Table of Contents

Open all
Close all
Acknowledgments
13
Foreword
15
Preface
17
Goals of This Book
18
Target Audience
18
Structure and Content
19
Conclusion
22
1 Introduction
23
1.1 Concept of a Business Partner
23
1.2 Benefits of a Business Partner Approach
28
1.3 Business Partner in SAP S/4HANA
29
1.4 Structure of a Business Partner
30
1.4.1 Business Partner Category
31
1.4.2 Business Partner Grouping
32
1.4.3 Business Partner Role
32
1.5 Business Partner and Customer-Vendor Integration
34
1.6 Summary
36
2 Vendors
37
2.1 Customizing Vendor Account Groups
38
2.1.1 Vendor Account Groups
39
2.1.2 Number Ranges for Vendor Account Groups
41
2.2 Customizing a Business Partner
43
2.2.1 Number Ranges for Business Partners
43
2.2.2 Business Partner Role Categories
45
2.2.3 Field Attributes for a Business Partner Role Category
51
2.3 Customer-Vendor Integration
52
2.3.1 Business Partner Role Categories
53
2.3.2 Business Partner Roles
54
2.3.3 Vendor Account Groups for Business Partner Groupings
55
2.3.4 Number Range Assignments Scenarios
56
2.4 Additional Business Partner Customizations
60
2.4.1 Business Partner Types
60
2.4.2 Partner Functions in Materials Management
61
2.4.3 Vendor Subrange Functionality
62
2.5 Summary
64
3 Customers
65
3.1 Customizing Customer Account Groups
66
3.1.1 Customer Account Groups
66
3.1.2 Number Range for Customer Account Groups
70
3.2 Customizing a Business Partner
71
3.2.1 Number Ranges for Business Partners
72
3.2.2 Business Partner Role Categories
73
3.2.3 Field Attributes for Business Partner Role Category
79
3.3 Customer-Vendor Integration
80
3.3.1 Business Partner Role Categories
80
3.3.2 Business Partner Roles
82
3.3.3 Customer Account Groups for Business Partner Groupings
82
3.3.4 Number Range Assignments Scenarios
83
3.4 Additional Business Partner Customizations
88
3.4.1 Business Partner Types
88
3.4.2 Partner Functions in SAP S/4HANA Sales
89
3.5 Summary
91
4 Customizing for Customer-Vendor Integration
93
4.1 General Checks
94
4.1.1 Synchronization Direction
94
4.1.2 Connection to Post-Processing Office
95
4.1.3 Registered Function Modules
96
4.1.4 Tax Classification
97
4.1.5 Address Number Range Validity Check
98
4.1.6 Select Industry System
98
4.2 Business Partner Customer Checks
99
4.2.1 Setting for Business Partner Roles
99
4.2.2 Setting for Business Partner Groupings
101
4.2.3 Missing Legal Form to Legal Status
102
4.2.4 Missing Payment Cards
103
4.2.5 Missing Industry Keys – Outgoing
104
4.3 Contact Person
105
4.3.1 Missing Department Numbers
105
4.3.2 Missing Functions
106
4.3.3 Missing Authority
107
4.3.4 Missing VIP Indicator
108
4.3.5 Missing Marital Status
109
4.4 Business Partner Supplier Checks
111
4.4.1 Setting for Business Partner Roles
111
4.4.2 Setting for Business Partner Groupings
112
4.5 Summary
112
5 Conversion from SAP ERP to SAP S/4HANA
113
5.1 Business Partner Approach
114
5.2 Customer-Vendor Integration Implementation Approach
115
5.3 Basic Customer-Vendor Integration Customizing
117
5.4 CVI Cockpit Overview
121
5.5 Preparation
128
5.5.1 Number Ranges Evaluation
128
5.5.2 Master Data Consistency
141
5.5.3 Automated Customizing
147
5.5.4 Suppress Checks
168
5.6 Customer-Vendor Integration Load
172
5.6.1 Pre Load Activities
173
5.6.2 Real Load Activities
175
5.6.3 Synchronization Errors and Their Resolutions
190
5.6.4 Post Load Activities
206
5.7 Upgrade Preparation
206
5.8 Post-Conversion
208
5.9 Customer-Vendor Integration Reports
216
5.9.1 Report CVI_FS_CHECK_CUSTOMIZING
216
5.9.2 Report CVI_UPGRADE_CHECK_RESOLVE
218
5.9.3 Report PRECHECK_UPGRADATION_REPORT
220
5.10 Additional Tips and Tricks
222
5.10.1 Field Modifications of Business Partners in SAP S/4HANA
222
5.10.2 Impact on Custom Code
223
5.10.3 Archiving Customer/Vendor Data with the Deletion Flag
224
5.10.4 Contact Person mapping
224
5.10.5 Check and Integrate Customer/Vendor Enhancements
224
5.10.6 Deleting Business Partners
225
5.10.7 Authorizations
225
5.10.8 Data Migration
226
5.10.9 Linking a Customer and a Vendor to a Single Business Partner
227
5.10.10 SEPA Mandate for Vendor
228
5.10.11 Linking Customers and Vendors in a Conversion Project
229
5.10.12 Road Map to a Successful Conversion
230
5.10.13 Lessons Learned from Conversion Projects
231
5.11 Summary
232
6 Maintaining Business Partners
233
6.1 Navigating the Business Partner
233
6.2 Maintaining Vendors
237
6.2.1 Business Partner General Data
237
6.2.2 Extending a Business Partner as a Financial Accounting Vendor
245
6.2.3 Extending Business Partners for Purchasing
255
6.2.4 Maintaining a Business Partner Relationship
262
6.2.5 Business Partner Role Exclusion Group
263
6.2.6 Validating the Business Partner Setup
264
6.2.7 Manage Supplier Master Data App
267
6.3 Maintaining Customers
270
6.3.1 Business Partner General Data
271
6.3.2 Extending a Business Partner as a Financial Accounting Customer
276
6.3.3 Extending a Business Partner to a Sales Area
286
6.3.4 Maintaining a Business Partner Relationship
297
6.3.5 Business Partner Role Exclusion Group
299
6.3.6 Validating the Business Partner Setup
299
6.3.7 Additional Business Partner Roles for Customers
303
6.3.8 Manage Customer Master Data App
305
6.4 Summary
309
A Transaction Codes, Tables, and Roles
313
B SAP Notes and Additional Resources
319
C Migrating Additional SAP Solutions to SAP S/4HANA
333
C.1 SAP ERP Human Capital Management
333
C.1.1 SAP ERP Human Capital Management Integration of the Business Partner
333
C.1.2 Employees Replication
334
C.1.3 Converting Employees to Business Partners
336
C.2 Credit Management
336
C.3 SAP for Utilities
336
C.4 SAP for Retail
337
C.5 SAP Sales Cloud and SAP Service Cloud
337
C.6 Interfaces with SAP S/4HANA
338
C.7 DEBMAS/CREMAS IDoc Types in SAP S/4HANA
338
C.8 Integration with SAP Customer Relationship Management
339
C.9 Integration with SAP Master Data Governance
340
D The Author
345
Index
347