Exercises

Unit: Topic: Business Partners Creating Business Partners and Business Partner Relationships

At the conclusion of this exercise, you will be able to: Explain the concept of business partners in mySAP CRM

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Create CRM business partners and relationships between business partners Create yourself as a business partner in the role employee You want to maintain business partners and business partner relationships for your trade fair business.

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One of your trade fair contacts wants to place an order in a few days. Add a new business partner with category organization and role sold-to party to CRM. 1-1-1 Create a new business partner. The system automatically creates the business partner ID, therefore, you should leave the Grouping field blank. 1-1-2 Enter the following address information in the relevant fields (## is your group number): Address Name Postal Code City Country Transportation Zone Language Stockmann AG ## 750## Paris FR Central France French

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Maintain the Tax Classification (Control Data tab). Choose Country FR, Tax Type MWST and Tax Group FULL. Select a sales area, IDES CRM Training and Final customer sales.

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Enter shipping information. Shipping Incoterms Delivery Priority Shipping Conditions Enter billing information. Billing Own data (Checkbox) Own data (Checkbox) Free house High Standard

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Customer Pricing Procedure Currency Terms of payment Price Group (cust) Price list type Save the business partner.

Standard Euro ZB01 14 days 3%,30 2%, 45 net New customers Retail

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Business Partner Nr. _____________________________________

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1-1-3 Check that the business partner has been uploaded to OLTP R/3. 1-1-4 Stockmann has informed you that they have an additional address for shipping the goods. Enter the address. Address Street City Country Postal Code Transportation Zone 750## Paris FR 750## Northern France

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1-2

Your sold-to party, Stockmann AG ##, has a relationship with a contact person. Enter this contact person and the relationship in CRM. 1-2-1 Enter the person Michael Contact ## with the role contact person and fill all mandatory fields. Save your entries. Business partner number ____________________________________ 1-2-2 Use the locator to search for the sold-to party, Stockmann AG ##, and then switch to the Relationships area. Create a relationship with category Has Contact Person and assign the contact person, Michael Contact ##, to it.

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1-2-3 Enter the following information in the window that appears on the Usage tab page: the sales organization IDES CRM Training, the distribution channel Final customer sales and the partner function Contact person (CRM). 1-3 Enter yourself as an employee in CRM. 1-3-1 Enter Peter Miller ## in the system as a business partner with the role employee. (You can use your own name if you wish.) 1-3-2 Fill all mandatory fields and enter your user name (the name with which you logged on to the system) in the User field on the Identification tab page. 1-4 Comprehension questions about data exchange of CRM partners and SAP R/3 customers. 1-4-1 What classification does the business partner Stockmann AG ## have? 1-4-2 Which SAP R/3 account group was mapped to the classification used for the business partner in the previous question? 1-4-3 Check whether the R/3 customer that was uploaded to SAP R/3 from CRM has been created in this R/3 account group. 1-4-4 Under which prerequisites is a CRM business partner also downloaded into the corresponding SAP R/3? 1-4-5 Which settings do you have to make to ensure that a business partner created in CRM is assigned the same number in SAP R/3? 1-4-6 Which address was uploaded to the SAP R/3 system? Explain why.

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Internal Use SAP Partner Only

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Unit: Topic:

Business Partners Extensibility (optional Exercise)

Create a new role. For this role, show and hide fields of the Business Partner, create a new tab, and move existing fields to the new tab.

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Enter /n and choose Enter or enter /nbupt and choose Enter. Use the menu and not the Easy Access tree. Replace all occurrences of ## with your group number, for example, if your group number is 11, change all ## to 11: ZF## = ZF11 2-1 Change the appearance of the Business Partner display. 2-1-1 Create a new role and name it Contact Person-##. Copy the role Contact Person with all entries. (## = group number) 2-1-2 Change field attributes of the business partner in the role Contact Person-##. Choose field group 25, Person: First Name, Last Name, from the data set BUP010 Central Data and select Required Entry. Choose field group 64, Address: P.O. Box, from the data set BUA010 Addresses and select Hide. Choose field group 68, P.O.Box Address: Postal Code and City, from the data set BUA010 Addresses and select Hide. Usage: Business Partner Toolset with transaction BUPT. Make these changes only for your role Contact Person-##. 2-2 Create a new tab with the Visual Configuration Tool (VCT). 2-2-1 Create a new tab, Address and Communication, for the role Contact Person-## using the Visual Configuration Tool (VCT). 2-2-2 Change the screen sequence of the new tab to the second position. 2-2-3 Move the Standard Address section from the Name tab (former Address tab) and insert it in your new tab Address and Communication.

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2-3

View the effects of your customizing. 2-3-1 Start the transaction Maintain Business Partner. Select the role Contact Person-##. Try to save without entering a name. What happens? Answer: ______________________________________________ 2-3-2 Do you find the PO Box and Postal Code fields? Answer: ______________________________________________

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