SAP CRM 7 Account Management 1

During business partner creation, the number assignment is determined by a. Account Classification. Grouping. Account Group. None.

The ------- that are assigned to a business partner mirror the partner?s functions and the business transactions in which they may be involved. Roles. Groupings. Classification. Category.

The classification of a business partner as a natural Person (for example, a private person), group or organization (legal person or part of a legal person, for example, department) is called the. account group. grouping. role. business partner category.

Concerning business partner category. It can be changed after creation of the business partner. Additional categories cannot be defined. A business partner can have more than one categories assigned. Available categories are person, group and organization.

Concerning business partner roles. The business partner role classifies the business partner according to business function. The roles that are assigned to a business partner mirror the partner?s functions and the business transactions in which they may be involved. You can assign only one business partner role to a business partner. Customer-specific business partner roles can be defined in customizing. A business partner role is assigned to a business partner role category.

Concerning BP relationships and relationship categories. 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. The relationship category describes the properties of a relationship and characterizes it with attributes. With the business partner relationship category, you determine whether only one relationship of this category can be created. The business partner relationship categories available depend on the business partner category in question. Relationships that are exchanged with the ERP system usually can be time-dependant. The Contact Person Relationship in SAP CRM can be exchanged with SAP ERP and vice versa.

Concerning Buying centers. Identifies the people involved with the business decision and the degree of their influence. You can create only one buying center for a business partner. a buying center in the opportunity can be saved as an account buying center.

Concerning Account Classification. The account classification data supplements the normal account data. You can use account classification to classify your accounts according to any criteria. The required criteria can be combined in any way. Each classification category can consist of as many criteria as you wish. Each classification category can consist of as many attributes as you wish. Cannot be used in account search. It is possible to define your own classification categories. Once a combination of criteria and attributes is assigned to the data it cannot be changed.

Concerning Account Life Cycle. each stage represents a different view at a particular point in time. A life cycle stage is technically a business partner role. A life cycle corresponds to a role exclusion group. is standard delivery with SAP CRM and needs no activation. must be activated in the UI configuration tool. You can define views for each life cycle stage (editable, read-only or required entry fields). You must define a role exclusion group for the account life cycle.

Concerning Account hierarchies. allow you to map complex organizational structures of a business partner (for example, buying group, co-operative or chain of retail outlets). the nodes are equated with the business partners themselves. business partners are assigned to the nodes. You can assign as many business partners as you like to a hierarchy node. Customer hierarchies from the SAP ERP system can be loaded into SAP CRM. Customer hierarchies from the SAP ERP processed in SAP CRM by assigning business partners to the nodes can be transferred to the ERP system. You can create account hierarchies in different categories such as the ?pricing? or ?statistics? category. An account can be assigned several hierarchies from different categories. The account hierarchy is sales area-independent, including its different hierarchy levels and nodes. A time-dependent assignment can be defined from hierarchy node to hierarchy node, as well as from account to hierarchy node.

CRM data exchange with ERP:Sales Classification. CRM classifications are mapped to ERP account groups. CRM classifications include Customer, Prospect, Competitor, Consumer. You can define your own classifications. The classification is derived from the role category (viacoding). Role categories are assigned to classifications. A classification is assigned to exactly one account group. a business partner can have one or more of the following classifications: ? Consumer ? Customer ? Prospect ? Competitors.