 and assign the 6<)+0!7 to it.

• !hec3 the option 6td Asssignement B/ )ole B/ )ole !at7

• pecify the 6B/ =iew7 to 6!)1>>>7.



0ep$ / 5o 5est

• &oto 5! : B/

• !reate a B/ 60rgani#ation7

• elect the B/ &rouping : 6)oyal +neld7

•

elect the B/ )ole : 6)oyal +neld 0utlet tore7.• pecify the details below li3a name, address etc



BP Relaions#ips /

•

A business partner relationship forms a business-relevant connection between two business partners.

• Business partner relationship categories describe the business-relevant relationship between

business partners.

• To show that two business partners have a particular relationship to one another, we assign them a

relationship category.

• You can use the Business Data Toolset (BDT) to assign additional relationship categories.

• To do this, use the B relationships tas! menu which is called in the "A#$% using transaction

B$&'.

• The relationship categor describes the properties of a relationship and characteries it with

attributes.• There is a difference between a one-wa business partner relationship categor and a two-wa

business partner relationship categor. %n a one-wa relationship categor, the relationship

e*tends from one partner to another, but not vice versa (for e*ample, .is emploee of.). An

e*ample of an two-wa relationship is .is married to..

Tas / To Creae a BP Relaions#ip Caegor!



0ep1 / 5o create a B/ relationshi? category 5! B8/5

Pa# / A/ 1enu B/ )elationships !ontrol )elationship!ategories"B8BA$

• elect 6B8)>(>7 and clic3 on 6copy as7

• pecify

the details li3e )elationship !at, B/( =iew, B/* =iew and clic3 on save.



0ep2 / 5o 5est

• %n &ui 5!: B/

•

earch for the created B/ 6@>>>>>>7.• %n the 1enu bar clic3 on relatinships button and assign the relationship

category that was created.• Assign the 6)elationship to B/7 6@>>>>>(7 and clic3 on save.



A%%ress Managemen

• A/ Business Address ervices "BA$ is used for maintaining B/ address data.

• You can maintain as many addresses as you li3e for each business partner.

0ne address for each business partner is always agged as the standardaddress. You can dene address usages by assigning the dierent addressesto the relevant business processes.

• !hec3ing postal codes, cities and streets, and combinations of these for

consistency. 2uring the chec3, missing elements are added. 4or eample, ifyou enter only the city, the postal code is added.

• hen you create and change a business partner, eisting B/s that are

phonetically similar are displayed for comparison purposes. 5his prevents youfrom creating the same partner more than once.

Tas / To Creae Ne4 A%%ress T!pes

0ep1/

Pa# : /)0 %1& !ross application components A/ B/ B/ Basicettings Address 2etermination 2ene Address 5ypes 'ew +ntries

0ep2 / To Tes

• %n &8% : 5! - B/

• elect the created B/ 6@>>>>>>7

• !lic3 on Address 5ab 5here you can see the created address type6send compaints7.



• 'owcreatea new

address type by clic3ing on new. pecify the values li3e streethousenumber, country etc



• 'ow attach the created address to the address usage 6endcomplaints7. elect 6send complaints7 and clic3 on create.

• 'ow select the created address and clic3 on o3.



• 'ow you see the address is assigned to the 6end !omplaints7.

Templaes

• Templates can be used to maintain "ales Area data.



• The following sales-area-dependent data sets reference templates, which can then be assigned in

business partner maintenance+

"ales data

"hipping data

Billing data

Bloc!ing reasons

• 5he main use of template is to reduce the wor3load of the end user

• 5emplate is a master copy and it will hold only common information

• An account consists of two sets of data &eneral 2ata"8niCue$ ales area data "!ommon data$

Tas / To Creae A Mini Templae

0ep1/ 5o create a mini template

Pa#/ /)0 !)1 1aster 2ata B/ 5emplates 1aintain 1ini 5emplates !lic3 on create template



• !lic3 on template description

• !lic3 on insert line

• !lic3onsaveandclic3on'o

0ep2 /%n thesameway clic3on create

templateforshipping



• !lic3 on enter and enter the template description

• !lic3 on insert line

• !lic3 on save and clic3 on 6'o7.

0ep" /%n thesame

way clic3on createtemplatefor billing

• !reate atemplatedescription

• !lic3 on insert line and specify the below details



•

•

•

•

•

•

!lic3 on save and clic3 on '0.

0ep$ /!reatetemplateof type

salesarea

• !lic3 ontemplatedescription

• !lic3 on

insert line



• !lic3 on save and clic3 on '00ep : !reate template for shipping area

• !lic3 ontemplatedescription

• !lic3 oninsertline.

• !lic3 on save and clic3 on '0.

0ep '/ !reate template for billing area

• !lic3 on

templatedescription

• !lic3 oninsert line.



• !lic3 on save and clic3 on 'o.

0ep */ 5o create a main template

/)0 !)1 1aster 2ata B/ 5emplates Assign 1ain 5emplates totemplates !lic3 on new entries

• elect 6<+)%'7 and double clic3 on 65emplates 1ini 5emplates7

• pecify the mini template type and clic3 on enter.

• !lic3

on



6'ew +ntries7 and specify the mini template as 6)oyal +neld alesArea7.



• !lic3on6'ew



+ntries7 and specify the mini template as 6)oyal +neld hippingArea7.



• !lic3on



6'ew +ntries7 and specify the mini template as 6)oyal +neld BillingArea7.

Tes /

• &oto eb 8% : 5! !)1D8%

• elect the role salespro

• /ath : Account mgmt create corporate account and specify thedetails name, address etc

• %n ales area AB clic3 on 6'ew from 5emplate7 Eere you will nd thecreated template



Accoun (i)e C!cle

• A life cycle stage enable you to record the dierent stages of a B/ as itprogresses through its life cycle.

+g : A B/ might start o as a potential and move on to an intermediatestage as a prospect, befor nally becoming a customer.

• A life cycle stage is technically a B/ )ole. 5he assignement of stages to

a life cycle is dened using the functionality provided by role ecluciongroups.

TA07 / To Creae An Accoun (i)eC!cle

0ep1



/ath 5o !reate )oel +clusion &roups : /)0 !ross application components A/ B/ B/ Basic ettings 2ene B/ role eclusion group 'ew+ntries

• pecify the details and clic3 on save.

0ep2

• 'ow select the created 6<)+)+&7 and double clic3 on B/ role eclusiongroup B/ )oles

• !lic3 on 6'ew +ntries7 and specify the values bup>>>* F crm>>> andclic3 on save.



0ep"

• 'ow clic3 on 6B/ )ole +clusion &roup /ermitted 5ransactions7 andclic3 on 6'ew +ntries7.

• pecify the from and to values and clic3 on save.

Tes : 'ow you can nd the prospect and sold to party in life cycle stageeld in eb 8%. You cannot see those roles in the roles AB.

%f you select sold-to-party you cannot assign prospect anymore.

Accoun Classi+caion

You can use account classication to classify your accounts according to anycriteria this is particularly useful for large enterprises who may want toclassify dierent business areas according to dierent criteria.

+g: )eliance 2igital Eyderabad &old")ating$ 2elhi ilver 1umbai Bron#e



Tas / To Mainain Accoun Classi+caion

0ep1

Pa# : /)0 !)1 1aster 2ata B/ 2ene Attributes 2eneAccount !lassication 2ouble clic3 on criteria !lic3 on 'ew +ntries andspecify the details for 6ales org7.

• %n the same way create for 2istribution !hannel, 2ivison and !ountry.



0ep2

• 'ow double clic3 on attributes and clic3 on 6'ew +ntries7.

• !reate )ating and roles.



0ep"

'ow double clic3 on categories select account classication 2oubleclic3 on 6!ategory Attributes7 !lic3 on 'ew +ntries and specify thevalues rating and roles.

'ow

double clic3 on categories select account classication 2ouble clic3 on6!ategory !riteria7 !lic3 on 'ew +ntries and specify the values alesorg, 2ist !hannel, 2ivison, !ountry.

0ep$



5o maintain attribute values

/)0 !)1 1aster 2ata B/ 2ene Attributes 2ene !ustomer!lass !lic3 on 'ew +ntries

0ep

Tes

• &oto

eb8% : !)1D8%• )ole alespro

• Account 1gmt !reate !orporate Account

• !reate an account and clic3 on 6Account !lassication AB7



Accoun -ierarc#!

• Account Eierarchy allows you to map comple organi#ation structuresof a B/.

+g : !hain of retail outlets, buying centers etc.• You can assign multiple accounts to each node it allows you to group

accounts in a multilevel group hierarchy.• 5he two important points in account hierarchy are

a. &roup your accountsb. !ascade the discount

Tas / To Creae An Accoun -ierarc#!



0ep1

• &oto +B 8% !)1Dui

• )ole alespro

• Account 1anagement !reate Account Eierarchy

• elect

Eierarchy!)1

• %d <!)+,2esc )oyal

+neld %ndia• 'ow 6<!)+7 and clic3 on 'ew node.

• %d <!)+D>(, 2esc 'orth

• %n the same way complete the entire structure



• 'ow select the 'ode 6<!)+D>*D>(D>(7 and in assigned accountsspecify the Account %2.

• %n the same way complete the complete the same for the other node6=iaGy 1otors7.

• !lic3 on ave.

account management s

Documents

business partner role

business partner category

business relationship

bp number ranges number

business terms

business function

desired number

assign number ranges